Aspex Management (HK) Ltd
CIK 1768375
13F filing for Q2 2026・No. 617
- Holdings
- US$8.89B
- Quarter change
- +US$1.99B
- Entries
- 29
- Net bought (estimate)
- +US$1.32B
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 7
- Cut 5
- Added 6
- Corporate actions 0
- Unchanged 10
Largest holdings
25 stocks worth US$8.87B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNPSSYNOPSYS INCCOM | Added | 3,112,646 | US$1.39B | 15.65% |
| QCOMQUALCOMM INCCOM | New | 6,360,236 | US$1.18B | 13.25% |
| MKSIMKS INC.COM | Added | 1,820,441 | US$809.73M | 9.13% |
| CRWVCOREWEAVE INCCOM CL A | Added | 7,960,201 | US$792.36M | 8.93% |
| CVNACARVANA COCL A | CutSplit 6:1 | 10,891,999 | US$716.91M | 8.08% |
| CPNGCOUPANG INCCL A | Added | 38,028,965 | US$660.56M | 7.44% |
| SESEA LTDSPONSORD ADS | Unchanged | 4,870,097 | US$466.7M | 5.26% |
| FUTUFUTU HLDGS LTDSPON ADS CL A | Unchanged | 4,572,746 | US$428.65M | 4.83% |
| GLWCORNING INCCOM | AddedSplit 1:2 | 1,477,410 | US$377.38M | 4.25% |
| TERTERADYNE INCCOM | Added | 631,941 | US$305.76M | 3.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.