Hel Ved Capital Management as of June 30, 2022
Portfolio Holdings for Hel Ved Capital Management
Hel Ved Capital Management holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 24.3 | $40M | 93k | 426.15 | |
| Li Auto Sponsored Ads (LI) | 19.6 | $32M | 834k | 38.31 | |
| Ke Holdings Sponsored Ads (BEKE) | 15.3 | $25M | 1.4M | 17.95 | |
| Xpeng Ads (XPEV) | 13.6 | $22M | 700k | 31.74 | |
| Dada Nexus Ads (DADA) | 5.9 | $9.7M | 1.2M | 8.11 | |
| ASML Holding NV N Y Registry Shs (ASML) | 5.5 | $9.0M | 19k | 475.87 | |
| Agora Ads (API) | 4.6 | $7.5M | 1.1M | 6.57 | |
| Kanzhun Sponsored Ads (BZ) | 3.8 | $6.1M | 234k | 26.28 | |
| Applied Materials (AMAT) | 2.7 | $4.4M | 48k | 90.98 | |
| Vicarious Surgical Com Cl A | 2.4 | $3.8M | 1.3M | 2.94 | |
| SES AI Corp Cl A Com (SES) | 1.2 | $2.0M | 500k | 3.93 | |
| Smart Share Global Ads (EM) | 1.1 | $1.8M | 1.6M | 1.11 |
