Aspex Management LI Ho Kei

Top positions activity

Value History

Quarterly report: Q4 2025

Total portfolio value: $4.9M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
SNPS
Synopsys, Inc. 998.7K 20.2% 2.1M +608.5K ↑40.10%
FUTU
Futu Holdings Ltd - ADR 553.6K 11.2% 3.4M +919.7K ↑37.51%
NVDA
NVIDIA Corp 536.0K 10.84% 2.9M +2.9M Newly Added
SE
Sea Ltd - ADR 430.3K 8.7% 3.4M -918.4K ↓21.40%
PDD
Pinduoduo Inc - ADR 352.6K 7.13% 3.1M -62.8K ↓1.98%
GRAB
Grab Holdings Limited - Class A 278.8K 5.63% 55.9M +27.5M ↑96.81%
EDU
New Oriental Education & Technology Group Inc. - ADR 276.5K 5.59% 5.0M -854.4K ↓14.53%
YMM
Full Truck Alliance Co Ltd - ADR 255.0K 5.15% 23.8M =
LITE
Lumentum Holdings Inc 251.4K 5.08% 682.0K +682.0K Newly Added
TER
Teradyne, Inc. 199.7K 4.04% 1.0M +1.0M Newly Added
QFIN
360 DigiTech Inc - ADR 123.8K 2.5% 6.4M -94.2K ↓1.45%
NIO
NIO Inc - ADR 67.0K 1.35% 13.1M -21.9M ↓62.45%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
DASH
DoorDash Inc - Class A 197.1K 4.17% 724.7K Sold Out
CRS
Carpenter Technology Corp. 136.2K 2.88% 554.8K Sold Out
LRCX
Lam Research Corp. 53.5K 1.13% 399.6K Sold Out
BIDU
Baidu Inc - ADR 48.5K 1.02% 368.4K Sold Out