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HVCM

Hel Ved Capital Management Portfolio holdings

AUM $844M
1-Year Est. Return 191.74%
This Fund
S&P 500
This Quarter Est. Return
+34.9%
1 Year Est. Return
+191.74%
3 Year Est. Return
+763%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$844M
AUM Growth
+$472M
Cap. Flow
+$406M
Cap. Flow %
48.14%
Top 10 Hldgs %
76.6%
Holding
81
New
29
Increased
5
Reduced
19
Closed
25

Top Buys

Rank Stock Value
1
SMH icon
VanEck Semiconductor ETF
SMH
+$213M
2
Q
Qnity Electronics Inc
Q
+$42.5M
3
INTC icon
Intel
INTC
+$32.1M
4
CRWV
CoreWeave
CRWV
+$18.1M
5
SNDK
Sandisk
SNDK
+$16.3M

Top Sells

Rank Stock Value
1
LITE icon
Lumentum
LITE
+$38.1M
2
COHR icon
Coherent
COHR
+$12M
3
LGN
Legence Corp
LGN
+$11.4M
4
PONY
Pony AI Inc
PONY
+$11.3M
5
PWR icon
Quanta Services
PWR
+$8.43M

Sector Composition

Rank Sector Weight
1 Technology 31.34%
2 Industrials 7.23%
3 Materials 2.14%
4 Financials 1.45%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMPX icon
51
Amprius Technologies
AMPX
$1.44B
$1.21M 0.14%
+71,850
New +$937K
ESTC icon
52
Elastic
ESTC
$6.4B
$1.18M 0.14%
23,562
– –
SNPS icon
53
Synopsys
SNPS
$73.6B
$1.1M 0.13%
2,765
-3,695
-57% -$1.67M
SNOW icon
54
Snowflake
SNOW
$93.2B
$818K 0.1%
5,425
-7,400
-58% -$1.37M
HSDT icon
55
Solana Company
HSDT
$98.7M
$754K 0.09%
435,983
– –
ENPH icon
56
Enphase Energy
ENPH
$5.48B
$662K 0.08%
+17,500
New +$727K
ALGM icon
57
Allegro MicroSystems
ALGM
$8.66B
– –
-62,850
Closed -$1.66M
AMAT icon
58
Applied Materials
AMAT
$421B
– –
-32,245
Closed -$8.29M
BE icon
59
Bloom Energy
BE
$61.1B
– –
-15,850
Closed -$1.38M
BIDU icon
60
Baidu
BIDU
$36.5B
– –
-49,530
Closed -$6.47M
CAT icon
61
Caterpillar
CAT
$405B
– –
-8,495
Closed -$4.87M
CHRW icon
62
C.H. Robinson
CHRW
$24.6B
– –
-18,730
Closed -$3.01M
FLNC icon
63
Fluence Energy
FLNC
$1.87B
– –
-87,700
Closed -$1.73M
FROG icon
64
JFrog
FROG
$10.7B
– –
-20,400
Closed -$1.27M
FSLR icon
65
First Solar
FSLR
$22.8B
– –
-19,087
Closed -$4.99M
MNDY icon
66
monday.com
MNDY
$3.38B
– –
-8,105
Closed -$1.2M
MU icon
67
CALL
Micron Technology
MU
$959B
– –
-106,000
Closed -$30.3M
MU icon
68
Micron Technology
MU
$959B
– –
-14,714
Closed -$4.2M
NXT icon
69
Nextpower Inc
NXT
$15.6B
– –
-71,195
Closed -$6.2M
PDD icon
70
Pinduoduo
PDD
$120B
– –
-38,637
Closed -$4.38M
PI icon
71
Impinj
PI
$4.21B
– –
-31,825
Closed -$5.54M
PWR icon
72
Quanta Services
PWR
$94.3B
– –
-19,966
Closed -$8.43M
SBET icon
73
Sharplink Inc
SBET
$1.19B
– –
-108,100
Closed -$966K
SHLS icon
74
Shoals Technologies Group
SHLS
$1.73B
– –
-807,050
Closed -$6.86M
SHOP icon
75
Shopify
SHOP
$160B
– –
-20,285
Closed -$3.27M
1 2
3
4

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EBSAM
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PAMG
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Hel Ved Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Hel Ved Capital Management held 81 positions worth $844M, up 127% from $372M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Hel Ved Capital Management deployed $406M of net new capital in Q1 2026, opening 29 new positions and adding to 5 existing holdings. Its largest new stake was VanEck Semiconductor ETF: 536,200 shares worth $206M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 45% a quarter earlier, followed by Industrials and Materials.

On the sell side, the largest reduction was Lumentum, an estimated $38.1M trimmed.

  • Hel Ved Capital Management's largest Q1 2026 buy was VanEck Semiconductor ETF: 536,200 shares worth $206M.
  • Hel Ved Capital Management added most to Sandisk in Q1 2026, an estimated $16.3M increase.
  • Hel Ved Capital Management's biggest Q1 2026 reduction was Lumentum, cutting an estimated $38.1M.
  • Hel Ved Capital Management fully exited Pony AI Inc in Q1 2026, selling an estimated $11.3M.
  • Hel Ved Capital Management's ten largest holdings make up 77% of its $844M portfolio in Q1 2026.
  • Hel Ved Capital Management opened 29 new positions and closed 25 in Q1 2026.
  • Hel Ved Capital Management's portfolio value rose 127% quarter-over-quarter to $844M.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.