Cloudalpha Capital Management Limited/Hong Kong
$1.5B Assets Reported
61 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 974,510 | $361M | 24.0% |
| MOD | MODINE MFG CO | 658,756 | $143M | 9.5% |
| LITE | LUMENTUM HLDGS INC | 198,356 | $139M | 9.3% |
| GLW | CORNING INC | 876,500 | $119M | 7.9% |
| CRCL | CIRCLE INTERNET GROUP INC | 1,205,610 | $115M | 7.7% |
| SNDK | SANDISK CORP | 130,570 | $83M | 5.5% |
| TER | TERADYNE INC | 261,662 | $78M | 5.2% |
| COHR | COHERENT CORP | 281,910 | $67M | 4.5% |
| GOOGL | ALPHABET INC CAP STK | 174,710 | $50M | 3.3% |
| MU | MICRON TECHNOLOGY INC | 106,010 | $36M | 2.4% |
Track Cloudalpha Capital Management Limited/Hong Kong's 13F portfolio: $1.5B in reported holdings, 61 positions. Top holdings, AUM, and quarterly changes on SentiSense.