# EDGAR Filing Document

**Accession Number:** 0001840129
**File Stem:** 0001840129-25-000005
**Filing Date:** 2025-8
**Character Count:** 10667
**Document Hash:** b120804ac9b6da6215053a8bde19aa71
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001840129-25-000005.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001840129-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hel Ved Capital Management Ltd
- **CENTRAL INDEX KEY:** 0001840129

**ORGANIZATION NAME:**
- **EIN:** 981539055
- **STATE OF INCORPORATION:** K3
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21903
- **FILM NUMBER:** 251208901

**BUSINESS ADDRESS:**
- **STREET 1:** SUITE 4120, 41/F, JARDINE HOUSE
- **STREET 2:** 1 CONNAUGHT PLACE, CENTRAL
- **CITY:** CENTRAL
- **STATE:** K3
- **ZIP:** 00000
- **BUSINESS PHONE:** 85236110229

**MAIL ADDRESS:**
- **STREET 1:** SUITE 4120, 41/F, JARDINE HOUSE
- **STREET 2:** 1 CONNAUGHT PLACE, CENTRAL
- **CITY:** CENTRAL
- **STATE:** K3
- **ZIP:** 00000

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Hel Ved Capital Management Ltd<br>**Address:** SUITE 4120 41/F JARDINE HOUSE<br>1 CONNAUGHT PLACE CENTRAL<br>CENTRAL, K3 00000

**Form 13F File Number:** 028-21903

**CRD Number (if applicable):** 000306323

**SEC File Number (if applicable):** 802-118665

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** ANNIE LAI<br>**Title:** COO<br>**Phone:** 36110229

**Signature, Place, and Date of Signing:**

ANNIE LAI  HONG KONG, K3  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $378346873

