13F HOLDINGS REPORT
Hel Ved Capital Management Ltd
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001840129-25-000002
Total Value
$341.5M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLEX LTD | FLEX | 604,960 | $23.2M | 6.80% |
| 2 | LUMENTUM HLDGS INC | LITE | 226,640 | $19.0M | 5.57% |
| 3 | KEYSIGHT TECHNOLOGIES INC | KEYS | 116,950 | $18.8M | 5.50% |
| 4 | PONY AI INC | PYAIF | 1,005,000 | $14.4M | 4.22% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 208,200 | $13.4M | 3.91% |
| 6 | FUTU HLDGS LTD | FUTU | 155,000 | $12.4M | 3.63% |
| 7 | ROCKWELL AUTOMATION INC | ROK | 36,600 | $10.5M | 3.06% |
| 8 | BILL HOLDINGS INC | BILL | 94,900 | $8.0M | 2.35% |
| 9 | NOKIA CORP | NOKBF | 1,806,000 | $8.0M | 2.34% |
| 10 | WIX COM LTD | WIX | 35,270 | $7.6M | 2.22% |
| 11 | AMKOR TECHNOLOGY INC | AMKR | 284,545 | $7.3M | 2.14% |
| 12 | MONDAY COM LTD | MNDY | 30,585 | $7.2M | 2.11% |
| 13 | BLOOM ENERGY CORP | BE | 320,300 | $7.1M | 2.08% |
| 14 | BLOCK INC | BSQKZ | 77,900 | $6.6M | 1.94% |
| 15 | ASE TECHNOLOGY HLDG CO LTD | ASX | 651,850 | $6.6M | 1.92% |
| 16 | LEXINFINTECH HLDGS LTD | LX | 1,130,000 | $6.6M | 1.92% |
| 17 | ZOOMINFO TECHNOLOGIES INC | GTM | 569,800 | $6.0M | 1.75% |
| 18 | JD.COM INC | JDCMF | 164,500 | $5.7M | 1.67% |
| 19 | BITDEER TECHNOLOGIES GROUP | BTDR | 262,580 | $5.7M | 1.67% |
| 20 | COINBASE GLOBAL INC | COIN | 19,972 | $5.0M | 1.45% |
| 21 | BLOOM ENERGY CORP | BE | 212,930 | $4.7M | 1.38% |
| 22 | RIOT PLATFORMS INC | RIOT | 431,350 | $4.4M | 1.29% |
| 23 | FLEX LTD | FLEX | 113,000 | $4.3M | 1.27% |
| 24 | CIPHER MINING INC | 17253J106 | 920,035 | $4.3M | 1.25% |
| 25 | TESLA INC | TSLA | 10,304 | $4.2M | 1.22% |
| 26 | CIENA CORP | CIEN | 48,100 | $4.1M | 1.19% |
| 27 | CLEANSPARK INC | CLSKW | 430,950 | $4.0M | 1.16% |
| 28 | HUT 8 CORP | HUT | 192,910 | $4.0M | 1.16% |
| 29 | IREN LIMITED | IREN | 395,800 | $3.9M | 1.14% |
| 30 | MARA HOLDINGS INC | MARA | 222,050 | $3.7M | 1.09% |
| 31 | ELASTIC N V | ESTC | 37,160 | $3.7M | 1.08% |
| 32 | DATADOG INC | DDOG | 25,575 | $3.7M | 1.07% |
| 33 | GITLAB INC | GTLB | 62,980 | $3.5M | 1.04% |
| 34 | AUTODESK INC | ADSK | 11,500 | $3.4M | 1.00% |
| 35 | HUBSPOT INC | HUBS | 4,835 | $3.4M | 0.99% |
| 36 | CONFLUENT INC | 20717M103 | 119,802 | $3.3M | 0.98% |
| 37 | SOFI TECHNOLOGIES INC | SOFI | 217,400 | $3.3M | 0.98% |
| 38 | MAXLINEAR INC | MXL | 167,700 | $3.3M | 0.97% |
