CloudAlpha Capital Management Limited/Hong Kong
CIK 1745907
13F filing for Q2 2026・No. 1,163
- Holdings
- US$3.51B
- Quarter change
- +US$585.27M
- Entries
- 36
- Net bought (estimate)
- +US$59.88M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 30
- Cut 2
- Added 4
- Corporate actions 0
- Unchanged 1
Largest holdings
24 stocks worth US$1.01B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMDAMDCOM | New | 225,653 | US$131.08M | 12.94% |
| LRCXLAM RESEARCH CORPCOM NEW | New | 271,100 | US$117.48M | 11.60% |
| TSLATeslaCOM | Added | 243,300 | US$102.33M | 10.10% |
| MRVLMARVELL TECHNOLOGY INCCOM | Added | 315,200 | US$93.89M | 9.27% |
| VSHVISHAY INTERTECHNOLOGY INCCOM | New | 1,544,690 | US$83.07M | 8.20% |
| AMATAPPLIED MATLS INCCOM | New | 92,357 | US$66.77M | 6.59% |
| SNDKSANDISK CORPCOM | AddedSplit 1:3 | 26,800 | US$60.94M | 6.02% |
| QCOMQUALCOMM INCCOM | New | 281,160 | US$51.96M | 5.13% |
| FPSFORGENT POWER SOLUTIONS INC COM SHSCL A | New | 711,329 | US$39.73M | 3.92% |
| POET TECHNOLOGIES INCCOM NEW | New | 3,860,024 | US$39.68M | 3.92% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.