Aspex Management LI Ho Kei
Top positions activity
Value History
Quarterly report: Q1 2025
Total portfolio value: $3.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SE
|
Sea Ltd - ADR | 763.1K 19.62% | 5.8M | +952.4K ↑19.45% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 395.5K 10.16% | 2.4M | +1.9M ↑348.42% | |
|
FUTU
|
Futu Holdings Ltd - ADR | 286.8K 7.37% | 2.8M | -83.7K ↓2.90% | |
|
EDU
|
New Oriental Education & Technology Group Inc. - ADR | 280.9K 7.22% | 5.9M | -1.6M ↓21.20% | |
|
QFIN
|
360 DigiTech Inc - ADR | 227.5K 5.84% | 5.1M | -1.3M ↓20.51% | |
|
YMM
|
Full Truck Alliance Co Ltd - ADR | 194.2K 4.99% | 15.2M | = | |
|
TAL
|
TAL Education Group - ADR | 187.6K 4.82% | 14.2M | +3.6M ↑34.50% | |
|
DECK
|
Deckers Outdoor Corp. | 181.8K 4.67% | 1.6M | +1.6M Newly Added | |
|
MU
|
Micron Technology Inc. | 175.5K 4.51% | 2.0M | +515.4K ↑34.25% | |
|
INTC
|
Intel Corp. | 154.5K 3.97% | 6.8M | +6.8M Newly Added | |
|
CDNS
|
Cadence Design Systems, Inc. | 144.8K 3.72% | 569.3K | +569.3K Newly Added | |
|
SNPS
|
Synopsys, Inc. | 134.5K 3.45% | 313.5K | +313.5K Newly Added | |
|
DASH
|
DoorDash Inc - Class A | 132.5K 3.4% | 724.7K | -230.7K ↓24.14% | |
|
BEKE
|
KE Holdings Inc - ADR | 103.0K 2.64% | 5.1M | -1.4M ↓21.31% | |
|
TCOM
|
Trip.com Group Ltd - ADR | 94.8K 2.43% | 1.5M | -380.9K ↓20.34% | |
|
GDS
|
GDS Holdings Limited - ADR | 76.2K 1.96% | 3.0M | -1.9M ↓38.91% | |
|
RLX
|
RLX Technology Inc - ADR | 22.8K 0.58% | 12.1M | = |
Sold Out Positions
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