Hel Ved Capital Management Ltd
68 holdingsFiling period: 2026-06-30Current AUM: $1.04Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SOXX | iShares TR | 696.3K | $446.2M | $348.2M | 33.57% | -- | 2026-06-30 |
| 2 | QCOM | Qualcomm Inc | 514.9K | $95.1M | $90.5M | 8.72% | -- | 2026-06-30 |
| 3 | QQQ | Invesco Qqq TR | 105.3K | $77.5M | $75.6M | 7.29% | -- | 2026-06-30 |
| 4 | CRWV | Coreweave Inc | 734.3K | $73.1M | $45.6M | 4.40% | +526.0K | 2026-06-30 |
| 5 | SNDK | Sandisk Corp | 21.0K | $47.7M | $28.7M | 2.76% | -47,721 | 2026-06-30 |
| 6 | GLW | Corning Inc | 172.7K | $44.1M | $22.8M | 2.20% | +88.5K | 2026-06-30 |
| 7 | INTC | Intel Corp | 278.9K | $38.9M | $25.6M | 2.47% | -420,860 | 2026-06-30 |
| 8 | — | Nebius Group N.V. | 116.9K | $32.3M | $32.3M | 3.11% | -- | 2026-06-30 |
| 9 | TER | Teradyne Inc | 62.3K | $30.2M | $21.0M | 2.02% | -- | 2026-06-30 |
| 10 | GDS | Gds Hldgs Ltd | 987.4K | $29.7M | $23.0M | 2.22% | +954.9K | 2026-06-30 |
| 11 | FIX | Comfort Sys USA Inc | 14.0K | $27.7M | $19.5M | 1.88% | +8.4K | 2026-06-30 |
| 12 | STRL | Sterling Infrastructure Inc | 30.7K | $25.8M | $12.7M | 1.22% | +22.4K | 2026-06-30 |
| 13 | NOK | Nokia Corp | 1.56M | $20.7M | $14.0M | 1.35% | +1.08M | 2026-06-30 |
| 14 | SNOW | Snowflake Inc | 75.0K | $19.1M | $24.0M | 2.31% | +69.6K | 2026-06-30 |
| 15 | MKSI | Mks Inc. | 42.6K | $19.0M | $9.0M | 0.87% | -10,145 | 2026-06-30 |
| 16 | PURR | Hyperliquid Strategies Inc | 2.29M | $18.0M | $20.9M | 2.02% | -- | 2026-06-30 |
| 17 | WULF | Terawulf Inc | 727.7K | $18.0M | $8.7M | 0.84% | +386.7K | 2026-06-30 |
| 18 | — | Innio NV | 408.4K | $16.1M | $16.1M | 1.56% | -- | 2026-06-30 |
| 19 | — | Asml Hldg NV | 7.2K | $14.2M | $14.2M | 1.37% | -- | 2026-06-30 |
| 20 | — | Dpc Holdings PLC | 284.6K | $14.0M | $14.0M | 1.35% | -- | 2026-06-30 |
| 21 | CIFR | Cipher Digital Inc | 538.9K | $13.2M | $4.8M | 0.46% | -- | 2026-06-30 |
| 22 | CORZ | Core Scientific Inc New | 506.4K | $13.0M | $7.0M | 0.67% | -- | 2026-06-30 |
| 23 | HUT | Hut 8 Corp | 108.7K | $12.6M | $7.5M | 0.72% | +25.0K | 2026-06-30 |
| 24 | LRCX | Lam Research Corp | 25.3K | $11.0M | $6.7M | 0.64% | +480 | 2026-06-30 |
| 25 | MU | Micron Technology Inc | 9.5K | $10.9M | $8.5M | 0.82% | -- | 2026-06-30 |
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