StockDriftsStockDriftsTop 27 Aspex Management (hk) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNPS | SYNOPSYS INC | 15.35% | 2.67M | $1.06B | +25.61%(+544.44K) | $462.90(-5.56%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 13.08% | 5.17M | $902.4M | +80.05%(+2.30M) | $129.54(+50.40%) | 2026-03-31 | |
| FUTU | FUTU HLDGS LTD | 9.07% | 4.57M | $625.4M | +35.63%(+1.20M) | $108.68(-12.55%) | 2026-03-31 | |
| CVNA | CARVANA CO | 8.29% | 1.82M | $571.9M | new | $368.20(-81.37%) | 2026-03-31 | |
| CRWV | COREWEAVE INC | 7.97% | 7.10M | $549.8M | new | $74.54(+9.67%) | 2026-03-31 | |
| SE | SEA LTD | 5.85% | 4.87M | $403.3M | +44.38%(+1.50M) | $200.88(-48.58%) | 2026-03-31 | |
| MKSI | MKS INC. | 5.13% | 1.54M | $353.6M | new | $194.81(+87.65%) | 2026-03-31 | |
| GLW | CORNING INC | 5.02% | 2.54M | $346.0M | new | $111.76(+76.07%) | 2026-03-31 | |
| CPNG | COUPANG INC | 4.39% | 16.04M | $302.8M | new | $21.23(-12.60%) | 2026-03-31 | |
| AS | AMER SPORTS INC | 3.95% | 8.27M | $272.2M | +8.89%(+674.98K) | $36.48(-3.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.01% | +56.11% |
| Top 20 Holdings Unweighted | +17.89% | +63.84% |
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