Aspex Management (Hk) Ltd Top Holdings and 13F Report (2026) About Aspex Management (Hk) LtdInvestment ActivityAspex Management (Hk) Ltd has $8.89 million in total holdings as of June 30, 2026.Aspex Management (Hk) Ltd owns shares of 27 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 37.07% of the portfolio was purchased this quarter.About 18.90% of the portfolio was sold this quarter.This quarter, Aspex Management (Hk) Ltd has purchased 29 new stocks and bought additional shares in 6 stocks.Aspex Management (Hk) Ltd sold shares of 5 stocks and completely divested from 7 stocks this quarter.Largest Holdings Synopsys $1,388,458Qualcomm $1,175,308MKS $809,732COREWEAVE INC $792,358Carvana $716,911 Largest New Holdings this Quarter 747525103 - Qualcomm $1,175,308 HoldingN52A8C105 - INNIO NV $270,985 HoldingG6683N103 - NU $217,628 Holding345370860 - Ford Motor $165,252 Holding747525903 - QUALCOMM INC $17,988 Holding Largest Purchases this Quarter Qualcomm 6,360,236 shares (about $1.18M)Carvana 9,072,909 shares (about $597.18K)Coupang 21,991,120 shares (about $381.99K)INNIO NV 6,851,716 shares (about $270.99K)NU 16,289,511 shares (about $217.63K) Largest Sales this Quarter Corning 1,067,324 shares (about $272.63K)Lumentum 116,705 shares (about $100.14K)Grab 4,970,000 shares (about $18.74K)New Oriental Education & Technology Group 9,091 shares (about $417.37)Lanvin Group 8,314 shares (about $12.14) 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 PortfolioSectorSNPSSynopsys$1,388,458$197,214 â–²16.6%3,112,64615.6%TechnologyQCOMQualcomm$1,175,308$1,175,308 â–²New Holding6,360,23613.2%TechnologyMKSIMKS$809,732$125,279 â–²18.3%1,820,4419.1%TechnologyCOREWEAVE INC$792,358$85,871 â–²12.2%7,960,2018.9%COM CL ACVNACarvana$716,911$597,179 â–²498.8%10,891,9998.1%Consumer DiscretionaryCPNGCoupang$660,563$381,986 â–²137.1%38,028,9657.4%Consumer DiscretionarySESEA$466,7010.0%4,870,0975.2%Consumer DiscretionaryFUTUFutu$428,6490.0%4,572,7464.8%FinanceGLWCorning$377,375$272,627 â–¼-41.9%1,477,4104.2%TechnologyTERTeradyne$305,758$60,901 â–²24.9%631,9413.4%TechnologyAMER SPORTS INC$279,8100.0%8,268,6053.1%COM SHSINNIO NV$270,985$270,985 â–²New Holding6,851,7163.0%ORDINARY SHARESNUNU$217,628$217,628 â–²New Holding16,289,5112.4%FinanceEDUNew Oriental Education & Technology Group$207,677$417 â–¼-0.2%4,523,5742.3%Consumer DiscretionaryGRABGrab$204,839$18,737 â–¼-8.4%54,334,0242.3%IndustrialsFFord Motor$165,252$165,252 â–²New Holding11,888,6051.9%Consumer DiscretionaryQFINQfin$101,5400.0%6,422,5101.1%FinanceTCOMTrip.com Group$92,7990.0%2,329,2901.0%Consumer DiscretionaryLITELumentum$74,855$100,140 â–¼-57.2%87,2370.8%TechnologyNIONIO$66,4970.0%13,141,6090.7%Consumer DiscretionaryPONY AI INC$28,7760.0%4,140,4470.3%SPONSORED ADSNTESNetEase$18,9210.0%147,6550.2%Communication ServicesQUALCOMM INC$17,988$17,988 â–²New Holding1,600,0000.2%COMRLXRLX Technology$15,0120.0%7,901,1720.2%Consumer StaplesLANVLanvin Group$6,558$12 â–¼-0.2%4,491,6860.1%Consumer DiscretionaryGRAB HOLDINGS LIMITED$3050.0%29,482,9000.0%CLASS A ORDPRENWPrenetics Global$150.0%1,166,6660.0%Consumer StaplesNVDANVIDIA$0$902,427 â–¼-100.0%00.0%TechnologyYMMFull Truck Alliance$0$180,868 â–¼-100.0%00.0%IndustrialsATATAtour Lifestyle$0$130,774 â–¼-100.0%00.0%Consumer DiscretionaryH WORLD GROUP LTD$0$67,383 â–¼-100.0%00.0%NOTE 3.000% 5/0PRENETICS GLOBAL LTD$0$6,688 â–¼-100.0%00.0%SHS NEWVICARIOUS SURGICAL INC$0$62 â–¼-100.0%00.0%COM CL ALANVIN GROUP HOLDINGS LIMITE$0$11 â–¼-100.0%00.0%*W EXP 01/14/202Showing largest 100 holdings. 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