Aspex Management (HK)
$6.8B Assets Reported
28 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SNPS | SYNOPSYS INC | 2,670,532 | $1.1B | 15.5% |
| NVDA | NVIDIA CORPORATION | 5,174,466 | $902M | 13.2% |
| FUTU | FUTU HLDGS LTD | 4,572,746 | $625M | 9.2% |
| CVNA | CARVANA CO | 1,819,090 | $572M | 8.4% |
| CRWV | COREWEAVE INC | 7,097,527 | $550M | 8.1% |
| SE | SEA LTD | 4,870,097 | $403M | 5.9% |
| MKSI | MKS INC. | 1,538,789 | $354M | 5.2% |
| GLW | CORNING INC | 2,544,734 | $346M | 5.1% |
| CPNG | COUPANG INC | 16,037,845 | $303M | 4.4% |
| AS | AMER SPORTS INC | 8,268,605 | $272M | 4.0% |
Track Aspex Management (HK)'s 13F portfolio: $6.8B in reported holdings, 28 positions. Top holdings, AUM, and quarterly changes on SentiSense.