Hel Ved Capital Management Ltd Top Holdings and 13F Report (2024) About Hel Ved Capital Management LtdInvestment ActivityHel Ved Capital Management Ltd has $228.25 million in total holdings as of September 30, 2024.Hel Ved Capital Management Ltd owns shares of 51 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 50.99% of the portfolio was purchased this quarter.About 112.62% of the portfolio was sold this quarter.This quarter, Hel Ved Capital Management Ltd has purchased 49 new stocks and bought additional shares in 8 stocks.Hel Ved Capital Management Ltd sold shares of 14 stocks and completely divested from 25 stocks this quarter.Largest Holdings GE VERNOVA INC $29,235,242New Oriental Education & Technology Group $23,635,460Coinbase Global $22,462,248iShares Russell 2000 ETF $16,010,107Amkor Technology $10,458,927 Largest New Holdings this Quarter iShares Russell 2000 ETF $16,010,107 HoldingAmkor Technology $10,458,927 HoldingASE Technology $9,516,000 HoldingTesla $7,691,922 HoldingCrowdStrike $7,094,489 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 72,480 shares (about $16.01M)Amkor Technology 341,795 shares (about $10.46M)ASE Technology 975,000 shares (about $9.52M)New Oriental Education & Technology Group 113,680 shares (about $8.62M)Tesla 29,400 shares (about $7.69M) Largest Sales this Quarter NVIDIA 219,635 shares (about $26.67M)GE VERNOVA INC 48,919 shares (about $12.47M)Taiwan Semiconductor Manufacturing 45,143 shares (about $7.84M)NetEase 34,400 shares (about $3.22M)Teradyne 18,944 shares (about $2.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHel Ved Capital Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGE VERNOVA INC$29,235,242$12,473,367 ▼-29.9%114,65712.8%COMEDUNew Oriental Education & Technology Group$23,635,460$8,621,491 ▲57.4%311,64910.4%Consumer DiscretionaryCOINCoinbase Global$22,462,248$2,118,263 ▼-8.6%126,0729.8%Business ServicesIWMiShares Russell 2000 ETF$16,010,107$16,010,107 ▲New Holding72,4807.0%FinanceAMKRAmkor Technology$10,458,927$10,458,927 ▲New Holding341,7954.6%Computer and TechnologyASXASE Technology$9,516,000$9,516,000 ▲New Holding975,0004.2%Computer and TechnologyMETAMeta Platforms$9,305,012$6,875,004 ▲282.9%16,2554.1%Computer and TechnologyNTESNetEase$8,490,708$3,216,744 ▼-27.5%90,8003.7%Computer and TechnologyTSLATesla$7,691,922$7,691,922 ▲New Holding29,4003.4%Auto/Tires/TrucksCRWDCrowdStrike$7,094,489$7,094,489 ▲New Holding25,2953.1%Computer and TechnologyNVDANVIDIA$6,328,846$26,672,476 ▼-80.8%52,1152.8%Computer and TechnologyGOTUGaotu Techedu$6,299,193$3,446,217 ▲120.8%1,606,9372.8%Business ServicesASHRX-trackers Harvest CSI 300 China A-Shares Fund$4,917,480$4,917,480 ▲New Holding172,0002.2%ETFBEBloom Energy$4,481,6640.0%424,4002.0%Oils/EnergyBTDRBitdeer Technologies Group$3,855,022$3,176,435 ▲468.1%492,3401.7%Business ServicesPYPLPayPal$3,261,654$1,029,996 ▲46.2%41,8001.4%Computer and TechnologyCORE SCIENTIFIC INC NEW$3,070,044$2,522,622 ▼-45.1%258,8571.3%COMOLEDUniversal Display$2,988,976$2,988,976 ▲New Holding14,2401.3%Computer and TechnologyAAPLApple$2,977,740$2,977,740 ▲New Holding12,7801.3%Computer and TechnologyNOWServiceNow$2,710,002$1,155,552 ▲74.3%3,0301.2%Computer and TechnologyWIXWix.com$2,686,422$2,686,422 ▲New Holding16,0701.2%Computer and TechnologyFISFidelity National Information Services$2,606,300$2,513,756 ▼-49.1%31,1201.1%Business ServicesFIFiserv$2,560,013$2,560,013 ▲New Holding14,2501.1%Business ServicesHUT 8 CORP$2,503,492$2,503,492 ▲New Holding204,2001.1%COMPCTYPaylocity$2,266,688$2,266,688 ▲New Holding13,7401.0%Computer