Institutions / CloudAlpha Capital Management Limited/Hong Kong
CloudAlpha Capital Management Limited/Hong Kong
CIK 1745907 · Institution · as of Dec 31, 2025
Portfolio value
$1.11B
Positions
43
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $159.05M | 14.3% |
| NVIDIA Corp | $99.22M | 8.9% |
| Alphabet Inc. | $92.21M | 8.3% |
| Asml Holding N V | $86.88M | 7.8% |
| Lumentum Hldgs Inc | $72.90M | 6.6% |
| Sandisk Corp | $67.94M | 6.1% |
| Nebius Group N.V. | $63.11M | 5.7% |
| Circle Internet Group, Inc.CRCL | $54.69M | 4.9% |
| Centrus Energy Corp | $41.83M | 3.8% |
| Applied Materials Inc /De | $36.18M | 3.3% |
| Broadcom Inc. | $33.95M | 3.1% |
| Lam Research Corp | $32.63M | 2.9% |
| Ciena Corp | $29.19M | 2.6% |
| Axt Inc | $22.74M | 2.0% |
| Western Digital Corp | $20.89M | 1.9% |
| Amazon.com Inc | $19.88M | 1.8% |
| Oracle Corp | $19.71M | 1.8% |
| Meta Platforms Inc | $19.68M | 1.8% |
| Rocket Lab CorpRKLB | $16.84M | 1.5% |
| TTM Technologies Inc | $12.73M | 1.1% |
| Oklo Inc. | $11.79M | 1.1% |
| Celestica IncCLS | $10.08M | 0.9% |
| Bloom Energy Corp | $9.83M | 0.9% |
| Keysight Technologies, Inc. | $8.76M | 0.8% |
| Lattice Semiconductor Corp | $8.34M | 0.7% |
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.