13F HOLDINGS REPORT
Hel Ved Capital Management Ltd
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001840129-23-000006
Total Value
$302.8M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 94,977 | $41.3M | 13.65% |
| 2 | MICROSOFT CORP | MSFT | 124,503 | $39.3M | 12.98% |
| 3 | KANZHUN LIMITED | BZ | 2,491,068 | $37.8M | 12.48% |
| 4 | PDD HOLDINGS INC | PDD | 342,000 | $33.5M | 11.08% |
| 5 | ORACLE CORP | ORCL-PD | 199,250 | $21.1M | 6.97% |
| 6 | CELESTICA INC | CLS | 674,815 | $16.5M | 5.47% |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 2,191,859 | $15.4M | 5.10% |
| 8 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 242,600 | $14.2M | 4.69% |
| 9 | TAL EDUCATION GROUP | TAL | 1,501,000 | $13.7M | 4.52% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 94,200 | $8.2M | 2.70% |
| 11 | META PLATFORMS INC | META | 22,325 | $6.7M | 2.21% |
| 12 | SYNOPSYS INC | SNPS | 14,500 | $6.7M | 2.20% |
| 13 | ALPHABET INC | GOOG | 44,515 | $5.8M | 1.92% |
| 14 | SNOWFLAKE INC | SNOW | 27,815 | $4.2M | 1.40% |
| 15 | SUPER MICRO COMPUTER INC | SMCI | 11,786 | $3.2M | 1.07% |
| 16 | FUTU HLDGS LTD | FUTU | 55,600 | $3.2M | 1.06% |
| 17 | MARVELL TECHNOLOGY INC | MRVL | 51,700 | $2.8M | 0.92% |
| 18 | DATADOG INC | DDOG | 27,943 | $2.5M | 0.84% |
| 19 | MONGODB INC | MDB | 7,282 | $2.5M | 0.83% |
| 20 | AMAZON COM INC | AMZN | 19,309 | $2.5M | 0.81% |
| 21 | DYNATRACE INC | DT | 44,735 | $2.1M | 0.69% |
| 22 | HESAI GROUP | HSIGF | 170,900 | $1.7M | 0.56% |
| 23 | SERVICENOW INC | NOW | 3,050 | $1.7M | 0.56% |
| 24 | INVESCO QQQ TR | IVZ | 4,700 | $1.7M | 0.56% |
| 25 | ISHARES TR | 464287515 | 4,300 | $1.5M | 0.48% |
| 26 | MICRON TECHNOLOGY INC | MU | 19,380 | $1.3M | 0.44% |
| 27 | CONFLUENT INC | 20717M103 | 43,590 | $1.3M | 0.43% |
| 28 | SMART SH GLOBAL LTD | 83193E102 | 1,532,629 | $1.2M | 0.38% |
| 29 | WORKDAY INC | WDAY | 4,310 | $926,004 | 0.31% |
| 30 | JFROG LTD | FROG | 34,300 | $869,848 | 0.29% |
| 31 | VERTIV HOLDINGS CO | VRT | 22,530 | $838,116 | 0.28% |
| 32 | GITLAB INC | GTLB | 18,533 | $838,062 | 0.28% |
| 33 | VICARIOUS SURGICAL INC | RBOTW | 1,304,600 | $770,627 | 0.25% |
| 34 | RAMBUS INC DEL | RMBS | 12,405 | $692,075 | 0.23% |
| 35 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 9,200 | $643,448 | 0.21% |
| 36 | HUBSPOT INC | HUBS | 1,235 | $608,238 | 0.20% |
| 37 | CLOUDFLARE INC | NET | 8,371 | $527,708 | 0.17% |
| 38 | ZOOMINFO TECHNOLOGIES INC | GTM | 30,460 | $499,544 | 0.16% |
| 39 | CAMTEK LTD | CAMT | 7,865 | $489,675 | 0.16% |
| 40 | TESLA INC | TSLA | 1,772 | $443,390 | 0.15% |
| 41 | SMARTSHEET INC | 83200N103 | 9,785 | $395,901 | 0.13% |
| 42 | ONTO INNOVATION INC | ONTO | 2,475 | $315,612 | 0.10% |
| 43 | LAM RESEARCH CORP | LRCX | 332 | $208,088 | 0.07% |