SEC 13F Intelligence

Aspex Management (Hk) Ltd / AMD

Aspex Management (Hk) Ltd’s Advanced Micro Devices Inc Position

Does Aspex Management (Hk) Ltd own Advanced Micro Devices Inc (AMD)? Not currently — the last reported position was 2.80M shares worth $413M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$413M
Q4 2023
Shares
2.80M
% of Portfolio
+12.09%
Quarters Held
3
position exited

Position History AMD

Reported value by quarter
Q2 ’23: $150MQ2 ’23Q3 ’23: $233MQ3 ’23Q4 ’23: $413MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20232.80M$413M+12.09%
Q3 20232.27M$233M+7.17%
Q2 20231.32M$150M+4.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aspex Management (Hk) Ltd’s full portfolio or all institutional holders of AMD.