Home › CloudAlpha Capital Management Limited/Hong Kong

CloudAlpha Capital Management Limited/Hong Kong 13F holdings

Filed 2026-08-10 · CloudAlpha Capital Management Limited/Hong Kong · 36 positions · $3.5B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
QQQINVESCO QQQ TR769.8K$566.9M16.1%
SPYSTATE STR571.1K$426.5M12.1%
SOXXISHARES TR661.9K$424.1M12.1%
AMDADVANCED MICRO DEVICES INC575.0K$334.0M9.5%
LRCXLAM RESEARCH CORP390.0K$169.0M4.8%
TSLATESLA INC330.0K$138.8M4.0%
INTCINTEL CORP945.0K$132.0M3.8%
AMDADVANCED MICRO DEVICES INC225.7K$131.1M3.7%
LRCXLAM RESEARCH CORP271.1K$117.5M3.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC240.0K$114.6M3.3%
TSLATESLA INC243.3K$102.3M2.9%
MRVLMARVELL TECHNOLOGY INC315.2K$93.9M2.7%
VSHVISHAY INTERTECHNOLOGY INC1.5M$83.1M2.4%
MUMICRON TECHNOLOGY INC60.0K$69.3M2.0%
AMATAPPLIED MATLS INC92.4K$66.8M1.9%
SNDKSANDISK CORP26.8K$60.9M1.7%
QCOMQUALCOMM INC281.2K$52.0M1.5%
IGVISHARES TR525.0K$47.6M1.4%
AMATAPPLIED MATLS INC65.0K$47.0M1.3%
FORGENTFORGENT POWER SOLUTIONS INC COM SHS711.3K$39.7M1.1%
POETPOET TECHNOLOGIES INC3.9M$39.7M1.1%
WOLFWOLFSPEED INC719.1K$34.7M1.0%
BEBLOOM ENERGY CORP109.2K$33.1M0.9%
INTCINTEL CORP234.8K$32.8M0.9%
MPWRMONOLITHIC PWR SYS INC21.5K$29.7M0.8%
HOODROBINHOOD MKTS INC234.2K$23.5M0.7%
MKSIMKS INC.41.6K$18.5M0.5%
VCXFUNDRISE INNOVATION FD LLC172.4K$14.9M0.4%
SNOWSNOWFLAKE INC56.9K$14.5M0.4%
UCTTULTRA CLEAN HLDGS INC92.0K$13.1M0.4%
ENTGENTEGRIS INC72.7K$13.1M0.4%
—ICHOR HOLDINGS115.6K$13.0M0.4%
ALABASTERA LABS INC20.2K$9.8M0.3%
GOOGLALPHABET INC CAP STK7.7K$2.8M0.1%
PONYPONY AI INC334.4K$2.3M0.1%
MUMICRON TECHNOLOGY INC10$11,5430.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}