| 39 | UPSTART HLDGS INC | UPST | 51,940 | $3.2M | 0.94% |
| 40 | AFFIRM HLDGS INC | AFRM | 49,545 | $3.0M | 0.88% |
| 41 | BLACKLINE INC | BL | 45,030 | $2.7M | 0.80% |
| 42 | SALESFORCE INC | CRM | 8,050 | $2.7M | 0.79% |
| 43 | PAYPAL HLDGS INC | PYPL | 31,050 | $2.7M | 0.78% |
| 44 | ZOOM COMMUNICATIONS INC | ZM | 31,265 | $2.6M | 0.75% |
| 45 | CELESTICA INC | CLS | 27,500 | $2.5M | 0.74% |
| 46 | ALPHA & OMEGA SEMICONDUCTOR | AOSL | 68,135 | $2.5M | 0.74% |
| 47 | MICROSTRATEGY INC | STRK | 8,615 | $2.5M | 0.73% |
| 48 | FISERV INC | FISV | 11,750 | $2.4M | 0.71% |
| 49 | PAYCOR HCM INC | 70435P102 | 127,910 | $2.4M | 0.70% |
| 50 | DOCUSIGN INC | DOCU | 25,280 | $2.3M | 0.67% |
| 51 | TERAWULF INC | WULF | 398,500 | $2.3M | 0.66% |
| 52 | FIRST SOLAR INC | FSLR | 12,450 | $2.2M | 0.64% |
| 53 | JFROG LTD | FROG | 73,410 | $2.2M | 0.63% |
| 54 | UNIVERSAL DISPLAY CORP | OLED | 14,240 | $2.1M | 0.61% |
| 55 | GODADDY INC | GDDY | 10,500 | $2.1M | 0.61% |
| 56 | MONGODB INC | MDB | 8,760 | $2.0M | 0.60% |
| 57 | ALIBABA GROUP HLDG LTD | BBAAY | 23,700 | $2.0M | 0.59% |
| 58 | ZSCALER INC | ZS | 10,380 | $1.9M | 0.55% |
| 59 | SUNRUN INC | RUN | 193,230 | $1.8M | 0.52% |
| 60 | SENTINELONE INC | S | 79,800 | $1.8M | 0.52% |
| 61 | GLOBAL PMTS INC | 37940X102 | 15,575 | $1.7M | 0.51% |
| 62 | PROCORE TECHNOLOGIES INC | PCOR | 22,480 | $1.7M | 0.49% |
| 63 | GAOTU TECHEDU INC | GOTU | 751,800 | $1.6M | 0.48% |
| 64 | WORKDAY INC | WDAY | 6,310 | $1.6M | 0.48% |
| 65 | DYNATRACE INC | DT | 25,500 | $1.4M | 0.41% |
| 66 | SNOWFLAKE INC | SNOW | 7,965 | $1.2M | 0.36% |
| 67 | PAYCOM SOFTWARE INC | PAYC | 6,000 | $1.2M | 0.36% |
| 68 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 117,180 | $1.2M | 0.35% |
| 69 | TRIP COM GROUP LTD | TRPCF | 17,600 | $1.2M | 0.35% |
| 70 | SHIFT4 PMTS INC | 82452J109 | 11,160 | $1.2M | 0.34% |
| 71 | CROWDSTRIKE HLDGS INC | CRWD | 3,230 | $1.1M | 0.32% |
| 72 | PAYLOCITY HLDG CORP | PCTY | 5,505 | $1.1M | 0.32% |
| 73 | SERVICENOW INC | NOW | 1,030 | $1.1M | 0.32% |
| 74 | CORPAY INC | CPAY | 2,725 | $922,195 | 0.27% |
| 75 | COHERENT CORP | COHR | 8,400 | $795,732 | 0.23% |
| 76 | BITFARMS LTD | BITF | 420,000 | $625,800 | 0.18% |
| 77 | OKTA INC | OKTA | 6,700 | $527,960 | 0.15% |
| 78 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 4,000 | $519,640 | 0.15% |
| 79 | PAGERDUTY INC | PD | 26,500 | $483,890 | 0.14% |
| 80 | ARK ETF TR | 00214Q708 | 10,000 | $370,500 | 0.11% |