Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aspex Management (HK) Ltd (CIK 1768375) reported $6.90B across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNPS ($1.06B, 15.35%), NVDA ($902.4M, 13.08%), FUTU ($625.4M, 9.06%), CVNA ($571.9M, 8.29%), CRWV ($549.8M, 7.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNPS | SYNOPSYS INC | $1.06B | 15.35% | 2.7M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $902.4M | 13.08% | 5.2M | Added |
| 3 | FUTU | FUTU HLDGS LTD | $625.4M | 9.06% | 4.6M | Added |
| 4 | CVNA | CARVANA CO | $571.9M | 8.29% | 1.8M | New |
| 5 | CRWV | COREWEAVE INC | $549.8M | 7.97% | 7.1M | New |
| 6 | SE | SEA LTD | $403.3M | 5.85% | 4.9M | Added |
| 7 | MKSI | MKS INC. | $353.6M | 5.13% | 1.5M | New |
| 8 | GLW | CORNING INC | $346.0M | 5.02% | 2.5M | New |
| 9 | CPNG | COUPANG INC | $302.8M | 4.39% | 16.0M | New |
| 10 | AS | AMER SPORTS INC | $272.2M | 3.95% | 8.3M | Added |
| 11 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $256.7M | 3.72% | 4.5M | Trimmed |
| 12 | GRAB | GRAB HOLDINGS LIMITED | $217.1M | 3.15% | 59.3M | Added |
| 13 | YMM | FULL TRUCK ALLIANCE CO LTD | $180.9M | 2.62% | 21.8M | Trimmed |
| 14 | TER | TERADYNE INC | $150.0M | 2.17% | 506,070 | Trimmed |
| 15 | LITE | LUMENTUM HLDGS INC | $143.3M | 2.08% | 203,942 | Trimmed |
| 16 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $130.8M | 1.90% | 3.6M | Trimmed |
| 17 | TCOM | TRIP COM GROUP LTD | $116.0M | 1.68% | 2.3M | New |
| 18 | QFIN | QIFU TECHNOLOGY INC | $82.9M | 1.20% | 6.4M | Hold |
| 19 | NIO | NIO INC | $79.2M | 1.15% | 13.1M | Hold |
| 20 | HTHT | H WORLD GROUP LTD | $67.4M | 0.98% | 50.0M | Hold |
| 21 | PONY | PONY AI INC | $39.1M | 0.57% | 4.1M | Hold |
| 22 | RLX | RLX TECHNOLOGY INC | $17.4M | 0.25% | 7.9M | Hold |
| 23 | NTES | NETEASE INC | $16.5M | 0.24% | 147,655 | Hold |
| 24 | LANV | LANVIN GROUP HOLDINGS LIMITE | $6.8M | 0.10% | 4.5M | Hold |
| 25 | PRE | PRENETICS GLOBAL LTD | $6.7M | 0.10% | 346,150 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31