CloudAlpha Capital Management Limited/Hong Kong
CloudAlpha Capital Management Limited/Hong Kong reported 36 holdings worth US$3.51B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
CloudAlpha Capital Management Limited/Hong Kong reported 36 holdings worth US$3.51B as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Lam Research Corporation and Tesla, Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$3.51B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 226K | US$131M | 3.7% |
| Lam Research Corporation | 271K | US$117M | 3.3% |
| Tesla, Inc. | 243K | US$102M | 2.9% |
| Marvell Technology, Inc. | 315K | US$93.9M | 2.7% |
| Vishay Intertechnology, Inc. | 1.54M | US$83.1M | 2.4% |
| Applied Materials, Inc. | 92,357 | US$66.8M | 1.9% |
| Sandisk Corporation | 26,800 | US$60.9M | 1.7% |
| Qualcomm Incorporated | 281K | US$52M | 1.5% |
| Forgent Power Solutions, Inc. | 711K | US$39.7M | 1.1% |
| Poet Technologies Inc. | 3.86M | US$39.7M | 1.1% |
| Wolfspeed, Inc. | 719K | US$34.7M | 0.99% |
| Bloom Energy Corporation | 109K | US$33.1M | 0.94% |
| Intel Corporation | 235K | US$32.8M | 0.93% |
| Robinhood Markets, Inc. | 234K | US$23.5M | 0.67% |
| Mks Inc. | 41,589 | US$18.5M | 0.53% |
| Snowflake Inc. | 56,875 | US$14.5M | 0.41% |
| Ultra Clean Holdings, Inc. | 91,971 | US$13.1M | 0.37% |
| Entegris, Inc. | 72,727 | US$13.1M | 0.37% |
| Ichor Holdings | 116K | US$13M | 0.37% |
| Astera Labs, Inc. | 20,200 | US$9.76M | 0.28% |
| Alphabet Inc (google) Class C | 7,740 | US$2.77M | 0.08% |
| Pony Ai Inc. Class A | 334K | US$2.32M | 0.07% |
| Micron Technology, Inc. | 10 | US$11,543 | <0.01% |
| Mastec, Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Modine Manufacturing Company | 0 | US$0 | 0.00% |
| Okta, Inc. | 0 | US$0 | 0.00% |
| Quanta Services, Inc. | 0 | US$0 | 0.00% |
| Satellogic Inc. | 0 | US$0 | 0.00% |
| Teradyne, Inc. | 0 | US$0 | 0.00% |
| Applied Optoelectronics, Inc. | 0 | US$0 | 0.00% |
| Centrus Energy Corp. | 0 | US$0 | 0.00% |
| Circle Internet Group, Inc. | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Ciena Corporation | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Axt Inc | 0 | US$0 | 0.00% |
| Cipher Digital Inc. | 0 | US$0 | 0.00% |
| D-wave Quantum Inc. | 0 | US$0 | 0.00% |
| Ionq, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Nrg Energy, Inc. | 0 | US$0 | 0.00% |
| Nuscale Power Corporation | 0 | US$0 | 0.00% |
| Rigetti Computing, Inc. | 0 | US$0 | 0.00% |
| Rocket Lab Corporation | 0 | US$0 | 0.00% |
| Ttm Technologies, Inc. | 0 | US$0 | 0.00% |
| Advanced Energy Industries, Inc. | 0 | US$0 | 0.00% |
| Butterfly Network, Inc. | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Doordash, Inc. | 0 | US$0 | 0.00% |
| Equinix, Inc. | 0 | US$0 | 0.00% |
| Macom Technology Solutions Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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