Institutions / Central Asset Investments & Management Holdings (HK) Ltd

Central Asset Investments & Management Holdings (HK) Ltd

CIK 1583672 · Institution · as of Dec 31, 2025
Portfolio value
$153.82M
Positions
39
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 39 →
CompanyClassValueShares% of portfolio
Seagate Technology Holdings PLC$24.30M88,22415.8%
Micron Technology Inc$23.90M83,74115.5%
Western Digital Corp$23.04M133,74815.0%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$13.31M43,8018.7%
Sandisk Corp$12.54M52,8118.1%
NVIDIA Corp$9.03M48,3925.9%
Alphabet Inc.$7.00M22,3074.6%
Alibaba Group Holding LtdBABAADR$4.90M33,4093.2%
SPDR Gold Tr$4.82M12,1733.1%
JPMorgan Chase & Co$3.83M11,8922.5%
The Goldman Sachs Group, Inc.$3.49M3,9762.3%
Sea Ltd$2.91M3,000,0001.9%
Baidu, Inc.BIDUADR$2.63M20,1001.7%
Futu Holdings LtdFUTUADR$2.59M15,7681.7%
Morgan Stanley$2.46M13,8731.6%
PDD Holdings Inc.PDDADR$1.60M14,0831.0%
Sea Ltd$1.04M8,1730.7%
Palo Alto Networks Inc$917.3K4,9800.6%
Vertiv Holdings Co$889.9K5,4930.6%
Xpeng Inc.XPEVADR$775.1K38,2220.5%
Amazon.com Inc$758.0K3,2840.5%
Bloom Energy Corp$689.7K7,9380.4%
Reddit, Inc.$669.6K2,9130.4%
AppLovin Corp$613.2K9100.4%
Take Two Interactive Software Inc$587.3K2,2940.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.