Aspex Management (HK) Ltd is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $9M in reported equity holdings across 27 positions. The largest holdings are SNPS (15.6%), QCOM (13.2%), MKSI (9.1%), CRWV (8.9%), CVNA (8.1%). The portfolio is concentrated in Other (94.0%), Consumer Defensive (4.8%), Financial Services (1.1%). Data sourced from SEC EDGAR 13F filings (CIK 1768375).