Fund HoldingsAspex Management (HK) Ltd

Total Portfolio Value
$3.87M
Total Bought
$1.32M
Total Sold
$1.28M
Net Transaction
+$46.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)531,3482,382,650+1,851,30210539610.22%+291
SEA LTD(SE)4,895,8155,848,206+952,39151976319.71%+244
DECKERS OUTDOOR CORP(DECK)01,625,641+1,625,64101824.69%+182
INTEL CORP(INTC)06,804,813+6,804,81301553.99%+155
CADENCE DESIGN SYSTEM INC(CDNS)0569,333+569,33301453.74%+145
SYNOPSYS INC(SNPS)0313,531+313,53101343.47%+134
TAL EDUCATION GROUP(TAL)10,555,73014,197,819+3,642,0891061884.84%+82
FUTU HLDGS LTD(FUTU)2,885,9292,802,225-83,7042312877.41%+56
MICRON TECHNOLOGY INC(MU)1,504,9392,020,350+515,4111271764.53%+49
FULL TRUCK ALLIANCE CO LTD(YMM)15,208,62715,208,62701651945.02%+30
FLUTTER ENTMT PLC(FLUT)0104,210+104,2100230.60%+23
INTEL CORP(INTC)(Call)012,542,058+12,542,058018+18
ATOUR LIFESTYLE HLDGS LTD(ATAT)4,510,6364,510,63601211283.30%+7
SEA LTD(SE)30,000,00030,000,000038441.14%+6
H WORLD GROUP LTD(HTHT)50,000,00050,000,000053551.43%+2
NETEASE INC(NTES)147,655147,655013150.39%+2
LANVIN GROUP HOLDINGS LIMITE
SHS
4,500,0004,500,00009110.28%+2
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 INC86,66686,6660110.01%-1
PRENETICS GLOBAL LTD346,150346,1500210.04%-1
RLX TECHNOLOGY INC(RLX)12,123,40912,123,409026230.59%-3
PONY AI INC(PONY)2,375,6662,375,666034210.54%-13
VNET GROUP INC(VNET)2,964,5520-2,964,552140-14
KE HLDGS INC(BEKE)6,514,4635,126,453-1,388,0101201032.66%-17
QIFU TECHNOLOGY INC(QFIN)6,371,8085,065,054-1,306,7542452275.88%-17
IQIYI INC(IQ)28,000,0000-28,000,000270-27
DOORDASH INC(DASH)955,406724,740-230,6661601323.42%-28
ENPHASE ENERGY INC(ENPH)428,6150-428,615290-29
EPAM SYS INC(EPAM)130,9040-130,904310-31
TRIP COM GROUP LTD(TCOM)1,872,5331,491,643-380,890129952.45%-34
GDS HLDGS LTD(GDS)4,926,7273,009,876-1,916,851117761.97%-41
HDFC BANK LTD(HDB)726,9150-726,915460-46
E L F BEAUTY INC(ELF)586,0280-586,028740-74
JD.COM INC(JD)2,698,6510-2,698,651940-94
LI AUTO INC(LI)7,480,871643,708-6,837,163179160.42%-163
NEW ORIENTAL ED & TECHNOLOGY(EDU)7,454,9065,874,472-1,580,4344782817.25%-198
TERADYNE INC(TER)3,234,8420-3,234,8424070-407
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