HEL VED CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHLS | 807K | $6.86M |
 | PONY | 779K | $11.29M |
 | VNET | 444K | $3.76M |
 | FRMI | 273K | $2.18M |
 | LGN | 256K | $11.01M |
 | SOLS | 244K | $11.87M |
 | RIOT | 214K | $2.71M |
 | EH | 198K | $2.61M |
 | U | 110K | $4.84M |
 | PSIX | 108K | $6.18M |
 | SBET | 108K | $966.41K |
 | COHR | 100K | $18.48M |
 | PRIM | 96K | $11.89M |
 | LITE | 91K | $33.68M |
 | ENTG | 90K | $7.56M |
 | FLNC | 88K | $1.73M |
 | NXT | 71K | $6.20M |
 | CIEN | 70K | $16.39M |
 | ALGM | 63K | $1.66M |
 | BIDU | 50K | $6.47M |
Shoals Technologies Group, Inc.
SHLS
Shares Held
807K
Value
$6.86M
Pony AI Inc. American Depositary Shares
PONY
Shares Held
779K
Value
$11.29M
VNET Group, Inc.
VNET
Shares Held
444K
Value
$3.76M
Fermi Inc. Common Stock
FRMI
Shares Held
273K
Value
$2.18M
Legence Corp. Class A Common stock
LGN
Shares Held
256K
Value
$11.01M
Solstice Advanced Materials Inc.
SOLS
Shares Held
244K
Value
$11.87M
Riot Platforms, Inc.
RIOT
Shares Held
214K
Value
$2.71M
EHang Holdings Limited
EH
Shares Held
198K
Value
$2.61M
Unity Software Inc.
U
Shares Held
110K
Value
$4.84M
Power Solutions International, Inc.
PSIX
Shares Held
108K
Value
$6.18M
SharpLink Gaming Ltd.
SBET
Shares Held
108K
Value
$966.41K
Coherent, Inc.
COHR
Shares Held
100K
Value
$18.48M
Primoris Services Corporation
PRIM
Shares Held
96K
Value
$11.89M
Lumentum Holdings Inc.
LITE
Shares Held
91K
Value
$33.68M
Entegris, Inc.
ENTG
Shares Held
90K
Value
$7.56M
Fluence Energy, Inc.
FLNC
Shares Held
88K
Value
$1.73M
Nextpower Inc.
NXT
Shares Held
71K
Value
$6.20M
Ciena Corporation
CIEN
Shares Held
70K
Value
$16.39M
Allegro MicroSystems, Inc.
ALGM
Shares Held
63K
Value
$1.66M
Baidu, Inc.
BIDU
Shares Held
50K
Value
$6.47M