Hel Ved Capital Management Ltd Top Holdings and 13F Report (2025) About Hel Ved Capital Management LtdInvestment ActivityHel Ved Capital Management Ltd has $378.35 million in total holdings as of June 30, 2025.Hel Ved Capital Management Ltd owns shares of 64 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 68.73% of the portfolio was purchased this quarter.About 50.28% of the portfolio was sold this quarter.This quarter, Hel Ved Capital Management Ltd has purchased 64 new stocks and bought additional shares in 12 stocks.Hel Ved Capital Management Ltd sold shares of 18 stocks and completely divested from 30 stocks this quarter.Largest Holdings Advanced Micro Devices $63,832,296Lumentum $32,452,533Oracle $22,223,740CIRCLE INTERNET GROUP INC $17,857,065Invesco QQQ $13,791,000 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $63,832,296 Holding68389X105 - Oracle $22,223,740 Holding172573107 - CIRCLE INTERNET GROUP INC $17,857,065 Holding92826C839 - Visa $11,935,006 Holding29355A107 - Enphase Energy $10,586,550 Holding Largest Purchases this Quarter Advanced Micro Devices 449,840 shares (about $63.83M)Lumentum 245,700 shares (about $23.36M)Oracle 101,650 shares (about $22.22M)CIRCLE INTERNET GROUP INC 98,500 shares (about $17.86M)Visa 33,615 shares (about $11.94M) Largest Sales this Quarter Invesco QQQ 78,000 shares (about $43.03M)First Solar 113,100 shares (about $18.72M)LAM RESEARCH CORP 105,250 shares (about $10.25M)Keysight Technologies 40,030 shares (about $6.56M)Trip.com Group 84,600 shares (about $4.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHel Ved Capital Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMDAdvanced Micro Devices$63,832,296$63,832,296 ▲New Holding449,84016.9%Computer and TechnologyLITELumentum$32,452,533$23,356,242 ▲256.8%341,3908.6%Computer and TechnologyORCLOracle$22,223,740$22,223,740 ▲New Holding101,6505.9%Computer and TechnologyCIRCLE INTERNET GROUP INC$17,857,065$17,857,065 ▲New Holding98,5004.7%COM CL AQQQInvesco QQQ$13,791,000$43,027,920 ▼-75.7%25,0003.6%FinanceEDUNew Oriental Education & Technology Group$13,622,375$825,435 ▲6.5%252,5003.6%Consumer DiscretionaryRBLXRoblox$13,588,684$10,032,924 ▲282.2%129,1703.6%Consumer DiscretionaryFSLRFirst Solar$12,812,796$18,722,574 ▼-59.4%77,4003.4%EnergyVVisa$11,935,006$11,935,006 ▲New Holding33,6153.2%Business ServicesENPHEnphase Energy$10,586,550$10,586,550 ▲New Holding267,0002.8%EnergyLXLexinFintech$10,283,984$778,320 ▲8.2%1,426,3502.7%FinanceMBLYMobileye Global$10,257,590$10,257,590 ▲New Holding570,5002.7%Auto/Tires/TrucksTTMITTM Technologies$7,961,941$7,961,941 ▲New Holding195,0502.1%Computer and TechnologyQSQuantumScape$7,439,040$7,439,040 ▲New Holding1,107,0002.0%Auto/Tires/TrucksAMBAAmbarella$6,862,172$1,219,560 ▼-15.1%103,8701.8%Computer and TechnologyPONY AI INC$6,546,923$2,903,129 ▼-30.7%495,9791.7%SPONSORED ADSNVDANVIDIA$5,965,544$5,965,544 ▲New Holding37,7591.6%Computer and TechnologyPDDPDD$5,917,162$5,917,162 ▲New Holding56,5371.6%Retail/WholesaleMTSIMACOM Technology Solutions$5,502,336$5,502,336 ▲New Holding38,4001.5%Computer and TechnologyMETAMeta Platforms$5,048,536$5,048,536 ▲New Holding6,8401.3%Computer and TechnologyMSTRMicroStrategy$4,881,077$4,171,653 ▲588.0%12,0751.3%Computer and TechnologyREDDIT INC$4,742,955$4,742,955 ▲New Holding31,5001.3%CL ABLOCK INC$4,498,664$524,759 ▼-10.4%66,2251.2%CL AXYFX Financial$4,449,908$4,449,908 ▲New Holding254,8631.2%FinanceQFINQfin$4,446,568$236,312 ▼-5.0%102,5501.2%Business ServicesEHEHang$4,260,682$3,201,722 ▲302.3%245,4311.1%AerospaceDDOGDatadog$4,195,126$2,070,025 ▲97.4%31,2301.1%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$4,056,800$4,056,800 ▲New Holding27,5001.1%ETFKEYSKeysight Technologies$3,736,008$6,559,316 ▼-63.7%22,8001.0%Computer and TechnologyFLEXFlex$3,645,658$3,645,658 ▲New Holding73,0301.0%Computer and TechnologyFINVPPDAI Group$3,410,316$996,765 ▲41.3%359,7380.9%FinanceLUFAX HOLDING LTD$3,110,8500.0%1,115,0000.8%SPONSORED ADRMPWRMonolithic Power Systems$2,925,520$2,925,520 ▲New Holding4,0000.8%Computer