Hel Ved Capital Management Ltd
Q2 2026 13F filing
Updated 28 days ago72 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $404.5M | 631.3K | 29.84% | — |
| 2 | Q QQQ INVESCO QQQ TR | $77.5M | 105.3K | 5.72% | — |
| 3 | Q QCOM QUALCOMM INC | $57.3M | 310.2K | 4.23% | — |
| 4 | C CRWV COREWEAVE INC | $54.6M | 548.6K | 4.03% | — |
| 5 | S SNDK SANDISK CORP | $47.7M | 21.0K | 3.52% | — |
| 6 | G GLW CORNING INC | $44.1M | 172.7K | 3.25% | — |
| 7 | E ETHA ISHARES TR | $41.6M | 65.0K | 3.07% | — |
| 8 | I INTC INTEL CORP | $38.9M | 278.9K | 2.87% | — |
| 9 | Q QCOM QUALCOMM INC | $37.8M | 204.7K | 2.79% | — |
| 10 | N NBIS NEBIUS GROUP N.V. | $32.3M | 116.9K | 2.38% | — |
| 11 | T TER TERADYNE INC | $30.2M | 62.3K | 2.22% | — |
| 12 | F FIX COMFORT SYS USA INC | $27.7M | 14.0K | 2.05% | — |
| 13 | S STRL STERLING INFRASTRUCTURE INC | $25.8M | 30.7K | 1.90% | — |
| 14 | G GDHLF GDS HLDGS LTD | $24.1M | 804.0K | 1.78% | — |
| 15 | N NOKBF NOKIA CORP | $20.7M | 1.56M | 1.53% | — |
| 16 | S SNOW SNOWFLAKE INC | $19.1M | 75.0K | 1.41% | — |
| 17 | M MKSI MKS INC. | $19M | 42.6K | 1.40% | — |
| 18 | C CRWV COREWEAVE INC | $18.5M | 185.7K | 1.36% | — |
| 19 | P PURR HYPERLIQUID STRATEGIES INC | $18M | 2.29M | 1.33% | — |
| 20 | W WULF TERAWULF INC | $18M | 727.7K | 1.33% | — |
| 21 | I INIO INNIO NV | $16.2M | 408.4K | 1.19% | — |
| 22 | A ASMLF ASML HLDG NV | $14.2M | 7.2K | 1.05% | — |
| 23 | D DPC DPC HOLDINGS PLC | $14M | 284.6K | 1.03% | — |
| 24 | C CIFR CIPHER DIGITAL INC | $13.2M | 538.9K | 0.97% | — |
| 25 | C CORZR CORE SCIENTIFIC INC NEW | $13M | 506.4K | 0.96% | — |
| 26 | H HUT HUT 8 CORP | $12.6M | 108.7K | 0.93% | — |
| 27 | L LRCX LAM RESEARCH CORP | $11M | 25.3K | 0.81% | — |
| 28 | M MU MICRON TECHNOLOGY INC | $10.9M | 9.5K | 0.81% | — |
| 29 | F FPS FORGENT POWER SOLUTIONS INC | $10.9M | 194.4K | 0.80% | — |
| 30 | T TTMI TTM TECHNOLOGIES INC | $9.7M | 52.0K | 0.72% | — |
| 31 | M MTZ MASTEC INC | $8.8M | 21.3K | 0.65% | — |
| 32 | R ROK ROCKWELL AUTOMATION INC | $7.8M | 15.8K | 0.58% | — |
| 33 | D DE DEERE & CO | $7.8M | 12.3K | 0.58% | — |
| 34 | A AMAT APPLIED MATLS INC | $7.5M | 10.4K | 0.55% | — |
| 35 | F F-PD FORD MTR CO | $7.3M | 525.3K | 0.54% | — |
| 36 | M MTSI MACOM TECH SOLUTIONS HLDGS I | $7M | 18.4K | 0.52% | — |
| 37 | S SEI SOLARIS ENERGY INFRAS INC | $6.3M | 78.9K | 0.47% | — |
| 38 | C CAT CATERPILLAR INC | $6.2M | 5.8K | 0.46% | — |
| 39 | E ETHA ISHARES TR | $6M | 20.0K | 0.44% | — |
| 40 | H HWM HOWMET AEROSPACE INC | $6M | 22.1K | 0.44% | — |
| 41 | ? N/A VNET GROUP INC | $5.9M | 733.4K | 0.43% | — |
| 42 | G GFS GLOBALFOUNDRIES INC | $5.8M | 70.7K | 0.43% | — |
| 43 | B BE BLOOM ENERGY CORP | $5.8M | 19.0K | 0.42% | — |
| 44 | G GDHLF GDS HLDGS LTD | $5.5M | 183.4K | 0.41% | — |
| 45 | P PRIM PRIMORIS SVCS CORP | $5.3M | 53.1K | 0.39% | — |
| 46 | A AMTM AMENTUM HOLDINGS INC | $4.4M | 214.0K | 0.33% | — |
| 47 | C CIEN CIENA CORP | $4.1M | 8.4K | 0.30% | — |
| 48 | C COHR COHERENT CORP | $4M | 10.0K | 0.29% | — |
| 49 | P PSIX POWER SOLUTIONS INTL INC | $3.9M | 100.9K | 0.29% | — |
| 50 | K KLAC KLA CORP | $3.8M | 12.7K | 0.28% | — |