Aspex Management (HK) Ltd reported 29 holdings worth US$8.89M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Aspex Management (HK) Ltd reported 29 holdings worth US$8.89M as of Jun 30, 2026. Largest: Synopsys, Inc., Qualcomm Incorporated and Mks Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 29
- Value as reported
- US$8.89M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Synopsys, Inc. | 3.11M | US$1.39B | 15616.0% |
| Qualcomm Incorporated | 6.36M | US$1.18B | 13218.7% |
| Mks Inc. | 1.82M | US$810M | 9107.0% |
| Coreweave, Inc. | 7.96M | US$792M | 8911.6% |
| Carvana Co. | 10.9M | US$717M | 8063.1% |
| Coupang, Inc. | 38M | US$661M | 7429.3% |
| Corning Incorporated | 1.48M | US$377M | 4244.3% |
| Teradyne, Inc. | 632K | US$306M | 3438.9% |
| Amer Sports, Inc. | 8.27M | US$280M | 3147.0% |
| Nu Holdings Ltd. | 16.3M | US$218M | 2447.7% |
| Grab Holdings Limited | 54.3M | US$205M | 2303.8% |
| Ford Mtr Co Del | 11.9M | US$165M | 1858.6% |
| Trip.com Group Ltd. | 2.33M | US$92.8M | 1043.7% |
| Lumentum Holdings Inc. | 87,237 | US$74.9M | 841.9% |
| Pony Ai Inc. Class A | 4.14M | US$28.8M | 323.6% |
| Lanvin Group Holdings Limited | 4.49M | US$6.56M | 73.8% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Prenetics Global Limited | 0 | US$0 | 0.00% |