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Aspex Management (HK) Ltd

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13F filer, CIK 1768375, CENTRAL, Hong Kong

Aspex Management (HK) Ltd reported $8,891,270,000 across 27 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 80.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001768375-26-000005

Period
2026-06-30
Reported value
$8.89B
Holdings
27
Top 10 weight
80.26%
New
5
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QCOMnew+6,360,236$1.18B
CVNAadded+9,072,909$597M
CPNGadded+21,991,120$382M
INIOnew+6,851,716$271M
NUnew+16,289,511$218M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAexited-5,174,466-$902M
GLWreduced-1,067,324-$273M
YMMexited-21,791,354-$181M
ATATexited-3,552,677-$131M
LITEreduced-116,705-$100M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001768375-26-000005, largest first. % of portfolio is the value over $8,872,977,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313,531 shares; 2025Q2: 645,895 shares; 2025Q3: 1,517,582 shares; 2025Q4: 2,126,089 shares; 2026Q1: 2,670,532 shares; 2026Q2: 3,112,646 shares 3,112,646$1.39B15.65%+442,114Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,360,236 shares 6,360,236$1.18B13.25%newTimeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538,789 shares; 2026Q2: 1,820,441 shares 1,820,441$810M9.13%+281,652Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,097,527 shares; 2026Q2: 7,960,201 shares 7,960,201$792M8.93%+862,674Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,819,090 shares; 2026Q2: 10,891,999 shares 10,891,999$717M8.08%+9,072,909Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,037,845 shares; 2026Q2: 38,028,965 shares 38,028,965$661M7.44%+21,991,120Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956,482 shares; 2024Q4: 4,895,815 shares; 2025Q1: 5,848,206 shares; 2025Q2: 5,180,898 shares; 2025Q3: 4,291,369 shares; 2025Q4: 3,373,016 shares; 2026Q1: 4,870,097 shares; 2026Q2: 4,870,097 shares 4,870,097$467M5.26%0Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,553,023 shares; 2024Q4: 2,885,929 shares; 2025Q1: 2,802,225 shares; 2025Q2: 3,393,307 shares; 2025Q3: 2,451,873 shares; 2025Q4: 3,371,597 shares; 2026Q1: 4,572,746 shares; 2026Q2: 4,572,746 shares 4,572,746$429M4.83%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,544,734 shares; 2026Q2: 1,477,410 shares 1,477,410$377M4.25%-1,067,324Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,387,433 shares; 2024Q4: 3,234,842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,031,838 shares; 2026Q1: 506,070 shares; 2026Q2: 631,941 shares 631,941$306M3.45%+125,871Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,935,091 shares; 2025Q4: 7,593,627 shares; 2026Q1: 8,268,605 shares; 2026Q2: 8,268,605 shares 8,268,605$280M3.15%0Timeline
INIOINNIO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,851,716 shares 6,851,716$271M3.05%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,289,511 shares 16,289,511$218M2.45%newTimeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,753,340 shares; 2024Q4: 7,454,906 shares; 2025Q1: 5,874,472 shares; 2025Q2: 6,981,188 shares; 2025Q3: 5,879,363 shares; 2025Q4: 5,024,985 shares; 2026Q1: 4,532,665 shares; 2026Q2: 4,523,574 shares 4,523,574$208M2.34%-9,091Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,384,511 shares; 2025Q4: 55,864,875 shares; 2026Q1: 59,304,024 shares; 2026Q2: 54,334,024 shares 54,334,024$205M2.31%-4,970,000Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,888,605 shares 11,888,605$165M1.86%newTimeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,723,720 shares; 2024Q4: 6,371,808 shares; 2025Q1: 5,065,054 shares; 2025Q2: 6,612,366 shares; 2025Q3: 6,516,734 shares; 2025Q4: 6,422,510 shares; 2026Q1: 6,422,510 shares; 2026Q2: 6,422,510 shares 6,422,510$102M1.14%0Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169,975 shares; 2024Q4: 1,872,533 shares; 2025Q1: 1,491,643 shares; 2025Q2: 1,491,643 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,329,290 shares; 2026Q2: 2,329,290 shares 2,329,290$92.8M1.05%0Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681,959 shares; 2026Q1: 203,942 shares; 2026Q2: 87,237 shares 87,237$74.9M0.84%-116,705Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000,000 shares; 2025Q4: 13,141,609 shares; 2026Q1: 13,141,609 shares; 2026Q2: 13,141,609 shares 13,141,609$66.5M0.75%0Timeline
PONYPONY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,375,666 shares; 2025Q1: 2,375,666 shares; 2025Q2: 500,000 shares; 2025Q3: 4,140,447 shares; 2025Q4: 4,140,447 shares; 2026Q1: 4,140,447 shares; 2026Q2: 4,140,447 shares 4,140,447$28.8M0.32%0Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147,655 shares; 2025Q1: 147,655 shares; 2025Q2: 147,655 shares; 2025Q3: 147,655 shares; 2025Q4: 147,655 shares; 2026Q1: 147,655 shares; 2026Q2: 147,655 shares 147,655$18.9M0.21%0Timeline
RLXRLX TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,123,409 shares; 2024Q4: 12,123,409 shares; 2025Q1: 12,123,409 shares; 2025Q2: 12,123,409 shares; 2025Q3: 7,901,172 shares; 2025Q4: 7,901,172 shares; 2026Q1: 7,901,172 shares; 2026Q2: 7,901,172 shares 7,901,172$15M0.17%0Timeline
LANVLANVIN GROUP HOLDINGS LIMITEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500,000 shares; 2024Q4: 4,500,000 shares; 2025Q1: 4,500,000 shares; 2025Q2: 4,500,000 shares; 2025Q3: 4,500,000 shares; 2025Q4: 4,500,000 shares; 2026Q1: 4,500,000 shares; 2026Q2: 4,491,686 shares 4,491,686$6.56M0.07%-8,314Timeline
PRENWPRENETICS GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166,666 shares; 2024Q4: 1,166,666 shares; 2025Q1: 1,166,666 shares; 2025Q2: 1,166,666 shares; 2025Q3: 1,166,666 shares; 2025Q4: 1,166,666 shares; 2026Q1: 1,166,666 shares; 2026Q2: 1,166,666 shares 1,166,666$15K<0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QUALCOMM INCQUALCOMM INC CALLcall1,600,000$18Mnew
GRAB HOLDINGS LIMITEDGRAB HOLDINGS LIMITED CALLcall29,482,900$305K0

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION5,174,466$902Mshares
YMMFULL TRUCK ALLIANCE CO LTD21,791,354$181Mshares
ATATATOUR LIFESTYLE HLDGS LTD3,552,677$131Mshares
H WORLD GROUP LTDH WORLD GROUP LTD50,000,000$67.4Mshares
PREPRENETICS GLOBAL LTD346,150$6.69Mshares
RBOTVICARIOUS SURGICAL INC CL A86,666$62Kshares
LANVIN GROUP HOLDINGS LIMITELANVIN GROUP HOLDINGS LIMITE1,000,000$11Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001768375-26-000005 base2026-08-14acceptance time not in the bulk data set