13F-HR filed by Hel Ved Capital Management Ltd
Hel Ved Capital Management Ltd filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 56 holding rows worth $843,763,864.
- Accession
- 0001840129-26-000006
- Filer
- CIK 1840129
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 56 entries on the cover page, a total value of $843,763,864 stated on the cover page (in dollars after the unit check, H1), rows summing to $843,763,864 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VANECK ETF TRUST | 92189F676 | COM | 536,200 | $205,579,080 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 536,200 | $205,579,080 | dollars as filed | put |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 400,725 | $46,235,651 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 68,714 | $43,656,753 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 166,900 | $41,391,200 | dollars as filed | put |
| Intel Corp | 458140100 | COM | 699,810 | $30,882,615 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 63,629 | $24,702,687 | dollars as filed | |
| SOLS | 83443Q103 | COM | 218,100 | $16,610,496 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 208,300 | $16,137,001 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 22,112 | $15,539,429 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 85,000 | $12,858,800 | dollars as filed | put |
| MKS INC. COM | 55306N104 | Stock | 52,765 | $12,125,925 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 52,400 | $11,636,468 | dollars as filed | |
| CORNING INC | 219350105 | COM | 84,210 | $11,450,034 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 47,575 | $11,332,841 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 31,140 | $10,018,984 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 18,167 | $9,894,657 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 5,570 | $7,680,974 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 14,250 | $7,431,660 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 45,330 | $6,484,003 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 16,622 | $6,179,229 | dollars as filed | |
| POWER SOLUTIONS INTERNATIONA | 73933G202 | COMMON STOCK | 100,876 | $6,141,331 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 207,000 | $5,785,650 | dollars as filed | call |
| Lam Research Corporation | 512807306 | COM | 24,844 | $5,308,169 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 341,010 | $4,920,774 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 85,990 | $4,859,295 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 178,500 | $4,655,280 | dollars as filed | |
| NOVA LTD COM | M7516K103 | Stock | 9,160 | $3,978,005 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 83,710 | $3,926,836 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 479,500 | $3,855,180 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 8,300 | $3,380,341 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 16,080 | $3,317,947 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 31,500 | $3,068,730 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 214,020 | $2,645,287 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 133,000 | $2,416,610 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 20,090 | $2,355,352 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 6,720 | $2,276,870 | dollars as filed | |
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 18,180 | $2,146,331 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 7,335 | $2,070,817 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 2,775 | $2,048,810 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 6,798 | $1,919,551 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 28,753 | $1,755,371 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 29,670 | $1,675,168 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 13,464 | $1,589,425 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 54,000 | $1,577,340 | dollars as filed | |
| F5 INC COM | 315616102 | Stock | 5,100 | $1,475,583 | dollars as filed | |
| ALMONTY INDUSTRIES INC | 020398707 | COMMON STOCK | 100,800 | $1,459,584 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 62,422 | $1,369,539 | dollars as filed | |
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 138,831 | $1,348,049 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 32,500 | $1,309,425 | dollars as filed | |
| AMPRIUS TECHNOLOGIES INC COMMON STOCK | 03214Q108 | Stock | 71,850 | $1,211,391 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 23,562 | $1,177,864 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 2,765 | $1,096,267 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 5,425 | $818,199 | dollars as filed | |
| SOLANA CO | 42328V876 | COM CL A NEW | 435,983 | $754,251 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 17,500 | $661,675 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001840129-26-000006 | this filing | 2026-05-15 | acceptance time not in the bulk data set |