Aspex Management LI Ho Kei
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $4.7M
TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
---|---|---|---|---|---|
MRVL
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Marvell Technology Inc | 397.1K 8.48% | 5.7M | +243.0K ↑4.47% | |
TER
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Teradyne, Inc. | 317.4K 6.78% | 2.1M | +380.9K ↑21.65% | |
SE
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Sea Ltd - ADR | 305.8K 6.53% | 4.3M | -3.1M ↓42.36% | |
FUTU
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Futu Holdings Ltd - ADR | 291.6K 6.22% | 4.4M | +134.0K ↑3.11% | |
EDU
|
New Oriental Education & Technology Group Inc. - ADR | 251.8K 5.37% | 3.2M | +3.2M Newly Added | |
DELL
|
Dell Technologies Inc - Class C | 240.9K 5.14% | 1.7M | +1.1M ↑192.52% | |
DASH
|
DoorDash Inc - Class A | 222.5K 4.75% | 2.0M | +52.7K ↑2.64% | |
PDD
|
Pinduoduo Inc - ADR | 203.7K 4.35% | 1.5M | +881.5K ↑135.54% | |
LVS
|
Las Vegas Sands Corp | 198.8K 4.24% | 4.5M | +1.7M ↑63.07% | |
LRCX
|
Lam Research Corp. | 197.0K 4.2% | 185.0K | -28.9K ↓13.52% | |
NTES
|
NetEase Inc - ADR | 190.6K 4.07% | 2.0M | +490.7K ↑32.63% | |
TME
|
Tencent Music Entertainment Group - ADR | 189.3K 4.04% | 13.5M | -4.5M ↓25.20% | |
MU
|
Micron Technology Inc. | 179.0K 3.82% | 1.4M | -1.3M ↓48.21% | |
QFIN
|
360 DigiTech Inc - ADR | 156.0K 3.33% | 7.9M | -725.3K ↓8.40% | |
WDC
|
Western Digital Corp. | 154.9K 3.3% | 2.0M | +2.0M Newly Added | |
QCOM
|
Qualcomm, Inc. | 154.1K 3.29% | 773.4K | -356.5K ↓31.55% | |
LI
|
Li Auto Inc - ADR | 122.8K 2.62% | 6.9M | +5.6M ↑428.11% | |
FCX
|
Freeport-McMoRan Inc | 122.6K 2.61% | 2.5M | = | |
TAL
|
TAL Education Group - ADR | 121.1K 2.58% | 11.4M | +11.4M Newly Added | |
ZTO
|
ZTO Express (Cayman) Inc - ADR | 108.2K 2.31% | 5.2M | -1.5M ↓22.20% | |
GDS
|
GDS Holdings Limited - ADR | 81.5K 1.74% | 8.8M | = | |
BZ
|
Kanzhun Ltd - ADR | 53.1K 1.13% | 2.8M | = | |
HDB
|
HDFC Bank Ltd. - ADR | 46.8K 0.99% | 726.9K | +326.2K ↑81.43% | |
JD
|
JD.com Inc - ADR | 38.1K 0.81% | 1.5M | +1.5M Newly Added |
Sold Out Positions
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