Aspex Management LI Ho Kei
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $3.7M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SE
|
Sea Ltd - ADR | 399.0K 10.67% | 7.4M | +641.8K ↑9.46% | |
|
MRVL
|
Marvell Technology Inc | 385.4K 10.31% | 5.4M | -274.9K ↓4.81% | |
|
MU
|
Micron Technology Inc. | 309.7K 8.28% | 2.6M | -1.4M ↓34.77% | |
|
DASH
|
DoorDash Inc - Class A | 274.5K 7.34% | 2.0M | -1.1M ↓35.55% | |
|
FUTU
|
Futu Holdings Ltd - ADR | 233.4K 6.24% | 4.3M | +2.8M ↑192.53% | |
|
LRCX
|
Lam Research Corp. | 207.8K 5.55% | 213.9K | -54.1K ↓20.19% | |
|
TME
|
Tencent Music Entertainment Group - ADR | 201.6K 5.39% | 18.0M | +9.0M ↑99.04% | |
|
TER
|
Teradyne, Inc. | 198.5K 5.31% | 1.8M | +1.8M Newly Added | |
|
QCOM
|
Qualcomm, Inc. | 191.3K 5.11% | 1.1M | +206.9K ↑22.42% | |
|
QFIN
|
360 DigiTech Inc - ADR | 159.1K 4.25% | 8.6M | = | |
|
NTES
|
NetEase Inc - ADR | 155.6K 4.16% | 1.5M | +866.6K ↑136.01% | |
|
LVS
|
Las Vegas Sands Corp | 142.4K 3.81% | 2.8M | +2.8M Newly Added | |
|
ZTO
|
ZTO Express (Cayman) Inc - ADR | 140.4K 3.75% | 6.7M | +3.0M ↑83.21% | |
|
FCX
|
Freeport-McMoRan Inc | 118.6K 3.17% | 2.5M | = | |
|
PDD
|
Pinduoduo Inc - ADR | 75.6K 2.02% | 650.4K | -834.0K ↓56.19% | |
|
DELL
|
Dell Technologies Inc - Class C | 68.1K 1.82% | 597.1K | +597.1K Newly Added | |
|
GDS
|
GDS Holdings Limited - ADR | 58.3K 1.56% | 8.8M | = | |
|
COHR
|
Coherent Inc. | 54.2K 1.44% | 893.6K | +893.6K Newly Added | |
|
BZ
|
Kanzhun Ltd - ADR | 49.5K 1.32% | 2.8M | = | |
|
LI
|
Li Auto Inc - ADR | 39.4K 1.05% | 1.3M | +1.3M Newly Added | |
|
RLX
|
RLX Technology Inc - ADR | 23.3K 0.62% | 12.1M | = | |
|
HDB
|
HDFC Bank Ltd. - ADR | 22.4K 0.6% | 400.7K | +400.7K Newly Added |
Sold Out Positions
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