Aspex Management LI Ho Kei

Top positions activity

Value History

Quarterly report: Q3 2023

Total portfolio value: $3.2B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BABA
Alibaba Group Holding Ltd - ADR 459.7M 14.14% 5.3M -314.0K ↓5.59%
DASH
DoorDash Inc - Class A 312.7M 9.62% 3.9M -1.3M ↓25.45%
NVDA
NVIDIA Corp 295.5M 9.09% 679.3K +125.7K ↑22.70%
MU
Micron Technology Inc. 274.0M 8.43% 4.0M +1.3M ↑46.06%
SE
Sea Ltd - ADR 263.1M 8.09% 6.0M +140.6K ↑2.40%
AMD
Advanced Micro Devices Inc. 233.0M 7.16% 2.3M +947.8K ↑71.90%
LI
Li Auto Inc - ADR 186.2M 5.72% 5.2M -703.3K ↓11.87%
LRCX
Lam Research Corp. 177.3M 5.45% 282.9K -228.1K ↓44.64%
FUTU
Futu Holdings Ltd - ADR 153.0M 4.7% 2.6M -1.9M ↓41.44%
MRVL
Marvell Technology Inc 151.8M 4.66% 2.8M +344.1K ↑13.99%
QFIN
360 DigiTech Inc - ADR 132.6M 4.07% 8.6M =
PDD
Pinduoduo Inc - ADR 111.3M 3.42% 1.1M +1.1M Newly Added
GDS
GDS Holdings Limited - ADR 96.1M 2.95% 8.8M =
FCX
Freeport-McMoRan Inc 94.0M 2.89% 2.5M +2.5M Newly Added
BEKE
KE Holdings Inc - ADR 71.5M 2.2% 4.6M -5.8M ↓55.60%
BZ
Kanzhun Ltd - ADR 42.8M 1.31% 2.8M -2.0M ↓41.48%
GRAB
Grab Holdings Limited - Class A 28.3M 0.87% 8.0M +8.0M Newly Added
RLX
RLX Technology Inc - ADR 18.3M 0.56% 12.1M +7.3M ↑151.22%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
JD
JD.com Inc - ADR 124.4M 3.61% 3.6M Sold Out
EDU
New Oriental Education & Technology Group Inc. - ADR 27.9M 0.81% 707.6K Sold Out