Fund HoldingsAspex Management (HK) Ltd

Total Portfolio Value
$3.70M
Total Bought
$1.17M
Total Sold
$967.8K
Net Transaction
+$198.7K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
TERADYNE INC(TER)01,759,634+1,759,63401995.37%+199
FUTU HLDGS LTD(FUTU)1,473,6234,310,828+2,837,205812336.31%+153
LAS VEGAS SANDS CORP(LVS)02,754,579+2,754,57901423.85%+142
SEA LTD(SE)6,786,8847,428,729+641,84527539910.78%+124
TENCENT MUSIC ENTMT GROUP(TME)9,050,13818,013,636+8,963,498822025.45%+120
NETEASE INC(NTES)637,1241,503,704+866,580591564.21%+96
DELL TECHNOLOGIES INC(DELL)0597,097+597,0970681.84%+68
ZTO EXPRESS CAYMAN INC(ZTO)3,658,6736,703,016+3,044,343781403.79%+63
QUALCOMM INC(QCOM)923,0331,129,935+206,9021331915.17%+58
COHERENT CORP(COHR)0893,553+893,5530541.46%+54
MARVELL TECHNOLOGY INC(MRVL)5,712,5645,437,664-274,90034538510.42%+41
LI AUTO INC(LI)01,300,000+1,300,0000391.06%+39
MAPLEBEAR INC(CART)(Call)3,791,2533,791,2530438+34
IQIYI INC(IQ)028,000,000+28,000,0000260.71%+26
QIFU TECHNOLOGY INC(QFIN)8,630,7658,630,76501371594.30%+23
HDFC BANK LTD(HDB)0400,665+400,6650220.61%+22
FREEPORT-MCMORAN INC(FCX)2,521,9032,521,90301071193.21%+11
H WORLD GROUP LTD(HTHT)50,000,00050,000,000054581.56%+4
KANZHUN LIMITED(BZ)2,821,5202,821,520047491.34%+3
ATOUR LIFESTYLE HLDGS LTD(ATAT)3,525,0003,525,000061631.71%+2
SEA LTD(SE)30,000,00030,000,000029300.82%+2
PRENETICS GLOBAL LTD0346,150+346,150010.04%+1
YATSEN HLDG LTD02+2000
PRENETICS GLOBAL LTD1,166,6661,166,6660000.00%-0
LANVIN GROUP HOLDINGS LIMITE
*W EXP 01/14/202
1,000,0001,000,0000000.00%-0
VICARIOUS SURGICAL INC2,600,0002,600,0000110.02%-0
RLX TECHNOLOGY INC(RLX)12,123,40912,123,409024230.63%-1
HESAI GROUP(HSAI)150,0000-150,00010-1
SMART SH GLOBAL LTD4,500,0001,305,503-3,194,497210.02%-1
PRENETICS GLOBAL LTD346,1500-346,15020-2
LAM RESEARCH CORP(LRCX)267,986213,873-54,1132102085.62%-2
VNET GROUP INC(VNET)2,964,5522,964,5520950.12%-4
LANVIN GROUP HOLDINGS LIMITE
SHS
4,500,0004,500,00001360.17%-7
YATSEN HLDG LTD13,134,5400-13,134,540100-10
VNET GROUP INC15,000,0000-15,000,000150-15
GDS HLDGS LTD(GDS)8,773,0318,773,031080581.58%-22
GRAB HOLDINGS LIMITED
CLASS A ORD
8,000,0000-8,000,000270-27
DOORDASH INC(DASH)3,092,4461,993,155-1,099,2913062747.42%-31
MICRON TECHNOLOGY INC(MU)4,027,3482,627,189-1,400,1593443108.37%-34
NVIDIA CORPORATION(NVDA)121,9730-121,973600-60
KE HLDGS INC(BEKE)4,610,0000-4,610,000750-75
JD.COM INC(JD)3,946,3060-3,946,3061140-114
PDD HOLDINGS INC(PDD)1,484,411650,365-834,046217762.04%-142
ADVANCED MICRO DEVICES INC(AMD)2,799,3210-2,799,3214130-413
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