Hel Ved Capital Management Ltd Top Holdings and 13F Report (2024) → A Silent Invasion of America (From The Freeport Society) (Ad) About Hel Ved Capital Management LtdInvestment ActivityHel Ved Capital Management Ltd has $403.92 million in total holdings as of March 31, 2024.Hel Ved Capital Management Ltd owns shares of 51 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 46.63% of the portfolio was purchased this quarter.About 40.38% of the portfolio was sold this quarter.This quarter, Hel Ved Capital Management Ltd has purchased 55 new stocks and bought additional shares in 13 stocks.Hel Ved Capital Management Ltd sold shares of 16 stocks and completely divested from 25 stocks this quarter.Largest Holdings Coinbase Global $51,624,432Vertiv $37,978,755Taiwan Semiconductor Manufacturing $32,522,889PDD $25,354,125Seagate Technology $16,197,679 Largest New Holdings this Quarter Broadcom $15,997,699 HoldingSynopsys $14,527,530 HoldingWestern Digital $13,717,946 HoldingNVIDIA $9,803,626 HoldingSEA $7,717,590 Holding Largest Purchases this Quarter Vertiv 431,849 shares (about $35.27M)Broadcom 12,070 shares (about $16.00M)Synopsys 25,420 shares (about $14.53M)Western Digital 201,025 shares (about $13.72M)Advanced Micro Devices 55,277 shares (about $9.98M) Largest Sales this Quarter Kanzhun 1,584,827 shares (about $27.78M)Microsoft 45,090 shares (about $18.97M)Taiwan Semiconductor Manufacturing 78,837 shares (about $10.73M)PDD 74,500 shares (about $8.66M)Full Truck Alliance 685,426 shares (about $4.98M) 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 PortfolioSectorCOINCoinbase Global$51,624,432$802,253 ▲1.6%194,72112.8%FinanceVRTVertiv$37,978,755$35,269,108 ▲1,301.6%465,0279.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$32,522,889$10,725,774 ▼-24.8%239,0518.1%Computer and TechnologyPDDPDD$25,354,125$8,660,625 ▼-25.5%218,1006.3%Multi-Sector ConglomeratesSTXSeagate Technology$16,197,679$1,692,114 ▼-9.5%174,0754.0%Business ServicesAVGOBroadcom$15,997,699$15,997,699 ▲New Holding12,0704.0%Computer and TechnologyEDUNew Oriental Education & Technology Group$15,911,415$6,980,328 ▲78.2%183,2693.9%Consumer DiscretionaryAMDAdvanced Micro Devices$15,259,888$9,976,946 ▲188.9%84,5473.8%Computer and TechnologySNPSSynopsys$14,527,530$14,527,530 ▲New Holding25,4203.6%Computer and TechnologyWDCWestern Digital$13,717,946$13,717,946 ▲New Holding201,0253.4%Computer and TechnologyTALTAL Education Group$12,562,180$7,216,330 ▲135.0%1,106,8003.1%Consumer DiscretionaryMETAMeta Platforms$10,544,370$3,455,873 ▼-24.7%21,7152.6%Computer and TechnologyNVDANVIDIA$9,803,626$9,803,626 ▲New Holding10,8502.4%Computer and TechnologyBZKanzhun$8,161,039$27,782,018 ▼-77.3%465,5472.0%Computer and TechnologySESEA$7,717,590$7,717,590 ▲New Holding143,6901.9%Computer and TechnologyAMZNAmazon.com$7,172,811$2,712,915 ▲60.8%39,7651.8%Retail/WholesaleMSFTMicrosoft$7,137,515$18,970,265 ▼-72.7%16,9651.8%Computer and TechnologyNTESNetEase$6,797,979$6,797,979 ▲New Holding65,7001.7%Computer and TechnologyYMMFull Truck Alliance$6,782,910$4,983,047 ▼-42.4%933,0001.7%Business ServicesFUTUFutu$6,552,150$6,552,150 ▲New Holding121,0001.6%Business ServicesETNEaton$6,459,969$6,459,969 ▲New Holding20,6601.6%Industrial ProductsGOOGLAlphabet$4,761,842$1,351,729 ▼-22.1%31,5501.2%Computer and TechnologyNVTnVent Electric$4,449,354$4,449,354 ▲New Holding59,0101.1%Computer and TechnologyMODModine Manufacturing$4,434,902$4,434,902 ▲New Holding46,5901.1%Auto/Tires/TrucksFISFidelity National Information Services$4,361,413$3,582,523 ▲460.0%58,7951.1%Business ServicesGE VERNOVA LLC$4,307,625$4,307,625 ▲New Holding31,5001.1%COMTERTeradyne$4,066,957$4,066,957 ▲New Holding36,0451.0%Computer and TechnologyPOWLPowell Industries$3,934,168$3,934,168 ▲New Holding27,6471.0%Industrial ProductsTMETencent Music Entertainment Group$3,860,550$1,902,300 ▼-33.0%345,0001.0%Computer and TechnologyMPWRMonolithic Power Systems$3,200,810$3,200,810 ▲New Holding4,7250.8%Computer and TechnologyGPNGlobal Payments$2,997,994$982,401 ▲48.7%22,4300.7%Business ServicesUUnity Software$2,962,499$231,222 ▲8.5%110,9550.7%Computer and TechnologyCFLTConfluent$2,833,385$954,055 ▲50.8%92,8370.7%Business ServicesQCOMQUALCOMM$2,539,500$2,539,500 ▲New Holding15,0000.6%Computer and TechnologyDELLDell Technologies$2,524,684$2,524,684 ▲New Holding22,1250.6%Computer and TechnologyINFORMATICA INC$2,487,800$2,487,800 ▲New Holding71,0800.6%COM CL ADDOGDatadog$2,103,672$1,296,193 ▲160.5%17,0200.5%Computer and TechnologyCRMSalesforce$2,088,683$2,109,766 ▼-50.3%6,9350.5%Computer and TechnologyESTCElastic$2,021,841$2,098,023 ▼-50.9%20,1700.5%Business ServicesPYPLPayPal$1,915,914$1,915,914 ▲New Holding28,6000.5%Computer and TechnologyDTDynatrace$1,907,105$177,354 ▼-8.5%41,0660.5%Computer and TechnologyHPEHewlett Packard Enterprise$1,590,381$1,590,381 ▲New Holding89,7000.4%Computer and TechnologyGTLBGitLab$1,587,062$339,131 ▲27.2%27,2130.4%Computer and TechnologyMNDYmonday.com$1,498,647$1,831,805 ▼-55.0%6,6350.4%Computer and TechnologyNOWServiceNow$1,325,051$1,303,704 ▼-49.6%1,7380.3%Computer and TechnologySMARSmartsheet$1,237,852$978,670 ▼-44.2%32,1520.3%Computer and TechnologyCANCanaan$1,222,992$133,760 ▲12.3%804,6000.3%Computer and TechnologyTWLOTwilio$1,186,310$465,352 ▼-28.2%19,4000.3%Computer and TechnologyHSAIHesai Group$864,7540.0%170,9000.2%Auto/Tires/TrucksIGViShares Expanded Tech-Software Sector ETF$682,160$682,160 ▲New Holding8,0000.2%ETFTANInvesco Solar ETF$181,480$181,480 ▲New Holding4,0000.0%ETFMARAMarathon Digital$0$11,531,264 ▼-100.0%00.0%Business ServicesBABAAlibaba Group$0$7,301,442 ▼-100.0%00.0%Retail/WholesaleSLABSilicon Laboratories$0$7,036,764 ▼-100.0%00.0%Computer and TechnologyKLICKulicke and Soffa Industries$0$6,809,357 ▼-100.0%00.0%Computer and TechnologyRIOTRiot Platforms$0$6,437,067 ▼-100.0%00.0%Business ServicesSNOWSnowflake$0$5,810,004 ▼-100.0%00.0%Computer and TechnologyCLSCelestica$0$4,711,152 ▼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$3,808,536 ▼-100.0%00.0%FinanceORCLOracle$0$2,688,465 ▼-100.0%00.0%Computer and TechnologyARKKARK Innovation ETF$0$2,539,945 ▼-100.0%00.0%ETFFROGJFrog$0$2,189,083 ▼-100.0%00.0%Computer and TechnologyAFRMAffirm$0$1,901,718 ▼-100.0%00.0%Business ServicesPCTYPaylocity$0$1,896,599 ▼-100.0%00.0%Computer and TechnologyMDBMongoDB$0$1,496,800 ▼-100.0%00.0%Computer and TechnologyCIFRCipher Mining$0$1,309,627 ▼-100.0%00.0%Business ServicesTEAMAtlassian$0$1,051,341 ▼-100.0%00.0%Computer and TechnologyHCPHashiCorp$0$933,780 ▼-100.0%00.0%Computer and TechnologyNETCloudflare$0$831,518 ▼-100.0%00.0%Computer and TechnologyBILLBILL$0$686,988 ▼-100.0%00.0%Computer and TechnologyWIXWix.com$0$670,459 ▼-100.0%00.0%Computer and TechnologyRUNSunrun$0$647,790 ▼-100.0%00.0%Oils/EnergyNOVASunnova Energy International$0$640,500 ▼-100.0%00.0%Oils/EnergySOFISoFi Technologies$0$621,875 ▼-100.0%00.0%Business ServicesEMSmart Share Global$0$563,630 ▼-100.0%00.0%Consumer DiscretionaryFRSHFreshworks$0$481,545 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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