and TechnologyTANInvesco Solar ETF$2,075,636$1,944,159 ▲1,478.7%114,9300.9%ETFTSMTaiwan Semiconductor Manufacturing$2,031,939$7,839,985 ▼-79.4%11,7000.9%Computer and TechnologyEBAYeBay$1,946,789$1,946,789 ▲New Holding29,9000.9%Retail/WholesaleARKKARK Innovation ETF$1,901,200$1,901,200 ▲New Holding40,0000.8%ETFWDAYWorkday$1,852,628$1,852,628 ▲New Holding7,5800.8%Computer and TechnologyCRMSalesforce$1,750,375$1,750,375 ▲New Holding6,3950.8%Computer and TechnologyADBEAdobe$1,672,429$1,672,429 ▲New Holding3,2300.7%Computer and TechnologyTERTeradyne$1,654,839$2,537,170 ▼-60.5%12,3560.7%Computer and TechnologyGPNGlobal Payments$1,605,434$1,605,434 ▲New Holding15,6750.7%Business ServicesZZillow Group$1,331,592$1,331,592 ▲New Holding20,8550.6%FinanceCIFRCipher Mining$1,211,310$1,211,310 ▲New Holding313,0000.5%Business ServicesSMRNuScale Power$1,158,0000.0%100,0000.5%Computer and TechnologyIRENIris Energy$1,128,006$111,940 ▼-9.0%133,6500.5%Oils/EnergyPCORProcore Technologies$1,121,761$1,121,761 ▲New Holding18,1750.5%Business ServicesHUBSHubSpot$943,590$943,590 ▲New Holding1,7750.4%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$930,300$1,144,092 ▼-55.2%10,5000.4%ETFESTCElastic$855,106$141,238 ▲19.8%11,1400.4%Computer and TechnologyDDOGDatadog$854,321$363,015 ▼-29.8%7,4250.4%Computer and TechnologyGTLBGitLab$824,125$824,125 ▲New Holding15,9900.4%Computer and TechnologyAFRMAffirm$816,400$816,400 ▲New Holding20,0000.4%Business ServicesMDBMongoDB$792,126$343,345 ▼-30.2%2,9300.3%Computer and TechnologyCFLTConfluent$588,615$346,460 ▼-37.1%28,8820.3%Business ServicesDTDynatrace$454,495$454,495 ▲New Holding8,5000.2%Computer and TechnologyZSZscaler$452,991$452,991 ▲New Holding2,6500.2%Computer and TechnologyZIZoomInfo Technologies$445,824$445,824 ▲New Holding43,2000.2%Computer and TechnologySNOWSnowflake$436,468$349,749 ▼-44.5%3,8000.2%Computer and TechnologyQQQInvesco QQQ$0$32,531,569 ▼-100.0%00.0%FinanceSMHVanEck Semiconductor ETF$0$24,505,800 ▼-100.0%00.0%ManufacturingDELLDell Technologies$0$13,173,853 ▼-100.0%00.0%Computer and TechnologySESEA$0$12,965,587 ▼-100.0%00.0%Computer and TechnologyWDCWestern Digital$0$12,541,072 ▼-100.0%00.0%Computer and TechnologySTXSeagate Technology$0$9,515,298 ▼-100.0%00.0%Computer and TechnologyPDDPDD$0$8,293,155 ▼-100.0%00.0%Multi-Sector ConglomeratesMSFTMicrosoft$0$7,560,159 ▼-100.0%00.0%Computer and TechnologyPOWLPowell Industries$0$7,529,504 ▼-100.0%00.0%Industrial ProductsBZKanzhun$0$7,460,930 ▼-100.0%00.0%Computer and TechnologyFLEXFlex$0$5,979,392 ▼-100.0%00.0%Computer and TechnologyBABAAlibaba Group$0$5,904,000 ▼-100.0%00.0%Retail/WholesaleHPEHewlett Packard Enterprise$0$5,228,990 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$5,209,672 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$5,181,033 ▼-100.0%00.0%Retail/WholesaleTMETencent Music Entertainment Group$0$4,847,250 ▼-100.0%00.0%Computer and TechnologyTALTAL Education Group$0$4,223,186 ▼-100.0%00.0%Consumer DiscretionaryALCCAltC Acquisition$0$3,853,850 ▼-100.0%00.0%Oils/EnergyRIOTRiot Platforms$0$3,286,196 ▼-100.0%00.0%Business ServicesYMMFull Truck Alliance$0$3,076,104 ▼-100.0%00.0%Business ServicesAVGOBroadcom$0$2,981,469 ▼-100.0%00.0%Computer and TechnologyFUTUFutu$0$2,945,665 ▼-100.0%00.0%Business ServicesMUMicron Technology$0$2,420,152 ▼-100.0%00.0%Computer and TechnologyMTSIMACOM Technology Solutions$0$2,240,547 ▼-100.0%00.0%Computer and TechnologyUUnity Software$0$1,043,160 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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