Aspex Management (HK)
$8.9B 13F equity value
31 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Aspex Management (HK) covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SNPS | SYNOPSYS INC | 3,112,646 | $1.4B | 15.6% |
| QCOM | QUALCOMM INC | 6,360,236 | $1.2B | 13.2% |
| MKSI | MKS INC. | 1,820,441 | $810M | 9.1% |
| CRWV | COREWEAVE INC | 7,960,201 | $792M | 8.9% |
| CVNA | CARVANA CO | 10,891,999 | $717M | 8.1% |
| CPNG | COUPANG INC | 38,028,965 | $661M | 7.4% |
| SE | SEA LTD | 4,870,097 | $467M | 5.3% |
| FUTU | FUTU HLDGS LTD | 4,572,746 | $429M | 4.8% |
| GLW | CORNING INC | 1,477,410 | $377M | 4.3% |
| TER | TERADYNE INC | 631,941 | $306M | 3.4% |
Track Aspex Management (HK)'s 13F portfolio: $8.9B in reported holdings, 31 positions. Top holdings and quarterly changes on SentiSense.
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