13F Insight
DOSSIER · 13F-HR · Q2 2026

Hel Ved Capital Management Ltd

$1.4B in tracked AUM across 72 positions as of Q2 2026.

HV
CIK 0001840129 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
72
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Hel Ved Capital Management Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SOXX
ISHARES TR
$446M696K32.9%02
QCOM
QUALCOMM INC
$95M515K7.0%03
QQQ
INVESCO QQQ TR
$78M105K5.7%04
CRWV
COREWEAVE INC
$73M734K5.4%05
SNDK
SANDISK CORP
$48M21K3.5%06
GLW
CORNING INC
$44M173K3.3%07
INTC
INTEL CORP
$39M279K2.9%08
N97284108
NEBIUS GROUP N.V.
$32M117K2.4%09
TER
TERADYNE INC
$30M62K2.2%10
GDS
GDS HLDGS LTD
$30M987K2.2%

Filing history

2026Q2Jun 30
$1.4B▲ 60.7%
72 positionsView →2026Q1Mar 31
$844M▲ 126.8%
56 positionsView →2025Q4Dec 31
$372M▲ 3.2%
52 positionsView →2025Q3Sep 30
$361M▼ 4.7%
53 positionsView →2025Q2Jun 30
$378M▲ 36.7%
70 positionsLocked2025Q1Mar 31
$277M▼ 18.9%
64 positionsLocked2024Q4Dec 31
$342M▲ 49.6%
80 positionsLocked2024Q3Sep 30
$228M▼ 37.7%
52 positionsLocked2024Q2Jun 30
$367M▼ 9.3%
50 positionsLocked2024Q1Mar 31
$404M▲ 16.4%
51 positionsLocked2023Q4Dec 31
$347M▲ 14.6%
55 positionsLocked2023Q3Sep 30
$303M▲ 11.2%
43 positionsLocked
Showing 12 of 19