Universe · entity
Hel Ved Capital Management Ltd
Institutional manager (13F) · CIK 1840129
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $577M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANECK ETF TRUST | $206M | 536,200 |
| 2 | QNITY ELECTRONICS INC | $46M | 400,725 |
| 3 | SANDISK CORP | $44M | 68,714 |
| 4 | INTEL CORP | $31M | 699,810 |
| 5 | CIENA CORP | $25M | 63,629 |
| 6 | SOLSTICE ADVANCED MATLS INC | $17M | 218,100 |
| 7 | COREWEAVE INC | $16M | 208,300 |
| 8 | LUMENTUM HLDGS INC | $16M | 22,112 |
| 9 | MKS INC. | $12M | 52,765 |
| 10 | MACOM TECH SOLUTIONS HLDGS I | $12M | 52,400 |
| 11 | CORNING INC | $11M | 84,210 |
| 12 | COHERENT CORP | $11M | 47,575 |
| 13 | MASTEC INC | $10M | 31,140 |
| 14 | ARGAN INC | $10M | 18,167 |
| 15 | COMFORT SYS USA INC | $8M | 5,570 |
| 16 | FABRINET | $7M | 14,250 |
| 17 | PRIMORIS SVCS CORP | $6M | 45,330 |
| 18 | TESLA INC | $6M | 16,622 |
| 19 | POWER SOLUTIONS INTL INC | $6M | 100,876 |
| 20 | LAM RESEARCH CORP | $5M | 24,844 |
| 21 | TERAWULF INC | $5M | 341,010 |
| 22 | SOLARIS ENERGY INFRAS INC | $5M | 85,990 |
| 23 | AMENTUM HOLDINGS INC | $5M | 178,500 |
| 24 | NOVA LTD | $4M | 9,160 |
| 25 | HUT 8 CORP | $4M | 83,710 |
| 26 | NOKIA CORP | $4M | 479,500 |
| 27 | STERLING INFRASTRUCTURE INC | $3M | 8,300 |
| 28 | CLOUDFLARE INC | $3M | 16,080 |
| 29 | TTM TECHNOLOGIES INC | $3M | 31,500 |
| 30 | RIOT PLATFORMS INC | $3M | 214,020 |
| 31 | GARRETT MOTION INC | $2M | 133,000 |
| 32 | ENTEGRIS INC | $2M | 20,090 |
| 33 | DYCOM INDS INC | $2M | 6,720 |
| 34 | EVERUS CONSTR GROUP | $2M | 18,180 |
| 35 | MYR GROUP INC | $2M | 7,335 |
| 36 | EMCOR GROUP INC | $2M | 2,775 |
| 37 | KEYSIGHT TECHNOLOGIES INC | $2M | 6,798 |
| 38 | BAKER HUGHES COMPANY | $2M | 28,753 |
| 39 | LEGENCE CORP | $2M | 29,670 |
| 40 | DATADOG INC | $2M | 13,464 |
| 41 | CENTURI HOLDINGS INC | $2M | 54,000 |
| 42 | F5 INC | $1M | 5,100 |
| 43 | ALMONTY INDS INC | $1M | 100,800 |
| 44 | UNITY SOFTWARE INC | $1M | 62,422 |
| 45 | EHANG HLDGS LTD | $1M | 138,831 |
| 46 | GDS HLDGS LTD | $1M | 32,500 |
| 47 | AMPRIUS TECHNOLOGIES INC | $1M | 71,850 |
| 48 | ELASTIC N V | $1M | 23,562 |
| 49 | SYNOPSYS INC | $1M | 2,765 |
| 50 | SNOWFLAKE INC | $818k | 5,425 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.