$2.53 Billion is the total value of Aspex Management (HK) Ltd's 28 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - . Aspex Management (HK) Ltd is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | New | SEA LTDsponsord ads | $195,943,000 | – | 1,635,725 | +100.0% | 7.74% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $161,617,000 | – | 1,550,138 | +100.0% | 6.39% | – |
| DASH | New | DOORDASH INCcl a | $85,380,000 | – | 728,557 | +100.0% | 3.37% | – |
| TSLA | New | TESLA INCcall | $69,536,000 | – | 222,200 | +100.0% | 2.75% | – |
| LRCX | New | LAM RESEARCH CORP | $37,633,000 | – | 70,000 | +100.0% | 1.49% | – |
| BZ | New | KANZHUN LIMITEDsponsored ads | $29,892,000 | – | 1,200,000 | +100.0% | 1.18% | – |
| AAPL | New | APPLE INCput | $9,974,000 | – | 1,123,596 | +100.0% | 0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| QIFU TECHNOLOGY INC | 16 | Q3 2023 | 11.5% |
| JD.COM INC | 15 | Q2 2023 | 27.8% |
| GDS HLDGS LTD | 15 | Q3 2023 | 26.1% |
| LAM RESEARCH CORP | 13 | Q3 2023 | 13.2% |
| KE HLDGS INC | 13 | Q3 2023 | 8.3% |
| LI AUTO INC | 12 | Q3 2023 | 7.0% |
| MICRON TECHNOLOGY INC | 12 | Q3 2023 | 8.4% |
| YATSEN HLDG LTD | 12 | Q3 2023 | 3.4% |
| XPENG INC | 11 | Q1 2023 | 17.5% |
| H WORLD GROUP LTD | 11 | Q2 2023 | 10.1% |
View Aspex Management (HK) Ltd's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Futu Holdings Ltd | February 14, 2023 | 24,402,144 | 3.3% |
| GDS Holdings Ltd | November 17, 2022 | 72,737,728 | 5.0% |
| Prenetics Global Ltd | May 27, 2022 | 6,697,249 | 6.5% |
View Aspex Management (HK) Ltd's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2024-03-04 |
| 13F-HR | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| SC 13G | 2023-02-14 |
| SC 13G | 2023-02-14 |
| 13F-HR | 2023-02-13 |
| SC 13G | 2022-11-17 |
View Aspex Management (HK) Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.