EdgeMarket › What Hel Ved Capital Management Ltd reported owning
What Hel Ved Capital Management Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
843.8MPositions
56Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SMH VanEck Semiconductor ETF | 205.6M | 24.4% | 536.2K | 560.42 | +93.9% |
| Q Qnity Electronics, Inc. | 46.2M | 5.5% | 400.7K | 128.88 | — |
| SNDK Sandisk Corp | 43.7M | 5.2% | 68.7K | 1,596.08 | +3494.8% |
| INTC INTEL CORP | 30.9M | 3.7% | 699.8K | 90.07 | +282.6% |
| CIEN CIENA CORP | 24.7M | 2.9% | 63.6K | 395.79 | +356.8% |
| SOLS Solstice Advanced Materials Inc. | 16.6M | 2.0% | 218.1K | 56.16 | — |
| CRWV CoreWeave, Inc. | 16.1M | 1.9% | 208.3K | 87.85 | -4.0% |
| LITE Lumentum Holdings Inc. | 15.5M | 1.8% | 22.1K | 866.71 | +647.9% |
| MKSI MKS INC | 12.1M | 1.4% | 52.8K | 279.11 | +180.9% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 11.6M | 1.4% | 52.4K | 266.61 | +120.1% |
| GLW CORNING INC /NY | 11.5M | 1.4% | 84.2K | 149.84 | +132.0% |
| COHR COHERENT CORP. | 11.3M | 1.3% | 47.6K | 289.52 | +234.5% |
| MTZ MASTEC INC | 10.0M | 1.2% | 31.1K | 266.26 | +54.3% |
| AGX ARGAN INC | 9.9M | 1.2% | 18.2K | 501.63 | +132.4% |
| FIX COMFORT SYSTEMS USA INC | 7.7M | 0.9% | 5.6K | 1,655.61 | +143.1% |
| FN Fabrinet | 7.4M | 0.9% | 14.2K | 436.67 | +55.8% |
| PRIM Primoris Services Corp | 6.5M | 0.8% | 45.3K | 77.18 | -30.2% |
| TSLA Tesla, Inc. | 6.2M | 0.7% | 16.6K | 362.86 | +12.0% |
| PSIX POWER SOLUTIONS INTERNATIONAL, INC. | 6.1M | 0.7% | 100.9K | 36.43 | -54.9% |
| LRCX LAM RESEARCH CORP | 5.3M | 0.6% | 24.8K | 314.00 | +216.7% |
| WULF TERAWULF INC. | 4.9M | 0.6% | 341.0K | 15.64 | +68.5% |
| SEI Solaris Energy Infrastructure, Inc. | 4.9M | 0.6% | 86.0K | 53.28 | +96.2% |
| AMTM Amentum Holdings, Inc. | 4.7M | 0.6% | 178.5K | 21.49 | -11.0% |
| NVMI NOVA LTD. | 4.0M | 0.5% | 9.2K | 376.99 | +53.0% |
| HUT Hut 8 Corp. | 3.9M | 0.5% | 83.7K | 80.86 | +262.4% |
| NOK NOKIA CORP | 3.9M | 0.5% | 479.5K | 10.21 | +140.8% |
| STRL STERLING INFRASTRUCTURE, INC. | 3.4M | 0.4% | 8.3K | 516.81 | +88.0% |
| NET Cloudflare, Inc. | 3.3M | 0.4% | 16.1K | 293.14 | +51.7% |
| TTMI TTM TECHNOLOGIES INC | 3.1M | 0.4% | 31.5K | 110.54 | +175.9% |
| RIOT Riot Platforms, Inc. | 2.6M | 0.3% | 214.0K | 19.83 | +58.4% |
| GTX Garrett Motion Inc. | 2.4M | 0.3% | 133.0K | 26.62 | +102.4% |
| ENTG ENTEGRIS INC | 2.4M | 0.3% | 20.1K | 143.66 | +80.9% |
| DY DYCOM INDUSTRIES INC | 2.3M | 0.3% | 6.7K | 392.95 | +52.7% |
| ECG Everus Construction Group, Inc. | 2.1M | 0.3% | 18.2K | 125.96 | +68.4% |
| MYRG MYR GROUP INC. | 2.1M | 0.2% | 7.3K | 310.87 | +71.3% |
| EME EMCOR Group, Inc. | 2.0M | 0.2% | 2.8K | 776.62 | +28.3% |
| KEYS Keysight Technologies, Inc. | 1.9M | 0.2% | 6.8K | 316.13 | +99.4% |
| BKR Baker Hughes Co | 1.8M | 0.2% | 28.8K | 62.34 | +45.5% |
| LGN Legence Corp. | 1.7M | 0.2% | 29.7K | 59.37 | — |
| DDOG Datadog, Inc. | 1.6M | 0.2% | 13.5K | 235.62 | +83.4% |
| CTRI Centuri Holdings, Inc. | 1.6M | 0.2% | 54.0K | 21.36 | +7.2% |
| FFIV F5, INC. | 1.5M | 0.2% | 5.1K | 384.63 | +21.8% |
| ALM Almonty Industries Inc. | 1.5M | 0.2% | 100.8K | 18.51 | +340.7% |
| U Unity Software Inc. | 1.4M | 0.2% | 62.4K | 46.93 | +30.9% |
| EH EHang Holdings Ltd | 1.3M | 0.2% | 138.8K | 5.51 | -68.1% |
| GDS GDS Holdings Ltd | 1.3M | 0.2% | 32.5K | 32.85 | -3.1% |
| AMPX Amprius Technologies, Inc. | 1.2M | 0.1% | 71.8K | 10.34 | +53.4% |
| ESTC Elastic N.V. | 1.2M | 0.1% | 23.6K | 85.94 | +11.5% |
| SNPS SYNOPSYS INC | 1.1M | 0.1% | 2.8K | 397.87 | -33.8% |
| SNOW Snowflake Inc. | 818.2K | 0.1% | 5.4K | 332.78 | +70.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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