Stock Taper 
HEL VED CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amprius Technologies, Inc. | AMPX | 71.85K | $995.84K |
 GLOBALFOUNDRIES Inc. | GFS | 70.7K | $5.83M |
 Teradyne, Inc. | TER | 62.32K | $30.15M |
 Centuri Holdings, Inc. | CTRI | 54K | $1.63M |
 Primoris Services Corporation | PRIM | 53.09K | $5.26M |
 TTM Technologies, Inc. | TTMI | 51.98K | $9.72M |
 MKS Inc. | MKSI | 42.62K | $18.96M |
 Microchip Technology Incorporated | MCHP | 40.4K | $3.68M |
 Legence Corp. Class A Common stock | LGN | 39.16K | $3.34M |
 Sterling Infrastructure, Inc. | STRL | 30.73K | $25.79M |
 Lam Research Corporation | LRCX | 25.32K | $10.97M |
 Solstice Advanced Materials Inc. | SOLS | 24.11K | $2.14M |
 Howmet Aerospace Inc. | HWM | 22.15K | $5.96M |
 MasTec, Inc. | MTZ | 21.26K | $8.85M |
 Sandisk Corporation | SNDK | 20.99K | $47.73M |
 PDF Solutions, Inc. | PDFS | 20K | $1.42M |
 Bloom Energy Corporation | BE | 19K | $5.75M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 18.45K | $7.02M |
 Everus Construction Group, Inc. | ECG | 18.18K | $3.02M |
 Qnity Electronics, Inc. | Q | 17.46K | $2.85M |