account_balance
Investment manager · 13F filer · SEC CIK 1768375
Aspex Management (HK) Ltd
Reported value$8.87Mas of Jun 30, 2026
Positions25 4 new, 7 sold out
Top 10 weight80%SNPS alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNPS
Synopsys INC
15.6%Added
QCOM
Qualcomm INC
13.2%New
MKSI
Mks Inc.
9.1%Added
CRWV
Coreweave INC
8.9%Added
CVNA
Carvana CO
8.1%Added
CPNG
Coupang INC
7.4%Added
SE
Sea Ltd
5.3%
FUTU
Futu Hldgs Ltd
4.8%
GLW
Corning INC
4.3%Trimmed
TER
Teradyne INC
3.4%Added
15 others
19.7%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed