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 weight80.3%SNPS alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNPSSynopsys Inc
15.6%Added +17%
QCOMQualcomm Inc
13.2%New
MKSIMKS Inc.
9.1%Added +18%
CRWVCoreweave Inc
8.9%Added +12%
CVNACarvana Co
8.1%Added +499%
CPNGCoupang Inc
7.4%Added +137%
SESea Ltd
5.3%
FUTUFutu Hldgs Ltd
4.8%
GLWCorning Inc
4.3%Trimmed −42%
TERTeradyne Inc
3.4%Added +25%
ASAmer Sports Inc
3.2%
INIOInnio NV
3.1%New
SNPSSynopsys Inc
15.6%Added +17%
QCOMQualcomm Inc
13.2%New
MKSI9.1%CRWV8.9%CVNA8.1%CPNG7.4%SE5.3%FUTU4.8%GLW4.3%TER3.4%AS3.2%INIO3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNPS Synopsys Inc 15.6% Added +17%QCOM Qualcomm Inc 13.2% NewMKSI MKS Inc. 9.1% Added +18%CRWV Coreweave Inc 8.9% Added +12%CVNA Carvana Co 8.1% Added +499%CPNG Coupang Inc 7.4% Added +137%SE Sea Ltd 5.3% HeldFUTU Futu Hldgs Ltd 4.8% HeldGLW Corning Inc 4.3% Trimmed −42%TER Teradyne Inc 3.4% Added +25%AS Amer Sports Inc 3.2% HeldINIO Innio NV 3.1% New
What changed