13F HOLDINGS REPORT (Amended)
Hel Ved Capital Management Ltd
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001840129-23-000004
Total Value
$201.6M
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 | 23.22% |
| 2 | MICROSOFT CORP | MSFT | 144,875 | $41.8M | 20.71% |
| 3 | MARVELL TECHNOLOGY INC | MRVL | 396,622 | $17.2M | 8.52% |
| 4 | FULL TRUCK ALLIANCE CO LTD | YMM | 2,150,700 | $16.4M | 8.12% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 145,200 | $14.8M | 7.36% |
| 6 | XPENG INC | XPNGF | 760,000 | $8.4M | 4.19% |
| 7 | NVIDIA CORPORATION | NVDA | 25,057 | $7.0M | 3.45% |
| 8 | CLOUDFLARE INC | NET | 108,530 | $6.7M | 3.32% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 132,600 | $5.7M | 2.85% |
| 10 | PDD HOLDINGS INC | PDD | 73,464 | $5.6M | 2.77% |
| 11 | FUTU HLDGS LTD | FUTU | 105,775 | $5.5M | 2.72% |
| 12 | HESAI GROUP | HSIGF | 305,000 | $4.7M | 2.34% |
| 13 | TERADYNE INC | TER | 38,105 | $4.1M | 2.03% |
| 14 | XPENG INC | XPNGF | 360,177 | $4.0M | 1.98% |
| 15 | MONOLITHIC PWR SYS INC | 609839105 | 6,300 | $3.2M | 1.56% |
| 16 | VICARIOUS SURGICAL INC | RBOTW | 1,304,600 | $3.0M | 1.47% |
| 17 | AGORA INC | API | 535,969 | $1.9M | 0.96% |
| 18 | SMART SH GLOBAL LTD | 83193E102 | 1,583,200 | $1.7M | 0.86% |
| 19 | SES AI CORPORATION | SES-WT | 500,000 | $1.5M | 0.73% |
| 20 | DADA NEXUS LTD | 23344D108 | 87,100 | $737,737 | 0.37% |
| 21 | VNET GROUP INC | VNET | 163,000 | $528,120 | 0.26% |
| 22 | WORKDAY INC | WDAY | 1,200 | $247,848 | 0.12% |
| 23 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 19,200 | $180,864 | 0.09% |