Aspex Management (Hk) Ltd Top Holdings and 13F Report (2024) → The only financial event in 2024 that matters (From Porter & Company) (Ad) About Aspex Management (Hk) LtdInvestment ActivityAspex Management (Hk) Ltd has $3.74 million in total holdings as of March 31, 2024.Aspex Management (Hk) Ltd owns shares of 35 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 27.55% of the portfolio was purchased this quarter.About 32.22% of the portfolio was sold this quarter.This quarter, Aspex Management (Hk) Ltd has purchased 35 new stocks and bought additional shares in 6 stocks.Aspex Management (Hk) Ltd sold shares of 6 stocks and completely divested from 10 stocks this quarter.Largest Holdings SEA $398,997Marvell Technology $385,422Micron Technology $309,719DOORDASH INC $274,497Futu $233,431 Largest New Holdings this Quarter Teradyne $198,540 HoldingLas Vegas Sands $142,412 HoldingDell Technologies $68,135 HoldingCoherent $54,167 HoldingLi Auto $39,364 Holding Largest Purchases this Quarter Teradyne 1,759,634 shares (about $198.54K)Futu 2,837,205 shares (about $153.63K)Las Vegas Sands 2,754,579 shares (about $142.41K)Tencent Music Entertainment Group 8,963,498 shares (about $100.30K)NetEase 866,580 shares (about $89.66K) Largest Sales this Quarter Micron Technology 1,400,159 shares (about $165.06K)DOORDASH INC 1,099,291 shares (about $151.39K)PDD 834,046 shares (about $96.96K)Lam Research 54,113 shares (about $52.57K)Marvell Technology 274,900 shares (about $19.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAspex Management (Hk) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSESEA$398,997$34,473 ▲9.5%7,428,72910.7%Computer and TechnologyMRVLMarvell Technology$385,422$19,485 ▼-4.8%5,437,66410.3%Business ServicesMUMicron Technology$309,719$165,065 ▼-34.8%2,627,1898.3%Computer and TechnologyDOORDASH INC$274,497$151,394 ▼-35.5%1,993,1557.3%CL AFUTUFutu$233,431$153,634 ▲192.5%4,310,8286.2%Business ServicesLRCXLam Research$207,793$52,575 ▼-20.2%213,8735.6%Computer and TechnologyTMETencent Music Entertainment Group$201,573$100,302 ▲99.0%18,013,6365.4%Computer and TechnologyTERTeradyne$198,540$198,540 ▲New Holding1,759,6345.3%Computer and TechnologyQCOMQUALCOMM$191,298$35,029 ▲22.4%1,129,9355.1%Computer and TechnologyQFINQifu Technology$159,0650.0%8,630,7654.3%Business ServicesNTESNetEase$155,588$89,665 ▲136.0%1,503,7044.2%Computer and TechnologyLVSLas Vegas Sands$142,412$142,412 ▲New Holding2,754,5793.8%Consumer DiscretionaryZTOZTO Express (Cayman)$140,361$63,748 ▲83.2%6,703,0163.8%TransportationFCXFreeport-McMoRan$118,5800.0%2,521,9033.2%Basic MaterialsPDDPDD$75,605$96,958 ▼-56.2%650,3652.0%Retail/WholesaleDELLDell Technologies$68,135$68,135 ▲New Holding597,0971.8%Computer and TechnologyATATAtour Lifestyle$63,2390.0%3,525,0001.7%Consumer DiscretionaryGDSGDS$58,3410.0%8,773,0311.6%Business ServicesH WORLD GROUP LTD$57,6250.0%50,000,0001.5%NOTE 3.000% 5/0COHRCoherent$54,167$54,167 ▲New Holding893,5531.4%Business ServicesBZKanzhun$49,4610.0%2,821,5201.3%Computer and TechnologyLILi Auto$39,364$39,364 ▲New Holding1,300,0001.1%Auto/Tires/TrucksMAPLEBEAR INC$37,7700.0%3,791,2531.0%COMSEA LTD$30,2860.0%30,000,0000.8%NOTE 2.375%12/0IQIYI INC$26,440$26,440 ▲New Holding28,000,0000.7%NOTE 6.500% 3/1RLXRLX Technology$23,2770.0%12,123,4090.6%Consumer DiscretionaryHDBHDFC Bank$22,425$22,425 ▲New Holding400,6650.6%FinanceLANVLanvin Group$6,3900.0%4,500,0000.2%Consumer DiscretionaryVNETVNET Group$4,5950.0%2,964,5520.1%Computer and TechnologyPRENETICS GLOBAL LTD$1,402$1,402 ▲New Holding346,1500.0%SHS NEWEMSmart Share Global$858$2,099 ▼-71.0%1,305,5030.0%Consumer DiscretionaryRBOTVicarious Surgical$7840.0%2,600,0000.0%MedicalLANVIN GROUP HOLDINGS LIMITE$500.0%1,000,0000.0%*W EXP 01/14/202PRENWPrenetics Global$70.0%1,166,6660.0%MedicalYATSEN HLDG LTD$0New Holding20.0%SPONSORED ADSAMDAdvanced Micro Devices$0$412,648 ▼-100.0%00.0%Computer and TechnologyJDJD.com$0$114,009 ▼-100.0%00.0%Retail/WholesaleBEKEKE$0$74,728 ▼-100.0%00.0%FinanceNVDANVIDIA$0$60,403 ▼-100.0%00.0%Computer and TechnologyGRABGrab$0$26,960 ▼-100.0%00.0%Business ServicesVNET GROUP INC$0$14,772 ▼-100.0%00.0%NOTE 2/0YSGYatsen$0$9,609 ▼-100.0%00.0%Consumer StaplesPREPrenetics Global$0$2,046 ▼-100.0%00.0%MedicalHSAIHesai Group$0$1,337 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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