Hel Ved Capital Management Ltd: 13F holdings
CIK 18401292026Q2
| Positions | 68 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SNDK SANDISK CORP | 20,993 | $47.7m | 3.5% |
| GLW CORNING INC | 172,700 | $44.1m | 3.3% |
| SOXX ISHARES TR | 65,000 | $41.6m | 3.1% |
| INTC INTEL CORP | 278,950 | $38.9m | 2.9% |
| QCOM QUALCOMM INC | 204,700 | $37.8m | 2.8% |
| NBIS NEBIUS GROUP N.V. | 116,879 | $32.3m | 2.4% |
| TER TERADYNE INC | 62,320 | $30.2m | 2.2% |
| FIX COMFORT SYS USA INC | 13,990 | $27.7m | 2.0% |
| STRL STERLING INFRASTRUCTURE INC | 30,730 | $25.8m | 1.9% |
| NOK NOKIA CORP | 1,557,260 | $20.7m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840129")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.