§ 13F · FUND PROFILE
Aspex Management (HK) Ltd.
AUM · $9M (13F)Positions · 28Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNPS | SYNOPSYS INC | 3.11M | $1M | 15.6% | +17% |
| 2 | QCOM | QUALCOMM INC | 6.36M | $1M | 13.2% | NEW |
| 3 | MKSI | MKS INC. | 1.82M | $810K | 9.1% | +18% |
| 4 | CRWV | COREWEAVE INC | 7.96M | $792K | 8.9% | +12% |
| 5 | CVNA | CARVANA CO | 10.89M | $717K | 8.1% | +499% |
| 6 | CPNG | COUPANG INC | 38.03M | $661K | 7.4% | +137% |
| 7 | SE | SEA LTD | 4.87M | $467K | 5.2% | ±0% |
| 8 | FUTU | FUTU HLDGS LTD | 4.57M | $429K | 4.8% | ±0% |
| 9 | GLW | CORNING INC | 1.48M | $377K | 4.2% | −42% |
| 10 | TER | TERADYNE INC | 632K | $306K | 3.4% | +25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASPEX SIGNAL
AC read
Aspex Management (HK) Ltd is a Other fund managing $9 million in assets. The fund runs a focused portfolio of just 28 positions.
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