13F HOLDINGS REPORT
Hel Ved Capital Management Ltd
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001840129-25-000003
Total Value
$276.8M
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 103,000 | $48.3M | 17.45% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 157,840 | $26.2M | 9.46% |
| 3 | FIRST SOLAR INC | FSLR | 190,500 | $24.1M | 8.70% |
| 4 | LEXINFINTECH HLDGS LTD | LX | 1,318,400 | $13.3M | 4.81% |
| 5 | MICRON TECHNOLOGY INC | MU | 150,700 | $13.1M | 4.73% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 237,200 | $11.3M | 4.10% |
| 7 | LAM RESEARCH CORP | LRCX | 133,700 | $9.7M | 3.51% |
| 8 | KEYSIGHT TECHNOLOGIES INC | KEYS | 62,830 | $9.4M | 3.40% |
| 9 | ASE TECHNOLOGY HLDG CO LTD | ASX | 894,450 | $7.8M | 2.83% |
| 10 | TRIP COM GROUP LTD | TRPCF | 109,100 | $6.9M | 2.51% |
| 11 | PONY AI INC | PYAIF | 715,913 | $6.3M | 2.28% |
| 12 | AMBARELLA INC | AMBA | 122,330 | $6.2M | 2.22% |
| 13 | CORE SCIENTIFIC INC NEW | 21874A106 | 850,000 | $6.2M | 2.22% |
| 14 | LUMENTUM HLDGS INC | LITE | 95,690 | $6.0M | 2.15% |
| 15 | QIFU TECHNOLOGY INC | QFNHF | 108,000 | $4.9M | 1.75% |
| 16 | BLOCK INC | BSQKZ | 73,950 | $4.0M | 1.45% |
| 17 | SANDISK CORP | SNDK | 76,300 | $3.6M | 1.31% |
| 18 | VNET GROUP INC | VNET | 413,500 | $3.4M | 1.22% |
| 19 | ZOOMINFO TECHNOLOGIES INC | GTM | 331,250 | $3.3M | 1.20% |
| 20 | LUFAX HOLDING LTD | LU | 1,115,000 | $3.3M | 1.20% |
| 21 | RIOT PLATFORMS INC | RIOT | 460,150 | $3.3M | 1.18% |
| 22 | MONDAY COM LTD | MNDY | 12,120 | $2.9M | 1.06% |
| 23 | SHIFT4 PMTS INC | 82452J109 | 35,260 | $2.9M | 1.04% |
| 24 | SOLARIS ENERGY INFRAS INC | SEI | 125,400 | $2.7M | 0.99% |
| 25 | WIX COM LTD | WIX | 15,150 | $2.5M | 0.89% |
| 26 | FINVOLUTION GROUP | FVGPY | 254,594 | $2.5M | 0.89% |
| 27 | ADOBE INC | ADBE | 6,318 | $2.4M | 0.88% |
| 28 | BITDEER TECHNOLOGIES GROUP | BTDR | 261,680 | $2.3M | 0.83% |
| 29 | CONFLUENT INC | 20717M103 | 93,922 | $2.2M | 0.80% |
| 30 | CIPHER MINING INC | 17253J106 | 952,135 | $2.2M | 0.79% |
| 31 | ROBLOX CORP | RBLX | 33,800 | $2.0M | 0.71% |
| 32 | BLOOM ENERGY CORP | BE | 98,400 | $1.9M | 0.70% |
| 33 | ELASTIC N V | ESTC | 20,160 | $1.8M | 0.65% |
| 34 | SNOWFLAKE INC | SNOW | 11,580 | $1.7M | 0.61% |
| 35 | DATADOG INC | DDOG | 15,820 | $1.6M | 0.57% |
| 36 | FISERV INC | FISV | 6,950 | $1.5M | 0.55% |
| 37 | HUT 8 CORP | HUT | 124,360 | $1.4M | 0.52% |
| 38 | COINBASE GLOBAL INC | COIN | 7,822 | $1.3M | 0.49% |
| 39 | ZOOM COMMUNICATIONS INC | ZM | 17,665 | $1.3M | 0.47% |
| 40 | CELESTICA INC | CLS | 16,300 | $1.3M | 0.46% |
| 41 | EHANG HLDGS LTD | EH | 61,000 | $1.3M | 0.46% |
| 42 | BLACKLINE INC | BL | 23,830 | $1.2M | 0.42% |
| 43 | TESLA INC | TSLA | 4,204 | $1.1M | 0.39% |
| 44 | CADENCE DESIGN SYSTEM INC | CDNS | 4,000 | $1.0M | 0.37% |
| 45 | PROCORE TECHNOLOGIES INC | PCOR | 15,380 | $1.0M | 0.37% |
| 46 | CLEANSPARK INC | CLSKW | 145,700 | $979,104 | 0.35% |
| 47 | TERAWULF INC | WULF | 356,300 | $972,699 | 0.35% |
| 48 | OKTA INC | OKTA | 8,840 | $930,145 | 0.34% |
| 49 | SALESFORCE INC | CRM | 3,452 | $926,379 | 0.33% |
| 50 | GODADDY INC | GDDY | 4,975 | $896,197 | 0.32% |
| 51 | SENTINELONE INC | S | 46,700 | $849,006 | 0.31% |
| 52 | MONGODB INC | MDB | 4,475 | $784,915 | 0.28% |
| 53 | DOCUSIGN INC | DOCU | 8,850 | $720,390 | 0.26% |
| 54 | ZSCALER INC | ZS | 3,495 | $693,478 | 0.25% |
| 55 | MARA HOLDINGS INC | MARA | 59,100 | $679,650 | 0.25% |
| 56 | HUBSPOT INC | HUBS | 935 | $534,156 | 0.19% |
| 57 | GITLAB INC | GTLB | 11,250 | $528,750 | 0.19% |
| 58 | APPLOVIN CORP | APP | 1,938 | $513,512 | 0.19% |
| 59 | MICROSTRATEGY INC | STRK | 1,755 | $505,914 | 0.18% |
| 60 | AUTODESK INC | ADSK | 1,850 | $484,330 | 0.17% |
| 61 | SAILPOINT INC | SAIL | 20,000 | $375,000 | 0.14% |
| 62 | UNITY SOFTWARE INC | U | 17,400 | $340,866 | 0.12% |
| 63 | BITFARMS LTD | BITF | 420,000 | $331,044 | 0.12% |
| 64 | ATRENEW INC | RERE | 50,000 | $147,000 | 0.05% |