Nawal K Gupta
@Helios Capital Management Pte. Ltd
Latest period2024 - Q3ReportedManaged Assets$162.291MTotal holdings50
Assets growth rate5.72%Assets growth rate (2-Q avg)6.81%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Helios Capital Management Pte. Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 50 positions.
Assets under management
The assets under management (AUM) of Helios Capital Management Pte. Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 162.291M in assets, with a quarterly growth rate of 5.72% and a 2-quarter average growth rate of 6.81%. The portfolio is managed by Nawal K Gupta, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BABAAlibaba Group Hldg Ltd
| 2.62% | $4.245M 40,000 shares@ $106.12 avg price | |
COSTCostco Whsl Corp New
| 2.52% | $4.078M 4,600 shares@ $886.52 avg price | |
TSMTaiwan Semiconductor Mfg Ltd
| 2.5% | $4.047M 23,300 shares@ $173.67 avg price | |
RSPInvesco Exchange Traded Fd T
| 2.05% | $3.323M 18,550 shares@ $179.16 avg price | |
MMYTMakemytrip Limited Mauritius
| 2.01% | $3.253M 35,000 shares@ $92.95 avg price | |
UBSUbs Group Ag
| 1.87% | $3.027M 98,224 shares@ $30.83 avg price | |
TSLATesla Inc
| 1.83% | $2.956M 11,300 shares@ $261.63 avg price | |
BRK.ABerkshire Hathaway Inc Del
| 1.71% | $2.765M 4 shares@ $691180.0 avg price | |
BRK.BBerkshire Hathaway Inc Del
| 1.48% | $2.393M 5,200 shares@ $460.26 avg price | |
NVDANvidia Corporation
| 1.43% | $2.307M 19,000 shares@ $121.44 avg price |