Hel Ved Capital Management Ltd

Q4 2025 13F Holdings

  • Location
    central, K3
  • Num holdings

    52

  • Value ($000)

    $372,104

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001840129
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
$36.55M
10 %

101,500

put
LITE

LUMENTUM HLDGS INC

COM
$33.68M
9 %

91,388

MU

MICRON TECHNOLOGY INC

COM
$30.25M
8 %

106,000

call
COHR

COHERENT CORP

COM
$18.48M
5 %

100,110

CIEN

CIENA CORP

COM NEW
$16.39M
4 %

70,085

TSLA

TESLA INC

COM
$15.97M
4 %

35,500

call
TSLA

TESLA INC

COM
$14.15M
4 %

31,472

PRIM

PRIMORIS SVCS CORP

COM
$11.89M
3 %

95,775

---

SOLSTICE ADVANCED MATLS INC

COM SHS
$11.87M
3 %

244,360

---

PONY AI INC

SPONSORED ADS
$11.29M
3 %

778,879

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