Hel Ved Capital Management Ltd
SEC Form 13F institutional filer · CIK 0001840129
13F-HR · 17 reported holdings · 2026-03-31
Reported long-US-equity value
$0.22B
Top-10 concentration
93.7%
Hel Ved Capital Management Ltd — $217M AUM allocation strategy
Hel Ved Capital Management Ltd files SEC Form 13F and reports $217M of long US equity value across 17 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 91.8%, followed by Industrials 4.5% and Consumer Discretionary 2.9%.
The top 10 holdings account for 94% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hel Ved Capital Management Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$217M
total across 17 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
94% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AMAT +447K sh · −$4.43M+$SNDK +28.9K sh · +$34.2M+$DDOG +4.61K sh · +$386K
Biggest trims (shares)
−$LITE −69.3K sh · −$18.1M−$COHR −52.5K sh · −$7.14M−$TSLA −14.8K sh · −$7.97M
Exited to nil (held last quarter, gone now)
$PWR ($8.43M last qtr)$FSLR ($4.99M last qtr)$CAT ($4.87M last qtr)$MU ($4.2M last qtr)$TER ($3.04M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductor Materials & Equipment25.6%—
- Technology Hardware, Storage & Peripherals20.1%—
- Communications Equipment19.3%—
- Semiconductors14.3%—
- Electronic Components10.5%—
- Construction & Engineering4.5%—
- Automobile Manufacturers2.9%—
- Application Software1.2%—
- Other holdings1.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $Q | Qnity Electronics Inc | 401K | $46.2M | — | 21.3% |
| $SNDK | Sandisk Corporation | 68.7K | $43.7M | +28.9K | 20.1% |
| $INTC | Intel Corporation | 700K | $30.9M | — | 14.3% |
| $CIEN | Ciena Corporation | 63.6K | $24.7M | -6.46K | 11.4% |
| $LITE | Lumentum Holdings Inc | 22.1K | $15.5M | -69.3K | 7.2% |
| $GLW | Corning Incorporated | 84.2K | $11.5M | — | 5.3% |
| $COHR | Coherent Corp | 47.6K | $11.3M | -52.5K | 5.2% |
| $FIX | Comfort Systems USA Inc | 5.57K | $7.68M | — | 3.5% |
| $TSLA | Tesla Inc | 16.6K | $6.18M | -14.8K | 2.9% |
| $LRCX | Lam Research Corporation | 24.8K | $5.31M | -2.43K | 2.4% |
…and 7 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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