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  Name: CloudAlpha Capital Management Limited/Hong Kong
  City: Hong Kong
  State: K3
  Zip: 00000
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $737,412,000
  Total Value Change : $37,146,000
  Securities Held Change : -4
   
All Securities Held : 30
  New Positions : 12
  Closed Positions : 19
  Increased Positions : 9
  Unchanged Positions : 0
  Decreased Positions : 9

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (SOXL)1 Year Chart         SOXL Direxion Shs Etf Trdaily Se... 7 New $41.27 $43,087,000 926,000 5.84% 43,087,000 926,000 8.331    Closed - End Fund - Debt
   (MU)1 Year Chart         MU Micron Technology Inc 10 New $123.00 $34,884,000 295,900 4.73% 34,884,000 295,900 0.027    Semiconductor - Memor...
   (DELL)1 Year Chart         DELL Dell Technologies Inc 11 New $131.01 $24,420,000 214,000 3.31% 24,420,000 214,000 0.082    N/A
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 12 New $309.87 $18,559,000 64,000 2.52% 18,559,000 64,000 0.021    Diversified Computer ...
   (VRT)1 Year Chart         VRT Vertiv Holdings Co 13 New $94.80 $14,611,000 178,900 1.98% 14,611,000 178,900 0.047    N/A
   (APH)1 Year Chart         APH Amphenol Corp 17 New $127.16 $7,082,000 61,400 0.96% 7,082,000 61,400 0.01    Diversified Electronics
   (WDC)1 Year Chart         WDC Western Digital Corp 18 New $70.97 $5,548,000 81,300 0.75% 5,548,000 81,300 0.027    Data Storage Devices
   (HPE)1 Year Chart         HPE Hewlett Packard Enterprise Co 19 New $17.38 $4,929,000 278,000 0.67% 4,929,000 278,000 0.022    N/A
   (ETN)1 Year Chart         ETN Eaton Corp 20 New $328.51 $3,036,000 9,710 0.41% 3,036,000 9,710 0.002    Diversified Machinery
   (CW)1 Year Chart         CW Curtiss Wright Corp 21 New $273.01 $2,585,000 10,100 0.35% 2,585,000 10,100 0.024    Aerospace/Defense Pro...
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 22 New $284.46 $2,143,000 6,884 0.29% 2,143,000 6,884 0.002    Technical & System So...
   (ARM)1 Year Chart         ARM Arm Holdings American Depos... 23 New $117.23 $1,000,000 8,000 0.14% 1,000,000 8,000 0.001    N/A

      12 Records Found
  1    
Page 1 of 1
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