$117 Million is the total value of Hel Ved Capital Management Ltd's 10 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BEKE | New | Ke Holdings Incsponsored ads | $25,646,000 | – | 2,073,263 | +100.0% | 21.96% | – |
| GDS | New | GDS Holdings Ltdsponsored ads | $23,566,000 | – | 600,400 | +100.0% | 20.18% | – |
| LRCX | New | Lam Research Corp | $19,569,000 | – | 36,400 | +100.0% | 16.76% | – |
| DADA | New | Dada Nexus Ltdads | $12,806,000 | – | 1,402,587 | +100.0% | 10.97% | – |
| API | New | Agora Incads | $11,356,000 | – | 1,142,412 | +100.0% | 9.72% | – |
| New | Vicarious Surgical Inc | $6,601,000 | – | 1,304,600 | +100.0% | 5.65% | – | |
| BZ | New | Kanzhun Ltdsponsored ads | $5,521,000 | – | 221,645 | +100.0% | 4.73% | – |
| SE | New | Sea Ltdsponsord ads | $5,151,000 | – | 43,000 | +100.0% | 4.41% | – |
| New | SES AI CORPORATION | $4,525,000 | – | 500,000 | +100.0% | 3.88% | – | |
| EM | New | Smart Share Global Ltdads | $2,042,000 | – | 1,583,200 | +100.0% | 1.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VICARIOUS SURGICAL INC | 8 | Q3 2023 | 8.5% |
| SMART SH GLOBAL LTD | 8 | Q3 2023 | 1.7% |
| Kanzhun Ltd | 7 | Q3 2023 | 23.2% |
| AGORA INC | 7 | Q2 2023 | 13.8% |
| DADA NEXUS LTD | 6 | Q1 2023 | 12.1% |
| SES AI CORPORATION | 6 | Q2 2023 | 3.9% |
| KE HOLDINGS INC | 5 | Q4 2022 | 22.0% |
| Alibaba Group Holding Ltd | 5 | Q3 2023 | 22.9% |
| Pinduoduo Inc | 5 | Q3 2023 | 11.1% |
| LAM RESEARCH CORP | 4 | Q3 2023 | 24.3% |
View Hel Ved Capital Management Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-08-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Hel Ved Capital Management Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.