Aspex Management (Hk) Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.9M
Q ending 2026-03-31
Prior quarter
$4.9M
Q ending 2025-12-31
Change
+39.6% QoQ · +77.4% YoY
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Synopsys Inc | SNPS | Shares | $1.1M | 2.7M |
| Nvidia Corporation | NVDA | Shares | $902K | 5.2M |
| Futu Hldgs Ltd | FUTU | Shares | $625K | 4.6M |
| Carvana Co | CVNA | Shares | $572K | 1.8M |
| Coreweave Inc | CRWV | Shares | $550K | 7.1M |
| Sea Ltd | SE | Shares | $403K | 4.9M |
| Mks Inc. | MKSI | Shares | $354K | 1.5M |
| Corning Inc | GLW | Shares | $346K | 2.5M |
| Coupang Inc | CPNG | Shares | $303K | 16.0M |
| Amer Sports Inc | Shares | $272K | 8.3M | |
| New Oriental Ed & Technology | EDU | Shares | $257K | 4.5M |
| Grab Holdings Limited | Shares | $217K | 59.3M | |
| Full Truck Alliance Co Ltd | YMM | Shares | $181K | 21.8M |
| Teradyne Inc | TER | Shares | $150K | 506K |
| Lumentum Hldgs Inc | LITE | Shares | $143K | 204K |
| Atour Lifestyle Hldgs Ltd | ATAT | Shares | $131K | 3.6M |
| Trip Com Group Ltd | TCOM | Shares | $116K | 2.3M |
| Qifu Technology Inc | QFIN | Shares | $83K | 6.4M |
| Nio Inc | NIO | Shares | $79K | 13.1M |
| H World Group Ltd | HTHT 3 05/01/26 | Shares | $67K | 50.0M |
| Pony Ai Inc | PONY | Shares | $39K | 4.1M |
| Rlx Technology Inc | RLX | Shares | $17K | 7.9M |
| Netease Inc | NTES | Shares | $17K | 148K |
| Lanvin Group Holdings Limite | Shares | $7K | 4.5M | |
| Prenetics Global Ltd | Shares | $7K | 346K | |
| Grab Holdings Limited | Call | $2K | 29.5M | |
| Vicarious Surgical Inc | RBOT | Shares | $62 | 87K |
| Prenetics Global Ltd | Shares | $21 | 1.2M | |
| Lanvin Group Holdings Limite | Shares | $11 | 1.0M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.