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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
+27.53%
1 Year Est. Return
+191.74%
3 Year Est. Return
+763%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$378M
AUM Growth
+$102M
(+37%)
Cap. Flow
+$40.9M
Cap. Flow
% of AUM
10.81%
Top 10 Holdings %
Top 10 Hldgs %
48.55%
Holding
102
New
38
Increased
11
Reduced
17
Closed
32
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$12.4M |
| 2 |
Lumentum
LITE
|
+$11.3M |
| 3 |
Advanced Micro Devices
AMD
|
+$10.4M |
| 4 |
Pinduoduo
PDD
|
+$5.93M |
| 5 |
TTM Technologies
TTMI
|
+$5.39M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$26.2M |
| 2 |
Micron Technology
MU
|
+$13.1M |
| 3 |
Lam Research
LRCX
|
+$8.35M |
| 4 |
ASE Group
ASX
|
+$7.84M |
| 5 |
Keysight
KEYS
|
+$6.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.76% |
| 2 | Financials | 8.3% |
| 3 | Communication Services | 4.73% |
| 4 | Consumer Staples | 3.6% |
| 5 | Consumer Discretionary | 3.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
BlackLine
BL
$1.72B
| – | – |
-23,830
| Closed | -$1.15M |
|
77
Bitdeer Technologies
BTDR
$2.65B
| – | – |
-261,680
| Closed | -$2.31M |
|
78
Cipher Digital
CIFR
$7.13B
| – | – |
-952,135
| Closed | -$2.19M |
|
79
Celestica
CLS
$36.5B
| – | – |
-16,300
| Closed | -$1.28M |
|
80
CleanSpark
CLSK
$3.16B
| – | – |
-145,700
| Closed | -$979K |
|
81
Coinbase
COIN
$40.5B
| – | – |
-7,822
| Closed | -$1.35M |
|
82
CALL
Core Scientific
CORZ
$6.75B
| – | – |
-850,000
| Closed | -$6.15M |
|
83
Salesforce
CRM
$158B
| – | – |
-3,452
| Closed | -$926K |
|
|
DOCU
84
DocuSign
DOCU
$11.5B
| – | – |
-8,850
| Closed | -$720K |
|
|
FISV
85
Fiserv Inc
FISV
$27.9B
| – | – |
-6,950
| Closed | -$1.53M |
|
86
PUT
First Solar
FSLR
$26.9B
| – | – |
-190,500
| Closed | -$24.1M |
|
87
GitLab
GTLB
$6.58B
| – | – |
-11,250
| Closed | -$529K |
|
|
HUT
88
Hut 8
HUT
$10.9B
| – | – |
-124,360
| Closed | -$1.45M |
|
89
Marathon Digital Holdings
MARA
$3.9B
| – | – |
-59,100
| Closed | -$680K |
|
90
MongoDB
MDB
$32.1B
| – | – |
-4,475
| Closed | -$785K |
|
|
91
Micron Technology
MU
$991B
| – | – |
-150,700
| Closed | -$13.1M |
|
92
Okta
OKTA
$25.8B
| – | – |
-8,840
| Closed | -$930K |
|
|
93
CALL
Invesco QQQ Trust
QQQ
$484B
| – | – |
-103,000
| Closed | -$48.3M |
|
94
Riot Platforms
RIOT
$7.76B
| – | – |
-460,150
| Closed | -$3.28M |
|
95
SentinelOne
S
$7.34B
| – | – |
-46,700
| Closed | -$849K |
|
|
96
TSMC
TSM
$2.18T
| – | – |
-157,840
| Closed | -$26.2M |
|
|
VNET
97
VNET Group
VNET
$2.09B
| – | – |
-413,500
| Closed | -$3.39M |
|
98
TeraWulf
WULF
$8.52B
| – | – |
-356,300
| Closed | -$973K |
|
99
Zoom
ZM
$30.6B
| – | – |
-17,665
| Closed | -$1.3M |
|
|
SEI
100
Solaris Energy Infrastructure
SEI
$3.82B
| – | – |
-125,400
| Closed | -$2.73M |
|
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Hel Ved Capital Management's Q2 2025 Portfolio in Review
As of Q2 2025, Hel Ved Capital Management held 102 positions worth $378M, up 37% from $277M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Hel Ved Capital Management deployed $40.9M of net new capital in Q2 2025, opening 38 new positions and adding to 11 existing holdings. Its largest new stake was Invesco QQQ Trust: 25,000 shares worth $13.8M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 50% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Lam Research, an estimated $8.35M trimmed.
- Hel Ved Capital Management's largest Q2 2025 buy was Invesco QQQ Trust: 25,000 shares worth $13.8M.
- Hel Ved Capital Management added most to Lumentum in Q2 2025, an estimated $11.3M increase.
- Hel Ved Capital Management's biggest Q2 2025 reduction was Lam Research, cutting an estimated $8.35M.
- Hel Ved Capital Management fully exited TSMC in Q2 2025, selling an estimated $26.2M.
- Hel Ved Capital Management's ten largest holdings make up 49% of its $378M portfolio in Q2 2025.
- Hel Ved Capital Management opened 38 new positions and closed 32 in Q2 2025.
- Hel Ved Capital Management's portfolio value rose 37% quarter-over-quarter to $378M.
Based on Hel Ved Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.