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.
Top Valuable Stocks in Hel Ved Capital Management Ltd Portfolio
VANECK ETF TRUST
MICRON TECHNOLOGY INC
LUMENTUM HLDGS INC
TESLA INC
COHERENT CORP
CIENA CORP
PRIMORIS SVCS CORP
SOLSTICE ADVANCED MATLS INC
PONY AI INC
LEGENCE CORP
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