Portfolio (Quarterly) Guide ↗

Hel Ved Capital Management Ltd

· CIK 0001840129

13F Portfolio $1.4B AUM 72 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 38 New 12 Added 17 Reduced 22 Exited

Page 2 of 2 · 22 positions

← Prev 1 2

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	HSDT	SOLANA CO	Healthcare	435,983	$754K	0.09%	SOLD
22	ENPH	ENPHASE ENERGY INC	Energy	17,500	$662K	0.08%	SOLD

Page 2 of 2 · 22 positions

← Prev 1 2

Sector Allocation

Technology 64.4%

Industrials 24.1%

Financial Services 5.3%

Basic Materials 3.4%

Consumer Cyclical 1.5%

Energy 1.1%

Utilities 0.3%