Filed: 8/13/2025ACC: 0001840129-25-000005
📋 What this filing means
HEL VED CAPITAL MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $378.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$378.35M
Total AUM (reported)
8.96M
Total Shares
Allocation by class
COM$183.07M48.4%
COM CL A$38.28M10.1%
CL A$32.64M8.6%
SPONSORED ADS$24.95M6.6%
UNIT SER 1$13.79M3.6%
SPON ADR$13.62M3.6%
SHS$11.70M3.1%
Portfolio Concentration
Top 3$118.51M31.3%
4–10$94.19M24.9%
11–25$94.80M25.1%
Rest$70.84M18.7%
Top 3 weight
31.3%
Top 10 weight
56.2%
Voting Authority Distribution
Total shares with voting rights: 8.96M
Sole
Full voting authority
8.96M
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)
Sole64
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings64
Rows:
ADVANCED MICRO DEVICES INC
SOLEShares449.84K
TypeSH
Market value$63.83M
16.87%
Sole
449.84K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares341.39K
TypeSH
Market value$32.45M
8.58%
Sole
341.39K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares101.65K
TypeSH
Market value$22.22M
5.87%
Sole
101.65K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares98.50K
TypeSH
Market value$17.86M
4.72%
Sole
98.50K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares25K
TypeSH
Market value$13.79M
3.65%
Sole
25K
Shared
0.00
None
0.00
NEW ORIENTAL ED & TECHNOLOGY
SOLEShares252.50K
TypeSH
Market value$13.62M
3.60%
Sole
252.50K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares129.17K
TypeSH
Market value$13.59M
3.59%
Sole
129.17K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares77.40K
TypeSH
Market value$12.81M
3.39%
Sole
77.40K
Shared
0.00
None
0.00
VISA INC
SOLEShares33.62K
TypeSH
Market value$11.94M
3.15%
Sole
33.62K
Shared
0.00
None
0.00
ENPHASE ENERGY INC
SOLEShares267K
TypeSH
Market value$10.59M
2.80%
Sole
267K
Shared
0.00
None
0.00
LEXINFINTECH HLDGS LTD
SOLEShares1.43M
TypeSH
Market value$10.28M
2.72%
Sole
1.43M
Shared
0.00
None
0.00
MOBILEYE GLOBAL INC
SOLEShares570.50K
TypeSH
Market value$10.26M
2.71%
Sole
570.50K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares195.05K
TypeSH
Market value$7.96M
2.10%
Sole
195.05K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares1.11M
TypeSH
Market value$7.44M
1.97%
Sole
1.11M
Shared
0.00
None
0.00
AMBARELLA INC
SOLEShares103.87K
TypeSH
Market value$6.86M
1.81%
Sole
103.87K
Shared
0.00
None
0.00
PONY AI INC
SOLEShares495.98K
TypeSH
Market value$6.55M
1.73%
Sole
495.98K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares37.76K
TypeSH
Market value$5.97M
1.58%
Sole
37.76K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares56.54K
TypeSH
Market value$5.92M
1.56%
Sole
56.54K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares38.40K
TypeSH
Market value$5.50M
1.45%
Sole
38.40K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.84K
TypeSH
Market value$5.05M
1.33%
Sole
6.84K
Shared
0.00
None
0.00
MICROSTRATEGY INC
SOLEShares12.07K
TypeSH
Market value$4.88M
1.29%
Sole
12.07K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares31.50K
TypeSH
Market value$4.74M
1.25%
Sole
31.50K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares66.22K
TypeSH
Market value$4.50M
1.19%
Sole
66.22K
Shared
0.00
None
0.00
X FINL
SOLEShares254.86K
TypeSH
Market value$4.45M
1.18%
Sole
254.86K
Shared
0.00
None
0.00
QIFU TECHNOLOGY INC
SOLEShares102.55K
TypeSH
Market value$4.45M
1.18%
Sole
102.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | COM | 449.84K | SH | $63.83M 16.87% | 449.84K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 341.39K | SH | $32.45M 8.58% | 341.39K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 101.65K | SH | $22.22M 5.87% | 101.65K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 98.50K | SH | $17.86M 4.72% | 98.50K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 25K | SH | $13.79M 3.65% | 25K | 0.00 | 0.00 |
NEW ORIENTAL ED & TECHNOLOGYSOLE | SPON ADR | 252.50K | SH | $13.62M 3.60% | 252.50K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 129.17K | SH | $13.59M 3.59% | 129.17K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 77.40K | SH | $12.81M 3.39% | 77.40K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 33.62K | SH | $11.94M 3.15% | 33.62K | 0.00 | 0.00 |
ENPHASE ENERGY INCSOLE | COM | 267K | SH | $10.59M 2.80% | 267K | 0.00 | 0.00 |
LEXINFINTECH HLDGS LTDSOLE | ADR | 1.43M | SH | $10.28M 2.72% | 1.43M | 0.00 | 0.00 |
MOBILEYE GLOBAL INCSOLE | COMMON CLASS A | 570.50K | SH | $10.26M 2.71% | 570.50K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 195.05K | SH | $7.96M 2.10% | 195.05K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 1.11M | SH | $7.44M 1.97% | 1.11M | 0.00 | 0.00 |
AMBARELLA INCSOLE | SHS | 103.87K | SH | $6.86M 1.81% | 103.87K | 0.00 | 0.00 |
PONY AI INCSOLE | SPONSORED ADS | 495.98K | SH | $6.55M 1.73% | 495.98K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 37.76K | SH | $5.97M 1.58% | 37.76K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 56.54K | SH | $5.92M 1.56% | 56.54K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 38.40K | SH | $5.50M 1.45% | 38.40K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.84K | SH | $5.05M 1.33% | 6.84K | 0.00 | 0.00 |
MICROSTRATEGY INCSOLE | CL A NEW | 12.07K | SH | $4.88M 1.29% | 12.07K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 31.50K | SH | $4.74M 1.25% | 31.50K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 66.22K | SH | $4.50M 1.19% | 66.22K | 0.00 | 0.00 |
X FINLSOLE | SPONSORED ADS | 254.86K | SH | $4.45M 1.18% | 254.86K | 0.00 | 0.00 |
QIFU TECHNOLOGY INCSOLE | AMERICAN DEP | 102.55K | SH | $4.45M 1.18% | 102.55K | 0.00 | 0.00 |
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