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Portfolio (Quarterly) Guide ↗

HELIOS CAPITAL MANAGEMENT PTE. LTD

· CIK 0001727612
13F Portfolio $95M AUM 21 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 1 Added 5 Reduced 17 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 40,000.0 $9.5M 10.00% -11K -22.0% $237.62 +21.7%
2 HDB HDFC BANK LTD Financial Services 287,400.0 $7.2M 7.52% -50K -14.8% $24.88 -3.6%
3 ICICI BANK LIMITED 256,500.0 $6.6M 6.99% -28K -10.0% $25.90
4 IWM ISHARES TR 22,000.0 $5.5M 5.74% -10K -31.2% $248.00 +9.7%
5 FLUTTER ENTMT PLC 12,000.0 $1.2M 1.29% -5K -27.7% $101.95

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.2%
Communication Services 41.4%
Consumer Cyclical 13.8%
Technology 1.1%
Consumer Defensive 0.6%