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Name: |
Hel Ved Capital Management Ltd |
City: |
CENTRAL |
State: |
K3 |
Zip: |
00000 |
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Holdings
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16 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
TSM |
Taiwan Semiconductor Mfg. C... |
3 |
- |
$156.15 |
$32,523,000 |
239,051 |
8.07% |
-537,000 |
-78,837 |
0.005 |
Semiconductor - Integ... |
|
PDD |
Bloom Energy Corp |
4 |
- |
$147.09 |
$25,354,000 |
218,100 |
6.29% |
-17,456,000 |
-74,500 |
0.032 |
N/A |
|
STX |
Seagate Technology |
5 |
- |
$94.67 |
$16,198,000 |
174,075 |
4.02% |
-215,000 |
-18,185 |
0.076 |
Data Storage Devices |
|
FB |
Meta Platforms Inc |
12 |
- |
$467.78 |
$10,544,000 |
21,715 |
2.62% |
339,000 |
-7,117 |
0.001 |
Internet Service Prov... |
|
BZ |
Kanzhun Ltd |
14 |
- |
$22.36 |
$8,161,000 |
465,547 |
2.02% |
-25,896,000 |
-1,584,827 |
0.116 |
N/A |
|
MSFT |
Microsoft Corp |
17 |
- |
$430.52 |
$7,138,000 |
16,965 |
1.77% |
-16,197,000 |
-45,090 |
0 |
Application Software |
|
YMM |
Full Truck Alliance 20 Adr ... |
19 |
- |
$0.00 |
$6,783,000 |
933,000 |
1.68% |
-4,562,000 |
-685,426 |
0.104 |
N/A |
|
GOOGL |
Alphabet Inc |
22 |
- |
$176.38 |
$4,762,000 |
31,550 |
1.18% |
-896,000 |
-8,956 |
0.001 |
Search Engines & Info... |
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TME |
Tencent Music Entertainment... |
29 |
- |
$0.00 |
$3,861,000 |
345,000 |
0.96% |
-779,000 |
-170,000 |
0.051 |
N/A |
|
CRM |
Salesforce.com Inc |
38 |
- |
$283.82 |
$2,089,000 |
6,935 |
0.52% |
-1,579,000 |
-7,005 |
0.001 |
Internet Software & S... |
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ESTC |
Elastic N.v. |
39 |
- |
$0.00 |
$2,022,000 |
20,170 |
0.5% |
-2,610,000 |
-20,930 |
0.023 |
N/A |
|
DT |
Dynatrace, Inc. |
41 |
- |
$0.00 |
$1,907,000 |
41,066 |
0.47% |
-548,000 |
-3,819 |
0.013 |
N/A |
|
MNDY |
Mondaycom Ord Shs |
44 |
- |
$246.44 |
$1,499,000 |
6,635 |
0.37% |
-1,270,000 |
-8,110 |
0.015 |
N/A |
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NOW |
Servicenow, Inc. |
45 |
- |
$770.83 |
$1,325,000 |
1,738 |
0.33% |
-1,111,000 |
-1,710 |
0.001 |
Information Technolog... |
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SMAR |
Smartsheet Inc |
46 |
- |
$41.67 |
$1,238,000 |
32,152 |
0.31% |
-1,515,000 |
-25,420 |
0.024 |
N/A |
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TWLO |
Twilio Inc |
48 |
- |
$60.17 |
$1,186,000 |
19,400 |
0.29% |
-863,000 |
-7,610 |
0.012 |
N/A |
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