Q1 2025 · 13F-HR
Aspex Management (HK) Ltdholdings as filed
Filed 2025-05-14 · accession 0001768375-25-000006
$3.9M
Reported value
30
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $763,132 | 19.6% | 5,848,206 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $395,520 | 10.2% | 2,382,650 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $286,808 | 7.37% | 2,802,225 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $280,859 | 7.22% | 5,874,472 | Common | SOLE |
| 88557W101 | QFIN | QIFU TECHNOLOGY INC | $227,472 | 5.85% | 5,065,054 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $194,214 | 4.99% | 15,208,627 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $187,553 | 4.82% | 14,197,819 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $181,763 | 4.67% | 1,625,641 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $175,548 | 4.51% | 2,020,350 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $154,537 | 3.97% | 6,804,813 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $144,798 | 3.72% | 569,333 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $134,458 | 3.46% | 313,531 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $132,461 | 3.41% | 724,740 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $127,877 | 3.29% | 4,510,636 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $102,990 | 2.65% | 5,126,453 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $94,839 | 2.44% | 1,491,643 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $76,240 | 1.96% | 3,009,876 | Common | SOLE |
| 44332NAB2 | HTHT 3 05/01/26 | H WORLD GROUP LTD | $55,456 | 1.43% | 50,000,000 | Common | SOLE |
| 81141RAF7 | SEALTD 2.375 12/01/25 | SEA LTD | $44,023 | 1.13% | 30,000,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $23,088 | 0.59% | 104,210 | Common | SOLE |
| 74969N103 | RLX | RLX TECHNOLOGY INC | $22,792 | 0.59% | 12,123,409 | Common | SOLE |
| 732908108 | PONY | PONY AI INC | $20,953 | 0.54% | 2,375,666 | Common | SOLE |
| 458140900 | — | INTEL CORP | $17,823 | 0.46% | 12,542,058 | CALL | SOLE |
| 50202M102 | LI | LI AUTO INC | $16,221 | 0.42% | 643,708 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $15,197 | 0.39% | 147,655 | Common | SOLE |
| G5380J100 | LANV | LANVIN GROUP HOLDINGS LIMITE | $10,800 | 0.28% | 4,500,000 | Common | SOLE |
| G72245122 | PRE | PRENETICS GLOBAL LTD | $1,357 | 0.03% | 346,150 | Common | SOLE |
| 92561V208 | RBOT | VICARIOUS SURGICAL INC | $569 | 0.01% | 86,666 | Common | SOLE |
| G5380J118 | LANV/WS | LANVIN GROUP HOLDINGS LIMITE | $20 | 0.00% | 1,000,000 | Common | SOLE |
| G72245114 | PRENW | PRENETICS GLOBAL LTD | $12 | 0.00% | 1,166,666 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.