Hel Ved Capital Management Ltd
CIK 1840129
13F filing for Q2 2026・No. 2,125
- Holdings
- US$1.36B
- Quarter change
- +US$511.92M
- Entries
- 72
- Net bought (estimate)
- +US$30.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 19
- Cut 14
- Added 14
- Corporate actions 0
- Unchanged 5
Largest holdings
63 stocks worth US$709.68M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNDKSANDISK CORPCOM | CutSplit 1:3 | 20,993 | US$47.73M | 6.73% |
| GLWCORNING INCCOM | Added | 172,700 | US$44.11M | 6.22% |
| ISHARES TRISHARES SEMICDTR | New | 65,000 | US$41.65M | 5.87% |
| INTCINTEL CORPCOM | AddedSplit 1:3 | 278,950 | US$38.95M | 5.49% |
| QCOMQUALCOMM INCCOM | New | 204,700 | US$37.83M | 5.33% |
| NBISNEBIUS GROUP N.V.SHS CLASS A | New | 116,879 | US$32.28M | 4.55% |
| TERTERADYNE INCCOM | New | 62,320 | US$30.15M | 4.25% |
| FIXCOMFORT SYS USA INCCOM | Added | 13,990 | US$27.73M | 3.91% |
| STRLSTERLING INFRASTRUCTURE INCCOM | Added | 30,730 | US$25.79M | 3.63% |
| NOKNOKIA CORPSPONSORED ADR | Added | 1,557,260 | US$20.68M | 2.91% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.