Aspex Management (HK) Ltd 13F Holdings

CIK 0001768375 · CENTRAL, K3

As of Sep 30, 2025, Aspex Management (HK) Ltd reported 26 positions worth $4.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SEA LTDSEConsumer Cyclical4,291,369$767.0K16.24%
SYNOPSYS INCSNPSTechnology1,517,582$748.8K15.85%
FUTU HOLDINGS LTDFUTUFinancial Services2,451,873$426.4K9.03%
PDD HOLDINGS INCPDDConsumer Cyclical3,172,333$419.3K8.88%
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INCEDUConsumer Defensive5,879,363$312.0K6.61%
FULL TRUCK ALLIANCE CO LTDYMMTechnology23,763,953$308.2K6.52%
NIO INCNIOConsumer Cyclical35,000,000$266.7K5.65%
AMER SPORTS INCASConsumer Cyclical5,935,091$206.2K4.37%
DOORDASH INCDASHCommunication Services724,740 97.1K4.17%
QFIN HOLDINGS INCQFINFinancial Services6,516,734 87.6K3.97%
GRAB HOLDINGS LTDGRABTechnology28,384,511 70.9K3.62%
ATOUR LIFESTYLE HOLDINGS LTDATATConsumer Cyclical4,428,783 66.5K3.52%
CARPENTER TECHNOLOGY CORPCRSIndustrials554,758 36.2K2.88%
PONY AI INCPONYIndustrials4,140,447$93.1K1.97%
SEA LTD——30,000,000$59.1K1.25%
H WORLD GROUP LTD——50,000,000$55.3K1.17%
LAM RESEARCH CORPLRCXTechnology399,641$53.5K1.13%
BAIDU INCBIDUCommunication Services368,351$48.5K1.03%
GRAB HOLDINGS LIMITED——29,482,900$43.8K0.93%
NETEASE INCNTESCommunication Services147,655$22.4K0.48%
RLX TECHNOLOGY INCRLXConsumer Defensive7,901,172$20.8K0.44%
LANVIN GROUP HOLDINGS LIMITE——4,500,000$9.4K0.20%
PRENETICS GLOBAL LTDPREHealthcare346,150$4.6K0.10%
VICARIOUS SURGICAL INCRBOTHealthcare86,666$478.00.01%
PRENETICS GLOBAL LTDPRENWHealthcare1,166,666$31.00.00%