Aspex Management (HK) Ltd — 13F holdings

Aspex Management (HK) Ltd reported 28 holdings worth $8.89B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SNPS SYNOPSYS INC — $1.39B (15.6%)
2. QCOM QUALCOMM INC — $1.18B (13.2%)
3. MKSI MKS INC. — $810M (9.1%)
4. CRWV COREWEAVE INC — $792M (8.9%)
5. CVNA CARVANA CO — $717M (8.1%)
6. CPNG COUPANG INC — $661M (7.4%)
7. SE SEA LTD — $467M (5.2%)
8. FUTU FUTU HLDGS LTD — $429M (4.8%)
9. GLW Corning Inc — $377M (4.2%)
10. TER TERADYNE INC — $306M (3.4%)