Top Tweets for #heliOS
📊 Helios Mid Cap Fund Latest Holdings:
Top: #MCX, #Nippon Life AMC, #Paytm (One97), #phoenixwright Mills, #Fortis Healthcare, #Marico, #GMR Airports, #BSE, #Hitachi Energy, #Aditya Birla Capital & more.
Other Notable Holdings: #Motilal Oswal, #Schaeffler India, #Apar Industries, #IIFL Wealth, #UNO Minda, #GE T&D India, #Dixon Technologies, #IDFC First Bank, #Black Box, #Ami Organics, #Endurance Technologies, #Vishal Mega Mart, #Escorts Kubota, #APL Apollo Tubes, #pbFintech, #Ather Energy, #Radico Khaitan, #Max Financial, Cummins India, and many more (total ~68-70 stocks).
Recent Context/Additions: The fund has been active in mid-cap names with additions/increases in stocks like GMR Airports, Vishal Mega Mart, Paytm, and earlier entries such as CAMS, Piramal Pharma, Jain Resource Recycling, Urban Company, etc. It maintains a diversified mid-cap focus (with some small-cap exposure).
$GLXY @galaxyhq #DataCenterBusiness #Helios
I think the before mentioned amount of 2000 on site workers can be reached faster than you imagine. Based on the attached HITT job offer 500 new construction workers will join the campus very soon. @novogratz just said recently 2500 is the max limit.
Conclusion / my view
This is a further piece of evidence that Galaxy is pushing timelines to shorten the delivery time of Phase 2 + Phase 3. This is also in alignment with the pieces of evidence I posted a few days ago. NFA.DYOR
$GLXY @galaxyhq #DataCenterBusiness #Helios
I recently shared that Galaxy has increased their construction workers from 700 ➡️ 1000➡️ 1300+
Here the update:
Based on this find the current construction workers are roughly 2000‼️😱
One Flexi Cap Fund that's quietly building a high-quality growth portfolio is #Helios Flexi Cap Fund.
Founded by 🎉 Samir Arora, one of India's most respected fund managers with a multi-decade track record of creating alpha, the fund blends proven large caps with tomorrow's potential winners. ⚡
Top holdings: • HDFC Bank • Reliance • ICICI Bank • Adani Ports • Eternal • SBI • Bharti Airtel • L&T • BEL • Bajaj Finance
💥What excites me even more are the emerging growth bets:
✅ One97 (Paytm)
✅ Delhivery
✅ Ather Energy
✅ Syrma SGS
✅ Cummins India
✅ MCX
✅ Tata Motors
✅ Lemon Tree Hotels
✅ Sedemac
✅ GMR Airports
A portfolio spanning financials, manufacturing, defence, EVs, logistics, travel and digital platforms—well positioned to benefit from India's next decade of growth. Worth tracking.
#Investing #Wealth
One Flexi Cap Fund that's quietly building a high-quality growth portfolio is #Helios Flexi Cap Fund.
Founded by 🎉 Samir Arora, one of India's most respected fund managers with a multi-decade track record of creating alpha, the fund blends proven large caps with tomorrow's potential winners. ⚡
Top holdings: • HDFC Bank • Reliance • ICICI Bank • Adani Ports • Eternal • SBI • Bharti Airtel • L&T • BEL • Bajaj Finance
💥What excites me even more are the emerging growth bets:
✅ One97 (Paytm)
✅ Delhivery
✅ Ather Energy
✅ Syrma SGS
✅ Cummins India
✅ MCX
✅ Tata Motors
✅ Lemon Tree Hotels
✅ Sedemac
✅ GMR Airports
A portfolio spanning financials, manufacturing, defence, EVs, logistics, travel and digital platforms—well positioned to benefit from India's next decade of growth. Worth tracking.
#Investing #Wealth
Where the earth's finest material meets the wrist.
Every malachite dial is naturally unique, making each timepiece truly one of one.
Featuring:
• Nebula by Titan
• Frederique Constant
• Balmain
Discover the collection at Helios.
#LuxuryWatches #Malachite #Helios
The beauty of malachite, interpreted through Parisian design.
The Balmain Eirini pairs a natural malachite dial with design inspired by the maison's iconic Puzzle coat, bringing together French fashion heritage and natural artistry.
FEATURED WATCH- B43949276
#Helios #HeliosLuxe
Keep your pup warm, dry, and fully visible on every walk with the Helios Reflective Waterproof Dog Coat by Blackshark Technology.
https://t.co/wai8GIASXW
https://t.co/8PyXdjrHGD
#DogCoat #Waterproof #Reflective #DogSafety #Helios
🔥#Helios Flexi Cap Fund – Top 10 Holdings (May/Jun 2026 data)
High-conviction bets by the Helios team (Samir Arora backed).
Top 10 ~33-36% of portfolio.
1️⃣ #Adani Ports 4.56% – Largest pvt ports + integrated logistics. India trade/infra boom.
2️⃣ #Eternal Ltd (ex-Zomato) 3.73% – Food delivery + Blinkit quick commerce leader. Hyper-growth + profitability path.
3️⃣ #ICICI Bank 3.59% – Tech-savvy retail franchise. Credit + fee income growth.
4️⃣ #Reliance 3.31% – Jio + Retail ecosystem + new energy. ARPU & green bets.
5️⃣ #HDFC Bank 3.25% – Largest pvt bank. Distribution + merger synergies.
6️⃣ #Bharti Airtel 2.66% – Premium telecom + enterprise/Africa. ARPU + 5G upside.
7️⃣ #L&T 2.64% – EPC giant. Infra capex + defense orders supercycle.
8️⃣ #SBI 2.64% – Largest bank. Retail credit + digital scale.
