Investor
Aspex Management (HK) Ltd
CIK 0001768375 · filed 2026-05-15 · SEC filing
13F book
$6.9M
Positions
28
6 new · 1 sold
Largest name
15.3%
Synopsys Inc · SNPS
Est. mark
−$528.7K
Price effect on 22 names still held. Flow $2.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Synopsys Inc | SNPS | 2.67M | $1.06M | 15.3% | −$155.7K | Added$60.1K |
| Nvidia Corp | NVDA | 5.17M | $902.4K | 13.1% | −$34.8K | Added$366.4K |
| Futu Hldgs Ltd | — | 4.57M | $625.4K | 9.1% | −$92.6K | Added$71.7K |
| Carvana Co. | CVNA | 1.82M | $571.9K | 8.3% | — | New |
| CoreWeave, Inc. | CRWV | 7.1M | $549.8K | 8.0% | — | New |
| Sea Ltd | SE | 4.87M | $403.3K | 5.8% | −$151K | Added−$27K |
| Mks Inc | MKSI | 1.54M | $353.6K | 5.1% | — | New |
| Corning Inc | — | 2.54M | $346K | 5.0% | — | New |
| Coupang, Inc. | CPNG | 16M | $302.8K | 4.4% | — | New |
| Amer Sports, Inc. | AS | 8.27M | $272.2K | 3.9% | −$33.6K | Added−$11.4K |
| New Oriental Ed & Technology | — | 4.53M | $256.7K | 3.7% | $7.25K | Cut−$19.8K |
| Grab Holdings Limited | — | 59.3M | $217.1K | 3.1% | −$74.3K | Added−$61.7K |
| Full Truck Alliance Co. Ltd. | YMM | 21.8M | $180.9K | 2.6% | −$53K | Cut−$74.1K |
| Teradyne, Inc | TER | 506.1K | $150K | 2.2% | $52.1K | Cut−$49.7K |
| Lumentum Hldgs Inc | — | 203.9K | $143.3K | 2.1% | $68.2K | Cut−$108K |
| Atour Lifestyle Hldgs Ltd | — | 3.55M | $130.8K | 1.9% | −$9.2K | Cut−$9.4K |
| Trip Com Group Ltd | — | 2.33M | $116K | 1.7% | — | New |
| Qfin Holdings Inc | — | 6.42M | $82.9K | 1.2% | −$40.8K | Held |
| Nio Inc | — | 13.1M | $79.2K | 1.1% | $12.2K | Held |
| H World Group Ltd | — | 50M | $67.4K | 1.0% | $3.49K | Held |
| Pony Ai Inc | — | 4.14M | $39.1K | 0.6% | −$21K | Held |
| RLX Technology Inc. | RLX | 7.9M | $17.4K | 0.3% | −$1.03K | Held |
| Netease Inc | — | 147.7K | $16.5K | 0.2% | −$3.79K | Held |
| Lanvin Group Holdings Limite | — | 4.5M | $6.79K | 0.1% | −$2.25K | Held |
| Prenetics Global Ltd | — | 346.1K | $6.69K | 0.1% | $1.24K | Held |
| Vicarious Surgical Inc | — | 86.7K | $62 | 0.0% | −$126 | Held |
| Prenetics Global Ltd | — | 1.17M | $21 | 0.0% | −$14 | Held |
| Lanvin Group Holdings Limite | — | 1M | $11 | 0.0% | −$5 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.