Aspex Management (Hk) Ltd Top Holdings and 13F Report (2025) About Aspex Management (Hk) LtdInvestment ActivityAspex Management (Hk) Ltd has $3.70 million in total holdings as of December 31, 2024.Aspex Management (Hk) Ltd owns shares of 32 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 26.85% of the portfolio was purchased this quarter.About 27.95% of the portfolio was sold this quarter.This quarter, Aspex Management (Hk) Ltd has purchased 30 new stocks and bought additional shares in 5 stocks.Aspex Management (Hk) Ltd sold shares of 5 stocks and completely divested from 6 stocks this quarter.Largest Holdings SEA $519,446New Oriental Education & Technology Group $478,456Teradyne $407,331Qifu Technology $244,550Futu $230,845 Largest New Holdings this Quarter Full Truck Alliance $164,557 HoldingKE $119,996 HoldingTaiwan Semiconductor Manufacturing $104,936 HoldingJD.com $93,562 Holdinge.l.f. Beauty $73,576 Holding Largest Purchases this Quarter New Oriental Education & Technology Group 2,701,566 shares (about $173.39K)Full Truck Alliance 15,208,627 shares (about $164.56K)KE 6,514,463 shares (about $120.00K)Teradyne 847,409 shares (about $106.71K)Taiwan Semiconductor Manufacturing 531,348 shares (about $104.94K) Largest Sales this Quarter Futu 1,667,094 shares (about $133.35K)DOORDASH INC 480,824 shares (about $80.66K)Li Auto 3,163,055 shares (about $75.88K)Trip.com Group 297,442 shares (about $20.42K)SEA 60,667 shares (about $6.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAspex Management (Hk) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSESEA$519,446$6,437 ▼-1.2%4,895,81514.0%Computer and TechnologyEDUNew Oriental Education & Technology Group$478,456$173,387 ▲56.8%7,454,90612.9%Consumer DiscretionaryTERTeradyne$407,331$106,706 ▲35.5%3,234,84211.0%Computer and TechnologyQFINQifu Technology$244,550$24,874 ▲11.3%6,371,8086.6%Business ServicesFUTUFutu$230,845$133,351 ▼-36.6%2,885,9296.2%Business ServicesLILi Auto$179,466$75,882 ▼-29.7%7,480,8714.8%Auto/Tires/TrucksYMMFull Truck Alliance$164,557$164,557 ▲New Holding15,208,6274.4%Business ServicesDOORDASH INC$160,269$80,658 ▼-33.5%955,4064.3%CL ATCOMTrip.com Group$128,568$20,422 ▼-13.7%1,872,5333.5%Consumer DiscretionaryMUMicron Technology$126,656$32,111 ▲34.0%1,504,9393.4%Computer and TechnologyATATAtour Lifestyle$121,2910.0%4,510,6363.3%Consumer DiscretionaryBEKEKE$119,996$119,996 ▲New Holding6,514,4633.2%Computer and TechnologyGDSGDS$117,059$21,924 ▲23.0%4,926,7273.2%Business ServicesTALTAL Education Group$105,7680.0%10,555,7302.9%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$104,936$104,936 ▲New Holding531,3482.8%Computer and TechnologyJDJD.com$93,562$93,562 ▲New Holding2,698,6512.5%Retail/WholesaleELFe.l.f. Beauty$73,576$73,576 ▲New Holding586,0282.0%Consumer StaplesH WORLD GROUP LTD$53,2380.0%50,000,0001.4%NOTE 3.000% 5/0HDBHDFC Bank$46,4210.0%726,9151.3%FinanceSEA LTD$38,0380.0%30,000,0001.0%NOTE 2.375%12/0PONY AI INC$34,091$34,091 ▲New Holding2,375,6660.9%SPONSORED ADSEPAMEPAM Systems$30,608$30,608 ▲New Holding130,9040.8%Computer and TechnologyENPHEnphase Energy$29,4370.0%428,6150.8%Oils/EnergyIQIYI INC$26,9210.0%28,000,0000.7%NOTE 6.500% 3/1RLXRLX Technology$26,1870.0%12,123,4090.7%Consumer DiscretionaryVNETVNET Group$14,0520.0%2,964,5520.4%Computer and TechnologyNTESNetEase$13,172$13,172 ▲New Holding147,6550.4%Computer and TechnologyLANVLanvin Group$9,0450.0%4,500,0000.2%Consumer DiscretionaryPRENETICS GLOBAL LTD$2,0080.0%346,1500.1%SHS NEWVICARIOUS SURGICAL INC$1,1410.0%86,6660.0%COM CL ALANVIN GROUP HOLDINGS LIMITE$400.0%1,000,0000.0%*W EXP 01/14/202PRENWPrenetics Global$90.0%1,166,6660.0%MedicalNVDANVIDIA$0$308,108 ▼-100.0%00.0%Computer and TechnologyMRVLMarvell Technology$0$193,947 ▼-100.0%00.0%Computer and TechnologyBABAAlibaba Group$0$115,995 ▼-100.0%00.0%Retail/WholesaleTMETencent Music Entertainment Group$0$91,289 ▼-100.0%00.0%Consumer DiscretionaryBZKanzhun$0$4,953 ▼-100.0%00.0%Computer and TechnologyWEBTOON ENTMT INC$0$3,432 ▼-100.0%00.0%COMShowing largest 100 holdings. 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