Cloudalpha Capital Management Limited/Hong Kong
$984M 13F equity value
41 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Cloudalpha Capital Management Limited/Hong Kong covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 1,042,380 | $157M | 16.0% |
| AMD | ADVANCED MICRO DEVICES INC | 199,073 | $122M | 12.4% |
| SMTC | SEMTECH CORP | 523,437 | $93M | 9.5% |
| LRCX | LAM RESEARCH CORP | 267,125 | $88M | 8.9% |
| MSFT | MICROSOFT CORP | 146,570 | $75M | 7.6% |
| MRVL | MARVELL TECHNOLOGY INC | 195,127 | $52M | 5.2% |
| ASML | ASML HLDG NV | 19,988 | $36M | 3.7% |
| ARM | ARM HOLDINGS PLC | 118,700 | $34M | 3.5% |
| FCEL | FUELCELL ENERGY INC | 1,942,866 | $32M | 3.2% |
| INTC | INTEL CORP | 261,532 | $31M | 3.2% |
Track Cloudalpha Capital Management Limited/Hong Kong's 13F portfolio: $984M in reported holdings, 41 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}