1y return+119.7%S&P 500 +20.9%
3y return+266.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $309 against $198 in the S&P 500.2
Hel Ved Capital Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SNDKSandisk Corp | $47.7M | 6.7% | −69.4% |
| GLWCorning Inc | $44.1M | 6.2% | +105.1% |
| SOXXIshares Tr | $41.6M | 5.9% | New |
| INTCIntel Corp | $38.9M | 5.5% | −60.1% |
| QCOMQualcomm Inc | $37.8M | 5.3% | New |
| Nebius Group N.v.CUSIP N97284108 | $32.3M | 4.5% | New |
| TERTeradyne Inc | $30.2M | 4.2% | New |
| FIXComfort Sys Usa Inc | $27.7M | 3.9% | +151.2% |
| STRLSterling Infrastructure Inc | $25.8M | 3.6% | +270.2% |
| NOKNokia Corp | $20.7M | 2.9% | +224.8% |
| MKSIMks Inc. | $19.0M | 2.7% | −19.2% |
| CRWVCoreweave Inc | $18.5M | 2.6% | −10.8% |
| PURRHyperliquid Strategies Inc | $18.0M | 2.5% | New |
| WULFTerawulf Inc | $18.0M | 2.5% | +113.4% |
| Innio NvCUSIP N52A8C105 | $16.2M | 2.3% | New |
| Asml Hldg NvCUSIP N07059210 | $14.2M | 2.0% | New |
| Dpc Holdings PLCCUSIP G2R11M108 | $14.0M | 2.0% | New |
| CIFRCipher Digital Inc | $13.2M | 1.9% | New |
| CORZCore Scientific Inc New | $13.0M | 1.8% | New |
| HUTHut 8 Corp | $12.6M | 1.8% | +29.9% |
| LRCXLam Research Corp | $11.0M | 1.5% | +1.9% |
| MUMicron Technology Inc | $10.9M | 1.5% | New |
| FPSForgent Power Solutions Inc | $10.9M | 1.5% | New |
| TTMITtm Technologies Inc | $9.7M | 1.4% | +65.0% |
| MTZMastec Inc | $8.8M | 1.2% | −31.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CIENCiena Corp | September 30, 2025 | +236.8% | $4.1M |
| TTMITtm Technologies Inc | December 31, 2025 | +171.0% | $9.7M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $11.0M |
| HUTHut 8 Corp | March 31, 2026 | +146.1% | $12.6M |
| STRLSterling Infrastructure Inc | March 31, 2026 | +106.1% | $25.8M |
| MKSIMks Inc. | March 31, 2026 | +93.6% | $19.0M |
| MTZMastec Inc | December 31, 2025 | +91.4% | $8.8M |
| GLWCorning Inc | March 31, 2026 | +87.9% | $44.1M |
| MTSIMacom Tech Solutions Hldgs I | March 31, 2026 | +71.3% | $7.0M |
| WULFTerawulf Inc | March 31, 2026 | +71.2% | $18.0M |
Sold off last quarter
- SMHVaneck Etf Trust was $205.6M
- LITELumentum Hldgs Inc was $15.5M
- AGXArgan Inc was $9.9M
- FabrinetCUSIP G3323L100 was $7.4M
- Nova LtdCUSIP M7516K103 was $4.0M
- RIOTRiot Platforms Inc was $2.6M
- GTXGarrett Motion Inc was $2.4M
- ENTGEntegris Inc was $2.4M
- KEYSKeysight Technologies Inc was $1.9M
- BKRBaker Hughes Company was $1.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +53.5% | +14.8% |
| March 31, 2026 | +28.3% | −4.6% |
| December 31, 2025 | −4.4% | +2.4% |
| September 30, 2025 | +16.7% | +7.8% |
| June 30, 2025 | +21.6% | +10.5% |
| March 31, 2025 | −15.2% | −4.6% |
| December 31, 2024 | +13.7% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +5.7% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +17.4% | +11.2% |
| September 30, 2023 | −0.2% | −3.6% |
| June 30, 2023 | −0.5% | +8.3% |
| March 31, 2023 | +16.1% | +7.0% |
| December 31, 2022 | −0.1% | +7.1% |
| September 30, 2022 | −26.7% | −5.3% |
| March 31, 2022 | −20.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hel Ved Capital Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1840129&type=13F-HR&dateb=&owner=include&count=40CIK 1840129
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1840129/000184012926000007/Filed August 14, 2026 · accession 0001840129-26-000007