Aspex Management (Hk) Ltd Top Holdings and 13F Report (2025) About Aspex Management (Hk) LtdInvestment ActivityAspex Management (Hk) Ltd has $4.60 million in total holdings as of June 30, 2025.Aspex Management (Hk) Ltd owns shares of 28 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 22.86% of the portfolio was purchased this quarter.About 17.03% of the portfolio was sold this quarter.This quarter, Aspex Management (Hk) Ltd has purchased 30 new stocks and bought additional shares in 9 stocks.Aspex Management (Hk) Ltd sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings SEA $828,633Futu $419,379Taiwan Semiconductor Manufacturing $395,606New Oriental Education & Technology Group $376,635Synopsys $331,137 Largest New Holdings this Quarter 573874104 - Marvell Technology $324,736 Holding037833950 - APPLE INC $1,025 Holding464287953 - ISHARES TR $561 Holding Largest Purchases this Quarter Marvell Technology 4,195,561 shares (about $324.74K)Synopsys 332,364 shares (about $170.40K)Intel 5,594,106 shares (about $125.31K)Full Truck Alliance 7,246,996 shares (about $85.59K)TAL Education Group 7,388,698 shares (about $75.51K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 635,969 shares (about $144.04K)SEA 667,308 shares (about $106.73K)Deckers Outdoor 426,724 shares (about $43.98K)PONY AI INC 1,875,666 shares (about $24.76K)INTEL CORP 4,284,420 shares (about $1.39K) 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$828,633$106,729 ▼-11.4%5,180,89818.0%Computer and TechnologyFUTUFutu$419,379$73,052 ▲21.1%3,393,3079.1%Business ServicesTSMTaiwan Semiconductor Manufacturing$395,606$144,041 ▼-26.7%1,746,6818.6%Computer and TechnologyEDUNew Oriental Education & Technology Group$376,635$59,707 ▲18.8%6,981,1888.2%Consumer DiscretionarySNPSSynopsys$331,137$170,396 ▲106.0%645,8957.2%Computer and TechnologyMRVLMarvell Technology$324,736$324,736 ▲New Holding4,195,5617.1%Computer and TechnologyQFINQfin$286,712$67,091 ▲30.5%6,612,3666.2%Business ServicesINTCIntel$277,736$125,308 ▲82.2%12,398,9196.0%Computer and TechnologyYMMFull Truck Alliance$265,201$85,587 ▲47.7%22,455,6235.8%Business ServicesTALTAL Education Group$220,614$75,512 ▲52.0%21,586,5174.8%Consumer DiscretionaryDOORDASH INC$178,6560.0%724,7403.9%CL AATATAtour Lifestyle$172,787$26,146 ▲17.8%5,314,8813.8%Consumer DiscretionaryGDSGDS$134,720$42,708 ▲46.4%4,406,9492.9%Business ServicesDECKDeckers Outdoor$123,572$43,982 ▼-26.2%1,198,9172.7%Retail/WholesaleTCOMTrip.com Group$87,4700.0%1,491,6431.9%Consumer DiscretionarySEA LTD$53,4140.0%30,000,0001.2%NOTE 2.375%12/0H WORLD GROUP LTD$53,1100.0%50,000,0001.2%NOTE 3.000% 5/0RLXRLX Technology$26,7930.0%12,123,4090.6%Consumer DiscretionaryNTESNetEase$19,8710.0%147,6550.4%Computer and TechnologyLANVLanvin Group$9,8550.0%4,500,0000.2%Consumer DiscretionaryPONY AI INC$6,600$24,759 ▼-79.0%500,0000.1%SPONSORED ADSPRENETICS GLOBAL LTD$2,9470.0%346,1500.1%SHS NEWINTEL CORP$2,681$1,391 ▼-34.2%8,257,6380.1%COMAPPLE INC$1,025$1,025 ▲New Holding2,525,7020.0%COMVICARIOUS SURGICAL INC$6500.0%86,6660.0%COM CL AISHARES TR$561$561 ▲New Holding2,968,7820.0%ISHARES SEMICDTRPRENWPrenetics Global$460.0%1,166,6660.0%MedicalLANVIN GROUP HOLDINGS LIMITE$190.0%1,000,0000.0%*W EXP 01/14/202MUMicron Technology$0$175,548 ▼-100.0%00.0%Computer and TechnologyCDNSCadence Design Systems$0$144,798 ▼-100.0%00.0%Computer and TechnologyBEKEKE$0$102,990 ▼-100.0%00.0%Computer and TechnologyFLUTTER ENTMT PLC$0$23,088 ▼-100.0%00.0%SHSLILi Auto$0$16,221 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access