13F HOLDINGS REPORT
Hel Ved Capital Management Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001840129-25-000007
Total Value
$475.1M
Positions
76
Other Managers
0
Confidential Omitted
No
Holdings (76)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SANDISK CORP | SNDK | 899,600 | $100.9M | 21.25% |
| 2 | LUMENTUM HLDGS INC | LITE | 194,300 | $31.6M | 6.65% |
| 3 | COREWEAVE INC | CRWV | 162,000 | $22.2M | 4.67% |
| 4 | ORACLE CORP | ORCL-PD | 78,500 | $22.1M | 4.65% |
| 5 | MICRON TECHNOLOGY INC | MU | 120,200 | $20.1M | 4.23% |
| 6 | AMBARELLA INC | AMBA | 223,500 | $18.4M | 3.88% |
| 7 | NIO INC | NIOIF | 2,303,300 | $17.6M | 3.69% |
| 8 | REDDIT INC | RDDT | 69,300 | $15.9M | 3.36% |
| 9 | INVESCO QQQ TR | IVZ | 20,000 | $12.0M | 2.53% |
| 10 | PONY AI INC | PYAIF | 527,979 | $11.9M | 2.50% |
| 11 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 206,200 | $10.9M | 2.30% |
| 12 | UNITY SOFTWARE INC | U | 250,000 | $10.0M | 2.11% |
| 13 | QUANTUMSCAPE CORP | QS | 807,600 | $9.9M | 2.09% |
| 14 | QUANTUMSCAPE CORP | QS | 554,600 | $6.8M | 1.44% |
| 15 | POWER SOLUTIONS INTL INC | 73933G202 | 68,720 | $6.7M | 1.42% |
| 16 | KEYSIGHT TECHNOLOGIES INC | KEYS | 37,200 | $6.5M | 1.37% |
| 17 | PRIMORIS SVCS CORP | 74164F103 | 44,800 | $6.2M | 1.30% |
| 18 | SYNOPSYS INC | SNPS | 11,333 | $5.6M | 1.18% |
| 19 | NEXTRACKER INC | NXT | 75,085 | $5.6M | 1.17% |
| 20 | IMPINJ INC | PI | 30,050 | $5.4M | 1.14% |
| 21 | NETEASE INC | NETTF | 35,200 | $5.4M | 1.13% |
| 22 | DAQO NEW ENERGY CORP | DQ | 186,547 | $5.2M | 1.10% |
| 23 | HELIUS MED TECHNOLOGIES INC | HSDT | 435,983 | $5.2M | 1.09% |
| 24 | PDD HOLDINGS INC | PDD | 38,437 | $5.1M | 1.07% |
| 25 | VISA INC | V | 14,815 | $5.1M | 1.06% |
| 26 | FIRST SOLAR INC | FSLR | 20,987 | $4.6M | 0.97% |
| 27 | ARGAN INC | AGX | 17,055 | $4.6M | 0.97% |
| 28 | VNET GROUP INC | VNET | 444,900 | $4.6M | 0.97% |
| 29 | CIENA CORP | CIEN | 29,940 | $4.4M | 0.92% |
| 30 | UNITY SOFTWARE INC | U | 108,780 | $4.4M | 0.92% |
| 31 | ENTEGRIS INC | ENTG | 46,060 | $4.3M | 0.90% |
| 32 | IQIYI INC | IQ | 1,513,800 | $3.9M | 0.82% |
| 33 | EHANG HLDGS LTD | EH | 198,031 | $3.7M | 0.77% |
| 34 | REDDIT INC | RDDT | 15,925 | $3.7M | 0.77% |
| 35 | SOLARIS ENERGY INFRAS INC | SEI | 91,600 | $3.7M | 0.77% |
| 36 | GDS HLDGS LTD | GDHLF | 84,400 | $3.3M | 0.69% |
| 37 | DATADOG INC | DDOG | 22,130 | $3.2M | 0.66% |
| 38 | SNOWFLAKE INC | SNOW | 13,840 | $3.1M | 0.66% |
| 39 | ATLASSIAN CORPORATION | TEAM | 17,635 | $2.8M | 0.59% |
| 40 | FLEX LTD | FLEX | 46,550 | $2.7M | 0.57% |
| 41 | DUOLINGO INC | DUOL | 8,277 | $2.7M | 0.56% |
| 42 | NIO INC | NIOIF | 339,300 | $2.6M | 0.54% |
| 43 | TERADYNE INC | TER | 18,605 | $2.6M | 0.54% |
| 44 | ISHARES TR | 464287655 | 10,000 | $2.4M | 0.51% |
| 45 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 8,650 | $2.2M | 0.47% |
| 46 | VARONIS SYS INC | VRNS | 35,170 | $2.0M | 0.43% |
| 47 | MONDAY COM LTD | MNDY | 10,265 | $2.0M | 0.42% |
| 48 | MONGODB INC | MDB | 6,000 | $1.9M | 0.39% |
| 49 | SHOPIFY INC | SHOP | 11,900 | $1.8M | 0.37% |
| 50 | ROBLOX CORP | RBLX | 12,400 | $1.7M | 0.36% |
| 51 | TENCENT MUSIC ENTMT GROUP | XHLD | 72,200 | $1.7M | 0.35% |
| 52 | SPOTIFY TECHNOLOGY S A | SPOT | 2,310 | $1.6M | 0.34% |
| 53 | EMERSON ELEC CO | EMR | 11,020 | $1.4M | 0.30% |
| 54 | JOYY INC | JOYY | 24,100 | $1.4M | 0.30% |
| 55 | ELASTIC N V | ESTC | 15,862 | $1.3M | 0.28% |
| 56 | TWILIO INC | TWLO | 13,350 | $1.3M | 0.28% |
| 57 | POWELL INDS INC | 739128106 | 4,200 | $1.3M | 0.27% |
| 58 | PROCORE TECHNOLOGIES INC | PCOR | 17,430 | $1.3M | 0.27% |
| 59 | TESLA INC | TSLA | 2,845 | $1.3M | 0.27% |
| 60 | MIRION TECHNOLOGIES INC | MIR | 49,800 | $1.2M | 0.24% |
| 61 | TRIP COM GROUP LTD | TRPCF | 13,700 | $1.0M | 0.22% |
| 62 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 26,100 | $981,099 | 0.21% |
| 63 | HUYA INC | HUYA | 268,547 | $894,262 | 0.19% |
| 64 | APPLOVIN CORP | APP | 1,238 | $889,553 | 0.19% |
| 65 | WIX COM LTD | WIX | 4,520 | $802,888 | 0.17% |
| 66 | LUFAX HOLDING LTD | LU | 185,339 | $752,476 | 0.16% |
| 67 | ARK ETF TR | 00214Q708 | 12,500 | $710,000 | 0.15% |
| 68 | CLOUDFLARE INC | NET | 2,570 | $551,496 | 0.12% |
| 69 | ZILLOW GROUP INC | Z | 7,050 | $543,203 | 0.11% |
| 70 | JFROG LTD | FROG | 11,300 | $534,829 | 0.11% |
| 71 | OKTA INC | OKTA | 5,760 | $528,192 | 0.11% |
| 72 | COURSERA INC | COUR | 44,800 | $524,608 | 0.11% |
| 73 | COHERENT CORP | COHR | 4,700 | $506,284 | 0.11% |
| 74 | BLOCK INC | BSQKZ | 6,055 | $437,595 | 0.09% |
| 75 | GITLAB INC | GTLB | 8,900 | $401,212 | 0.08% |
| 76 | ATRENEW INC | RERE | 50,000 | $230,000 | 0.05% |