All Stocks Held By Aspex Management HK Ltd

As of 12/31/2023, we find all stocks held by Aspex Management HK Ltd to be as follows, presented in the table below with each row detailing each Aspex Management HK Ltd position, ordered by largest to smallest position size. The all-stocks-held-by-Aspex Management HK Ltd table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Aspex Management HK Ltd as of the latest filing.

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
PRENETICS GLOBAL LTD	1,166,666	+0	$0
PRENW	1,166,666	UNCH	$0
ALIBABA GROUP HLDG LTD			$0 (exited)
BABA	0	-5,300,316	$0
LI AUTO INC			$0 (exited)
LI	0	-5,222,387	$0

See Summary: Aspex Management HK Ltd Top Holdings
See Details: Top 10 Stocks Held By Aspex Management HK Ltd

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
QCOM	+923,033	+$133,498
JD	+3,946,306	+$114,009
TME	+9,050,138	+$81,542
ZTO	+3,658,673	+$77,857
ATAT	+3,525,000	+$61,194
NTES	+637,124	+$59,354
CART	+3,791,253	+$3,513

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BABA	-5,300,316	-$459,749
LI	-5,222,387	-$186,178
PRENW	-1,166,666	$UNCH

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
MRVL	+2,908,912	+$192,763
SE	+800,000	+$11,772
AMD	+533,212	+$179,647
PDD	+350,000	+$105,932
MU	UNCH	+$69,714
QFIN	UNCH	+$3,970
FCX	UNCH	+$13,315
GDS	UNCH	-$16,055
BEKE	UNCH	+$3,181
HTHT	UNCH	-$4,009

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
PRE	-4,846,100	-$472
FUTU	-1,173,558	-$72,530
DASH	-842,000	-$6,858
NVDA	-557,361	-$235,100
HSAI	-50,000	-$663
LRCX	-14,885	+$32,608
PRENW	UNCH	$UNCH
RBOT	UNCH	-$583
EM	UNCH	-$1,145

Aspex Management HK Ltd Info

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

All Stocks Held By Aspex Management HK Ltd | www.HoldingsChannel.com