HVCM
Hel Ved Capital Management Portfolio holdings
AUM
$222M
This Quarter Return
+10.3%
1 Year Return
+35.69%
3 Year Return
+233.53%
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+21%)
Cap. Flow
+$28.7M
Cap. Flow
% of AUM
15.33%
Top 10 Holdings %
Top 10 Hldgs %
88.77%
Holding
26
New
12
Increased
2
Reduced
4
Closed
4
Top Buys
| 1 |
Microsoft
MSFT
|
$41.8M |
| 2 |
Marvell Technology
MRVL
|
$17.2M |
| 3 |
Full Truck Alliance
YMM
|
$13.2M |
| 4 |
Kanzhun
BZ
|
$12.8M |
| 5 |
NVIDIA
NVDA
|
$6.96M |
Top Sells
| 1 |
Alibaba
BABA
|
$32.2M |
| 2 |
KE Holdings
BEKE
|
$28.2M |
| 3 |
Tesla
TSLA
|
$13.5M |
| 4 |
Qualcomm
QCOM
|
$5.62M |
| 5 |
Pinduoduo
PDD
|
$5.56M |
Sector Composition
| 1 | Technology | 52.87% |
| 2 | Communication Services | 24.98% |
| 3 | Consumer Discretionary | 17.64% |
| 4 | Financials | 2.93% |
| 5 | Healthcare | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Tesla
TSLA
$1.08T
| – | – |
-110,000
| Closed | -$13.5M |
|