Aspex Management (Hk) Ltd Top Holdings and 13F Report (2025) About Aspex Management (Hk) LtdInvestment ActivityAspex Management (Hk) Ltd has $3.89 million in total holdings as of March 31, 2025.Aspex Management (Hk) Ltd owns shares of 30 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 30.36% of the portfolio was purchased this quarter.About 30.33% of the portfolio was sold this quarter.This quarter, Aspex Management (Hk) Ltd has purchased 32 new stocks and bought additional shares in 4 stocks.Aspex Management (Hk) Ltd sold shares of 8 stocks and completely divested from 8 stocks this quarter.Largest Holdings SEA $763,132Taiwan Semiconductor Manufacturing $395,520Futu $286,808New Oriental Education & Technology Group $280,859Qifu Technology $227,472 Largest New Holdings this Quarter 243537107 - Deckers Outdoor $181,763 Holding458140100 - Intel $154,537 Holding127387108 - Cadence Design Systems $144,798 Holding871607107 - Synopsys $134,458 HoldingG3643J108 - FLUTTER ENTMT PLC $23,088 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 1,851,302 shares (about $307.32K)Deckers Outdoor 1,625,641 shares (about $181.76K)Intel 6,804,813 shares (about $154.54K)Cadence Design Systems 569,333 shares (about $144.80K)Synopsys 313,531 shares (about $134.46K) Largest Sales this Quarter Li Auto 6,837,163 shares (about $172.29K)New Oriental Education & Technology Group 1,580,434 shares (about $75.56K)Qifu Technology 1,306,754 shares (about $58.69K)GDS 1,916,851 shares (about $48.55K)DOORDASH INC 230,666 shares (about $42.16K) 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$763,132$124,277 ▲19.5%5,848,20619.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$395,520$307,316 ▲348.4%2,382,65010.2%Computer and TechnologyFUTUFutu$286,808$8,567 ▼-2.9%2,802,2257.4%Business ServicesEDUNew Oriental Education & Technology Group$280,859$75,561 ▼-21.2%5,874,4727.2%Consumer DiscretionaryQFINQifu Technology$227,472$58,686 ▼-20.5%5,065,0545.8%Business ServicesYMMFull Truck Alliance$194,2140.0%15,208,6275.0%Business ServicesTALTAL Education Group$187,553$48,112 ▲34.5%14,197,8194.8%Consumer DiscretionaryDECKDeckers Outdoor$181,763$181,763 ▲New Holding1,625,6414.7%Retail/WholesaleMUMicron Technology$175,548$44,784 ▲34.2%2,020,3504.5%Computer and TechnologyINTCIntel$154,537$154,537 ▲New Holding6,804,8134.0%Computer and TechnologyCDNSCadence Design Systems$144,798$144,798 ▲New Holding569,3333.7%Computer and TechnologySNPSSynopsys$134,458$134,458 ▲New Holding313,5313.5%Computer and TechnologyDOORDASH INC$132,461$42,159 ▼-24.1%724,7403.4%CL AATATAtour Lifestyle$127,8770.0%4,510,6363.3%Consumer DiscretionaryBEKEKE$102,990$27,885 ▼-21.3%5,126,4532.6%Computer and TechnologyTCOMTrip.com Group$94,839$24,217 ▼-20.3%1,491,6432.4%Consumer DiscretionaryGDSGDS$76,240$48,554 ▼-38.9%3,009,8762.0%Business ServicesH WORLD GROUP LTD$55,4560.0%50,000,0001.4%NOTE 3.000% 5/0SEA LTD$44,0230.0%30,000,0001.1%NOTE 2.375%12/0FLUTTER ENTMT PLC$23,088$23,088 ▲New Holding104,2100.6%SHSRLXRLX Technology$22,7920.0%12,123,4090.6%Consumer DiscretionaryPONY AI INC$20,9530.0%2,375,6660.5%SPONSORED ADSINTEL CORP$17,823$17,823 ▲New Holding12,542,0580.5%COMLILi Auto$16,221$172,292 ▼-91.4%643,7080.4%Auto/Tires/TrucksNTESNetEase$15,1970.0%147,6550.4%Computer and TechnologyLANVLanvin Group$10,8000.0%4,500,0000.3%Consumer DiscretionaryPRENETICS GLOBAL LTD$1,3570.0%346,1500.0%SHS NEWVICARIOUS SURGICAL INC$5690.0%86,6660.0%COM CL ALANVIN GROUP HOLDINGS LIMITE$200.0%1,000,0000.0%*W EXP 01/14/202PRENWPrenetics Global$120.0%1,166,6660.0%MedicalTERTeradyne$0$407,331 ▼-100.0%00.0%Computer and TechnologyJDJD.com$0$93,562 ▼-100.0%00.0%Retail/WholesaleELFe.l.f. Beauty$0$73,576 ▼-100.0%00.0%Consumer StaplesHDBHDFC Bank$0$46,421 ▼-100.0%00.0%FinanceEPAMEPAM Systems$0$30,608 ▼-100.0%00.0%Computer and TechnologyENPHEnphase Energy$0$29,437 ▼-100.0%00.0%EnergyIQIYI INC$0$26,921 ▼-100.0%00.0%NOTE 6.500% 3/1VNETVNET Group$0$14,052 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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