13F HOLDINGS REPORT
Hel Ved Capital Management Ltd
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001840129-25-000005
Total Value
$378.3M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 354,700 | $50.3M | 13.30% |
| 2 | LUMENTUM HLDGS INC | LITE | 255,390 | $24.3M | 6.42% |
| 3 | ORACLE CORP | ORCL-PD | 82,600 | $18.1M | 4.77% |
| 4 | CIRCLE INTERNET GROUP INC | CRCL | 98,500 | $17.9M | 4.72% |
| 5 | INVESCO QQQ TR | IVZ | 25,000 | $13.8M | 3.65% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 252,500 | $13.6M | 3.60% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 95,140 | $13.5M | 3.57% |
| 8 | FIRST SOLAR INC | FSLR | 68,300 | $11.3M | 2.99% |
| 9 | ENPHASE ENERGY INC | ENPH | 267,000 | $10.6M | 2.80% |
| 10 | ROBLOX CORP | RBLX | 98,600 | $10.4M | 2.74% |
| 11 | LEXINFINTECH HLDGS LTD | LX | 1,426,350 | $10.3M | 2.72% |
| 12 | MOBILEYE GLOBAL INC | MBLY | 570,500 | $10.3M | 2.71% |
| 13 | LUMENTUM HLDGS INC | LITE | 86,000 | $8.2M | 2.16% |
| 14 | TTM TECHNOLOGIES INC | TTMI | 195,050 | $8.0M | 2.10% |
| 15 | QUANTUMSCAPE CORP | QS | 1,107,000 | $7.4M | 1.97% |
| 16 | AMBARELLA INC | AMBA | 103,870 | $6.9M | 1.81% |
| 17 | VISA INC | V | 18,800 | $6.7M | 1.76% |
| 18 | PONY AI INC | PYAIF | 495,979 | $6.5M | 1.73% |
| 19 | NVIDIA CORPORATION | NVDA | 37,759 | $6.0M | 1.58% |
| 20 | PDD HOLDINGS INC | PDD | 56,537 | $5.9M | 1.56% |
| 21 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 38,400 | $5.5M | 1.45% |
| 22 | VISA INC | V | 14,815 | $5.3M | 1.39% |
| 23 | META PLATFORMS INC | META | 6,840 | $5.0M | 1.33% |
| 24 | MICROSTRATEGY INC | STRK | 12,075 | $4.9M | 1.29% |
| 25 | REDDIT INC | RDDT | 31,500 | $4.7M | 1.25% |
| 26 | BLOCK INC | BSQKZ | 66,225 | $4.5M | 1.19% |
| 27 | X FINL | 98372W202 | 254,863 | $4.4M | 1.18% |
| 28 | QIFU TECHNOLOGY INC | QFNHF | 102,550 | $4.4M | 1.18% |
| 29 | EHANG HLDGS LTD | EH | 245,431 | $4.3M | 1.13% |
| 30 | DATADOG INC | DDOG | 31,230 | $4.2M | 1.11% |
| 31 | ORACLE CORP | ORCL-PD | 19,050 | $4.2M | 1.10% |
| 32 | SELECT SECTOR SPDR TR | 81369Y704 | 27,500 | $4.1M | 1.07% |
| 33 | KEYSIGHT TECHNOLOGIES INC | KEYS | 22,800 | $3.7M | 0.99% |
| 34 | FLEX LTD | FLEX | 73,030 | $3.6M | 0.96% |
| 35 | FINVOLUTION GROUP | FVGPY | 359,738 | $3.4M | 0.90% |
| 36 | ROBLOX CORP | RBLX | 30,570 | $3.2M | 0.85% |
| 37 | LUFAX HOLDING LTD | LU | 1,115,000 | $3.1M | 0.82% |
| 38 | MONOLITHIC PWR SYS INC | 609839105 | 4,000 | $2.9M | 0.77% |
| 39 | LAM RESEARCH CORP | LRCX | 28,450 | $2.8M | 0.73% |
| 40 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 83,800 | $2.7M | 0.72% |
| 41 | SYNOPSYS INC | SNPS | 5,000 | $2.6M | 0.68% |
| 42 | CONFLUENT INC | 20717M103 | 96,122 | $2.4M | 0.63% |
| 43 | AMAZON COM INC | AMZN | 10,662 | $2.3M | 0.62% |
| 44 | MONDAY COM LTD | MNDY | 6,680 | $2.1M | 0.56% |
| 45 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 8,650 | $2.1M | 0.56% |
| 46 | NETEASE INC | NETTF | 12,900 | $1.7M | 0.46% |
| 47 | WIX COM LTD | WIX | 10,350 | $1.6M | 0.43% |
| 48 | SNOWFLAKE INC | SNOW | 7,180 | $1.6M | 0.42% |
| 49 | ZOOMINFO TECHNOLOGIES INC | GTM | 149,900 | $1.5M | 0.40% |
| 50 | FIRST SOLAR INC | FSLR | 9,100 | $1.5M | 0.40% |
| 51 | TRIP COM GROUP LTD | TRPCF | 24,500 | $1.4M | 0.38% |
| 52 | UNITY SOFTWARE INC | U | 52,600 | $1.3M | 0.34% |
| 53 | HIMAX TECHNOLOGIES INC | HIMX | 140,900 | $1.3M | 0.33% |
| 54 | CADENCE DESIGN SYSTEM INC | CDNS | 4,000 | $1.2M | 0.33% |
| 55 | SHIFT4 PMTS INC | 82452J109 | 11,860 | $1.2M | 0.31% |
| 56 | MICROSOFT CORP | MSFT | 2,300 | $1.1M | 0.30% |
| 57 | CYBERARK SOFTWARE LTD | M2682V108 | 2,700 | $1.1M | 0.29% |
| 58 | VARONIS SYS INC | VRNS | 21,500 | $1.1M | 0.29% |
| 59 | APPLOVIN CORP | APP | 3,000 | $1.1M | 0.28% |
| 60 | TWILIO INC | TWLO | 8,350 | $1.0M | 0.27% |
| 61 | TESLA INC | TSLA | 3,147 | $999,676 | 0.26% |
| 62 | GODADDY INC | GDDY | 5,200 | $936,312 | 0.25% |
| 63 | ARK ETF TR | 00214Q708 | 18,500 | $929,440 | 0.25% |
| 64 | ZSCALER INC | ZS | 2,295 | $720,492 | 0.19% |
| 65 | PROCORE TECHNOLOGIES INC | PCOR | 9,380 | $641,780 | 0.17% |
| 66 | HUBSPOT INC | HUBS | 935 | $520,449 | 0.14% |
| 67 | INNODATA INC | INOD | 8,800 | $450,736 | 0.12% |
| 68 | PAYPAL HLDGS INC | PYPL | 6,000 | $445,920 | 0.12% |
| 69 | ELASTIC N V | ESTC | 4,710 | $397,194 | 0.10% |
| 70 | ATRENEW INC | RERE | 50,000 | $165,500 | 0.04% |