Aspex Management (HK) Ltd
Top Portfolio Positions
25 positions ·
$6,829,672,754 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SNPS |
Synopsys Inc
Technology
|
2,670,532 | $1,058,812,527 | 15.50% |
| NVDA |
Nvidia Corp
Technology
|
5,174,466 | $902,426,870 | 13.21% |
| FUTU |
Futu Holdings Ltd
Financial Services
|
4,572,746 | $625,368,742 | 9.16% |
| CVNA |
Carvana Co.
Consumer Cyclical
|
1,819,090 | $571,885,514 | 8.37% |
| CRWV |
CoreWeave, Inc.
Technology
|
7,097,527 | $549,845,416 | 8.05% |
| SE |
Sea Ltd
Consumer Cyclical
|
4,870,097 | $403,292,732 | 5.91% |
| MKSI |
Mks Inc
Technology
|
1,538,789 | $353,629,100 | 5.18% |
| GLW |
Corning Inc /Ny
Technology
|
2,544,734 | $346,007,481 | 5.07% |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
16,037,845 | $302,794,513 | 4.43% |
| AS |
Amer Sports, Inc.
Consumer Cyclical
|
8,268,605 | $272,202,476 | 3.99% |
Holdings in LITE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143,322,279 | 203,942 | Shares | Sole | 2026-05-15 | |
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