Stock Taper 
HEL VED CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EMCOR Group, Inc. | EME | 1.81K | $1.51M |
 Tesla, Inc. | TSLA | 3.1K | $1.3M |
 MYR Group Inc. | MYRG | 4.93K | $2.47M |
 Caterpillar Inc. | CAT | 5.81K | $6.19M |
 Dycom Industries, Inc. | DY | 6.72K | $3.4M |
 ASML Holding N.V. | ASML | 7.16K | $14.23M |
 Ciena Corporation | CIEN | 8.38K | $4.11M |
 Datadog, Inc. | DDOG | 8.5K | $2.21M |
 Micron Technology, Inc. | MU | 9.48K | $10.94M |
 Coherent, Inc. | COHR | 10.04K | $3.96M |
 Advanced Energy Industries, Inc. | AEIS | 10.24K | $3.82M |
 Applied Materials, Inc. | AMAT | 10.4K | $7.52M |
 Powell Industries, Inc. | POWL | 10.68K | $3.06M |
 Cloudflare, Inc. | NET | 10.84K | $2.66M |
 Tower Semiconductor Ltd. | TSEM | 11.82K | $3.08M |
 Deere & Company | DE | 12.32K | $7.81M |
 KLA Corporation | KLAC | 12.72K | $3.84M |
 Comfort Systems USA, Inc. | FIX | 13.99K | $27.73M |
 Rockwell Automation, Inc. | ROK | 15.84K | $7.84M |
 Qnity Electronics, Inc. | Q | 17.46K | $2.85M |