Hel Ved Capital Management Ltd
55 holdingsFiling period: 2026-03-31Current AUM: $1.12Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 1.07M | $411.2M | $579.7M | 51.91% | +970.9K | 2026-03-31 |
| 2 | Q | QNITY ELECTRONICS INC | 400.7K | $46.2M | $52.6M | 4.71% | -- | 2026-03-31 |
| 3 | SNDK | SANDISK CORP | 68.7K | $43.7M | $83.5M | 7.48% | +28.9K | 2026-03-31 |
| 4 | IWM | ISHARES TR | 166.9K | $41.4M | $48.6M | 4.35% | -- | 2026-03-31 |
| 5 | INTC | INTEL CORP | 699.8K | $30.9M | $63.1M | 5.65% | -- | 2026-03-31 |
| 6 | CIEN | CIENA CORP | 63.6K | $24.7M | $24.0M | 2.15% | -6,456 | 2026-03-31 |
| 7 | SOLS | SOLSTICE ADVANCED MATLS INC | 218.1K | $16.6M | $13.1M | 1.18% | -26,260 | 2026-03-31 |
| 8 | CRWV | COREWEAVE INC | 208.3K | $16.1M | $14.9M | 1.34% | -- | 2026-03-31 |
| 9 | LITE | LUMENTUM HLDGS INC | 22.1K | $15.5M | $15.8M | 1.41% | -69,276 | 2026-03-31 |
| 10 | ARM | ARM HOLDINGS PLC | 85.0K | $12.9M | $20.4M | 1.82% | -- | 2026-03-31 |
| 11 | MKSI | MKS INC. | 52.8K | $12.1M | $15.7M | 1.41% | -- | 2026-03-31 |
| 12 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 52.4K | $11.6M | $13.2M | 1.18% | -- | 2026-03-31 |
| 13 | GLW | CORNING INC | 84.2K | $11.4M | $11.6M | 1.04% | -- | 2026-03-31 |
| 14 | COHR | COHERENT CORP | 47.6K | $11.3M | $12.5M | 1.12% | -52,535 | 2026-03-31 |
| 15 | MTZ | MASTEC INC | 31.1K | $10.0M | $8.2M | 0.73% | +6.9K | 2026-03-31 |
| 16 | AGX | ARGAN INC | 18.2K | $9.9M | $10.4M | 0.93% | -9,350 | 2026-03-31 |
| 17 | FIX | COMFORT SYS USA INC | 5.6K | $7.7M | $9.6M | 0.86% | -- | 2026-03-31 |
| 18 | — | FABRINET | 14.3K | $7.4M | $7.4M | 0.67% | -- | 2026-03-31 |
| 19 | PRIM | PRIMORIS SVCS CORP | 45.3K | $6.5M | $3.8M | 0.34% | -50,445 | 2026-03-31 |
| 20 | TSLA | TESLA INC | 16.6K | $6.2M | $5.2M | 0.46% | -50,350 | 2026-03-31 |
| 21 | PSIX | POWER SOLUTIONS INTL INC | 100.9K | $6.1M | $2.8M | 0.25% | -7,250 | 2026-03-31 |
| 22 | PL | PLANET LABS PBC | 207.0K | $5.8M | $4.2M | 0.38% | -- | 2026-03-31 |
| 23 | LRCX | LAM RESEARCH CORP | 24.8K | $5.3M | $7.3M | 0.65% | -2,430 | 2026-03-31 |
| 24 | WULF | TERAWULF INC | 341.0K | $4.9M | $6.0M | 0.54% | -- | 2026-03-31 |
| 25 | SEI | SOLARIS ENERGY INFRAS INC | 86.0K | $4.9M | $4.4M | 0.40% | -- | 2026-03-31 |
← Scroll →
Page 1 of 3