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| Name: |
CloudAlpha Capital Management Limited/Hong Kong |
| City: |
Hong Kong |
| State: |
K3 |
| Zip: |
00000 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
1 |
- |
$159.34 |
$141,653,000 |
1,307,000 |
21.61% |
35,120,000 |
513,696 |
0.005 |
Semiconductor - Speci... |
|
|
INTC |
Intel Corp |
2 |
- |
$22.49 |
$82,067,000 |
3,613,683 |
12.52% |
82,067,000 |
3,613,683 |
0.088 |
Semiconductor- Broad... |
|
|
META |
Meta Platforms Inc |
3 |
- |
$719.01 |
$62,532,000 |
108,495 |
9.54% |
62,532,000 |
108,495 |
0.005 |
Internet Service Prov... |
|
|
AMZN |
Amazon.com Inc |
4 |
- |
$223.41 |
$59,828,000 |
314,452 |
9.13% |
-49,921,000 |
-185,794 |
0.003 |
Internet Software & S... |
|
|
TEM |
Tempus Ai, Inc. |
5 |
New |
$60.97 |
$34,119,000 |
707,279 |
5.2% |
34,119,000 |
707,279 |
0.443 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
6 |
- |
$177.81 |
$30,736,000 |
118,600 |
4.69% |
30,732,000 |
118,590 |
0.004 |
Auto Manufacturers |
|
|
CLS |
Celestica Inc (USA) |
7 |
New |
$44.02 |
$30,156,000 |
382,640 |
4.6% |
30,156,000 |
382,640 |
0.322 |
Printed Circuit Boards |
|
|
SNOW |
Snowflake Inc. |
8 |
- |
$221.49 |
$27,584,000 |
188,726 |
4.21% |
19,955,000 |
139,318 |
0.065 |
N/A |
|
|
LEU |
Centrus Energy Corporation |
9 |
- |
$175.65 |
$24,020,000 |
386,110 |
3.66% |
-2,424,000 |
-10,892 |
3.469 |
Industrial Metals & M... |
|
|
HIMS |
Hims & Hers Health, Inc. |
10 |
New |
$47.98 |
$20,580,000 |
696,441 |
3.14% |
20,580,000 |
696,441 |
0.38 |
N/A |
|
|
HOOD |
Robinhood Markets, Inc. |
11 |
New |
$94.40 |
$17,952,000 |
431,339 |
2.74% |
17,952,000 |
431,339 |
0.052 |
N/A |
|
|
SMR |
Nuscale Power Ord Shs Class A |
12 |
New |
$35.88 |
$14,271,000 |
1,007,814 |
2.18% |
14,271,000 |
1,007,814 |
1.008 |
N/A |
|
|
API |
Agora Inc |
13 |
- |
$0.00 |
$12,040,000 |
2,995,000 |
1.84% |
-419,000 |
0 |
3.691 |
N/A |
|
|
ALCC |
Altc Acquisition Corp. |
14 |
New |
$53.72 |
$11,674,000 |
539,706 |
1.78% |
11,674,000 |
539,706 |
1.058 |
N/A |
|
|
AAPL |
Apple Inc |
15 |
- |
$213.55 |
$11,649,000 |
52,443 |
1.78% |
-13,197,000 |
-46,775 |
0 |
Personal Computers |
|
|
WAY |
Waystar Holding Corp. |
16 |
New |
$39.34 |
$10,444,000 |
279,540 |
1.59% |
10,444,000 |
279,540 |
0.168 |
N/A |
|
|
GLW |
Corning Inc |
17 |
New |
$53.04 |
$6,735,000 |
147,116 |
1.03% |
6,735,000 |
147,116 |
0.019 |
Communication Equipment |
|
|
MU |
Micron Technology Inc |
18 |
New |
$122.29 |
$6,326,000 |
72,800 |
0.96% |
6,326,000 |
72,800 |
0.007 |
Semiconductor - Memor... |
|
|
CRWV |
Coreweave, Inc. |
19 |
New |
$165.20 |
$5,697,000 |
153,646 |
0.87% |
5,697,000 |
153,646 |
0.044 |
N/A |
|
|
TWLO |
Twilio Inc |
20 |
New |
$120.27 |
$5,432,000 |
55,477 |
0.83% |
5,432,000 |
55,477 |
0.033 |
N/A |
|
|
SDSK |
Sandisk Corp |
21 |
New |
$46.41 |
$5,428,000 |
114,000 |
0.83% |
5,428,000 |
114,000 |
0.099 |
N/A |
|
|
CRDO |
Credo Technology Group Hold... |
22 |
- |
$93.61 |
$4,656,000 |
115,940 |
0.71% |
-19,887,000 |
-249,234 |
0.08 |
N/A |
|
|
OKTA |
Okta, Inc. |
23 |
New |
$99.11 |
$4,493,000 |
42,698 |
0.69% |
4,493,000 |
42,698 |
0.028 |
N/A |
|
|
AAOI |
Applied Optoelectronics, Inc. |
24 |
- |
$28.66 |
$4,235,000 |
275,868 |
0.65% |
-9,144,000 |
-87,096 |
0.728 |
N/A |
|
|
PLTR |
Palantir Technologies Inc |
25 |
New |
$134.36 |
$3,959,000 |
46,910 |
0.6% |
3,959,000 |
46,910 |
0.003 |
N/A |
|
|
DOCU |
Docusign Inc |
26 |
New |
$79.02 |
$3,754,000 |
46,117 |
0.57% |
3,754,000 |
46,117 |
0.025 |
N/A |
|
|
RBRK |
Rubrik, Inc. |
27 |
New |
$89.08 |
$3,671,000 |
60,202 |
0.56% |
3,671,000 |
60,202 |
0.108 |
N/A |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
28 |
New |
$514.10 |
$3,275,000 |
9,289 |
0.5% |
3,275,000 |
9,289 |
0.005 |
N/A |
|
|
LX |
Lexinfintech Holdings Ltd |
29 |
New |
$0.00 |
$3,016,000 |
298,876 |
0.46% |
3,016,000 |
298,876 |
0.227 |
N/A |
|
|
TDOC |
Teladoc, Inc. |
30 |
New |
$8.29 |
$2,443,000 |
306,943 |
0.37% |
2,443,000 |
306,943 |
0.212 |
N/A |
|
|
SDGR |
Schrodinger, Inc. |
31 |
New |
$21.12 |
$1,204,000 |
61,000 |
0.18% |
1,204,000 |
61,000 |
0.097 |
N/A |
|
|
BABA |
Alibaba Group Holding Limited |
32 |
- |
$108.70 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
N/A |
|
|
MNDY |
Mondaycom Ord Shs |
40 |
Closed |
$307.40 |
$0 |
0 |
0% |
-6,016,000 |
-25,553 |
0 |
N/A |
|
|
SITM |
Sitime Corp |
46 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,188,000 |
-5,537 |
0 |
N/A |
|
|
UEC |
Uranium Energy Corp |
33 |
Closed |
$6.62 |
$0 |
0 |
0% |
-3,947,000 |
-590,010 |
0 |
Industrial Metals & M... |
|
|
YNDX |
Yandex Nv |
37 |
Closed |
$50.25 |
$0 |
0 |
0% |
-2,048,000 |
-73,927 |
0 |
Internet Software & S... |
|
|
U |
Unity Software Inc. |
36 |
Closed |
$26.13 |
$0 |
0 |
0% |
-10,988,000 |
-489,010 |
0 |
N/A |
|
|
AOSL |
Alpha And Omega Semiconduct... |
45 |
Closed |
$27.80 |
$0 |
0 |
0% |
-8,014,000 |
-216,411 |
0 |
Semiconductor - Memor... |
|
|
GEV |
Ge Vernova Llc |
44 |
Closed |
$517.04 |
$0 |
0 |
0% |
-6,518,000 |
-19,817 |
0 |
N/A |
|
|
LITE |
Lumentum Holdings Inc. |
39 |
Closed |
$92.75 |
$0 |
0 |
0% |
-5,710,000 |
-68,015 |
0 |
N/A |
|
|
AVGO |
Broadcom Limited |
43 |
Closed |
$275.18 |
$0 |
0 |
0% |
-26,967,000 |
-116,319 |
0 |
Semiconductor- Broad... |
|
|
VST |
Vistra Energy Corp |
34 |
Closed |
$192.20 |
$0 |
0 |
0% |
-4,620,000 |
-33,511 |
0 |
N/A |
|
|
CIEN |
Ciena Corp |
38 |
Closed |
$81.38 |
$0 |
0 |
0% |
-13,772,000 |
-162,390 |
0 |
Systems, Products & D... |
|
|
VRT |
Vertiv Holdings Co |
42 |
Closed |
$127.84 |
$0 |
0 |
0% |
-2,864,000 |
-25,210 |
0 |
N/A |
|
|
MSFT |
Microsoft Corp |
35 |
Closed |
$498.84 |
$0 |
0 |
0% |
-23,608,000 |
-56,010 |
0 |
Application Software |
|
|
COIN |
Coinbase Global, Inc. |
41 |
Closed |
$355.80 |
$0 |
0 |
0% |
-24,242,000 |
-97,633 |
0 |
N/A |
|
