Aspex Management LI Ho Kei

Top positions activity

Value History

Quarterly report: Q2 2025

Total portfolio value: $4.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
SE
Sea Ltd - ADR 828.6K 18% 5.2M -667.3K ↓11.41%
FUTU
Futu Holdings Ltd - ADR 419.4K 9.11% 3.4M +591.1K ↑21.09%
TSM
Taiwan Semiconductor Manufacturing - ADR 395.6K 8.59% 1.7M -636.0K ↓26.69%
EDU
New Oriental Education & Technology Group Inc. - ADR 376.6K 8.18% 7.0M +1.1M ↑18.84%
SNPS
Synopsys, Inc. 331.1K 7.19% 645.9K +332.4K ↑106.01%
MRVL
Marvell Technology Inc 324.7K 7.05% 4.2M +4.2M Newly Added
QFIN
360 DigiTech Inc - ADR 286.7K 6.23% 6.6M +1.5M ↑30.55%
INTC
Intel Corp. 277.7K 6.03% 12.4M +5.6M ↑82.21%
YMM
Full Truck Alliance Co Ltd - ADR 265.2K 5.76% 22.5M +7.2M ↑47.65%
TAL
TAL Education Group - ADR 220.6K 4.79% 21.6M +7.4M ↑52.04%
DASH
DoorDash Inc - Class A 178.7K 3.88% 724.7K =
GDS
GDS Holdings Limited - ADR 134.7K 2.92% 4.4M +1.4M ↑46.42%
DECK
Deckers Outdoor Corp. 123.6K 2.68% 1.2M -426.7K ↓26.25%
TCOM
Trip.com Group Ltd - ADR 87.5K 1.9% 1.5M =
RLX
RLX Technology Inc - ADR 26.8K 0.58% 12.1M =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
MU
Micron Technology Inc. 175.5K 4.51% 2.0M Sold Out
CDNS
Cadence Design Systems, Inc. 144.8K 3.72% 569.3K Sold Out
BEKE
KE Holdings Inc - ADR 103.0K 2.64% 5.1M Sold Out