CloudAlpha Capital Management Limited/Hong Kong

All holdings · as of Dec 31, 2025

Company	Class	Value ↓	Shares	% of portfolio
Tesla Inc	—	$159.05M	353,659	14.3%
NVIDIA Corp	—	$99.22M	532,010	8.9%
Alphabet Inc.	—	$92.21M	294,600	8.3%
ASML HOLDING N V	—	$86.88M	81,210	7.8%
LUMENTUM HLDGS INC	—	$72.90M	197,781	6.6%
Sandisk Corp	—	$67.94M	286,219	6.1%
Nebius Group N.V.	—	$63.11M	754,000	5.7%
Circle Internet Group, Inc.CRCL	Common Stock	$54.69M	689,628	4.9%
CENTRUS ENERGY CORP	—	$41.83M	172,300	3.8%
APPLIED MATERIALS INC /DE	—	$36.18M	140,773	3.3%
Broadcom Inc.	—	$33.95M	98,080	3.1%
LAM RESEARCH CORP	—	$32.63M	190,615	2.9%
CIENA CORP	—	$29.19M	124,810	2.6%
AXT INC	—	$22.74M	1,390,730	2.0%
Western Digital Corp	—	$20.89M	121,259	1.9%
Amazon.com Inc	—	$19.88M	86,110	1.8%
ORACLE CORP	—	$19.71M	101,110	1.8%
Meta Platforms Inc	—	$19.68M	29,810	1.8%
Rocket Lab CorpRKLB	Common Stock	$16.84M	241,334	1.5%
TTM Technologies Inc	—	$12.73M	184,548	1.1%
Oklo Inc.	—	$11.79M	164,299	1.1%
CELESTICA INCCLS	Common Stock	$10.08M	34,110	0.9%
Bloom Energy Corp	—	$9.83M	113,100	0.9%
Keysight Technologies, Inc.	—	$8.76M	43,112	0.8%
LATTICE SEMICONDUCTOR CORP	—	$8.34M	113,400	0.7%
SuperX AI Technology Ltd	—	$8.05M	513,592	0.7%
Ondas Inc.	—	$6.73M	690,000	0.6%
FTAI Aviation Ltd	—	$5.96M	30,300	0.5%
Robinhood Markets, Inc.	—	$5.87M	51,862	0.5%
IREN LIMITED	—	$5.04M	133,500	0.5%
CLEANSPARK, INC.	—	$4.92M	486,000	0.4%
Hut 8 Corp.	—	$4.47M	97,387	0.4%
BITFARMS LTD	—	$3.84M	1,631,964	0.3%
MICRON TECHNOLOGY INC	—	$3.00M	10,510	0.3%
Agora, Inc.API	ADR	$2.63M	645,700	0.2%
IonQ, Inc.	—	$2.43M	54,102	0.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$2.08M	6,850	0.2%
Rigetti Computing, Inc.	—	$1.79M	81,000	0.2%
D-Wave Quantum Inc.	—	$1.76M	67,300	0.2%
Cipher Digital Inc.	—	$1.58M	107,000	0.1%
NRG Energy Inc	—	$637.0K	4,000	0.1%
NUSCALE POWER Corp	—	$603.8K	42,610	0.1%
Alphabet Inc.	—	$345.2K	1,100	0.0%