Aspex Management LI Ho Kei
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $3.4M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
AMD
|
Advanced Micro Devices Inc. | 412.6K 12.09% | 2.8M | +533.2K ↑23.53% | |
|
MRVL
|
Marvell Technology Inc | 344.5K 10.09% | 5.7M | +2.9M ↑103.75% | |
|
MU
|
Micron Technology Inc. | 343.7K 10.07% | 4.0M | = | |
|
DASH
|
DoorDash Inc - Class A | 305.8K 8.96% | 3.1M | -842.0K ↓21.40% | |
|
SE
|
Sea Ltd - ADR | 274.9K 8.05% | 6.8M | +800.0K ↑13.36% | |
|
PDD
|
Pinduoduo Inc - ADR | 217.2K 6.36% | 1.5M | +350.0K ↑30.85% | |
|
LRCX
|
Lam Research Corp. | 209.9K 6.15% | 268.0K | -14.9K ↓5.26% | |
|
QFIN
|
360 DigiTech Inc - ADR | 136.5K 4% | 8.6M | = | |
|
QCOM
|
Qualcomm, Inc. | 133.5K 3.91% | 923.0K | +923.0K Newly Added | |
|
JD
|
JD.com Inc - ADR | 114.0K 3.34% | 3.9M | +3.9M Newly Added | |
|
FCX
|
Freeport-McMoRan Inc | 107.4K 3.14% | 2.5M | = | |
|
TME
|
Tencent Music Entertainment Group - ADR | 81.5K 2.38% | 9.1M | +9.1M Newly Added | |
|
FUTU
|
Futu Holdings Ltd - ADR | 80.5K 2.35% | 1.5M | -1.2M ↓44.33% | |
|
GDS
|
GDS Holdings Limited - ADR | 80.0K 2.34% | 8.8M | = | |
|
ZTO
|
ZTO Express (Cayman) Inc - ADR | 77.9K 2.28% | 3.7M | +3.7M Newly Added | |
|
BEKE
|
KE Holdings Inc - ADR | 74.7K 2.18% | 4.6M | = | |
|
NVDA
|
NVIDIA Corp | 60.4K 1.76% | 122.0K | -557.4K ↓82.05% | |
|
NTES
|
NetEase Inc - ADR | 59.4K 1.73% | 637.1K | +637.1K Newly Added | |
|
BZ
|
Kanzhun Ltd - ADR | 46.9K 1.37% | 2.8M | = | |
|
GRAB
|
Grab Holdings Limited - Class A | 27.0K 0.78% | 8.0M | = | |
|
RLX
|
RLX Technology Inc - ADR | 24.2K 0.71% | 12.1M | = |
Sold Out Positions
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