Aspex Management LI Ho Kei

Top positions activity

Value History

Quarterly report: Q3 2025

Total portfolio value: $4.7M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
SE
Sea Ltd - ADR 767.0K 16.23% 4.3M -889.5K ↓17.17%
SNPS
Synopsys, Inc. 748.8K 15.85% 1.5M +871.7K ↑134.96%
FUTU
Futu Holdings Ltd - ADR 426.4K 9.02% 2.5M -941.4K ↓27.74%
PDD
Pinduoduo Inc - ADR 419.3K 8.87% 3.2M +3.2M Newly Added
EDU
New Oriental Education & Technology Group Inc. - ADR 312.0K 6.6% 5.9M -1.1M ↓15.78%
YMM
Full Truck Alliance Co Ltd - ADR 308.2K 6.52% 23.8M +1.3M ↑5.83%
NIO
NIO Inc - ADR 266.7K 5.64% 35.0M +35.0M Newly Added
DASH
DoorDash Inc - Class A 197.1K 4.17% 724.7K =
QFIN
360 DigiTech Inc - ADR 187.6K 3.97% 6.5M -95.6K ↓1.45%
GRAB
Grab Holdings Limited - Class A 170.9K 3.61% 28.4M +28.4M Newly Added
CRS
Carpenter Technology Corp. 136.2K 2.88% 554.8K +554.8K Newly Added
LRCX
Lam Research Corp. 53.5K 1.13% 399.6K +399.6K Newly Added
BIDU
Baidu Inc - ADR 48.5K 1.02% 368.4K +368.4K Newly Added
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
TSM
Taiwan Semiconductor Manufacturing - ADR 395.6K 8.59% 1.7M Sold Out
MRVL
Marvell Technology Inc 324.7K 7.05% 4.2M Sold Out
INTC
Intel Corp. 277.7K 6.03% 12.4M Sold Out
TAL
TAL Education Group - ADR 220.6K 4.79% 21.6M Sold Out
GDS
GDS Holdings Limited - ADR 134.7K 2.92% 4.4M Sold Out
DECK
Deckers Outdoor Corp. 123.6K 2.68% 1.2M Sold Out
TCOM
Trip.com Group Ltd - ADR 87.5K 1.9% 1.5M Sold Out
RLX
RLX Technology Inc - ADR 26.8K 0.58% 12.1M Sold Out