HVCM

Hel Ved Capital Management Portfolio holdings

AUM $222M
1-Year Est. Return 35.69%
This Quarter Est. Return
1 Year Est. Return
+35.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.8M
3
+$13.5M
4
TTMI icon
TTM Technologies
TTMI
+$7.96M
5
NVDA icon
NVIDIA
NVDA
+$5.97M

Top Sells

1
+$26.2M
2
+$13.1M
3
+$10.2M
4
ASX icon
ASE Group
ASX
+$7.84M
5
KEYS icon
Keysight
KEYS
+$6.56M

Sector Composition

1 Technology 57.46%
2 Financials 14.13%
3 Communication Services 8.05%
4 Consumer Staples 6.13%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LU icon
26
Lufax Holding
LU
$2.77B
$3.11M 0.82%
1,115,000
MPWR icon
27
Monolithic Power Systems
MPWR
$48.1B
$2.93M 0.77%
+4,000
LRCX icon
28
Lam Research
LRCX
$178B
$2.77M 0.73%
28,450
-105,250
ATAT icon
29
Atour Lifestyle Holdings
ATAT
$5.16B
$2.72M 0.72%
+83,800
SNPS icon
30
Synopsys
SNPS
$83.1B
$2.56M 0.68%
+5,000
CFLT icon
31
Confluent
CFLT
$7.73B
$2.4M 0.63%
96,122
+2,200
AMZN icon
32
Amazon
AMZN
$2.27T
$2.34M 0.62%
+10,662
MNDY icon
33
monday.com
MNDY
$9.36B
$2.1M 0.56%
6,680
-5,440
TTWO icon
34
Take-Two Interactive
TTWO
$48.2B
$2.1M 0.56%
+8,650
NTES icon
35
NetEase
NTES
$93.8B
$1.74M 0.46%
+12,900
WIX icon
36
WIX.com
WIX
$7.28B
$1.64M 0.43%
10,350
-4,800
SNOW icon
37
Snowflake
SNOW
$81.6B
$1.61M 0.42%
7,180
-4,400
GTM
38
ZoomInfo Technologies
GTM
$3.21B
$1.52M 0.4%
149,900
-181,350
FSLR icon
39
First Solar
FSLR
$24.9B
$1.51M 0.4%
+9,100
TCOM icon
40
Trip.com Group
TCOM
$45.8B
$1.44M 0.38%
24,500
-84,600
U icon
41
Unity
U
$14.9B
$1.27M 0.34%
52,600
+35,200
HIMX
42
Himax Technologies
HIMX
$1.62B
$1.26M 0.33%
+140,900
CDNS icon
43
Cadence Design Systems
CDNS
$88.9B
$1.23M 0.33%
4,000
FOUR icon
44
Shift4
FOUR
$5.07B
$1.18M 0.31%
11,860
-23,400
MSFT icon
45
Microsoft
MSFT
$3.82T
$1.14M 0.3%
+2,300
CYBR icon
46
CyberArk
CYBR
$24.8B
$1.1M 0.29%
+2,700
VRNS icon
47
Varonis Systems
VRNS
$6.77B
$1.09M 0.29%
+21,500
APP icon
48
Applovin
APP
$203B
$1.05M 0.28%
3,000
+1,062
TWLO icon
49
Twilio
TWLO
$16.4B
$1.04M 0.27%
+8,350
TSLA icon
50
Tesla
TSLA
$1.46T
$1,000K 0.26%
3,147
-1,057
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