Aspex Management (HK) Ltd

data from 30/09/2025

Capitalization

$ 4.724 B 2.67 %

Average holding period

7 ans

Performance

$ 1.550 B 78.69 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Aspex Management (HK) Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SE SEA LTD 16.24% 766.996 M $ 4291369 2022/03/31 97.349 M $ 11.75 %
2025/09/30 SNPS SYNOPSYS INC 15.85% 748.760 M $ 1517582 2025/03/31 -12.459 M $ -3.76 %
2025/09/30 FUTU FUTU HLDGS LTD 9.03% 426.405 M $ 2451873 2021/12/31 170.751 M $ 40.72 %
2025/09/30 PDD PDD HOLDINGS INC 8.88% 419.287 M $ 3172333 2025/09/30 0.000 $ 0.00 %
2025/09/30 EDU NEW ORIENTAL ED & TECHNOLOGY 6.61% 312.018 M $ 5879363 2024/06/30 -6.143 M $ -1.63 %
2025/09/30 YMM FULL TRUCK ALLIANCE CO LTD 6.52% 308.218 M $ 23763953 2024/12/31 26.049 M $ 9.82 %
2025/09/30 NIO NIO INC 5.65% 266.700 M $ 35000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AS AMER SPORTS INC 4.37% 206.244 M $ 5935091 2025/09/30 0.000 $ 0.00 %
2025/09/30 DASH DOORDASH INC 4.17% 197.122 M $ 724740 2022/03/31 18.466 M $ 10.34 %
2025/09/30 QFIN QIFU TECHNOLOGY INC 3.97% 187.552 M $ 6516734 2019/12/31 -96.408 M $ -33.63 %
2025/09/30 GRAB GRAB HOLDINGS LIMITED 3.62% 170.875 M $ 28384511 2025/09/30 0.000 $ 0.00 %
2025/09/30 ATAT ATOUR LIFESTYLE HLDGS LTD 3.52% 166.478 M $ 4428783 2023/12/31 27.000 M $ 15.63 %
2025/09/30 CRS CARPENTER TECHNOLOGY CORP 2.88% 136.215 M $ 554758 2025/09/30 0.000 $ 0.00 %
2025/09/30 PONY PONY AI INC 1.97% 93.119 M $ 4140447 2024/12/31 4.645 M $ 70.38 %
2025/09/30 SEA LTD 1.25% 59.051 M $ 30000000 2021/09/30 5.700 M $ 10.67 %
2025/09/30 H WORLD GROUP LTD 1.17% 55.327 M $ 50000000 2021/09/30 2.500 M $ 4.71 %
2025/09/30 LRCX LAM RESEARCH CORP 1.13% 53.512 M $ 399641 2025/09/30 0.000 $ 0.00 %
2025/09/30 BIDU BAIDU INC 1.03% 48.538 M $ 368351 2025/09/30 0.000 $ 0.00 %
2025/09/30 GRAB HOLDINGS LIMITED 0.93% 43.788 M $ 29482900 2025/09/30 0.000 $ 0.00 %
2025/09/30 NTES NETEASE INC 0.48% 22.442 M $ 147655 2023/12/31 2.571 M $ 12.94 %
2025/09/30 RLX RLX TECHNOLOGY INC 0.44% 20.780 M $ 7901172 2023/06/30 5.092 M $ 19.00 %
2025/09/30 LANV LANVIN GROUP HOLDINGS LIMITE 0.20% 9.360 M $ 4500000 2022/12/31 -494.999 K $ -5.02 %
2025/09/30 PRENETICS GLOBAL LTD 0.10% 4.604 M $ 346150 2024/03/31 1.658 M $ 56.26 %
2025/09/30 RBOT VICARIOUS SURGICAL INC 0.01% 478.000 K $ 86666 2024/09/30 -172.465 K $ -26.53 %
2025/09/30 PRENW PRENETICS GLOBAL LTD 0.00% 31.000 K $ 1166666 2022/06/30 -5.016 K $ -10.91 %
2025/09/30 LANVIN GROUP HOLDINGS LIMITE 0.00% 19.000 K $ 1000000 2022/12/31 0.000 $ 0.00 %
2025/09/30 GDS GDS HLDGS LTD 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2025/09/30 DECK DECKERS OUTDOOR CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 INTC INTEL CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 TAL TAL EDUCATION GROUP 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 APPLE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 INTEL CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 ISHARES TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TCOM TRIP COM GROUP LTD 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %