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Portfolio (Quarterly) Guide ↗

HELIOS CAPITAL MANAGEMENT PTE. LTD

· CIK 0001727612
13F Portfolio $146M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 51,300.0 $13.0M 8.91% NEW $252.92 +14.2%
2 GLD SPDR GOLD TR Financial Services 32,000.0 $12.7M 8.71% NEW $396.31 +5.6%
3 HDB HDFC BANK LTD Financial Services 337,400.0 $12.3M 8.47% NEW $36.54 -32.6%
4 GOOGL ALPHABET INC Communication Services 32,000.0 $10.0M 6.88% NEW $313.00 +26.8%
5 ICICI BANK LIMITED 285,000.0 $8.5M 5.83% NEW $29.80
6 IWM ISHARES TR 32,000.0 $7.9M 5.41% NEW $246.16 +10.9%
7 KWEB KRANESHARES TR 223,000.0 $7.6M 5.22% NEW $34.05 -16.9%
8 AMZN AMAZON COM INC Consumer Cyclical 32,000.0 $7.4M 5.07% NEW $230.82 +12.4%
9 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 45,600.0 $6.7M 4.59% NEW $146.58 -7.5%
10 UBS UBS GROUP AG Financial Services 136,000.0 $6.3M 4.36% NEW $46.63 -0.7%
11 META META PLATFORMS INC Communication Services 9,600.0 $6.3M 4.35% NEW $660.09 -7.4%
12 HACK AMPLIFY ETF TR 67,000.0 $5.4M 3.70% NEW $80.37 +13.6%
13 DKNG DRAFTKINGS INC NEW Consumer Cyclical 142,500.0 $4.9M 3.37% NEW $34.46 -27.5%
14 NFLX NETFLIX INC Communication Services 51,000.0 $4.8M 3.28% NEW $93.76 -4.4%
15 SPOT SPOTIFY TECHNOLOGY S A Communication Services 7,500.0 $4.4M 2.99% NEW $580.71 -23.4%
16 FLUTTER ENTMT PLC 16,600.0 $3.6M 2.45% NEW $215.04
17 LYV LIVE NATION ENTERTAINMENT IN Communication Services 20,000.0 $2.9M 1.96% NEW $142.50 +17.5%
18 DIS DISNEY WALT CO Communication Services 24,150.0 $2.7M 1.89% NEW $113.77 -8.6%
19 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 27,500.0 $2.3M 1.55% NEW $82.12 -45.3%
20 NDAQ NASDAQ INC Financial Services 16,950.0 $1.6M 1.13% NEW $97.13 -4.7%
Page 1 of 2  ·  37 positions

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 35.6%
Communication Services 32.1%
Consumer Cyclical 23.6%
Healthcare 3.6%
Technology 2.5%
Basic Materials 1.6%
Consumer Defensive 0.9%