13FBOX
Aspex Management (HK) Ltd · 13F Holdings
Options Calculator Rankings

Aspex Management (HK) Ltd

No.625 Data as of 2026Q2
Latest AUM (Q2 2026)
$9.28B
QoQ Change Q1 2026
+$2.38B+34.5%
Holdings
27
New Buys
5
Adds
6
Reduces
5
Exits
7
Unchanged
11
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SYNOPSYS INCSNPS
14.96%15.35%$1.39B3.1M$1.06B2.7M+442,114+16.56%Add
QQUALCOMM INCQCOM
12.67%$1.18B6.4M$00+6.4MNew Buy
MMKS INC.MKSI
8.73%5.13%$809.7M1.8M$353.6M1.5M+281,652+18.30%Add
CCOREWEAVE INC CLASS ACRWV
8.54%7.97%$792.4M8.0M$549.8M7.1M+862,674+12.15%Add
CCARVANA CO CL ACVNA
7.73%8.29%$716.9M10.9M$571.9M1.8M+9.1M+498.76%Add
COUPANG INC CLASS ACPNG
7.12%4.39%$660.6M38.0M$302.8M16.0M+22.0M+137.12%Add
SSEA LTD SPONSORD ADSSE
5.03%5.85%$466.7M4.9M$403.3M4.9M00.00%Unchanged
FFUTU HLDGS LTD SPON ADS CL AFUTU
4.62%9.07%$428.6M4.6M$625.4M4.6M00.00%Unchanged
CORNING INCGLW
4.07%5.02%$377.4M1.5M$346.0M2.5M-1.1M-41.94%Reduce
TTERADYNE INCTER
3.29%2.18%$305.8M631,941$150.0M506,070+125,871+24.87%Add
QUALCOMM INCQCOM
3.19%$295.7M1.6M$00+1.6MNew Buy
AMER SPORTS INC COM SHSAS
3.02%3.95%$279.8M8.3M$272.2M8.3M00.00%Unchanged
IINNIO NVINIO
2.92%$271.0M6.9M$00+6.9MNew Buy
NU HLDGS LTDNU
2.35%$217.6M16.3M$00+16.3MNew Buy
NNEW ORIENTAL EDUCATIONEDU
2.24%3.72%$207.7M4.5M$256.7M4.5M-9,091-0.20%Reduce
GRAB HOLDINGS LIMITED CLASS A ORDGRAB
2.21%3.15%$204.8M54.3M$217.1M59.3M-5.0M-8.38%Reduce
FORD MTR COF
1.78%$165.3M11.9M$00+11.9MNew Buy
GGRAB HOLDINGS LIMITED
1.2%<0.01%$111.2M29.5M$2,27929.5M00.00%Unchanged
QQFIN HOLDINGS INC AMERICAN DEPQFIN
1.09%1.2%$101.5M6.4M$82.9M6.4M00.00%Unchanged
TRIP COM GROUP LTDTCOM
1%1.68%$92.8M2.3M$116.0M2.3M00.00%Unchanged
LUMENTUM HLDGS INCLITE
0.81%2.08%$74.9M87,237$143.3M203,942-116,705-57.22%Reduce
NIO INC FNIO
0.72%1.15%$66.5M13.1M$79.2M13.1M00.00%Unchanged
PPONY AI INC SPONSORED ADSPONY
0.31%0.57%$28.8M4.1M$39.1M4.1M00.00%Unchanged
NetEase, Inc. ADRNTES
0.2%0.24%$18.9M147,655$16.5M147,65500.00%Unchanged
RRLX TECHNOLOGY INCRLX
0.16%0.25%$15.0M7.9M$17.4M7.9M00.00%Unchanged
LLANVIN GROUP HOLDINGS LIMITE
0.07%0.1%$6.6M4.5M$6.8M4.5M-8,314-0.18%Reduce
PPRENETICS GLOBAL LTD
<0.01%<0.01%$14,5831.2M$21,0001.2M00.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow