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Disclosery

13F-HR filed by Hel Ved Capital Management Ltd

Hel Ved Capital Management Ltd filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 70 holding rows worth $378,346,873.

Accession
0001840129-25-000005
Filer
CIK 1840129
Filed
2025-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 70 entries on the cover page, a total value of $378,346,873 stated on the cover page (in dollars after the unit check, H1), rows summing to $378,346,873 with VALUE read as dollars as filed, 13F file number 028-21903. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Advanced Micro Devices,Inc.007903107COM354,700$50,331,930dollars as filedcall
LUMENTUM HLDGS INC COM55024U109Stock255,390$24,277,373dollars as filed
Oracle Corporation68389X105COM82,600$18,058,838dollars as filedcall
CIRCLE INTERNET GROUP INC172573107COM CL A98,500$17,857,065dollars as filedput
INVESCO QQQ TR46090E103COM25,000$13,791,000dollars as filed
NEW ORIENTAL ED & TECHNOLOGY SPON ADR647581206ADR252,500$13,622,375dollars as filed
Advanced Micro Devices,Inc.007903107COM95,140$13,500,366dollars as filed
FIRST SOLAR INC COM336433107Stock68,300$11,306,382dollars as filedcall
ENPHASE ENERGY INC COM29355A107Stock267,000$10,586,550dollars as filedput
ROBLOX CORP CL A771049103Stock98,600$10,372,720dollars as filedcall
LEXINFINTECH HLDGS LTD ADR528877103ADR1,426,350$10,283,984dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A570,500$10,257,590dollars as filedput
LUMENTUM HLDGS INC COM55024U109Stock86,000$8,175,160dollars as filedcall
TTM TECHNOLOGIES INC87305R109COM195,050$7,961,941dollars as filed
QUANTUMSCAPE CORP COM CL A74767V109Stock1,107,000$7,439,040dollars as filedput
AMBARELLA INCG037AX101SHS103,870$6,862,172dollars as filed
Visa Inc92826C839COM18,800$6,674,940dollars as filedcall
PONY AI INC732908108SPONSORED ADS495,979$6,546,923dollars as filed
NVIDIA Corp67066G104COM37,759$5,965,544dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR56,537$5,917,162dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock38,400$5,502,336dollars as filed
Visa Inc92826C839COM14,815$5,260,066dollars as filed
META PLATFORMS INC CL A30303M102COM6,840$5,048,536dollars as filed
STRATEGY INC CL A NEW594972408Stock12,075$4,881,077dollars as filed
REDDIT INC CL A75734B100Stock31,500$4,742,955dollars as filed
BLOCK INC CL A852234103Stock66,225$4,498,664dollars as filed
X FINL98372W202SPONSORED ADS254,863$4,449,908dollars as filed
QFIN HOLDINGS INC AMERICAN DEP88557W101ADR102,550$4,446,568dollars as filed
EHANG HLDGS LTD ADS26853E102ADR245,431$4,260,682dollars as filed
DATADOGINCCLASSA23804L103STOK31,230$4,195,126dollars as filed
Oracle Corporation68389X105COM19,050$4,164,902dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL27,500$4,056,800dollars as filedcall
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock22,800$3,736,008dollars as filed
FLEX LTD ORDY2573F102Stock73,030$3,645,658dollars as filed
FINVOLUTION GROUP SPONSORED ADS31810T101ADR359,738$3,410,316dollars as filed
ROBLOX CORP CL A771049103Stock30,570$3,215,964dollars as filed
Lufax Holding Ltd-Adr54975P201COM1,115,000$3,110,850dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock4,000$2,925,520dollars as filed
Lam Research Corporation512807306COM28,450$2,769,323dollars as filed
Atour Lifestyle Holding04965M106COM83,800$2,724,338dollars as filed
SYNOPSYS INC COM871607107Stock5,000$2,563,400dollars as filed
CONFLUENT INC20717M103CLASS A COM96,122$2,396,321dollars as filed
Amazon.com, Inc023135106COM10,662$2,339,136dollars as filed
MONDAY COM LTD SHSM7S64H106Stock6,680$2,100,726dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock8,650$2,100,653dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR12,900$1,736,082dollars as filed
WIX COM LTD SHSM98068105Stock10,350$1,640,061dollars as filed
SNOWFLAKE INC COM SHS833445109Stock7,180$1,606,669dollars as filed
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock149,900$1,516,988dollars as filed
FIRST SOLAR INC COM336433107Stock9,100$1,506,414dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR24,500$1,436,680dollars as filed
UNITY SOFTWARE INC COM91332U101Stock52,600$1,272,920dollars as filed
HIMAX TECHNOLOGIES INC SPONSORED ADR43289P106ADR140,900$1,258,237dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock4,000$1,232,600dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock11,860$1,175,445dollars as filed
Microsoft Corp594918104COM2,300$1,144,043dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock2,700$1,098,576dollars as filed
VARONIS SYS INC922280102COM21,500$1,091,125dollars as filed
APPLOVIN CORP COM CL A03831W108Stock3,000$1,050,240dollars as filed
TWILIO INC CL A90138F102Stock8,350$1,038,406dollars as filed
Tesla Motors, Inc88160R101COM3,147$999,676dollars as filed
GODADDY INC CL A380237107Stock5,200$936,312dollars as filed
ARK ETF TR00214Q708BLOC FIN INN ETF18,500$929,440dollars as filedcall
ZSCALERINC98980G102STOK2,295$720,492dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock9,380$641,780dollars as filed
HUBSPOTINC443573100STOK935$520,449dollars as filed
INNODATA INC457642205COM NEW8,800$450,736dollars as filed
PAYPALHLDGSINC70450Y103STOK6,000$445,920dollars as filed
ELASTIC N V ORD SHSN14506104Stock4,710$397,194dollars as filed
ATRENEW INC00138L108SPONSORED ADS50,000$165,500dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001840129-25-000005this filing2025-08-13acceptance time not in the bulk data set