9️⃣ #Paytm (One97) 2.60% – Digital payments pioneer. Volume + fintech partnerships.
🔟 #BEL 2.53% – Defense electronics leader. Order book + indigenization tailwinds.
Key themes: Infra, banks/fintech, consumption 2.0, defense & digital platforms.
Abakkus Small cap vs Helios Small Cap
Which one will you choose? Reason ?
#mutualfund
#smallcap
#helios
#abakkus
#TRAC, the implementation of #DAWB creates massive uninsurable legal liability for the majority of small and medium-sized #freightforwarders. The solution is #HELIOS to provide full cargo visibility and protection with lower insurance premiums @t42iot
Daitaku Helios X Trainer Umamusume Romantic Dub! #ウマ娘 #Umamusume #ウマ娘英訳 #UmaTranslations #Umamusume️️️ #helios #daitakuhelios
mutual fund portfolio.....PPFAS is inching towards 3rd position in my portfolio....any suggestions
#mutualfund #ppfas #helios #stock
98 atomi sospesi vicino allo zero assoluto. Ecco Helios, il nuovo computer quantistico di Quantinuum, appena pubblicato su Nature.
https://t.co/Ks1OBvr9yh
#ComputazioneQuantistica #Quantinuum #Helios #Nature #Fisica #Innovazione #Tecnologia #Scienza #DeepTech
98 atoms, suspended near absolute zero. Meet Helios — Quantinuum's new quantum computer, just published in Nature.
https://t.co/Ks1OBvr9yh
#QuantumComputing #Quantinuum #Helios #Nature #Physics #Innovation #Technology #Science #DeepTech #FutureTech
Where art, music, and mechanics collide.
The Sevenfriday T2/08 Riley Music pairs a four-layer artistic dial with a visible skeleton automatic movement in a limited edition of just 777 pieces.
FEATURED WATCH- T2/08
#Helios #HeliosLuxe #SevenFriday
$GLXY @galaxyhq #DataCenterBusiness #Helios
I think some have no idea how bullish the faster Phase 3 delivery is. So I emphasize this again.
In Aug 2025 Galaxy communicated towards its shareholders that Phase 3 (to CRWV) will be delivered in somewhere in 2028 (see screenshot). Galaxy's CFO just started last week that the handover will take place in 2027 is extremely bullish imo. This is in alignment with my recent TCEQ findings (see below).
The target date has been pulled forward roughly 6-12 months ‼️ Why are analysts always so slow, sigh.. Update your financial models!
$GLXY @galaxyhq #DatacenterBusiness #Helios
Let me emphasize my prev post backing it up with further facts and a rough target date when Helios Phase 3 will be finished.
- I am pretty confident to say that Galaxy really hired HITT Contruction as a second general contractor beside Clayco. As you can see HITT requested the the stormwater permit on behalf of Galaxy. HITT is probabaly one of the best GCs out there related to DC construction projects. My current assumption is that HITT and Clayco simultaniously for Galaxy. A bigger workforce leads to a faster delivery.
- On the screenshots you the estimated project end date of
08/05/2027 ‼️ This target date is in alignment with @apaquette16's statement of the latest AMA with @novogratz. Beware that this is just an estimation, still a good indicator from a timing perspective.
📊 Helios Mid Cap Fund Latest Holdings:
Top: #MCX, #Nippon Life AMC, #Paytm (One97), #phoenixwright Mills, #Fortis Healthcare, #Marico, #GMR Airports, #BSE, #Hitachi Energy, #Aditya Birla Capital & more.
Other Notable Holdings: #Motilal Oswal, #Schaeffler India, #Apar Industries, #IIFL Wealth, #UNO Minda, #GE T&D India, #Dixon Technologies, #IDFC First Bank, #Black Box, #Ami Organics, #Endurance Technologies, #Vishal Mega Mart, #Escorts Kubota, #APL Apollo Tubes, #pbFintech, #Ather Energy, #Radico Khaitan, #Max Financial, Cummins India, and many more (total ~68-70 stocks).
Recent Context/Additions: The fund has been active in mid-cap names with additions/increases in stocks like GMR Airports, Vishal Mega Mart, Paytm, and earlier entries such as CAMS, Piramal Pharma, Jain Resource Recycling, Urban Company, etc. It maintains a diversified mid-cap focus (with some small-cap exposure).
📊 Helios Mid Cap Fund Latest Holdings:
Top: #MCX, #Nippon Life AMC, #Paytm (One97), #phoenixwright Mills, #Fortis Healthcare, #Marico, #GMR Airports, #BSE, #Hitachi Energy, #Aditya Birla Capital & more.
Other Notable Holdings: #Motilal Oswal, #Schaeffler India, #Apar Industries, #IIFL Wealth, #UNO Minda, #GE T&D India, #Dixon Technologies, #IDFC First Bank, #Black Box, #Ami Organics, #Endurance Technologies, #Vishal Mega Mart, #Escorts Kubota, #APL Apollo Tubes, #pbFintech, #Ather Energy, #Radico Khaitan, #Max Financial, Cummins India, and many more (total ~68-70 stocks).
Recent Context/Additions: The fund has been active in mid-cap names with additions/increases in stocks like GMR Airports, Vishal Mega Mart, Paytm, and earlier entries such as CAMS, Piramal Pharma, Jain Resource Recycling, Urban Company, etc. It maintains a diversified mid-cap focus (with some small-cap exposure).
@vini546 There will definitely be short term performance noise in both funds with #paragparikh lagging #Helios due to its value investing style, while the latter one being more focused on growth.
But, in long term, both value and Growth funds converge, and generate similar CAGR.
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