Hel Ved Capital Management Ltd — 13F holdings

Hel Ved Capital Management Ltd reported 72 holdings worth $1.36B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SOXX ISHARES TR — $446M (32.9%)
2. QCOM QUALCOMM INC — $95.1M (7.0%)
3. QQQ Invesco Qqq Tr — $77.5M (5.7%)
4. CRWV COREWEAVE INC — $73.1M (5.4%)
5. SNDK SANDISK CORP — $47.7M (3.5%)
6. GLW CORNING INC — $44.1M (3.3%)
7. INTC INTEL CORP — $38.9M (2.9%)
8. NBIS NEBIUS GROUP N.V. — $32.3M (2.4%)
9. TER TERADYNE INC — $30.2M (2.2%)
10. GDS GDS HLDGS LTD — $29.7M (2.2%)