Home › Hel Ved Capital Management Ltd

Hel Ved Capital Management Ltd 13F holdings

Filed 2026-08-14 · Hel Ved Capital Management Ltd · 72 positions · $1.4B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SOXXISHARES TR631.3K$404.5M29.8%
QQQINVESCO QQQ TR105.3K$77.5M5.7%
QCOMQUALCOMM INC310.2K$57.3M4.2%
CRWVCOREWEAVE INC548.6K$54.6M4.0%
SNDKSANDISK CORP21.0K$47.7M3.5%
GLWCORNING INC172.7K$44.1M3.3%
SOXXISHARES TR65.0K$41.6M3.1%
INTCINTEL CORP278.9K$38.9M2.9%
QCOMQUALCOMM INC204.7K$37.8M2.8%
NBISNEBIUS GROUP N.V.116.9K$32.3M2.4%
TERTERADYNE INC62.3K$30.2M2.2%
FIXCOMFORT SYS USA INC14.0K$27.7M2.0%
STRLSTERLING INFRASTRUCTURE INC30.7K$25.8M1.9%
GDSGDS HLDGS LTD804.0K$24.1M1.8%
NOKNOKIA CORP1.6M$20.7M1.5%
SNOWSNOWFLAKE INC75.0K$19.1M1.4%
MKSIMKS INC.42.6K$19.0M1.4%
CRWVCOREWEAVE INC185.7K$18.5M1.4%
PURRHYPERLIQUID STRATEGIES INC2.3M$18.0M1.3%
WULFTERAWULF INC727.7K$18.0M1.3%
—INNIO NV408.4K$16.2M1.2%
ASMLASML HLDG NV7.2K$14.2M1.0%
—DPC HOLDINGS PLC284.6K$14.0M1.0%
CIFRCIPHER DIGITAL INC538.9K$13.2M1.0%
CORZCORE SCIENTIFIC INC NEW506.4K$13.0M1.0%
HUTHUT 8 CORP108.7K$12.6M0.9%
LRCXLAM RESEARCH CORP25.3K$11.0M0.8%
MUMICRON TECHNOLOGY INC9.5K$10.9M0.8%
FORGENTFORGENT POWER SOLUTIONS INC194.4K$10.9M0.8%
TTMITTM TECHNOLOGIES INC52.0K$9.7M0.7%
MTZMASTEC INC21.3K$8.8M0.7%
ROKROCKWELL AUTOMATION INC15.8K$7.8M0.6%
DEDEERE & CO12.3K$7.8M0.6%
AMATAPPLIED MATLS INC10.4K$7.5M0.6%
FFORD MTR CO525.3K$7.3M0.5%
MTSIMACOM TECH SOLUTIONS HLDGS I18.4K$7.0M0.5%
SEISOLARIS ENERGY INFRAS INC78.9K$6.3M0.5%
CATCATERPILLAR INC5.8K$6.2M0.5%
IWMISHARES TR20.0K$6.0M0.4%
HWMHOWMET AEROSPACE INC22.1K$6.0M0.4%
VNETVNET GROUP INC733.4K$5.9M0.4%
—GLOBALFOUNDRIES INC70.7K$5.8M0.4%
BEBLOOM ENERGY CORP19.0K$5.8M0.4%
GDSGDS HLDGS LTD183.4K$5.5M0.4%
PRIMPRIMORIS SVCS CORP53.1K$5.3M0.4%
AMTMAMENTUM HOLDINGS INC214.0K$4.4M0.3%
CIENCIENA CORP8.4K$4.1M0.3%
COHRCOHERENT CORP10.0K$4.0M0.3%
PSIXPOWER SOLUTIONS INTL INC100.9K$3.9M0.3%
KLACKLA CORP12.7K$3.8M0.3%
AEISADVANCED ENERGY INDS10.2K$3.8M0.3%
VIAVVIAVI SOLUTIONS INC78.1K$3.7M0.3%
MCHPMICROCHIP TECHNOLOGY INC.40.4K$3.7M0.3%
DYDYCOM INDS INC6.7K$3.4M0.3%
LGNLEGENCE CORP39.2K$3.3M0.2%
TSEMTOWER SEMICONDUCTOR LTD11.8K$3.1M0.2%
POWLPOWELL INDS INC10.7K$3.1M0.2%
ECGEVERUS CONSTR GROUP18.2K$3.0M0.2%
MWHSOLV ENERGY INC87.0K$3.0M0.2%
QQNITY ELECTRONICS INC17.5K$2.9M0.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}