HoldingsChannel.com
| 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 |
$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 |
$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 |
$23,280 | ||
| NOTE 2 0 | 15,000,000 | UNCH | $14,772 |
| VNET | 2,964,552 | UNCH | $8,508 |
| LANVIN GROUP HOLDINGS LIMITE |
$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 |
$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 | $953 |
See Full List: All Stocks Held By Aspex Management HK Ltd
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Aspex Management HK Ltd
|
Size ($ 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 |
