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Size ($ in 1000's)
At 12/31/2023: $3,412,717 At 09/30/2023: $3,249,861
Aspex Management HK Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aspex Management HK Ltd 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Aspex Management HK Ltd top holdings by largest position size, as per the latest 13f filing made by Aspex Management HK Ltd.
In the Aspex Management HK Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Aspex Management HK Ltd in that top holding, then the share count change between reporting periods, and finally the Aspex Management HK Ltd top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ADVANCED MICRO DEVICES INC |
2,799,321 |
+533,212 |
$412,648 | AMD | 2,799,321 | +533,212 | $412,648 | MARVELL TECHNOLOGY INC |
5,712,564 |
+2,908,912 |
$344,525 | MRVL | 5,712,564 | +2,908,912 | $344,525 | MICRON TECHNOLOGY INC |
4,027,348 |
UNCH |
$343,694 | MU | 4,027,348 | UNCH | $343,694 | DOORDASH INC |
3,092,446 |
-842,000 |
$305,812 | DASH | 3,092,446 | -842,000 | $305,812 | SEA LTD |
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$303,580 | SE | 6,786,884 | +800,000 | $274,869 | NOTE 2 | 30,000,000 | UNCH | $28,711 | PDD HOLDINGS INC |
1,484,411 |
+350,000 |
$217,184 | PDD | 1,484,411 | +350,000 | $217,184 | LAM RESEARCH CORP |
267,986 |
-14,885 |
$209,903 | LRCX | 267,986 | -14,885 | $209,903 | QIFU TECHNOLOGY INC |
8,630,765 |
UNCH |
$136,539 | QFIN | 8,630,765 | UNCH | $136,539 | QUALCOMM INC |
923,033 |
+923,033 |
$133,498 | QCOM | 923,033 | +923,033 | $133,498 | JD.COM INC |
3,946,306 |
+3,946,306 |
$114,009 | JD | 3,946,306 | +3,946,306 | $114,009 | FREEPORT MCMORAN INC |
2,521,903 |
UNCH |
$107,357 | FCX | 2,521,903 | UNCH | $107,357 | TENCENT MUSIC ENTMT GROUP |
9,050,138 |
+9,050,138 |
$81,542 | TME | 9,050,138 | +9,050,138 | $81,542 | FUTU HLDGS LTD |
1,473,623 |
-1,173,558 |
$80,504 | FUTU | 1,473,623 | -1,173,558 | $80,504 | GDS HLDGS LTD |
8,773,031 |
UNCH |
$80,010 | GDS | 8,773,031 | UNCH | $80,010 | ZTO EXPRESS CAYMAN INC |
3,658,673 |
+3,658,673 |
$77,857 | ZTO | 3,658,673 | +3,658,673 | $77,857 | KE HLDGS INC |
4,610,000 |
UNCH |
$74,728 | BEKE | 4,610,000 | UNCH | $74,728 | ATOUR LIFESTYLE HLDGS LTD |
3,525,000 |
+3,525,000 |
$61,194 | ATAT | 3,525,000 | +3,525,000 | $61,194 | NVIDIA CORPORATION |
121,973 |
-557,361 |
$60,403 | NVDA | 121,973 | -557,361 | $60,403 | NETEASE INC |
637,124 |
+637,124 |
$59,354 | NTES | 637,124 | +637,124 | $59,354 | H WORLD GROUP LTD |
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$53,896 | NOTE 3 | 50,000,000 | UNCH | $53,896 | KANZHUN LIMITED |
2,821,520 |
UNCH |
$46,865 | BZ | 2,821,520 | UNCH | $46,865 | GRAB HOLDINGS LIMITED |
8,000,000 |
UNCH |
$26,960 | GRAB | 8,000,000 | UNCH | $26,960 | RLX TECHNOLOGY INC |
12,123,409 |
UNCH |
$24,247 | RLX | 12,123,409 | UNCH | $24,247 | VNET GROUP INC |
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$23,280 | NOTE 2 0 | 15,000,000 | UNCH | $14,772 | VNET | 2,964,552 | UNCH | $8,508 | LANVIN GROUP HOLDINGS LIMITE |
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$13,415 | LANV | 4,500,000 | UNCH | $13,275 | LANV.WT | 1,000,000 | UNCH | $140 | YATSEN HLDG LTD |
13,134,540 |
UNCH |
$9,609 | YSG | 13,134,540 | UNCH | $9,609 | MAPLEBEAR INC |
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$3,513 | Call | 3,791,253 | +3,791,253 | $3,513 | SMART SH GLOBAL LTD |
4,500,000 |
UNCH |
$2,255 | EM | 4,500,000 | UNCH | $2,255 | PRENETICS GLOBAL LTD |
346,150 |
-4,846,100 |
$2,046 | PRE | 346,150 | -4,846,100 | $2,046 | HESAI GROUP |
150,000 |
-50,000 |
$1,337 | HSAI | 150,000 | -50,000 | $1,337 | VICARIOUS SURGICAL INC |
2,600,000 |
UNCH |
$953 | RBOT | 2,600,000 | UNCH | $953 |
See Full List: All Stocks Held By Aspex Management HK Ltd
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Aspex Management HK Ltd
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