The Capital That Moves Markets
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SNPSSYNOPSYS INC15.65%+0.30%$1.39BAdd+16.56%
QCOMQUALCOMM INC13.25%$1.18BNew
MKSIMKS INC.9.13%+4.00%$809.73MAdd+18.30%
CRWVCOREWEAVE INC8.93%+0.96%$792.36MAdd+12.15%
CVNACARVANA CO8.08%-0.21%$716.91MAdd+498.76%
CPNGCOUPANG INC7.44%+3.05%$660.56MAdd+137.12%
SESEA LTD5.26%$466.70M—
FUTUFUTU HLDGS LTD4.83%$428.65M—
GLWCORNING INC4.25%-0.76%$377.38MTrim-41.94%
TERTERADYNE INC3.45%+1.27%$305.76MAdd+24.87%
ASAMER SPORTS INC3.15%$279.81M—
INIOINNIO NV3.05%$270.99MNew
NUNU HLDGS LTD2.45%$217.63MNew
EDUNEW ORIENTAL ED & TECHNOLOGY2.34%-1.38%$207.68MTrim-0.20%
GRABGRAB HOLDINGS LIMITED2.31%-0.84%$204.84MTrim-8.38%
FFORD MTR CO1.86%$165.25MNew
QFINQFIN HOLDINGS INC1.14%$101.54M—
TCOMTRIP COM GROUP LTD1.05%$92.80M—
Aspex Management
Hermes Li · CIK 0001768375 · filed 2026-08-14
Equity positions
NameWeightValueChange
SNPSSYNOPSYS INC15.65%+0.30%$1.39BAdd+16.56%QCOMQUALCOMM INC13.25%$1.18BNewMKSIMKS INC.9.13%+4.00%$809.73MAdd+18.30%CRWVCOREWEAVE INC8.93%+0.96%$792.36MAdd+12.15%CVNACARVANA CO8.08%-0.21%$716.91MAdd+498.76%CPNGCOUPANG INC7.44%+3.05%$660.56MAdd+137.12%SESEA LTD5.26%$466.70M—FUTUFUTU HLDGS LTD4.83%$428.65M—GLWCORNING INC4.25%-0.76%$377.38MTrim-41.94%TERTERADYNE INC3.45%+1.27%$305.76MAdd+24.87%ASAMER SPORTS INC3.15%$279.81M—INIOINNIO NV3.05%$270.99MNewNUNU HLDGS LTD2.45%$217.63MNewEDUNEW ORIENTAL ED & TECHNOLOGY2.34%-1.38%$207.68MTrim-0.20%GRABGRAB HOLDINGS LIMITED2.31%-0.84%$204.84MTrim-8.38%FFORD MTR CO1.86%$165.25MNewQFINQFIN HOLDINGS INC1.14%$101.54M—TCOMTRIP COM GROUP LTD1.05%$92.80M—| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| SYNOPSYS INC · SNPS | Equity | 3,112,646 | $1.39B | 15.65%+0.30% | Add+16.56% | Information Technology |
| QUALCOMM INC · QCOM | Equity | 6,360,236 | $1.18B | 13.25% | New | Information Technology |
| MKS INC. · MKSI | Equity | 1,820,441 | $809.73M | 9.13%+4.00% | Add+18.30% | Information Technology |
| COREWEAVE INC · CRWV | Equity | 7,960,201 | $792.36M | 8.93%+0.96% | Add+12.15% | Information Technology |
| CARVANA CO · CVNA | Equity | 10,891,999 | $716.91M | 8.08%-0.21% | Add+498.76% | Consumer Discretionary |
| COUPANG INC · CPNG | Equity | 38,028,965 | $660.56M | 7.44%+3.05% | Add+137.12% | Consumer Discretionary |
| SEA LTD · SE | Equity | 4,870,097 | $466.70M | 5.26% | — | Consumer Discretionary |
| FUTU HLDGS LTD · FUTU | Equity | 4,572,746 | $428.65M | 4.83% | — | Financials |
| CORNING INC · GLW | Equity | 1,477,410 | $377.38M | 4.25%-0.76% | Trim-41.94% | Information Technology |
| TERADYNE INC · TER | Equity | 631,941 | $305.76M | 3.45%+1.27% | Add+24.87% | Information Technology |
| AMER SPORTS INC · AS | Equity | 8,268,605 | $279.81M | 3.15% | — | Consumer Discretionary |
| INNIO NV · INIO | Equity | 6,851,716 | $270.99M | 3.05% | New | Industrials |
| NU HLDGS LTD · NU | Equity | 16,289,511 | $217.63M | 2.45% | New | Financials |
| NEW ORIENTAL ED & TECHNOLOGY · EDU | Equity | 4,523,574 | $207.68M | 2.34%-1.38% | Trim-0.20% | Consumer Staples |
| GRAB HOLDINGS LIMITED · GRAB | Equity | 54,334,024 | $204.84M | 2.31%-0.84% | Trim-8.38% | Information Technology |
| FORD MTR CO · F | Equity | 11,888,605 | $165.25M | 1.86% | New | Consumer Discretionary |
| QFIN HOLDINGS INC · QFIN | Equity | 6,422,510 | $101.54M | 1.14% | — | Financials |
| TRIP COM GROUP LTD · TCOM | Equity | 2,329,290 | $92.80M | 1.05% | — | Consumer Discretionary |
Options
2 put/call positionsNameWeightValueChange
| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| QUALCOMM INC · QCOM | Call | 1,600,000 | $17.99M | 98.33% | New | Information Technology |
| GRAB HOLDINGS LIMITED · GRAB | Call | 29,482,900 | $305.0K | 1.67% | — | Information Technology |
Exited this quarter
7 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 NVIDIA CORPORATION · NVDA | Equity | 5,174,466 | $902.43M | 13.08% | Exit | Information Technology |
 FULL TRUCK ALLIANCE CO LTD · YMM | Equity | 21,791,354 | $180.87M | 2.62% | Exit | Information Technology |
 ATOUR LIFESTYLE HLDGS LTD · ATAT | Equity | 3,552,677 | $130.77M | 1.90% | Exit | Consumer Discretionary |
 H WORLD GROUP LTD · HTHT | Equity | 50,000,000 | $67.38M | 0.98% | Exit | Consumer Discretionary |
 PRENETICS GLOBAL LTD · PRE | Equity | 346,150 | $6.69M | 0.10% | Exit | Consumer Staples |
 VICARIOUS SURGICAL INC · RBOT | Equity | 86,666 | $62.0K | 0.00% | Exit | Health Care |
 LANVIN GROUP HOLDINGS LIMITE · LANWF | Equity | 1,000,000 | $11.0K | 0.00% | Exit | Unknown |