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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BAHBooz Allen Hamilton Hldg Cor
Recent Activity
1.42%
$2.295M
14,100 shares@ $162.76 avg price
LLYEli Lilly & Co
Recent Activity
1.1%
$1.772M
2,000 shares@ $885.94 avg price
DISDisney Walt Co
Recent Activity
0.96%
$1.553M
16,150 shares@ $96.2 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
0.89%
$1.439M
5,130 shares@ $280.47 avg price
BSXBoston Scientific Corp
Recent Activity
0.78%
$1.257M
15,000 shares@ $83.8 avg price
DVADavita Inc
Recent Activity
0.77%
$1.246M
7,600 shares@ $163.93 avg price
NDAQNasdaq Inc
Recent Activity
0.77%
$1.238M
16,950 shares@ $73.02 avg price
DHRDanaher Corporation
Recent Activity
0.74%
$1.195M
4,300 shares@ $278.02 avg price
ABNBAirbnb Inc
Recent Activity
0.74%
$1.192M
9,400 shares@ $126.81 avg price
MSMorgan Stanley
Recent Activity
0.73%
$1.178M
11,300 shares@ $104.24 avg price