CIK 1840129
Hel Ved Capital Management Ltd
Institutional 13F holdings & portfolio
Holdings
50
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 50
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 102K | $1M+ | SH (Put) |
| LITE | LUMENTUM HLDGS INC | 91K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 106K | $1M+ | SH (Call) |
| COHR | COHERENT CORP | 100K | $1M+ | SH |
| CIEN | CIENA CORP | 70K | $1M+ | SH |
| TSLA | TESLA INC | 36K | $1M+ | SH (Call) |
| PRIM | PRIMORIS SVCS CORP | 96K | $1M+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 244K | $1M+ | SH |
| PONY | PONY AI INC | 779K | $1M+ | SH |
| LGN | LEGENCE CORP | 256K | $1M+ | SH |
| SNDK | SANDISK CORP | 40K | $1M+ | SH |
| AGX | ARGAN INC | 28K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 20K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 32K | $1M+ | SH |
| ENTG | ENTEGRIS INC | 90K | $1M+ | SH |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | 807K | $1M+ | SH |
| BIDU | BAIDU INC | 50K | $1M+ | SH |
| NXT | NEXTPOWER INC | 71K | $1M+ | SH |
| PSIX | POWER SOLUTIONS INTL INC | 108K | $1M+ | SH |
| PI | IMPINJ INC | 32K | $1M+ | SH |
| MTZ | MASTEC INC | 24K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 19K | $1M+ | SH |
| CAT | CATERPILLAR INC | 8K | $1M+ | SH |
| U | UNITY SOFTWARE INC | 110K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 27K | $1M+ | SH |
| PDD | PDD HOLDINGS INC | 39K | $1M+ | SH |
| VNET | VNET GROUP INC | 444K | $1M+ | SH |
| MYRG | MYR GROUP INC DEL | 16K | $1M+ | SH |
| SHOP | SHOPIFY INC | 20K | $1M+ | SH |
| TER | TERADYNE INC | 16K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 6K | $1M+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 19K | $1M+ | SH |
| EME | EMCOR GROUP INC | 5K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 13K | $1M+ | SH |
| RIOT | RIOT PLATFORMS INC | 214K | $1M+ | SH |
| EH | EHANG HLDGS LTD | 198K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 10K | $1M+ | SH |
| TTMI | TTM TECHNOLOGIES INC | 35K | $1M+ | SH |
| ECG | EVERUS CONSTR GROUP | 26K | $1M+ | SH |
| FRMI | FERMI INC | 273K | $1M+ | SH |
| ESTC | ELASTIC N V | 24K | $1M+ | SH |
| FLNC | FLUENCE ENERGY INC | 88K | $1M+ | SH |
| ALGM | ALLEGRO MICROSYSTEMS INC | 63K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 16K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 6K | $1M+ | SH |
| FROG | JFROG LTD | 20K | $1M+ | SH |
| HSDT | SOLANA CO | 436K | $1M+ | SH |
| DDOG | DATADOG INC | 9K | $1M+ | SH |
| MNDY | MONDAY COM LTD | 8K | $1M+ | SH |
| SBET | SHARPLINK GAMING INC | 108K | $500K+ | SH |