Hel Ved Capital Management Ltd

Q2 2025 13F Holdings

  • Location
    central, K3
  • Num holdings

    70

  • Value ($000)

    $378,347

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001840129
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMD
AMD

ADVANCED MICRO DEVICES INC

COM
$50.33M
13 %

354,700

call
LITE
LITE

LUMENTUM HLDGS INC

COM
$24.28M
6 %

255,390

ORCL
ORCL

ORACLE CORP

COM
$18.06M
5 %

82,600

call
---

CIRCLE INTERNET GROUP INC

COM CL A
$17.86M
5 %

98,500

put
NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$13.79M
4 %

25,000

N1UA
N1UA

NEW ORIENTAL ED & TECHNOLOGY

SPON ADR
$13.62M
4 %

252,500

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
$13.50M
4 %

95,140

FSLR
FSLR

FIRST SOLAR INC

COM
$11.31M
3 %

68,300

call
ENPH
ENPH

ENPHASE ENERGY INC

COM
$10.59M
3 %

267,000

put
RBLX
RBLX

ROBLOX CORP

CL A
$10.37M
3 %

98,600

call
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