account_balance
Investment manager · 13F filer · SEC CIK 1840129
Hel Ved Capital Management Ltd
Reported value$710Mas of Jun 30, 2026
Positions63 30 new, 19 sold out
Top 10 weight48.9%SNDK alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDKSandisk Corp
6.7%Trimmed −69%
GLWCorning Inc
6.2%Added +105%
SOXXiShares Tr
5.9%New
INTCIntel Corp
5.5%Trimmed −60%
QCOMQualcomm Inc
5.3%New
NBISNebius Group N.v.
4.5%New
TERTeradyne Inc
4.2%New
FIXComfort Sys USA Inc
3.9%Added +151%
STRLSterling Infrastructure Inc
3.6%Added +270%
NOKNokia Corp
2.9%Added +225%
MKSIMKS Inc.
2.7%Trimmed −19%
CRWVCoreweave Inc
2.6%Trimmed −11%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNDK Sandisk Corp 6.7% Trimmed −69%GLW Corning Inc 6.2% Added +105%
SOXX iShares Tr 5.9% New
INTC Intel Corp 5.5% Trimmed −60%QCOM Qualcomm Inc 5.3% NewNBIS Nebius Group N.v. 4.5% NewTER Teradyne Inc 4.2% NewFIX Comfort Sys USA Inc 3.9% Added +151%STRL Sterling Infrastructure Inc 3.6% Added +270%NOK Nokia Corp 2.9% Added +225%MKSI MKS Inc. 2.7% Trimmed −19%CRWV Coreweave Inc 2.6% Trimmed −11%What changed