Aspex Management (HK) Ltd: 13F holdings
CIK 17683752026Q2
| Positions | 27 |
|---|
| Reported value | $8.9bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 27 (-2 vs prior quarter) |
|---|
| Reported value | $8.9bn (+28.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNPS SYNOPSYS INC | 3,112,646 | $1.4bn | 15.6% |
| QCOM QUALCOMM INC | 6,360,236 | $1.2bn | 13.2% |
| MKSI MKS INC. | 1,820,441 | $809.7m | 9.1% |
| CRWV COREWEAVE INC | 7,960,201 | $792.4m | 8.9% |
| CVNA CARVANA CO | 10,891,999 | $716.9m | 8.1% |
| CPNG COUPANG INC | 38,028,965 | $660.6m | 7.4% |
| SE SEA LTD | 4,870,097 | $466.7m | 5.2% |
| FUTU FUTU HLDGS LTD | 4,572,746 | $428.6m | 4.8% |
| GLW CORNING INC | 1,477,410 | $377.4m | 4.2% |
| TER TERADYNE INC | 631,941 | $305.8m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1768375")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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