Hel Ved Capital Management Ltd
Top Portfolio Positions
53 positions ·
$391,214,486 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| Q |
Qnity Electronics, Inc.
Technology
|
400,725 | $46,235,650 | 11.82% | |
| SNDK |
Sandisk Corp
Technology
|
68,714 | $43,656,752 | 11.16% | |
| INTC |
Intel Corp
Technology
|
699,810 | $30,882,615 | 7.89% | |
| CIEN |
Ciena Corp
Technology
|
63,629 | $24,702,686 | 6.31% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
218,100 | $16,610,496 | 4.25% | |
| CRWV |
CoreWeave, Inc.
Technology
|
208,300 | $16,137,001 | 4.12% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
22,112 | $15,539,429 | 3.97% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
85,000 | $12,858,800 | 3.29% | |
| MKSI |
Mks Inc
Technology
|
52,765 | $12,125,924 | 3.10% | |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
52,400 | $11,636,468 | 2.97% |
Portfolio Trend
18 quarters · across all stocks
Holdings in Q
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,235,650 | 400,725 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||