Loading…
CIK 0001840129 • 6 13F filings • May 14, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("hel-ved-capital-management-ltd","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLEGRO MICROSYSTEMS INC | COM | $1.7M | 0.4% | 62,850 SH | New |
| APPLIED MATLS INC | COM | $8.3M | 2.2% | 32,245 SH | New |
| ARGAN INC | COM | $8.6M | 2.3%Prev: 1.0% | 27,517 SH | Increased+10,462 SH |
| BAIDU INC | SPON ADR REP A | $6.5M | 1.7% | 49,530 SH | New |
| BLOOM ENERGY CORP | COM CL A | $1.4M | 0.4% | 15,850 SH | New |
| C H ROBINSON WORLDWIDE INC | COM NEW | $3.0M | 0.8% | 18,730 SH | New |
| CATERPILLAR INC | COM | $4.9M | 1.3% | 8,495 SH | New |
| CIENA CORP | COM NEW | $16.4M | 4.4%Prev: 0.9% | 70,085 SH | Increased+40,145 SH |
| COHERENT CORP | COM | $18.5M | 5.0%Prev: 0.1% | 100,110 SH | Increased+95,410 SH |
| DATADOG INC | CL A COM | $1.2M | 0.3%Prev: 0.7% | 8,850 SH | Decreased-13,280 SH |
| EHANG HLDGS LTD | ADS | $2.6M | 0.7%Prev: 0.8% | 198,031 SH | Decreased |
| ELASTIC N V | ORD SHS | $1.8M | 0.5%Prev: 0.3% | 23,562 SH | Increased+7,700 SH |
| EMCOR GROUP INC | COM | $3.0M | 0.8% | 4,825 SH | New |
| ENTEGRIS INC | COM | $7.6M | 2.0%Prev: 0.9% | 89,760 SH | Increased+43,700 SH |
| EVERUS CONSTR GROUP | COM | $2.3M | 0.6% | 26,360 SH | New |
| FERMI INC | COM | $2.2M | 0.6% | 272,800 SH | New |
| FIRST SOLAR INC | COM | $5.0M | 1.3%Prev: 1.0% | 19,087 SH | Increased-1,900 SH |
| FLUENCE ENERGY INC | COM CL A | $1.7M | 0.5% | 87,700 SH | New |
| IMPINJ INC | COM | $5.5M | 1.5%Prev: 1.1% | 31,825 SH | Increased+1,775 SH |
| JFROG LTD | ORD SHS | $1.3M | 0.3%Prev: 0.1% | 20,400 SH | Increased+9,100 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $1.3M | 0.3%Prev: 1.4% | 6,318 SH | Decreased-30,882 SH |
| LAM RESEARCH CORP | COM NEW | $4.7M | 1.3% | 27,274 SH | New |
| LEGENCE CORP | CL A | $11.0M | 3.0% | 255,750 SH | New |
| LUMENTUM HLDGS INC | COM | $33.7M | 9.1%Prev: 6.7% | 91,388 SH | Increased-102,912 SH |
| MASTEC INC | COM | $5.3M | 1.4% | 24,225 SH | New |
| MICRON TECHNOLOGY INC | COM | $34.5M | 9.3%Prev: 4.2% | 120,714 SH | Increased+514 SH |
| MONDAY COM LTD | SHS | $1.2M | 0.3%Prev: 0.4% | 8,105 SH | Decreased-2,160 SH |
| MYR GROUP INC DEL | COM | $3.5M | 0.9% | 16,135 SH | New |
| NEXTPOWER INC | CLASS A COM | $6.2M | 1.7% | 71,195 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $4.4M | 1.2%Prev: 1.1% | 38,637 SH | Decreased+200 SH |
| PONY AI INC | SPONSORED ADS | $11.3M | 3.0%Prev: 2.5% | 778,879 SH | Decreased+250,900 SH |
| POWER SOLUTIONS INTL INC | COM NEW | $6.2M | 1.7%Prev: 1.4% | 108,126 SH | Decreased+39,406 SH |
| PRIMORIS SVCS CORP | COM | $11.9M | 3.2%Prev: 1.3% | 95,775 SH | Increased+50,975 SH |
| QUANTA SVCS INC | COM | $8.4M | 2.3% | 19,966 SH | New |
| RIOT PLATFORMS INC | COM | $2.7M | 0.7% | 214,020 SH | New |
| SANDISK CORP | COM | $9.5M | 2.5%Prev: 21.2% | 39,855 SH | Decreased-859,745 SH |
| SHARPLINK GAMING INC | COM NEW | $966K | 0.3% | 108,100 SH | New |
| SHOALS TECHNOLOGIES GROUP IN | CL A | $6.9M | 1.8% | 807,050 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $3.3M | 0.9%Prev: 0.4% | 20,285 SH | Increased+8,385 SH |
| SNOWFLAKE INC | COM SHS | $2.8M | 0.8%Prev: 0.7% | 12,825 SH | Decreased-1,015 SH |
| SOLANA CO | COM CL A NEW | $1.3M | 0.3% | 435,983 SH | New |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $11.9M | 3.2% | 244,360 SH | New |
| SYNOPSYS INC | COM | $3.0M | 0.8%Prev: 1.2% | 6,460 SH | Decreased-4,873 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $2.5M | 0.7%Prev: 0.5% | 9,700 SH | Increased+1,050 SH |
| TERADYNE INC | COM | $3.0M | 0.8%Prev: 0.5% | 15,700 SH | Increased-2,905 SH |
| TESLA INC | COM | $30.1M | 8.1%Prev: 0.3% | 66,972 SH | Increased+64,127 SH |
| TTM TECHNOLOGIES INC | COM | $2.4M | 0.6% | 34,500 SH | New |
| UNITY SOFTWARE INC | COM | $4.8M | 1.3%Prev: 3.0% | 109,522 SH | Decreased-249,258 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $36.6M | 9.8% | 101,500 SH | New |
| VNET GROUP INC | SPONSORED ADS A | $3.8M | 1.0%Prev: 1.0% | 444,000 SH | Decreased-900 SH |
| 13F-HR |
| 0001840129-26-000007 |
| $1.36B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001840129-25-000005 | $378.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001840129-26-000006 | $843.8M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001840129-25-000003 | $276.8M | View |