SEC 13F Intelligence

Managers / Q1 2025 · view latest →

HELIOS CAPITAL MANAGEMENT PTE. LTD

CIK 0001727612 · THE CENTRAL, 8 EU TONG SEN STREET #14-96/97, SINGAPORE, 059818 · 65 65336165

Reported Value
$57M
Q1 2025
Positions
25
Filings on Record
14
2022–present window
Filed
Apr 21, 2025
original filing

Summary

Helios Capital Management Pte. Ltd reported $57M in U.S.-listed holdings across 25 positions for Q1 2025.

The portfolio is heavily concentrated: GLD alone accounts for 20.2% of reported value.

Compared with Q4 2024, the fund opened 1 new position and exited 22.

Portfolio Metrics

Turnover
+15.7%
vs prior filed quarter
Top-10 Concentration
+82.0%
share of reported value
Largest Position
+20.2%
Spdr Gold Tr
New / Exited
1 / 22
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $110MQ4 ’21Q1 ’22: $47MQ2 ’22: $53MQ2 ’22Q3 ’22: $52MQ4 ’23: $126MQ4 ’23Q1 ’24: $142MQ2 ’24: $154MQ2 ’24Q3 ’24: $162MQ4 ’24: $171MQ4 ’24Q1 ’25: $57MQ2 ’25: $130MQ2 ’25Q3 ’25: $147MQ4 ’25: $146MQ4 ’25Q1 ’26: $95Mfilingsflow.com

Portfolio Composition

By security type
ADR: 45.0%Common Stock: 33.2%ETP: 21.8%
  • ADR · 45.0% · $26M
  • Common Stock · 33.2% · $19M
  • ETP · 21.8% · $12M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GLDSPDR GOLD TRNEW+40.0K40.0K+$12M$12M
SPYSPDR S&P 500 ETF TRSOLD OUT52.6K0$31M$0
AMZNAMAZON COM INCSOLD OUT51.3K0$11M$0
GOOGALPHABET INCSOLD OUT56.0K0$11M$0
METAMETA PLATFORMS INCSOLD OUT17.1K0$10M$0
NFLXNETFLIX INCSOLD OUT11.0K0$10M$0
IWMISHARES TRSOLD OUT42.3K0$9M$0
MSFTMICROSOFT CORPSOLD OUT18.1K0$8M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

25 positions
#IssuerClass% PortfolioValueShares
1GLDSPDR GOLD TRhistory →GOLD SHS20.16%$12M40.0K
2HDBHDFC BANK LTDhistory →SPONSORED ADS18.68%$11M160.7K
3IBNICICI BANK LIMITEDhistory →ADR14.06%$8M255.0K
4BABAALIBABA GROUP HLDG LTDhistory →SPONSORED ADS10.55%$6M45.6K
5UBSUBS GROUP AGhistory →SHS5.95%$3M112.0K
6LLYELI LILLY & COhistory →COM2.89%$2M2.0K
7DISDISNEY WALT COhistory →COM2.79%$2M16.1K
8BSXBOSTON SCIENTIFIC CORPhistory →COM2.65%$2M15.0K
9NDAQNASDAQ INChistory →COM2.25%$1M16.9K
10LINLINDE PLChistory →SHS2.04%$1M2.5K
11DVADAVITA INChistory →COM2.03%$1M7.6K
12DPZDOMINOS PIZZA INChistory →COM1.99%$1M2.5K
13JNJJOHNSON & JOHNSONhistory →COM1.80%$1M6.2K
14YSGYATSEN HLDG LTDhistory →SPONSORED ADS1.68%$962,000200.0K
15RBLXROBLOX CORPhistory →CL A1.63%$929,72615.9K
16LULULULULEMON ATHLETICA INChistory →COM1.49%$849,1803.0K
17PYPLPAYPAL HLDGS INChistory →COM1.43%$815,62512.5K
18VRSNVERISIGN INChistory →COM1.27%$723,5302.9K
19MCHIISHARES TRMSCI CHINA ETF0.95%$544,00010.0K
20ZMZOOM VIDEO COMMUNICATIONS INCL A0.76%$435,2435.9K
21KRANESHARES TRCSI CHI INTERNET0.67%$384,01011.0K
22DKNGDRAFTKINGS INC NEWCOM CL A0.65%$368,99611.1K
23APOAPOLLO GLOBAL MGMT INCCOM0.60%$342,3502.5K
24ELLAUDER ESTEE COS INCCL A0.55%$313,5004.8K
25DGDOLLAR GEN CORP NEWCOM0.49%$281,3763.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$95M21May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$146M37Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$147M36Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$130M34Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$57M25Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$171M46Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$162M50Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$154M50Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$142M49May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$126M49Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2022$52M37Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$53M34Jul 27, 202213F-HRchanges · EDGAR ↗
Q1 2022$47M29May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$110M56Feb 2, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.