SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Hel Ved Capital Management Ltd

CIK 0001840129 · SUITE 7004-7005, 70/F,, TWO IFC, 8 FINANCE STREET, CENTRAL, 00000 · 85236110229

Reported Value
$163M
Q2 2022
Positions
12
Filings on Record
19
2019–present window
Filed
Aug 15, 2022
original filing

Summary

Hel Ved Capital Management Ltd reported $163M in U.S.-listed holdings across 12 positions for Q2 2022.

The portfolio is heavily concentrated: LRCXEUR alone accounts for 24.3% of reported value.

Compared with Q1 2022, the fund opened 4 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $153MQ4 ’21Q1 ’22: $117MQ2 ’22: $163MQ3 ’22: $130MQ3 ’22Q4 ’22: $176.9BQ1 ’23: $190MQ2 ’23: $272MQ2 ’23Q3 ’23: $303MQ4 ’23: $347MQ1 ’24: $404MQ1 ’24Q2 ’24: $367MQ3 ’24: $228MQ4 ’24: $342MQ4 ’24Q1 ’25: $277MQ2 ’25: $378MQ3 ’25: $475MQ3 ’25Q4 ’25: $372MQ1 ’26: $844Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$844M56May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$372M52Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$475M76Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$378M70Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$277M64May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$342M80Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$228M52Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$367M50Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$404M51May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$347M55Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$303M43Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$272M34Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$190M23May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$176.9B15Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$130M14Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$163M12Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$117M10May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$153M10Feb 14, 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 ↗.