Hel Ved Capital Management Ltd Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$341.5B
Holdings
78
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (78 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLEXFLEX LTD | 717,960 | $27.6B | 8.07% | Call |
| 2 | LITELUMENTUM HLDGS INC | 226,640 | $19.0B | 5.57% | |
| 3 | KEYSKEYSIGHT TECHNOLOGIES INC | 116,950 | $18.8B | 5.50% | |
| 4 | PONYPONY AI INC | 1,005,000 | $14.4B | 4.22% | |
| 5 | N1UANEW ORIENTAL ED & TECHNOLOGY | 208,200 | $13.4B | 3.91% | |
| 6 | FUTUFUTU HLDGS LTD | 155,000 | $12.4B | 3.63% | |
| 7 | BEBLOOM ENERGY CORP | 533,230 | $11.8B | 3.47% | Call |
| 8 | ROKROCKWELL AUTOMATION INC | 36,600 | $10.5B | 3.06% | |
| 9 | BILLBILL HOLDINGS INC | 94,900 | $8.0B | 2.35% | |
| 10 | NOKNOKIA CORP | 1,806,000 | $8.0B | 2.34% | |
| 11 | WIXWIX COM LTD | 35,270 | $7.6B | 2.22% | |
| 12 | AMKRAMKOR TECHNOLOGY INC | 284,545 | $7.3B | 2.14% | |
| 13 | MNDYMONDAY COM LTD | 30,585 | $7.2B | 2.11% | |
| 14 | XYZBLOCK INC | 77,900 | $6.6B | 1.94% | |
| 15 | ASXASE TECHNOLOGY HLDG CO LTD | 651,850 | $6.6B | 1.92% | |
| 16 | LXLEXINFINTECH HLDGS LTD | 1,130,000 | $6.6B | 1.92% | |
| 17 | GTMZOOMINFO TECHNOLOGIES INC | 569,800 | $6.0B | 1.75% | |
| 18 | JDJD.COM INC | 164,500 | $5.7B | 1.67% | |
| 19 | BTDRBITDEER TECHNOLOGIES GROUP | 262,580 | $5.7B | 1.67% | |
| 20 | COINCOINBASE GLOBAL INC | 19,972 | $5.0B | 1.45% | |
| 21 | RIOTRIOT PLATFORMS INC | 431,350 | $4.4B | 1.29% | |
| 22 | CIFRCIPHER MINING INC | 920,035 | $4.3B | 1.25% | |
| 23 | TSLATESLA INC | 10,304 | $4.2B | 1.22% | |
| 24 | CIENCIENA CORP | 48,100 | $4.1B | 1.19% | |
| 25 | CLSKCLEANSPARK INC | 430,950 | $4.0B | 1.16% | |
| 26 | HUTHUT 8 CORP | 192,910 | $4.0B | 1.16% | |
| 27 | IRENIREN LIMITED | 395,800 | $3.9B | 1.14% | |
| 28 | MARAMARA HOLDINGS INC | 222,050 | $3.7B | 1.09% | |
| 29 | ESTCELASTIC N V | 37,160 | $3.7B | 1.08% | |
| 30 | DDOGDATADOG INC | 25,575 | $3.7B | 1.07% | |
| 31 | GTLBGITLAB INC | 62,980 | $3.5B | 1.04% | |
| 32 | ADSKAUTODESK INC | 11,500 | $3.4B | 1.00% | Call |
| 33 | HUBSHUBSPOT INC | 4,835 | $3.4B | 0.99% | |
| 34 | CFLTCONFLUENT INC | 119,802 | $3.3B | 0.98% | |
| 35 | SOFISOFI TECHNOLOGIES INC | 217,400 | $3.3B | 0.98% | |
| 36 | MXLMAXLINEAR INC | 167,700 | $3.3B | 0.97% | |
| 37 | UPSTUPSTART HLDGS INC | 51,940 | $3.2B | 0.94% | |
