Fund HoldingsAspex Management (HK) Ltd

Total Portfolio Value
$3.25M
Total Bought
$568.4K
Total Sold
$578.0K
Net Transaction
-$9.6K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PDD HOLDINGS INC(PDD)01,134,411+1,134,41101113.42%+111
MICRON TECHNOLOGY INC(MU)2,757,3414,027,348+1,270,0071742748.43%+100
FREEPORT-MCMORAN INC(FCX)02,521,903+2,521,9030942.89%+94
ADVANCED MICRO DEVICES INC(AMD)1,318,2632,266,109+947,8461502337.17%+83
NVIDIA CORPORATION(NVDA)553,645679,334+125,6892342969.09%+61
GRAB HOLDINGS LIMITED
CLASS A ORD
08,000,000+8,000,0000280.87%+28
RLX TECHNOLOGY INC(RLX)4,825,76512,123,409+7,297,6449180.56%+10
MARVELL TECHNOLOGY INC(MRVL)2,459,5432,803,652+344,1091471524.67%+5
H WORLD GROUP LTD(HTHT)50,000,00050,000,000057581.78%+1
VNET GROUP INC(VNET)2,964,5522,964,5520990.29%+1
VNET GROUP INC15,000,00015,000,000012120.36%0
PRENETICS GLOBAL LTD1,166,6661,166,6660000.00%-0
HESAI GROUP(HSAI)200,000200,0000220.06%-0
LANVIN GROUP HOLDINGS LIMITE
*W EXP 01/14/202
1,000,0001,000,0000000.01%-0
YATSEN HLDG LTD13,134,54013,134,540013130.40%-0
GDS HLDGS LTD(GDS)8,773,0318,773,031096962.96%-0
SMART SH GLOBAL LTD4,500,0004,500,0000430.10%-1
SEA LTD(SE)30,000,00030,000,000030290.88%-2
PRENETICS GLOBAL LTD5,192,2505,192,2500530.08%-2
VICARIOUS SURGICAL INC2,600,0002,600,0000520.05%-3
LANVIN GROUP HOLDINGS LIMITE
SHS
4,500,0004,500,000022180.56%-3
ALIBABA GROUP HLDG LTD(BABA)5,614,3515,300,316-314,03546846014.15%-8
H WORLD GROUP LTD(HTHT)382,3700-382,370150-15
QIFU TECHNOLOGY INC(QFIN)8,630,7658,630,76501491334.08%-17
LI AUTO INC(LI)5,925,6945,222,387-703,3072081865.73%-22
FUTU HLDGS LTD(FUTU)4,520,2812,647,181-1,873,1001801534.71%-27
NEW ORIENTAL ED & TECHNOLOGY(EDU)707,6060-707,606280-28
KANZHUN LIMITED(BZ)4,821,5202,821,520-2,000,00073431.32%-30
SEA LTD(SE)5,846,2845,986,884+140,6003392638.10%-76
KE HLDGS INC(BEKE)10,383,4924,610,000-5,773,492154722.20%-83
DOORDASH INC(DASH)5,277,5383,934,446-1,343,0924033139.62%-91
JD.COM INC(JD)3,644,8180-3,644,8181240-124
LAM RESEARCH CORP(LRCX)510,935282,871-228,0643281775.46%-151
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