HELIOS CAPITAL MANAGEMENT PTE. LTD

CIK: 0001727612SEC EDGAR →

Portfolio Value

$145.6M

Holdings

37

As of

Q4 2025

New Positions

37

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

INVESCO EXCH TRADED FD TR II

51,300$13.0M
8.91%
2

SPDR GOLD TR

32,000$12.7M
8.71%
3

HDFC BANK LTD

337,400$12.3M
8.47%
4

ALPHABET INC

32,000$10.0M
6.88%
5

ICICI BANK LIMITED

285,000$8.5M
5.83%
6

ISHARES TR

32,000$7.9M
5.41%
7

KRANESHARES TR

223,000$7.6M
5.22%
8

AMAZON COM INC

32,000$7.4M
5.07%
9

ALIBABA GROUP HLDG LTD

45,600$6.7M
4.59%
10

UBS GROUP AG

136,000$6.3M
4.36%

Quarterly Changes

Top Buys

QQQMNEW
$13.0M
GQ9NEW
$12.7M
HDBNEW
$12.3M
$10.0M
IBNNEW
$8.5M

Top Sells

No sells this quarter

New Positions (37)

$13.0M · 51K shares
$12.7M · 32K shares
$12.3M · 337K shares
$10.0M · 32K shares
$8.5M · 285K shares
$7.9M · 32K shares
$7.6M · 223K shares
$7.4M · 32K shares
$6.7M · 46K shares
$6.3M · 136K shares
$6.3M · 10K shares
$5.4M · 67K shares
$4.9M · 143K shares
$4.8M · 51K shares
$4.4M · 8K shares
$3.6M · 17K shares
$2.9M · 20K shares
$2.7M · 24K shares
$2.3M · 28K shares
$1.6M · 17K shares
$1.6M · 4K shares
$1.4M · 15K shares
$1.3M · 16K shares
$1.3M · 6K shares
$1.0M · 2K shares
$935K · 5K shares
$863K · 8K shares
$778K · 200K shares
$729K · 13K shares
$723K · 5K shares
$692K · 3K shares
$600K · 10K shares
$522K · 1K shares
$509K · 6K shares
$497K · 5K shares
$452K · 2K shares
$424K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services12$65.2M44.8%
Communication Services7$31.5M21.7%
Consumer Cyclical8$27.6M18.9%
Unknown1$12.7M8.7%
Healthcare3$3.6M2.5%
Technology3$2.5M1.7%
Basic Materials1$1.6M1.1%
Consumer Defensive2$921K0.6%