Hel Ved Capital Management Ltd - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Hel Ved Capital Management Ltd held in its portfolio 50 assets valued at $372,104,036 (i.e. $372.10M).
The most valuable assets in the portfolio included: VANECK ETF TRUST ($36.55M), MICRON TECHNOLOGY INC ($34.45M), and LUMENTUM HLDGS INC ($33.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hel Ved Capital Management Ltd - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANECK ETF TRUST | 101500 | 36553195 | SEMICONDUCTR ETF |
| MICRON TECHNOLOGY INC | 120714 | 34452983 | COM |
| LUMENTUM HLDGS INC | 91388 | 33684703 | COM |
| TESLA INC | 66972 | 30118648 | COM |
| COHERENT CORP | 100110 | 18477303 | COM |
| CIENA CORP | 70085 | 16390779 | COM NEW |
| PRIMORIS SVCS CORP | 95775 | 11889509 | COM |
| SOLSTICE ADVANCED MATLS INC | 244360 | 11871009 | COM SHS |
| PONY AI INC | 778879 | 11293746 | SPONSORED ADS |
| LEGENCE CORP | 255750 | 11007480 | CL A |
| SANDISK CORP | 39855 | 9460780 | COM |
| ARGAN INC | 27517 | 8621626 | COM |
| QUANTA SVCS INC | 19966 | 8426850 | COM |
| APPLIED MATLS INC | 32245 | 8286643 | COM |
| ENTEGRIS INC | 89760 | 7562280 | COM |
| SHOALS TECHNOLOGIES GROUP IN | 807050 | 6859925 | CL A |
| BAIDU INC | 49530 | 6471590 | SPON ADR REP A |
| NEXTPOWER INC | 71195 | 6201796 | CLASS A COM |
| POWER SOLUTIONS INTL INC | 108126 | 6178320 | COM NEW |
| IMPINJ INC | 31825 | 5537868 | COM |
| MASTEC INC | 24225 | 5265788 | COM |
| FIRST SOLAR INC | 19087 | 4986097 | COM |
| CATERPILLAR INC | 8495 | 4866531 | COM |
| UNITY SOFTWARE INC | 109522 | 4837587 | COM |
| LAM RESEARCH CORP | 27274 | 4668763 | COM NEW |
| PDD HOLDINGS INC | 38637 | 4381049 | SPONSORED ADS |
| VNET GROUP INC | 444000 | 3756240 | SPONSORED ADS A |
| MYR GROUP INC DEL | 16135 | 3525498 | COM |
| SHOPIFY INC | 20285 | 3265276 | CL A SUB VTG SHS |
| TERADYNE INC | 15700 | 3038892 | COM |
| SYNOPSYS INC | 6460 | 3034391 | COM |
| C H ROBINSON WORLDWIDE INC | 18730 | 3011035 | COM NEW |
| EMCOR GROUP INC | 4825 | 2951887 | COM |
| SNOWFLAKE INC | 12825 | 2813292 | COM SHS |
| RIOT PLATFORMS INC | 214020 | 2711633 | COM |
| EHANG HLDGS LTD | 198031 | 2610049 | ADS |
| TAKE-TWO INTERACTIVE SOFTWAR | 9700 | 2483491 | COM |
| TTM TECHNOLOGIES INC | 34500 | 2380500 | COM |
| EVERUS CONSTR GROUP | 26360 | 2255362 | COM |
| FERMI INC | 272800 | 2182400 | COM |
| ELASTIC N V | 23562 | 1777517 | ORD SHS |
| FLUENCE ENERGY INC | 87700 | 1734706 | COM CL A |
| ALLEGRO MICROSYSTEMS INC | 62850 | 1657983 | COM |
| BLOOM ENERGY CORP | 15850 | 1377207 | COM CL A |
| KEYSIGHT TECHNOLOGIES INC | 6318 | 1283754 | COM |
| JFROG LTD | 20400 | 1274184 | ORD SHS |
| SOLANA CO | 435983 | 1259991 | COM CL A NEW |
| DATADOG INC | 8850 | 1203512 | CL A COM |
| MONDAY COM LTD | 8105 | 1195974 | SHS |
| SHARPLINK GAMING INC | 108100 | 966414 | COM NEW |