Aspex Management (Hk) Ltd Top Holdings and 13F Report (2024) About Aspex Management (Hk) LtdInvestment ActivityAspex Management (Hk) Ltd has $3.78 million in total holdings as of September 30, 2024.Aspex Management (Hk) Ltd owns shares of 30 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 24.38% of the portfolio was purchased this quarter.About 61.63% of the portfolio was sold this quarter.This quarter, Aspex Management (Hk) Ltd has purchased 37 new stocks and bought additional shares in 5 stocks.Aspex Management (Hk) Ltd sold shares of 9 stocks and completely divested from 12 stocks this quarter.Largest Holdings SEA $467,297Futu $435,497New Oriental Education & Technology Group $360,493Teradyne $319,749NVIDIA $308,108 Largest New Holdings this Quarter NVIDIA $308,108 HoldingTrip.com Group $128,962 HoldingAlibaba Group $115,995 HoldingEnphase Energy $48,442 HoldingVICARIOUS SURGICAL INC $492 Holding Largest Purchases this Quarter NVIDIA 2,537,119 shares (about $308.11K)Trip.com Group 2,169,975 shares (about $128.96K)Alibaba Group 1,093,054 shares (about $116.00K)New Oriental Education & Technology Group 1,513,640 shares (about $114.79K)Li Auto 3,778,463 shares (about $96.92K) Largest Sales this Quarter Marvell Technology 2,991,428 shares (about $215.74K)GDS 4,769,013 shares (about $97.29K)DOORDASH INC 609,622 shares (about $87.01K)Tencent Music Entertainment Group 5,898,424 shares (about $71.08K)Qifu Technology 2,181,771 shares (about $65.04K) 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$467,297$63,580 ▲15.7%4,956,48212.4%Computer and TechnologyFUTUFutu$435,497$10,351 ▲2.4%4,553,02311.5%Business ServicesEDUNew Oriental Education & Technology Group$360,493$114,794 ▲46.7%4,753,3409.5%Consumer DiscretionaryTERTeradyne$319,749$33,069 ▲11.5%2,387,4338.5%Computer and TechnologyNVDANVIDIA$308,108$308,108 ▲New Holding2,537,1198.2%Computer and TechnologyLILi Auto$273,017$96,918 ▲55.0%10,643,9267.2%Auto/Tires/TrucksDOORDASH INC$204,993$87,011 ▼-29.8%1,436,2305.4%CL AMRVLMarvell Technology$193,947$215,742 ▼-52.7%2,689,2285.1%Business ServicesQFINQifu Technology$170,624$65,039 ▼-27.6%5,723,7204.5%Business ServicesTCOMTrip.com Group$128,962$128,962 ▲New Holding2,169,9753.4%Consumer DiscretionaryTALTAL Education Group$124,980$9,423 ▼-7.0%10,555,7303.3%Consumer DiscretionaryATATAtour Lifestyle$117,006$25,682 ▼-18.0%4,510,6363.1%Consumer DiscretionaryMUMicron Technology$116,507$24,608 ▼-17.4%1,123,3933.1%Computer and TechnologyBABAAlibaba Group$115,995$115,995 ▲New Holding1,093,0543.1%Retail/WholesaleTMETencent Music Entertainment Group$91,289$71,076 ▼-43.8%7,575,8372.4%Computer and TechnologyGDSGDS$81,682$97,288 ▼-54.4%4,004,0182.2%Business ServicesH WORLD GROUP LTD$58,2640.0%50,000,0001.5%NOTE 3.000% 5/0ENPHEnphase Energy$48,442$48,442 ▲New Holding428,6151.3%Oils/EnergyHDBHDFC Bank$45,4760.0%726,9151.2%FinanceSEA LTD$35,6750.0%30,000,0000.9%NOTE 2.375%12/0IQIYI INC$26,8180.0%28,000,0000.7%NOTE 6.500% 3/1RLXRLX Technology$21,9430.0%12,123,4090.6%Consumer DiscretionaryVNETVNET Group$12,0950.0%2,964,5520.3%Computer and TechnologyLANVLanvin Group$7,6950.0%4,500,0000.2%Consumer DiscretionaryBZKanzhun$4,953$44,030 ▼-89.9%285,3000.1%Computer and TechnologyWEBTOON ENTMT INC$3,4320.0%300,0000.1%COMPRENETICS GLOBAL LTD$1,3850.0%346,1500.0%SHS NEWVICARIOUS SURGICAL INC$492$492 ▲New Holding86,6660.0%COM CL ALANVIN GROUP HOLDINGS LIMITE$260.0%1,000,0000.0%*W EXP 01/14/202PRENWPrenetics Global$130.0%1,166,6660.0%MedicalDELLDell Technologies$0$240,880 ▼-100.0%00.0%Computer and TechnologyPDDPDD$0$203,662 ▼-100.0%00.0%Multi-Sector ConglomeratesLVSLas Vegas Sands$0$198,762 ▼-100.0%00.0%Consumer DiscretionaryLRCXLam Research$0$196,956 ▼-100.0%00.0%Computer and TechnologyNTESNetEase$0$190,628 ▼-100.0%00.0%Computer and TechnologyWDCWestern Digital$0$154,868 ▼-100.0%00.0%Computer and TechnologyQCOMQUALCOMM$0$154,055 ▼-100.0%00.0%Computer and TechnologyFCXFreeport-McMoRan$0$122,564 ▼-100.0%00.0%Basic MaterialsZTOZTO Express (Cayman)$0$108,215 ▼-100.0%00.0%TransportationMAPLEBEAR INC$0$78,406 ▼-100.0%00.0%COMJDJD.com$0$38,107 ▼-100.0%00.0%Retail/WholesaleRBOTVicarious Surgical$0$509 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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