Holdings
CloudAlpha Capital Management Limited/Hong Kong
As of Jun 30, 2026, CloudAlpha Capital Management Limited/Hong Kong reported 23 positions worth US$998M. Largest: Advanced Micro Devices Inc, Lam Research Corporation and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 226K | US$131M | new | Jun 30, 2026 |
| Lam Research Corporation | 271K | US$117M | new | Jun 30, 2026 |
| Tesla, Inc. | 243K | US$102M | +162K | Jun 30, 2026 |
| Marvell Technology, Inc. | 315K | US$93.9M | +176K | Jun 30, 2026 |
| Vishay Intertechnology, Inc. | 1.54M | US$83.1M | new | Jun 30, 2026 |
| Applied Materials, Inc. | 92,357 | US$66.8M | new | Jun 30, 2026 |
| Sandisk Corporation | 26,800 | US$60.9M | −43,770 | Jun 30, 2026 |
| Qualcomm Incorporated | 281K | US$52M | new | Jun 30, 2026 |
| Forgent Power Solutions, Inc. | 711K | US$39.7M | new | Jun 30, 2026 |
| Poet Technologies Inc. | 3.86M | US$39.7M | new | Jun 30, 2026 |