13F HOLDINGS REPORT
Hel Ved Capital Management Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001840129-23-000003
Total Value
$190.5M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Kanzhun Limited | BZ | 2,460,545 | $46.8M | 24.58% |
| 2 | Microsoft Corp | MSFT | 144,875 | $41.8M | 21.93% |
| 3 | Marvell Technology Inc | MRVL | 396,622 | $17.2M | 9.02% |
| 4 | Full Truck Alliance Co Ltd | YMM | 2,150,700 | $16.4M | 8.59% |
| 5 | Alibaba Group Hldg Ltd | BBAAY | 145,200 | $14.8M | 7.79% |
| 6 | NVIDIA Corporation | NVDA | 25,057 | $7.0M | 3.65% |
| 7 | Cloudflare Inc | NET | 108,530 | $6.7M | 3.51% |
| 8 | PDD Holdings Inc | PDD | 73,464 | $5.6M | 2.93% |
| 9 | Futu Hldgs Ltd | FUTU | 105,775 | $5.5M | 2.88% |
| 10 | Hesai Group | HSIGF | 305,000 | $4.7M | 2.48% |
| 11 | Teradyne Inc | TER | 38,105 | $4.1M | 2.15% |
| 12 | Xpeng Inc | XPNGF | 360,177 | $4.0M | 2.10% |
| 13 | Monolithic Pwr Sys Inc | 609839105 | 6,300 | $3.2M | 1.66% |
| 14 | Vicarious Surgical Inc | RBOTW | 1,304,600 | $3.0M | 1.55% |
| 15 | Xpeng Inc | XPNGF | 760,000 | $2.5M | 1.31% |
| 16 | Agora Inc | API | 535,969 | $1.9M | 1.02% |
| 17 | Smart Sh Global Ltd | 83193E102 | 1,583,200 | $1.7M | 0.91% |
| 18 | SES AI Corporation | SES-WT | 500,000 | $1.5M | 0.77% |
| 19 | Dada Nexus Ltd | 23344D108 | 87,100 | $737,737 | 0.39% |
| 20 | Marvell Technology Inc | MRVL | 132,600 | $549,435 | 0.29% |
| 21 | VNET Group Inc | VNET | 163,000 | $528,120 | 0.28% |
| 22 | Workday Inc | WDAY | 1,200 | $247,848 | 0.13% |
| 23 | Credo Technology Group Holdi | CRDO | 19,200 | $180,864 | 0.09% |