Filed: 2/13/2025ACC: 0001840129-25-000002
📋 What this filing means
HEL VED CAPITAL MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $341.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$341.55M
Total AUM (reported)
14.21M
Total Shares
Allocation by class
COM$139.12M40.7%
ORD$27.56M8.1%
SPONSORED ADS$24.64M7.2%
CL A$20.70M6.1%
COM CL A$19.82M5.8%
SPON ADS CL A$18.10M5.3%
SHS$17.29M5.1%
Portfolio Concentration
Top 3$65.37M19.1%
4–10$78.52M23.0%
11–25$85.04M24.9%
Rest$112.61M33.0%
Top 3 weight
19.1%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 14.21M
Sole
Full voting authority
14.21M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings78
Rows:
FLEX LTD
SOLEShares717.96K
TypeSH
Market value$27.56M
8.07%
Sole
717.96K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares226.64K
TypeSH
Market value$19.03M
5.57%
Sole
226.64K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares116.95K
TypeSH
Market value$18.79M
5.50%
Sole
116.95K
Shared
0.00
None
0.00
PONY AI INC
SOLEShares1M
TypeSH
Market value$14.42M
4.22%
Sole
1M
Shared
0.00
None
0.00
NEW ORIENTAL ED & TECHNOLOGY
SOLEShares208.20K
TypeSH
Market value$13.36M
3.91%
Sole
208.20K
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares155K
TypeSH
Market value$12.40M
3.63%
Sole
155K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares533.23K
TypeSH
Market value$11.84M
3.47%
Sole
533.23K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares36.60K
TypeSH
Market value$10.46M
3.06%
Sole
36.60K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares94.90K
TypeSH
Market value$8.04M
2.35%
Sole
94.90K
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares1.81M
TypeSH
Market value$8.00M
2.34%
Sole
1.81M
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares35.27K
TypeSH
Market value$7.57M
2.22%
Sole
35.27K
Shared
0.00
None
0.00
AMKOR TECHNOLOGY INC
SOLEShares284.55K
TypeSH
Market value$7.31M
2.14%
Sole
284.55K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares30.59K
TypeSH
Market value$7.20M
2.11%
Sole
30.59K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares77.90K
TypeSH
Market value$6.62M
1.94%
Sole
77.90K
Shared
0.00
None
0.00
ASE TECHNOLOGY HLDG CO LTD
SOLEShares651.85K
TypeSH
Market value$6.56M
1.92%
Sole
651.85K
Shared
0.00
None
0.00
LEXINFINTECH HLDGS LTD
SOLEShares1.13M
TypeSH
Market value$6.55M
1.92%
Sole
1.13M
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares569.80K
TypeSH
Market value$5.99M
1.75%
Sole
569.80K
Shared
0.00
None
0.00
JD.COM INC
SOLEShares164.50K
TypeSH
Market value$5.70M
1.67%
Sole
164.50K
Shared
0.00
None
0.00
BITDEER TECHNOLOGIES GROUP
SOLEShares262.58K
TypeSH
Market value$5.69M
1.67%
Sole
262.58K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares19.97K
TypeSH
Market value$4.96M
1.45%
Sole
19.97K
Shared
0.00
None
0.00
RIOT PLATFORMS INC
SOLEShares431.35K
TypeSH
Market value$4.40M
1.29%
Sole
431.35K
Shared
0.00
None
0.00
CIPHER MINING INC
SOLEShares920.03K
TypeSH
Market value$4.27M
1.25%
Sole
920.03K
Shared
0.00
None
0.00
TESLA INC
SOLEShares10.30K
TypeSH
Market value$4.16M
1.22%
Sole
10.30K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares48.10K
TypeSH
Market value$4.08M
1.19%
Sole
48.10K
Shared
0.00
None
0.00
CLEANSPARK INC
SOLEShares430.95K
TypeSH
Market value$3.97M
1.16%
Sole
430.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FLEX LTDSOLE | ORD | 717.96K | SH | $27.56M 8.07% | 717.96K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 226.64K | SH | $19.03M 5.57% | 226.64K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 116.95K | SH | $18.79M 5.50% | 116.95K | 0.00 | 0.00 |
PONY AI INCSOLE | SPONSORED ADS | 1M | SH | $14.42M 4.22% | 1M | 0.00 | 0.00 |
NEW ORIENTAL ED & TECHNOLOGYSOLE | SPON ADR | 208.20K | SH | $13.36M 3.91% | 208.20K | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 155K | SH | $12.40M 3.63% | 155K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 533.23K | SH | $11.84M 3.47% | 533.23K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 36.60K | SH | $10.46M 3.06% | 36.60K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 94.90K | SH | $8.04M 2.35% | 94.90K | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 1.81M | SH | $8.00M 2.34% | 1.81M | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 35.27K | SH | $7.57M 2.22% | 35.27K | 0.00 | 0.00 |
AMKOR TECHNOLOGY INCSOLE | COM | 284.55K | SH | $7.31M 2.14% | 284.55K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 30.59K | SH | $7.20M 2.11% | 30.59K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 77.90K | SH | $6.62M 1.94% | 77.90K | 0.00 | 0.00 |
ASE TECHNOLOGY HLDG CO LTDSOLE | SPONSORED ADS | 651.85K | SH | $6.56M 1.92% | 651.85K | 0.00 | 0.00 |
LEXINFINTECH HLDGS LTDSOLE | ADR | 1.13M | SH | $6.55M 1.92% | 1.13M | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 569.80K | SH | $5.99M 1.75% | 569.80K | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 164.50K | SH | $5.70M 1.67% | 164.50K | 0.00 | 0.00 |
BITDEER TECHNOLOGIES GROUPSOLE | CL A ORD SHS | 262.58K | SH | $5.69M 1.67% | 262.58K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 19.97K | SH | $4.96M 1.45% | 19.97K | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 431.35K | SH | $4.40M 1.29% | 431.35K | 0.00 | 0.00 |
CIPHER MINING INCSOLE | COM | 920.03K | SH | $4.27M 1.25% | 920.03K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 10.30K | SH | $4.16M 1.22% | 10.30K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 48.10K | SH | $4.08M 1.19% | 48.10K | 0.00 | 0.00 |
CLEANSPARK INCSOLE | COM NEW | 430.95K | SH | $3.97M 1.16% | 430.95K | 0.00 | 0.00 |
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