and TechnologyLAM RESEARCH CORP$2,769,323$10,245,035 ▼-78.7%28,4500.7%COM NEWATATAtour Lifestyle$2,724,338$2,724,338 ▲New Holding83,8000.7%Consumer DiscretionarySNPSSynopsys$2,563,400$2,563,400 ▲New Holding5,0000.7%Computer and TechnologyCFLTConfluent$2,396,321$54,846 ▲2.3%96,1220.6%Computer and TechnologyAMZNAmazon.com$2,339,136$2,339,136 ▲New Holding10,6620.6%Retail/WholesaleMNDYmonday.com$2,100,726$1,710,771 ▼-44.9%6,6800.6%Computer and TechnologyTTWOTake-Two Interactive Software$2,100,653$2,100,653 ▲New Holding8,6500.6%Consumer DiscretionaryNTESNetEase$1,736,082$1,736,082 ▲New Holding12,9000.5%Computer and TechnologyWIXWix.com$1,640,061$760,608 ▼-31.7%10,3500.4%Computer and TechnologySNOWSnowflake$1,606,669$984,588 ▼-38.0%7,1800.4%Computer and TechnologyZIZoomInfo Technologies$1,516,988$1,835,262 ▼-54.7%149,9000.4%Computer and TechnologyTCOMTrip.com Group$1,436,680$4,960,944 ▼-77.5%24,5000.4%Consumer DiscretionaryUUnity Software$1,272,920$851,840 ▲202.3%52,6000.3%Computer and TechnologyHIMXHimax Technologies$1,258,237$1,258,237 ▲New Holding140,9000.3%Computer and TechnologyCDNSCadence Design Systems$1,232,6000.0%4,0000.3%Computer and TechnologyFOURShift4 Payments$1,175,445$2,319,175 ▼-66.4%11,8600.3%Business ServicesMSFTMicrosoft$1,144,043$1,144,043 ▲New Holding2,3000.3%Computer and TechnologyCYBRCyberArk Software$1,098,576$1,098,576 ▲New Holding2,7000.3%Computer and TechnologyVRNSVaronis Systems$1,091,125$1,091,125 ▲New Holding21,5000.3%Computer and TechnologyAPPLOVIN CORP$1,050,240$371,785 ▲54.8%3,0000.3%COM CL ATWLOTwilio$1,038,406$1,038,406 ▲New Holding8,3500.3%Computer and TechnologyTSLATesla$999,676$335,767 ▼-25.1%3,1470.3%Auto/Tires/TrucksGDDYGoDaddy$936,312$40,514 ▲4.5%5,2000.2%Computer and TechnologyARKFARK Fintech Innovation ETF$929,440$929,440 ▲New Holding18,5000.2%ETFZSZscaler$720,492$376,728 ▼-34.3%2,2950.2%Computer and TechnologyPCORProcore Technologies$641,780$410,520 ▼-39.0%9,3800.2%Computer and TechnologyHUBSHubSpot$520,4490.0%9350.1%Computer and TechnologyINODInnodata$450,736$450,736 ▲New Holding8,8000.1%Computer and TechnologyPYPLPayPal$445,920$445,920 ▲New Holding6,0000.1%Business ServicesESTCElastic$397,194$1,302,898 ▼-76.6%4,7100.1%Computer and TechnologyREREATRenew$165,5000.0%50,0000.0%Business ServicesTSMTaiwan Semiconductor Manufacturing$0$26,201,440 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$13,094,323 ▼-100.0%00.0%Computer and TechnologyASXASE Technology$0$7,835,382 ▼-100.0%00.0%Computer and TechnologyCORE SCIENTIFIC INC NEW$0$6,154,000 ▼-100.0%00.0%COMSANDISK CORP$0$3,632,643 ▼-100.0%00.0%COMVNETVNET Group$0$3,390,700 ▼-100.0%00.0%Computer and TechnologyRIOTRiot Platforms$0$3,276,268 ▼-100.0%00.0%FinanceSOISolaris Oilfield Infrastructure$0$2,728,704 ▼-100.0%00.0%EnergyADBEAdobe$0$2,423,143 ▼-100.0%00.0%Computer and TechnologyBTDRBitdeer Technologies Group$0$2,310,634 ▼-100.0%00.0%Business ServicesCIFRCipher Mining$0$2,189,911 ▼-100.0%00.0%Business ServicesBEBloom Energy$0$1,934,544 ▼-100.0%00.0%EnergyFIFiserv$0$1,534,769 ▼-100.0%00.0%Business ServicesHUT 8 CORP$0$1,445,063 ▼-100.0%00.0%COMCOINCoinbase Global$0$1,347,183 ▼-100.0%00.0%FinanceZMZoom Communications$0$1,303,147 ▼-100.0%00.0%Computer and TechnologyCELESTICA INC$0$1,284,603 ▼-100.0%00.0%COMBLBlackLine$0$1,153,849 ▼-100.0%00.0%Computer and TechnologyCLSKCleanspark$0$979,104 ▼-100.0%00.0%FinanceWULFTeraWulf$0$972,699 ▼-100.0%00.0%FinanceOKTAOkta$0$930,145 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$926,379 ▼-100.0%00.0%Computer and TechnologySSentinelOne$0$849,006 ▼-100.0%00.0%Computer and TechnologyMDBMongoDB$0$784,915 ▼-100.0%00.0%Computer and TechnologyDOCUDocusign$0$720,390 ▼-100.0%00.0%Computer and TechnologyMARAMarathon Digital$0$679,650 ▼-100.0%00.0%FinanceGTLBGitLab$0$528,750 ▼-100.0%00.0%Computer and TechnologyADSKAutodesk$0$484,330 ▼-100.0%00.0%Computer and TechnologySAILPOINT INC$0$375,000 ▼-100.0%00.0%COMBITFBitfarms$0$331,044 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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