| 38 | AFRMAFFIRM HLDGS INC | 49,545 | $3.0B | 0.88% | |
| 39 | BLBLACKLINE INC | 45,030 | $2.7B | 0.80% | |
| 40 | CRMSALESFORCE INC | 8,050 | $2.7B | 0.79% | |
| 41 | PYPLPAYPAL HLDGS INC | 31,050 | $2.7B | 0.78% | |
| 42 | ZMZOOM COMMUNICATIONS INC | 31,265 | $2.6B | 0.75% | |
| 43 | CLSCELESTICA INC | 27,500 | $2.5B | 0.74% | |
| 44 | AOSLALPHA & OMEGA SEMICONDUCTOR | 68,135 | $2.5B | 0.74% | |
| 45 | MIGAMICROSTRATEGY INC | 8,615 | $2.5B | 0.73% | |
| 46 | FISVFISERV INC | 11,750 | $2.4B | 0.71% | |
| 47 | PYCRPAYCOR HCM INC | 127,910 | $2.4B | 0.70% | |
| 48 | DOCUDOCUSIGN INC | 25,280 | $2.3B | 0.67% | |
| 49 | WULFTERAWULF INC | 398,500 | $2.3B | 0.66% | |
| 50 | FSLRFIRST SOLAR INC | 12,450 | $2.2B | 0.64% | |
| 51 | FROGJFROG LTD | 73,410 | $2.2B | 0.63% | |
| 52 | OLEDUNIVERSAL DISPLAY CORP | 14,240 | $2.1B | 0.61% | |
| 53 | GDDYGODADDY INC | 10,500 | $2.1B | 0.61% | |
| 54 | MDBMONGODB INC | 8,760 | $2.0B | 0.60% | |
| 55 | BABAALIBABA GROUP HLDG LTD | 23,700 | $2.0B | 0.59% | |
| 56 | ZSZSCALER INC | 10,380 | $1.9B | 0.55% | |
| 57 | RUNSUNRUN INC | 193,230 | $1.8B | 0.52% | |
| 58 | SSENTINELONE INC | 79,800 | $1.8B | 0.52% | |
| 59 | GPNGLOBAL PMTS INC | 15,575 | $1.7B | 0.51% | |
| 60 | PCORPROCORE TECHNOLOGIES INC | 22,480 | $1.7B | 0.49% | |
| 61 | GOTUGAOTU TECHEDU INC | 751,800 | $1.6B | 0.48% | |
| 62 | WDAYWORKDAY INC | 6,310 | $1.6B | 0.48% | |
| 63 | DTDYNATRACE INC | 25,500 | $1.4B | 0.41% | |
| 64 | SNOWSNOWFLAKE INC | 7,965 | $1.2B | 0.36% | |
| 65 | PAYCPAYCOM SOFTWARE INC | 6,000 | $1.2B | 0.36% | |
| 66 | AVDXAVIDXCHANGE HOLDINGS INC | 117,180 | $1.2B | 0.35% | |
| 67 | CLVTRIP COM GROUP LTD | 17,600 | $1.2B | 0.35% | |
| 68 | FOURSHIFT4 PMTS INC | 11,160 | $1.2B | 0.34% | |
| 69 | CRWDCROWDSTRIKE HLDGS INC | 3,230 | $1.1B | 0.32% | |
| 70 | PCTYPAYLOCITY HLDG CORP | 5,505 | $1.1B | 0.32% | |
| 71 | NOWSERVICENOW INC | 1,030 | $1.1B | 0.32% | |
| 72 | CPAYCORPAY INC | 2,725 | $922.2M | 0.27% | |
| 73 | COHRCOHERENT CORP | 8,400 | $795.7M | 0.23% | |
| 74 | BITFBITFARMS LTD | 420,000 | $625.8M | 0.18% | |
| 75 | OKTAOKTA INC | 6,700 | $528.0M | 0.15% | |
| 76 | MTSIMACOM TECH SOLUTIONS HLDGS I | 4,000 | $519.6M | 0.15% | |
| 77 | PDPAGERDUTY INC | 26,500 | $483.9M | 0.14% | |
| 78 | ARKFARK ETF TR | 10,000 | $370.5M | 0.11% | Call |