Institutions / Hel Ved Capital Management Ltd
Hel Ved Capital Management Ltd
CIK 1840129 · Institution · as of Dec 31, 2025
Portfolio value
$289.33M
Positions
49
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| Lumentum Hldgs Inc | $33.68M | 11.6% |
| Coherent Corp | $18.48M | 6.4% |
| Ciena Corp | $16.39M | 5.7% |
| Tesla Inc | $14.15M | 4.9% |
| Primoris Services Corp | $11.89M | 4.1% |
| Solstice Advanced Materials Inc. | $11.87M | 4.1% |
| Pony AI Inc.PONY | $11.29M | 3.9% |
| Legence Corp. | $11.01M | 3.8% |
| Sandisk Corp | $9.46M | 3.3% |
| Argan, Inc. | $8.62M | 3.0% |
| Quanta Services Inc | $8.43M | 2.9% |
| Applied Materials Inc /De | $8.29M | 2.9% |
| Entegris, Inc. | $7.56M | 2.6% |
| Shoals Technologies Group -A | $6.86M | 2.4% |
| Baidu, Inc.BIDU | $6.47M | 2.2% |
| Nextpower Inc. | $6.20M | 2.1% |
| Power Solutions International, Inc. | $6.18M | 2.1% |
| Impinj Inc | $5.54M | 1.9% |
| Mastec Inc | $5.27M | 1.8% |
| First Solar Inc | $4.99M | 1.7% |
| Caterpillar Inc | $4.87M | 1.7% |
| Unity Software Inc. | $4.84M | 1.7% |
| Lam Research Corp | $4.67M | 1.6% |
| PDD Holdings Inc.PDD | $4.38M | 1.5% |
| Micron Technology Inc | $4.20M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.