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Name: |
Aspex Management (HK) Ltd |
City: |
CENTRAL |
State: |
K3 |
Zip: |
NA |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
MRVL |
Marvell Technology, Inc. |
2 |
- |
$73.68 |
$385,422,000 |
5,437,664 |
10.42% |
40,897,000 |
-274,900 |
0.664 |
N/A |
|
MU |
Micron Technology Inc |
3 |
- |
$126.28 |
$309,719,000 |
2,627,189 |
8.37% |
-33,975,000 |
-1,400,159 |
0.237 |
Semiconductor - Memor... |
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DASH |
Doordash Inc |
4 |
- |
$111.63 |
$274,497,000 |
1,993,155 |
7.42% |
-31,315,000 |
-1,099,291 |
0.554 |
N/A |
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LRCX |
Lam Research Corp |
6 |
- |
$965.77 |
$207,793,000 |
213,873 |
5.62% |
-2,110,000 |
-54,113 |
0.149 |
Semiconductor Equipme... |
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PDD |
Bloom Energy Corp |
15 |
- |
$147.09 |
$75,605,000 |
650,365 |
2.04% |
-141,579,000 |
-834,046 |
0.096 |
N/A |
|
EM |
Smart Share Global American... |
27 |
- |
$0.00 |
$858,000 |
1,305,503 |
0.02% |
-1,397,000 |
-3,194,497 |
0.615 |
N/A |
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YSG |
Yatsen Holding Adr |
37 |
- |
$3.28 |
$0 |
2 |
0% |
-9,609,000 |
-13,134,538 |
0 |
N/A |
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