Hel Ved Capital Management Ltd
Hel Ved Capital Management Ltd reported 72 holdings worth US$1.36B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Hel Ved Capital Management Ltd reported 72 holdings worth US$1.36B as of Jun 30, 2026. Largest: Sandisk Corporation, Corning Incorporated and Intel Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$1.36B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Sandisk Corporation | 20,993 | US$47.7M | 3.5% |
| Corning Incorporated | 173K | US$44.1M | 3.3% |
| Intel Corporation | 279K | US$38.9M | 2.9% |
| Qualcomm Incorporated | 205K | US$37.8M | 2.8% |
| Teradyne, Inc. | 62,320 | US$30.2M | 2.2% |
| Comfort Systems Usa, Inc. | 13,990 | US$27.7M | 2.0% |
| Sterling Infrastructure, Inc. | 30,730 | US$25.8M | 1.9% |
| Nokia Oyj | 1.56M | US$20.7M | 1.5% |
| Mks Inc. | 42,620 | US$19M | 1.4% |
| Coreweave, Inc. | 186K | US$18.5M | 1.4% |
| Hyperliquid Strategies Inc | 2.29M | US$18M | 1.3% |
| Terawulf Inc. | 728K | US$18M | 1.3% |
| Asml Holding Nv | 7,155 | US$14.2M | 1.0% |
| Cipher Digital Inc. | 539K | US$13.2M | 0.97% |
| Core Scientific, Inc. | 506K | US$13M | 0.96% |
| Hut 8 Corp. | 109K | US$12.6M | 0.93% |
| Lam Research Corporation | 25,324 | US$11M | 0.81% |
| Micron Technology, Inc. | 9,480 | US$10.9M | 0.81% |
| Forgent Power Solutions, Inc. | 194K | US$10.9M | 0.80% |
| Ttm Technologies, Inc. | 51,975 | US$9.72M | 0.72% |
| Mastec, Inc. | 21,260 | US$8.85M | 0.65% |
| Rockwell Automation, Inc. | 15,840 | US$7.84M | 0.58% |
| Deere & Company | 12,320 | US$7.81M | 0.58% |
| Applied Materials, Inc. | 10,400 | US$7.52M | 0.55% |
| Ford Mtr Co Del | 525K | US$7.3M | 0.54% |
| Macom Technology Solutions Holdings, Inc. | 18,450 | US$7.02M | 0.52% |
| Solaris Energy Infrastructure, Inc. | 78,920 | US$6.35M | 0.47% |
| Caterpillar, Inc. | 5,810 | US$6.19M | 0.46% |
| Howmet Aerospace Inc. | 22,150 | US$5.96M | 0.44% |
| Globalfoundries Inc. | 70,700 | US$5.83M | 0.43% |
| Bloom Energy Corporation | 19,000 | US$5.75M | 0.42% |
| Gds Holdings Ltd. | 183K | US$5.51M | 0.41% |
| Primoris Services Corporation | 53,090 | US$5.26M | 0.39% |
| Amentum Holdings, Inc. | 214K | US$4.42M | 0.33% |
| Ciena Corporation | 8,380 | US$4.11M | 0.30% |
| Coherent Corp. | 10,045 | US$3.96M | 0.29% |
| Power Solutions International, Inc. | 101K | US$3.92M | 0.29% |
| Kla Corporation | 12,720 | US$3.84M | 0.28% |
| Advanced Energy Industries, Inc. | 10,240 | US$3.82M | 0.28% |
| Viavi Solutions Inc. | 78,092 | US$3.73M | 0.28% |
| Microchip Technology Incorporated | 40,400 | US$3.68M | 0.27% |
| Dycom Industries, Inc. | 6,720 | US$3.4M | 0.25% |
| Legence Corp. | 39,165 | US$3.34M | 0.25% |
| Powell Industries, Inc. | 10,680 | US$3.06M | 0.23% |
| Everus Construction Group, Inc. | 18,180 | US$3.02M | 0.22% |
| Solv Energy, Inc. | 87,000 | US$2.96M | 0.22% |
| Qnity Electronics, Inc. | 17,456 | US$2.85M | 0.21% |
| Cloudflare, Inc. | 10,840 | US$2.66M | 0.20% |
| Myr Group, Inc. | 4,935 | US$2.47M | 0.18% |
| Datadog, Inc. | 8,504 | US$2.21M | 0.16% |
| Solstice Advanced Materials Inc. | 24,107 | US$2.14M | 0.16% |
| Centuri Holdings, Inc. | 54,000 | US$1.63M | 0.12% |
| Emcor Group, Inc. | 1,815 | US$1.51M | 0.11% |
| Pdf Solutions, Inc. | 20,000 | US$1.42M | 0.10% |
| Tesla, Inc. | 3,102 | US$1.3M | 0.10% |
| Bitdeer Technologies Group | 76,600 | US$1.22M | 0.09% |
| Amprius Technologies, Inc. | 71,850 | US$996K | 0.07% |
| Almonty Industries Inc. | 0 | US$0 | 0.00% |
| Argan, Inc. | 0 | US$0 | 0.00% |
| Baker Hughes Company | 0 | US$0 | 0.00% |
| Enphase Energy, Inc. | 0 | US$0 | 0.00% |
| Entegris, Inc. | 0 | US$0 | 0.00% |
| F5, Inc. | 0 | US$0 | 0.00% |
| Fabrinet | 0 | US$0 | 0.00% |
| Garrett Motion Inc. | 0 | US$0 | 0.00% |
| Keysight Technologies Inc. | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Riot Platforms, Inc. | 0 | US$0 | 0.00% |
| Snowflake Inc. | 0 | US$0 | 0.00% |
| Solana Company | 0 | US$0 | 0.00% |
| Synopsys, Inc. | 0 | US$0 | 0.00% |
| Unity Software Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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