Position in TER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,152,908
+$27,114,016 QoQ
Shares Held
62,320
+296.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
4.51%
of 13F equity value
Holder Rank
#198
of 1,416 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Hel Ved Capital Management Ltd holds $69,568,688 across 6 Semiconductor Equipment & Materials names. TER ranks #1 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
This page
|
62,320 | $30,152,908 | |
| 2 | ASML |
Asml Holding NV
|
7,155 | $14,234,442 | |
| 3 | LRCX |
Lam Research Corp
|
25,324 | $10,973,648 | |
| 4 | AMAT |
Applied Materials Inc /De
|
10,400 | $7,519,200 | |
| 5 | KLAC |
Kla Corp
|
12,720 | $3,837,751 | |
| 6 | Q |
Qnity Electronics, Inc.
|
17,456 | $2,850,739 |
All Filings in TER
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,152,908 | 62,320 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,038,892 | 15,700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,560,792 | 18,605 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $1,654,839 | 12,356 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,641,477 | 31,300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,066,957 | 36,045 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $8,050,828 | 72,315 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,096,668 | 38,105 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||