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMBARELLA INC | SHS | G037AX101 |  | 6862172 | 103870 | SH |  | SOLE |  | 103870 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 50331930 | 354700 | SH | Call | SOLE |  | 354700 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 13500366 | 95140 | SH |  | SOLE |  | 95140 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2339136 | 10662 | SH |  | SOLE |  | 10662 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 1050240 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| ARK ETF TR | FINTECH INNOVA | 00214Q708 |  | 929440 | 18500 | SH | Call | SOLE |  | 18500 | 0 | 0 |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 04965M106 |  | 2724338 | 83800 | SH |  | SOLE |  | 83800 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 1232600 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 2396321 | 96122 | SH |  | SOLE |  | 96122 | 0 | 0 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 |  | 17857065 | 98500 | SH | Put | SOLE |  | 98500 | 0 | 0 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 1098576 | 2700 | SH |  | SOLE |  | 2700 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 4195126 | 31230 | SH |  | SOLE |  | 31230 | 0 | 0 |
| NEW ORIENTAL ED  TECHNOLOGY | SPON ADR | 647581206 |  | 13622375 | 252500 | SH |  | SOLE |  | 252500 | 0 | 0 |
| EHANG HLDGS LTD | ADS | 26853E102 |  | 4260682 | 245431 | SH |  | SOLE |  | 245431 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 10586550 | 267000 | SH | Put | SOLE |  | 267000 | 0 | 0 |
| ELASTIC N V | ORD SHS | N14506104 |  | 397194 | 4710 | SH |  | SOLE |  | 4710 | 0 | 0 |
| FINVOLUTION GROUP | SPONSORED ADS | 31810T101 |  | 3410316 | 359738 | SH |  | SOLE |  | 359738 | 0 | 0 |
| FLEX LTD | ORD | Y2573F102 |  | 3645658 | 73030 | SH |  | SOLE |  | 73030 | 0 | 0 |
| SHIFT4 PMTS INC | CL A | 82452J109 |  | 1175445 | 11860 | SH |  | SOLE |  | 11860 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 11306382 | 68300 | SH | Call | SOLE |  | 68300 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 1506414 | 9100 | SH |  | SOLE |  | 9100 | 0 | 0 |
| GODADDY INC | CL A | 380237107 |  | 936312 | 5200 | SH |  | SOLE |  | 5200 | 0 | 0 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 |  | 1516988 | 149900 | SH |  | SOLE |  | 149900 | 0 | 0 |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 |  | 1258237 | 140900 | SH |  | SOLE |  | 140900 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 |  | 520449 | 935 | SH |  | SOLE |  | 935 | 0 | 0 |
| INNODATA INC | COM NEW | 457642205 |  | 450736 | 8800 | SH |  | SOLE |  | 8800 | 0 | 0 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 3736008 | 22800 | SH |  | SOLE |  | 22800 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 8175160 | 86000 | SH | Call | SOLE |  | 86000 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 24277373 | 255390 | SH |  | SOLE |  | 255390 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 2769323 | 28450 | SH |  | SOLE |  | 28450 | 0 | 0 |
| LUFAX HOLDING LTD | SPONSORED ADR | 54975P201 |  | 3110850 | 1115000 | SH |  | SOLE |  | 1115000 | 0 | 0 |
| LEXINFINTECH HLDGS LTD | ADR | 528877103 |  | 10283984 | 1426350 | SH |  | SOLE |  | 1426350 | 0 | 0 |
| MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 |  | 10257590 | 570500 | SH | Put | SOLE |  | 570500 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 5048536 | 6840 | SH |  | SOLE |  | 6840 | 0 | 0 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 2100726 | 6680 | SH |  | SOLE |  | 6680 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1144043 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| MICROSTRATEGY INC | CL A NEW | 594972408 |  | 4881077 | 12075 | SH |  | SOLE |  | 12075 | 0 | 0 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 |  | 5502336 | 38400 | SH |  | SOLE |  | 38400 | 0 | 0 |
| NETEASE INC | SPONSORED ADS | 64110W102 |  | 1736082 | 12900 | SH |  | SOLE |  | 12900 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5965544 | 37759 | SH |  | SOLE |  | 37759 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 18058838 | 82600 | SH | Call | SOLE |  | 82600 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 4164902 | 19050 | SH |  | SOLE |  | 19050 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 641780 | 9380 | SH |  | SOLE |  | 9380 | 0 | 0 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 |  | 5917162 | 56537 | SH |  | SOLE |  | 56537 | 0 | 0 |
| PONY AI INC | SPONSORED ADS | 732908108 |  | 6546923 | 495979 | SH |  | SOLE |  | 495979 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 445920 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| QIFU TECHNOLOGY INC | AMERICAN DEP | 88557W101 |  | 4446568 | 102550 | SH |  | SOLE |  | 102550 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 13791000 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| QUANTUMSCAPE CORP | COM CL A | 74767V109 |  | 7439040 | 1107000 | SH | Put | SOLE |  | 1107000 | 0 | 0 |
| ROBLOX CORP | CL A | 771049103 |  | 10372720 | 98600 | SH | Call | SOLE |  | 98600 | 0 | 0 |
| ROBLOX CORP | CL A | 771049103 |  | 3215964 | 30570 | SH |  | SOLE |  | 30570 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 4742955 | 31500 | SH |  | SOLE |  | 31500 | 0 | 0 |
| ATRENEW INC | SPONSORED ADS | 00138L108 |  | 165500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 |  | 1606669 | 7180 | SH |  | SOLE |  | 7180 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 2563400 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| TRIP COM GROUP LTD | ADS | 89677Q107 |  | 1436680 | 24500 | SH |  | SOLE |  | 24500 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 999676 | 3147 | SH |  | SOLE |  | 3147 | 0 | 0 |
| TTM TECHNOLOGIES INC | COM | 87305R109 |  | 7961941 | 195050 | SH |  | SOLE |  | 195050 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 2100653 | 8650 | SH |  | SOLE |  | 8650 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 |  | 1038406 | 8350 | SH |  | SOLE |  | 8350 | 0 | 0 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 1272920 | 52600 | SH |  | SOLE |  | 52600 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 6674940 | 18800 | SH | Call | SOLE |  | 18800 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 5260066 | 14815 | SH |  | SOLE |  | 14815 | 0 | 0 |
| VARONIS SYS INC | COM | 922280102 |  | 1091125 | 21500 | SH |  | SOLE |  | 21500 | 0 | 0 |
| WIX COM LTD | SHS | M98068105 |  | 1640061 | 10350 | SH |  | SOLE |  | 10350 | 0 | 0 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 4056800 | 27500 | SH | Call | SOLE |  | 27500 | 0 | 0 |
| X FINL | SPONSORED ADS | 98372W202 |  | 4449908 | 254863 | SH |  | SOLE |  | 254863 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 4498664 | 66225 | SH |  | SOLE |  | 66225 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 |  | 720492 | 2295 | SH |  | SOLE |  | 2295 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 2925520 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |

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