Holders — by stockHoldings — by fund
Aspex Management (HK) Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001768375
$8.9M
disclosed book value
27
positions
15.6%
largest position share
Positions, as of 2026-06-30
top 27 of 27 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SNPSSYNOPSYS INC | 3.1M | $1.4M | 15.6% |
| 2 | QCOMQUALCOMM INC | 6.4M | $1.2M | 13.2% |
| 3 | MKSIMKS INC. | 1.8M | $809,732 | 9.1% |
| 4 | CRWVCOREWEAVE INC | 8.0M | $792,358 | 8.9% |
| 5 | CVNACARVANA CO | 10.9M | $716,911 | 8.1% |
| 6 | CPNGCOUPANG INC | 38.0M | $660,563 | 7.4% |
| 7 | SESEA LTD | 4.9M | $466,701 | 5.2% |
| 8 | FUTUFUTU HLDGS LTD | 4.6M | $428,649 | 4.8% |
| 9 | GLWCORNING INC | 1.5M | $377,375 | 4.2% |
| 10 | TERTERADYNE INC | 631,941 | $305,758 | 3.4% |
| 11 | AMER SPORTS INC | 8.3M | $279,810 | 3.1% |
| 12 | INNIO NV | 6.9M | $270,985 | 3% |
| 13 | NU HLDGS LTD | 16.3M | $217,628 | 2.4% |
| 14 | EDUNEW ORIENTAL ED & TECHNOLOGY | 4.5M | $207,677 | 2.3% |
| 15 | GRAB HOLDINGS LIMITED | 54.3M | $204,839 | 2.3% |
| 16 | FFORD MTR CO | 11.9M | $165,252 | 1.9% |
| 17 | QFINQFIN HOLDINGS INC | 6.4M | $101,540 | 1.1% |
| 18 | TCOMTRIP COM GROUP LTD | 2.3M | $92,799 | 1% |
| 19 | LITELUMENTUM HLDGS INC | 87,237 | $74,855 | 0.8% |
| 20 | NIONIO INC | 13.1M | $66,497 | 0.7% |
| 21 | PONYPONY AI INC | 4.1M | $28,776 | 0.3% |
| 22 | NTESNETEASE INC | 147,655 | $18,921 | 0.2% |
| 23 | QUALCOMM INCCALL | 1.6M | $17,988 | 0.2% |
| 24 | RLXRLX TECHNOLOGY INC | 7.9M | $15,012 | 0.2% |
| 25 | LANVIN GROUP HOLDINGS LIMITE | 4.5M | $6,558 | 0.1% |
| 26 | GRAB HOLDINGS LIMITEDCALL | 29.5M | $305 | 0% |
| 27 | PRENETICS GLOBAL LTD | 1.2M | $15 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.