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| Name: |
CloudAlpha Capital Management Limited/Hong Kong |
| City: |
Hong Kong |
| State: |
K3 |
| Zip: |
00000 |
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data |
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| Holdings
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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 |
- |
$903.99 |
$120,811,000 |
133,706 |
16.38% |
88,424,000 |
68,306 |
0.005 |
Semiconductor - Speci... |
|
|
TSLA |
Tesla Motors Inc |
2 |
- |
$177.81 |
$84,771,000 |
482,229 |
11.5% |
-15,352,000 |
79,286 |
0.015 |
Auto Manufacturers |
|
|
FB |
Meta Platforms Inc |
3 |
- |
$468.01 |
$78,421,000 |
161,500 |
10.63% |
61,131,000 |
112,652 |
0.007 |
Internet Service Prov... |
|
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AMZN |
Amazon.com Inc |
4 |
- |
$186.57 |
$62,484,000 |
346,400 |
8.47% |
50,270,000 |
266,016 |
0.003 |
Internet Software & S... |
|
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MSFT |
Microsoft Corp |
5 |
- |
$413.72 |
$60,289,000 |
143,300 |
8.18% |
48,703,000 |
112,490 |
0.002 |
Application Software |
|
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AVGO |
Broadcom Limited |
8 |
- |
$1,337.51 |
$42,015,000 |
31,700 |
5.7% |
42,015,000 |
31,700 |
0.008 |
Semiconductor- Broad... |
|
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AAOI |
Applied Optoelectronics, Inc. |
14 |
- |
$10.00 |
$11,520,000 |
831,200 |
1.56% |
-791,000 |
194,000 |
2.194 |
N/A |
|
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SMCI |
Super Micro Computer Inc |
16 |
- |
$782.76 |
$8,080,000 |
8,000 |
1.1% |
8,080,000 |
8,000 |
0.015 |
Networking & Communic... |
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CLS |
Celestica Inc (USA) |
26 |
- |
$44.02 |
$759,000 |
16,890 |
0.1% |
759,000 |
16,890 |
0.015 |
Printed Circuit Boards |
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