$163 Million is the total value of Hel Ved Capital Management Ltd's 12 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LRCX | New | Lam Research Corp | $39,705,000 | – | 93,172 | +100.0% | 24.34% | – |
| LI | New | Li Auto Incsponsored ads | $31,956,000 | – | 834,150 | +100.0% | 19.59% | – |
| BEKE | New | Ke Holdings Incsponsored ads | $24,971,000 | – | 1,391,146 | +100.0% | 15.31% | – |
| XPEV | New | Xpeng Incads | $22,212,000 | – | 699,800 | +100.0% | 13.62% | – |
| DADA | New | Dada Nexus Ltdads | $9,705,000 | – | 1,196,619 | +100.0% | 5.95% | – |
| ASML | New | ASML Holding NV | $8,994,000 | – | 18,900 | +100.0% | 5.51% | – |
| API | New | Agora Incads | $7,506,000 | – | 1,142,412 | +100.0% | 4.60% | – |
| BZ | New | Kanzhun Ltdsponsored ads | $6,148,000 | – | 233,945 | +100.0% | 3.77% | – |
| AMAT | New | Applied Materials Inc | $4,369,000 | – | 48,020 | +100.0% | 2.68% | – |
| New | Vicarious Surgical Inc | $3,836,000 | – | 1,304,600 | +100.0% | 2.35% | – | |
| New | SES AI Corp | $1,965,000 | – | 500,000 | +100.0% | 1.20% | – | |
| EM | New | Smart Share Global Ltdads | $1,757,000 | – | 1,583,200 | +100.0% | 1.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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 | 2024-05-14 |
| 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 |
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.