Cloudalpha Capital Management Limited/Hong Kong

$1.0B 13F equity value
54 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Cloudalpha Capital Management Limited/Hong Kong covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
AMDADVANCED MICRO DEVICES INC225,653$131M12.9%
LRCXLAM RESEARCH CORP271,100$117M11.6%
TSLATESLA INC243,300$102M10.1%
MRVLMARVELL TECHNOLOGY INC315,200$94M9.3%
VSHVISHAY INTERTECHNOLOGY INC1,544,690$83M8.2%
AMATAPPLIED MATLS INC92,357$67M6.6%
SNDKSANDISK CORP26,800$61M6.0%
QCOMQUALCOMM INC281,160$52M5.1%
FPSFORGENT POWER SOLUTIONS INC COM SHS711,329$40M3.9%
POETPOET TECHNOLOGIES INC3,860,024$40M3.9%

Track Cloudalpha Capital Management Limited/Hong Kong's 13F portfolio: $1.0B in reported holdings, 54 positions. Top holdings and quarterly changes on SentiSense.

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