Aspex Management LI Ho Kei

Top positions activity

Value History

Quarterly report: Q4 2024

Total portfolio value: $3.7M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
SE
Sea Ltd - ADR 519.4K 14.03% 4.9M -60.7K ↓1.22%
EDU
New Oriental Education & Technology Group Inc. - ADR 478.5K 12.92% 7.5M +2.7M ↑56.84%
TER
Teradyne, Inc. 407.3K 11% 3.2M +847.4K ↑35.49%
QFIN
360 DigiTech Inc - ADR 244.6K 6.6% 6.4M +648.1K ↑11.32%
FUTU
Futu Holdings Ltd - ADR 230.8K 6.23% 2.9M -1.7M ↓36.62%
LI
Li Auto Inc - ADR 179.5K 4.84% 7.5M -3.2M ↓29.72%
YMM
Full Truck Alliance Co Ltd - ADR 164.6K 4.44% 15.2M +15.2M Newly Added
DASH
DoorDash Inc - Class A 160.3K 4.33% 955.4K -480.8K ↓33.48%
TCOM
Trip.com Group Ltd - ADR 128.6K 3.47% 1.9M -297.4K ↓13.71%
MU
Micron Technology Inc. 126.7K 3.42% 1.5M +381.5K ↑33.96%
BEKE
KE Holdings Inc - ADR 120.0K 3.24% 6.5M +6.5M Newly Added
GDS
GDS Holdings Limited - ADR 117.1K 3.16% 4.9M +922.7K ↑23.04%
TAL
TAL Education Group - ADR 105.8K 2.85% 10.6M =
TSM
Taiwan Semiconductor Manufacturing - ADR 104.9K 2.83% 531.3K +531.3K Newly Added
JD
JD.com Inc - ADR 93.6K 2.52% 2.7M +2.7M Newly Added
ELF
e.l.f. Beauty Inc 73.6K 1.98% 586.0K +586.0K Newly Added
HDB
HDFC Bank Ltd. - ADR 46.4K 1.25% 726.9K =
EPAM
EPAM Systems Inc 30.6K 0.82% 130.9K +130.9K Newly Added
ENPH
Enphase Energy Inc 29.4K 0.79% 428.6K =
RLX
RLX Technology Inc - ADR 26.2K 0.7% 12.1M =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
NVDA
NVIDIA Corp 308.1K 8.15% 2.5M Sold Out
MRVL
Marvell Technology Inc 193.9K 5.13% 2.7M Sold Out
BABA
Alibaba Group Holding Ltd - ADR 116.0K 3.07% 1.1M Sold Out
TME
Tencent Music Entertainment Group - ADR 91.3K 2.41% 7.6M Sold Out