Hedge Fund - Hel Ved Capital

Annie Lai Bio, Returns, AUM, Net Worth

Hel Ved Capital Management, established in 2019, specializes in investing in Asia-focused technology, media, communications, and consumer discretionary sectors, while also selectively considering technology adoption in other industries. Headquartered in Hong Kong, the firm is regulated by the Securities and Futures Commission of Hong Kong. It aims to achieve risk-adjusted absolute returns through rigorous bottom-up fundamental research, emphasizing deep insights into company drivers and industries, and fostering early relationships with management teams. Hel Ved Capital Management collaborates closely with promising entrepreneurs, leveraging shared experience to enhance value creation across its portfolio companies.

Annie Lai serves as a Partner and Managing Director, Group COO, and CFO at Ally Bridge Group, leveraging her extensive experience from previous roles at Hel Ved Capital Management, Ally Bridge Group, Ward Ferry Management, and LGM Investments. She holds a degree from The Hong Kong University of Science and Technology.

Hel Ved Capital Management Ltd. is a registered investment advisory firm. Their Q1 2024 13F filing reported $403,921,884 in managed 13F securities, with a top 10 holdings concentration of 59.19%. The firm's largest holding is Coinbase Global Inc., with 194,721 shares held.

Annie Lai
Fund Profile
Filing Period:
Fund Name: Hel Ved Capital
Manager Annie Lai
Portfolio Value $228,249,950
Change This QTR +0.62%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. EDU 311,649 $23,635,460 +58% 10.35%
2. COIN 126,072 $22,462,248 -9% 9.84%
3. IEF 72,480 $16,010,107 NEW 7.01%
4.
Ge Vernova Inc
59,457 $15,160,346 -64% 6.64%
5.
Ge Vernova IncCALLCALL
55,200 $14,074,896 NEW 6.16%