Stock Taper 
ASPEX MANAGEMENT (HK) LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 87.24K | $74.86M |
 NetEase, Inc. | NTES | 147.66K | $18.92M |
 Teradyne, Inc. | TER | 631.94K | $305.76M |
 Corning Inc | GLW | 1.48M | $377.38M |
 MKS Inc. | MKSI | 1.82M | $809.73M |
 Trip.com Group Limited | TCOM | 2.33M | $92.8M |
 Synopsys, Inc. | SNPS | 3.11M | $1.39B |
 Pony AI Inc. American Depositary Shares | PONY | 4.14M | $28.78M |
 Futu Holdings Limited | FUTU | 4.57M | $428.65M |
 Sea Limited | SE | 4.87M | $466.7M |
 QUALCOMM Incorporated | QCOM | 6.36M | $1.18B |
 Qfin Holdings, Inc. | QFIN | 6.42M | $101.54M |
 INNIO N.V. Ordinary Shares | INIO | 6.85M | $270.99M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 7.96M | $792.36M |
 Amer Sports, Inc. | AS | 8.27M | $279.81M |
 Carvana Co. | CVNA | 10.89M | $716.91M |
 Ford Motor Company | F | 11.89M | $165.25M |
 NIO Inc. | NIO | 13.14M | $66.5M |
 Nu Holdings Ltd. | NU | 16.29M | $217.63M |
 Coupang, Inc. | CPNG | 38.03M | $660.56M |