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CloudAlpha Capital Management Limited/Hong Kong

All holdings · as of Dec 31, 2025

43 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.—$345.2K1,1000.0%
NUSCALE POWER Corp—$603.8K42,6100.1%
NRG Energy Inc—$637.0K4,0000.1%
Cipher Digital Inc.—$1.58M107,0000.1%
D-Wave Quantum Inc.—$1.76M67,3000.2%
Rigetti Computing, Inc.—$1.79M81,0000.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.08M6,8500.2%
IonQ, Inc.—$2.43M54,1020.2%
Agora, Inc.APIADR$2.63M645,7000.2%
MICRON TECHNOLOGY INC—$3.00M10,5100.3%
BITFARMS LTD—$3.84M1,631,9640.3%
Hut 8 Corp.—$4.47M97,3870.4%
CLEANSPARK, INC.—$4.92M486,0000.4%
IREN LIMITED—$5.04M133,5000.5%
Robinhood Markets, Inc.—$5.87M51,8620.5%
FTAI Aviation Ltd—$5.96M30,3000.5%
Ondas Inc.—$6.73M690,0000.6%
SuperX AI Technology Ltd—$8.05M513,5920.7%
LATTICE SEMICONDUCTOR CORP—$8.34M113,4000.7%
Keysight Technologies, Inc.—$8.76M43,1120.8%
Bloom Energy Corp—$9.83M113,1000.9%
CELESTICA INCCLSCommon Stock$10.08M34,1100.9%
Oklo Inc.—$11.79M164,2991.1%
TTM Technologies Inc—$12.73M184,5481.1%
Rocket Lab CorpRKLBCommon Stock$16.84M241,3341.5%
Meta Platforms Inc—$19.68M29,8101.8%
ORACLE CORP—$19.71M101,1101.8%
Amazon.com Inc—$19.88M86,1101.8%
Western Digital Corp—$20.89M121,2591.9%
AXT INC—$22.74M1,390,7302.0%
CIENA CORP—$29.19M124,8102.6%
LAM RESEARCH CORP—$32.63M190,6152.9%
Broadcom Inc.—$33.95M98,0803.1%
APPLIED MATERIALS INC /DE—$36.18M140,7733.3%
CENTRUS ENERGY CORP—$41.83M172,3003.8%
Circle Internet Group, Inc.CRCLCommon Stock$54.69M689,6284.9%
Nebius Group N.V.—$63.11M754,0005.7%
Sandisk Corp—$67.94M286,2196.1%
LUMENTUM HLDGS INC—$72.90M197,7816.6%
ASML HOLDING N V—$86.88M81,2107.8%
Alphabet Inc.—$92.21M294,6008.3%
NVIDIA Corp—$99.22M532,0108.9%
Tesla Inc—$159.05M353,65914.3%
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