HEL VED CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRIM | 45K | $6.15M |
 | PDD | 38K | $5.08M |
 | KEYS | 37K | $6.51M |
 | NTES | 35K | $5.35M |
 | VRNS | 35K | $2.02M |
 | PI | 30K | $5.43M |
 | CIEN | 30K | $4.36M |
 | ATAT | 26K | $981.10K |
 | DDOG | 22K | $3.15M |
 | FSLR | 21K | $4.63M |
 | TER | 19K | $2.56M |
 | TEAM | 18K | $2.82M |
 | PCOR | 17K | $1.27M |
 | AGX | 17K | $4.61M |
 | RDDT | 16K | $3.66M |
 | ESTC | 16K | $1.34M |
 | V | 15K | $5.06M |
 | SNOW | 14K | $3.12M |
 | TCOM | 14K | $1.03M |
 | TWLO | 13K | $1.34M |
Primoris Services Corporation
PRIM
Shares Held
45K
Value
$6.15M
PDD Holdings Inc.
PDD
Shares Held
38K
Value
$5.08M
Keysight Technologies, Inc.
KEYS
Shares Held
37K
Value
$6.51M
NetEase, Inc.
NTES
Shares Held
35K
Value
$5.35M
Varonis Systems, Inc.
VRNS
Shares Held
35K
Value
$2.02M
Impinj, Inc.
PI
Shares Held
30K
Value
$5.43M
Ciena Corporation
CIEN
Shares Held
30K
Value
$4.36M
Atour Lifestyle Holdings Limited
ATAT
Shares Held
26K
Value
$981.10K
Datadog, Inc.
DDOG
Shares Held
22K
Value
$3.15M
First Solar, Inc.
FSLR
Shares Held
21K
Value
$4.63M
Teradyne, Inc.
TER
Shares Held
19K
Value
$2.56M
Atlassian Corporation
TEAM
Shares Held
18K
Value
$2.82M
Procore Technologies, Inc.
PCOR
Shares Held
17K
Value
$1.27M
Argan, Inc.
AGX
Shares Held
17K
Value
$4.61M
Reddit, Inc.
RDDT
Shares Held
16K
Value
$3.66M
Elastic N.V.
ESTC
Shares Held
16K
Value
$1.34M
Visa Inc.
V
Shares Held
15K
Value
$5.06M
Snowflake Inc.
SNOW
Shares Held
14K
Value
$3.12M
Trip.com Group Limited
TCOM
Shares Held
14K
Value
$1.03M
Twilio Inc.
TWLO
Shares Held
13K
Value
$1.34M