CloudAlpha Capital Management Limited/Hong Kong: 13F holdings
CIK 17459072026Q2
| Positions | 30 |
|---|
| Reported value | $3.5bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 30 (-18 vs prior quarter) |
|---|
| Reported value | $3.5bn (+20.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMD ADVANCED MICRO DEVICES INC | 225,653 | $131.1m | 3.7% |
| LRCX LAM RESEARCH CORP | 271,100 | $117.5m | 3.3% |
| TSLA TESLA INC | 243,300 | $102.3m | 2.9% |
| MRVL MARVELL TECHNOLOGY INC | 315,200 | $93.9m | 2.7% |
| VSH VISHAY INTERTECHNOLOGY INC | 1,544,690 | $83.1m | 2.4% |
| AMAT APPLIED MATLS INC | 92,357 | $66.8m | 1.9% |
| SNDK SANDISK CORP | 26,800 | $60.9m | 1.7% |
| QCOM QUALCOMM INC | 281,160 | $52.0m | 1.5% |
| FPS FORGENT POWER SOLUTIONS INC COM SHS | 711,329 | $39.7m | 1.1% |
| POET TECHNOLOGIES INC | 3,860,024 | $39.7m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1745907")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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