Aspex Management LI Ho Kei
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $6.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SNPS
|
Synopsys, Inc. | 1.1M 15.34% | 2.7M | +544.4K ↑25.61% | |
|
NVDA
|
NVIDIA Corp | 902.4K 13.07% | 5.2M | +2.3M ↑80.05% | |
|
FUTU
|
Futu Holdings Ltd - ADR | 625.4K 9.06% | 4.6M | +1.2M ↑35.63% | |
|
CVNA
|
Carvana Co. - Class A | 571.9K 8.28% | 1.8M | +1.8M Newly Added | |
|
SE
|
Sea Ltd - ADR | 403.3K 5.84% | 4.9M | +1.5M ↑44.38% | |
|
MKSI
|
MKS Instruments, Inc. | 353.6K 5.12% | 1.5M | +1.5M Newly Added | |
|
GLW
|
Corning, Inc. | 346.0K 5.01% | 2.5M | +2.5M Newly Added | |
|
CPNG
|
Coupang Inc - Class A | 302.8K 4.38% | 16.0M | +16.0M Newly Added | |
|
EDU
|
New Oriental Education & Technology Group Inc. - ADR | 256.7K 3.72% | 4.5M | -492.3K ↓9.80% | |
|
GRAB
|
Grab Holdings Limited - Class A | 217.1K 3.14% | 59.3M | +3.4M ↑6.16% | |
|
YMM
|
Full Truck Alliance Co Ltd - ADR | 180.9K 2.62% | 21.8M | -2.0M ↓8.30% | |
|
TER
|
Teradyne, Inc. | 150.0K 2.17% | 506.1K | -525.8K ↓50.95% | |
|
LITE
|
Lumentum Holdings Inc | 143.3K 2.07% | 203.9K | -478.0K ↓70.09% | |
|
TCOM
|
Trip.com Group Ltd - ADR | 116.0K 1.68% | 2.3M | +2.3M Newly Added | |
|
QFIN
|
360 DigiTech Inc - ADR | 82.9K 1.2% | 6.4M | = | |
|
NIO
|
NIO Inc - ADR | 79.2K 1.14% | 13.1M | = |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|