Cloudalpha Capital Management Limited/Hong Kong
$1.0B 13F equity value
54 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 225,653 | $131M | 12.9% |
| LRCX | LAM RESEARCH CORP | 271,100 | $117M | 11.6% |
| TSLA | TESLA INC | 243,300 | $102M | 10.1% |
| MRVL | MARVELL TECHNOLOGY INC | 315,200 | $94M | 9.3% |
| VSH | VISHAY INTERTECHNOLOGY INC | 1,544,690 | $83M | 8.2% |
| AMAT | APPLIED MATLS INC | 92,357 | $67M | 6.6% |
| SNDK | SANDISK CORP | 26,800 | $61M | 6.0% |
| QCOM | QUALCOMM INC | 281,160 | $52M | 5.1% |
| FPS | FORGENT POWER SOLUTIONS INC COM SHS | 711,329 | $40M | 3.9% |
| POET | POET TECHNOLOGIES INC | 3,860,024 | $40M | 3.9% |
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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