StockDriftsStockDriftsTop 50 Hel Ved Capital Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 35.56% | 536.2K | $205.6M | new | $371.76(+49.65%) | 2026-03-31 | |
| Q | QNITY ELECTRONICS INC | 8% | 400.7K | $46.2M | new | $98.51(+59.60%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 7.55% | 68.7K | $43.7M | +72.41%(+28.86K) | $210.88(+567.49%) | 2026-03-31 | |
| INTC | INTEL CORP | 5.34% | 699.8K | $30.9M | new | $40.52(+168.47%) | 2026-03-31 | |
| CIEN | CIENA CORP | 4.27% | 63.6K | $24.7M | -9.21%(-6.46K) | $139.97(+296.12%) | 2026-03-31 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 2.87% | 218.1K | $16.6M | -10.75%(-26.26K) | $48.58(+75.20%) | 2026-03-31 | |
| CRWV | COREWEAVE INC | 2.79% | 208.3K | $16.1M | new | $74.54(+43.95%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 2.69% | 22.1K | $15.5M | -75.80%(-69.28K) | $76.89(+1162.48%) | 2026-03-31 | |
| MKSI | MKS INC. | 2.1% | 52.8K | $12.1M | new | $194.81(+55.63%) | 2026-03-31 | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 2.01% | 52.4K | $11.6M | new | $139.81(+168.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +37.59% | +160.46% |
| Top 20 Holdings Unweighted | +29.89% | +119.13% |
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