13F-HR filed by Hel Ved Capital Management Ltd
Hel Ved Capital Management Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 72 holding rows worth $1,355,681,012.
- Accession
- 0001840129-26-000007
- Filer
- CIK 1840129
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 72 entries on the cover page, a total value of $1,355,681,012 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,355,681,012 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 |
|---|---|---|---|---|---|---|
| ISHARES TR | 464287523 | COM | 631,300 | $404,511,788 | dollars as filed | put |
| INVESCO QQQ TR | 46090E103 | COM | 105,300 | $77,542,920 | dollars as filed | put |
| Qualcomm Incorporated | 747525103 | COM | 310,200 | $57,321,858 | dollars as filed | call |
| COREWEAVE INC COM CL A | 21873S108 | COM | 548,600 | $54,607,644 | dollars as filed | call |
| SanDisk Corporation | 80004C200 | COM | 20,993 | $47,732,414 | dollars as filed | |
| CORNING INC | 219350105 | COM | 172,700 | $44,112,761 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 65,000 | $41,649,400 | dollars as filed | |
| Intel Corp | 458140100 | COM | 278,950 | $38,949,789 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 204,700 | $37,826,513 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 116,879 | $32,278,473 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 62,320 | $30,152,909 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 13,990 | $27,727,481 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 30,730 | $25,793,533 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 804,000 | $24,144,120 | dollars as filed | call |
| NOKIA CORP | 654902204 | SPONSORED ADR | 1,557,260 | $20,680,413 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 75,000 | $19,087,500 | dollars as filed | call |
| MKS INC. COM | 55306N104 | Stock | 42,620 | $18,957,376 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 185,720 | $18,486,569 | dollars as filed | |
| HYPERLIQUID STRATEGIES | 44916Y106 | COMMON STOCK | 2,285,080 | $17,983,580 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 727,670 | $17,973,449 | dollars as filed | |
| INNIO NV | N52A8C105 | ORDINARY SHARES | 408,350 | $16,150,243 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 7,155 | $14,234,443 | dollars as filed | |
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 284,642 | $13,964,537 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 538,900 | $13,203,050 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 506,400 | $12,958,776 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 108,710 | $12,550,026 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 25,324 | $10,973,649 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 9,480 | $10,942,669 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 194,400 | $10,859,184 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 51,975 | $9,720,365 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 21,260 | $8,845,436 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 15,840 | $7,842,067 | dollars as filed | |
| Deere & Company | 244199105 | COM | 12,320 | $7,814,946 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 10,400 | $7,519,200 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 525,320 | $7,301,948 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 18,450 | $7,017,827 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 78,920 | $6,349,903 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 5,810 | $6,187,069 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 20,000 | $6,009,000 | dollars as filed | put |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 22,150 | $5,955,249 | dollars as filed | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 733,400 | $5,896,536 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 70,700 | $5,826,387 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 19,000 | $5,751,300 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 183,400 | $5,507,502 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 53,090 | $5,262,281 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 214,000 | $4,423,380 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 8,380 | $4,110,893 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 10,045 | $3,962,451 | dollars as filed | |
| POWER SOLUTIONS INTERNATIONA | 73933G202 | COMMON STOCK | 100,876 | $3,923,068 | dollars as filed | |
| KLA CORP | 482480100 | COM | 12,720 | $3,837,751 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 10,240 | $3,818,189 | dollars as filed | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 78,092 | $3,728,893 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 40,400 | $3,684,480 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 6,720 | $3,397,565 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 39,165 | $3,338,033 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 11,820 | $3,080,765 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 10,680 | $3,058,325 | dollars as filed | |
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 18,180 | $3,016,971 | dollars as filed | |
| SOLV Energy Inc | 78475V103 | Class A Common Stock | 87,000 | $2,962,350 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 17,456 | $2,850,739 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 10,840 | $2,658,835 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 4,935 | $2,469,474 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 8,504 | $2,214,101 | dollars as filed | |
| SOLS | 83443Q103 | COM | 24,107 | $2,135,880 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 54,000 | $1,632,960 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 1,815 | $1,506,232 | dollars as filed | |
| ROUNDHILL ETF TRUST | 77926X320 | MEMORY ETF *A* | 20,000 | $1,477,000 | dollars as filed | call |
| PDF SOLUTIONS INC | 693282105 | COMMON STOCK | 20,000 | $1,415,800 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,102 | $1,304,701 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 7,000 | $1,296,610 | dollars as filed | call |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | G11448100 | Stock | 76,600 | $1,215,642 | dollars as filed | |
| AMPRIUS TECHNOLOGIES INC COMMON STOCK | 03214Q108 | Stock | 71,850 | $995,841 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001840129-26-000007 | this filing | 2026-08-14 | acceptance time not in the bulk data set |