CloudAlpha Capital Management Limited/Hong Kong - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, CloudAlpha Capital Management Limited/Hong Kong held in its portfolio 50 assets valued at $2,123,314,308 (i.e. $2.12B).
The most valuable assets in the portfolio included: TESLA INC ($551.02M), INVESCO QQQ TR ($152.66M), and ASML HOLDING N V ($132.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CloudAlpha Capital Management Limited/Hong Kong - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TESLA INC | 1225259 | 551023477 | COM |
| INVESCO QQQ TR | 248500 | 152656035 | UNIT SER 1 |
| ASML HOLDING N V | 123710 | 132352381 | N Y REGISTRY SHS |
| NVIDIA CORPORATION | 532010 | 99219865 | COM |
| ALPHABET INC CAP STK | 294600 | 92209800 | CL A |
| SANDISK CORP | 347719 | 82541536 | COM |
| DELL TECHNOLOGIES INC | 600000 | 75528000 | CL C |
| LUMENTUM HLDGS INC | 197781 | 72900099 | COM |
| ORACLE CORP | 371110 | 72333050 | COM |
| ISHARES TR | 231500 | 69716225 | ISHARES SEMICDTR |
| HP INC | 2900000 | 64612000 | COM |
| NEBIUS GROUP N.V. | 754000 | 63113570 | SHS CLASS A |
| CIRCLE INTERNET GROUP INC | 689628 | 54687500 | COM CL A |
| CENTRUS ENERGY CORP | 172300 | 41827548 | CL A |
| BROADCOM INC | 112580 | 38963938 | COM |
| MICRON TECHNOLOGY INC | 135510 | 38675909 | COM |
| APPLIED MATLS INC | 140773 | 36177253 | COM |
| ARK ETF TR INNOVATION ETF | 439000 | 33767880 | INNOVATION ETF |
| LAM RESEARCH CORP | 190615 | 32629476 | COM NEW |
| FTAI AVIATION LTD | 150300 | 29586555 | SHS |
| CIENA CORP | 124810 | 29189315 | COM NEW |
| AXT INC | 1390730 | 22738436 | COM |
| ISHARES SILVER TR I | 330000 | 21258600 | SHARES |
| WESTERN DIGITAL CORP | 121259 | 20889288 | COM |
| AMAZON COM INC | 86110 | 19875910 | COM |
| META PLATFORMS INC | 29810 | 19677283 | CL A |
| ROCKET LAB CORP | 241334 | 16835460 | COM |
| ASTERA LABS INC | 100000 | 16636000 | COM |
| TTM TECHNOLOGIES INC | 184548 | 12733812 | COM |
| OKLO INC | 164299 | 11790096 | COM CL A |
| CELESTICA INC | 34110 | 10083257 | COM |
| BLOOM ENERGY CORP | 113100 | 9827259 | COM CL A |
| KEYSIGHT TECHNOLOGIES INC | 43112 | 8759927 | COM |
| LATTICE SEMICONDUCTOR CORP | 113400 | 8343972 | COM |
| SUPERX AI TECHNOLOGY LTD USD | 513592 | 8053123 | ORD SHS NEW |
| ALPHABET INC CAP STK | 24600 | 7719480 | CL C |
| ONDAS HLDGS INC | 690000 | 6734400 | COM NEW |
| ROBINHOOD MKTS INC | 51862 | 5865592 | COM CL A |
| IREN LIMITED | 133500 | 5042295 | ORDINARY SHARES |
| CLEANSPARK INC | 486000 | 4918320 | COM NEW |
| HUT 8 CORP | 97387 | 4473959 | COM |
| BITFARMS LTD | 1631964 | 3835115 | COM |
| AGORA INC | 645700 | 2627999 | ADS |
| IONQ INC | 54102 | 2427557 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 6850 | 2081647 | SPONSORED ADS |
| RIGETTI COMPUTING INC | 81000 | 1794150 | COMMON STOCK |
| D-WAVE QUANTUM INC | 67300 | 1759895 | COM |
| CIPHER MINING INC | 107000 | 1579320 | COM |
| NRG ENERGY INC | 4000 | 636960 | COM NEW |
| NUSCALE PWR CORP | 42610 | 603784 | CL A COM |