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Hel Ved Capital Management Ltd

All holdings · as of Dec 31, 2025

49 positions

CompanyClassValue ↓Shares% of portfolio
LUMENTUM HLDGS INC—$33.68M91,38811.6%
COHERENT CORP—$18.48M100,1106.4%
CIENA CORP—$16.39M70,0855.7%
Tesla Inc—$14.15M31,4724.9%
Primoris Services Corp—$11.89M95,7754.1%
Solstice Advanced Materials Inc.—$11.87M244,3604.1%
Pony AI Inc.PONYADR$11.29M778,8793.9%
Legence Corp.—$11.01M255,7503.8%
Sandisk Corp—$9.46M39,8553.3%
Argan, Inc.—$8.62M27,5173.0%
Quanta Services Inc—$8.43M19,9662.9%
APPLIED MATERIALS INC /DE—$8.29M32,2452.9%
Entegris, Inc.—$7.56M89,7602.6%
SHOALS TECHNOLOGIES GROUP -A—$6.86M807,0502.4%
Baidu, Inc.BIDUADR$6.47M49,5302.2%
Nextpower Inc.—$6.20M71,1952.1%
POWER SOLUTIONS INTERNATIONAL, INC.—$6.18M108,1262.1%
Impinj Inc—$5.54M31,8251.9%
MASTEC INC—$5.27M24,2251.8%
First Solar Inc—$4.99M19,0871.7%
CATERPILLAR INC—$4.87M8,4951.7%
Unity Software Inc.—$4.84M109,5221.7%
LAM RESEARCH CORP—$4.67M27,2741.6%
PDD Holdings Inc.PDDADR$4.38M38,6371.5%
MICRON TECHNOLOGY INC—$4.20M14,7141.5%
VNET Group, Inc.VNETADR$3.76M444,0001.3%
MYR Group Inc.—$3.53M16,1351.2%
SHOPIFY INC—$3.27M20,2851.1%
TERADYNE, INC—$3.04M15,7001.1%
SYNOPSYS INC—$3.03M6,4601.0%
CH Robinson Worldwide Inc—$3.01M18,7301.0%
EMCOR Group Inc—$2.95M4,8251.0%
Snowflake Inc.—$2.81M12,8251.0%
Riot Platforms, Inc.—$2.71M214,0200.9%
EHANG HLDGS LTD—$2.61M198,0310.9%
TAKE TWO INTERACTIVE SOFTWARE INC—$2.48M9,7000.9%
TTM Technologies Inc—$2.38M34,5000.8%
Everus Construction Group, Inc.—$2.26M26,3600.8%
Fermi Inc.FRMICommon Stock$2.18M272,8000.8%
Elastic N.V.—$1.78M23,5620.6%
Fluence Energy, Inc.FLNCCommon Stock$1.73M87,7000.6%
ALLEGRO MICROSYSTEMS INC—$1.66M62,8500.6%
Bloom Energy Corp—$1.38M15,8500.5%
Keysight Technologies, Inc.—$1.28M6,3180.4%
JFrog Ltd—$1.27M20,4000.4%
Solana Co—$1.26M435,9830.4%
Datadog, Inc.—$1.20M8,8500.4%
Monday.Com Ltd—$1.20M8,1050.4%
Sharplink, Inc.—$966.4K108,1000.3%
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