Hel Ved Capital Management Ltd
68 holdingsFiling period: 2026-06-30Current AUM: $1.09Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SOXX | ISHARES TR | 696.3K | $446.2M | $347.3M | 31.72% | -- | 2026-06-30 |
| 2 | QCOM | QUALCOMM INC | 514.9K | $95.1M | $96.7M | 8.83% | -- | 2026-06-30 |
| 3 | QQQ | INVESCO QQQ TR | 105.3K | $77.5M | $74.2M | 6.78% | -- | 2026-06-30 |
| 4 | CRWV | COREWEAVE INC | 734.3K | $73.1M | $59.4M | 5.43% | +526.0K | 2026-06-30 |
| 5 | SNDK | SANDISK CORP | 21.0K | $47.7M | $32.1M | 2.94% | -47,721 | 2026-06-30 |
| 6 | GLW | CORNING INC | 172.7K | $44.1M | $24.8M | 2.26% | +88.5K | 2026-06-30 |
| 7 | INTC | INTEL CORP | 278.9K | $38.9M | $27.1M | 2.47% | -420,860 | 2026-06-30 |
| 8 | — | NEBIUS GROUP N.V. | 116.9K | $32.3M | $32.3M | 2.95% | -- | 2026-06-30 |
| 9 | TER | TERADYNE INC | 62.3K | $30.2M | $20.7M | 1.89% | -- | 2026-06-30 |
| 10 | GDS | GDS HLDGS LTD | 987.4K | $29.7M | $30.1M | 2.75% | +954.9K | 2026-06-30 |
| 11 | FIX | COMFORT SYS USA INC | 14.0K | $27.7M | $22.1M | 2.01% | +8.4K | 2026-06-30 |
| 12 | STRL | STERLING INFRASTRUCTURE INC | 30.7K | $25.8M | $14.1M | 1.29% | +22.4K | 2026-06-30 |
| 13 | NOK | NOKIA CORP | 1.56M | $20.7M | $15.3M | 1.40% | +1.08M | 2026-06-30 |
| 14 | SNOW | SNOWFLAKE INC | 75.0K | $19.1M | $24.2M | 2.21% | +69.6K | 2026-06-30 |
| 15 | MKSI | MKS INC. | 42.6K | $19.0M | $9.9M | 0.90% | -10,145 | 2026-06-30 |
| 16 | PURR | HYPERLIQUID STRATEGIES INC | 2.29M | $18.0M | $25.6M | 2.34% | -- | 2026-06-30 |
| 17 | WULF | TERAWULF INC | 727.7K | $18.0M | $10.5M | 0.96% | +386.7K | 2026-06-30 |
| 18 | — | INNIO NV | 408.4K | $16.1M | $16.1M | 1.48% | -- | 2026-06-30 |
| 19 | — | ASML HLDG NV | 7.2K | $14.2M | $14.2M | 1.30% | -- | 2026-06-30 |
| 20 | — | DPC HOLDINGS PLC | 284.6K | $14.0M | $14.0M | 1.28% | -- | 2026-06-30 |
| 21 | CIFR | CIPHER DIGITAL INC | 538.9K | $13.2M | $8.1M | 0.74% | -- | 2026-06-30 |
| 22 | CORZ | CORE SCIENTIFIC INC NEW | 506.4K | $13.0M | $8.1M | 0.74% | -- | 2026-06-30 |
| 23 | HUT | HUT 8 CORP | 108.7K | $12.6M | $9.5M | 0.86% | +25.0K | 2026-06-30 |
| 24 | LRCX | LAM RESEARCH CORP | 25.3K | $11.0M | $6.9M | 0.63% | +480 | 2026-06-30 |
| 25 | MU | MICRON TECHNOLOGY INC | 9.5K | $10.9M | $8.8M | 0.80% | -- | 2026-06-30 |
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