EdgeMarket › What Cloudalpha Capital Management Limited/Hong Kong reported owning
What Cloudalpha Capital Management Limited/Hong Kong reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.9BPositions
56Quarter
2026-03-31Shown below
37largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LITE Lumentum Holdings Inc. | 139.4M | 4.8% | 198.4K | 866.71 | +647.9% |
| CRCL Circle Internet Group, Inc. | 115.0M | 3.9% | 1.2M | 87.98 | -36.2% |
| MOD MODINE MANUFACTURING CO | 92.6M | 3.2% | 427.3K | 197.68 | +46.5% |
| COHR COHERENT CORP. | 67.2M | 2.3% | 281.9K | 289.52 | +234.5% |
| MSFT MICROSOFT CORP | 65.5M | 2.2% | 176.9K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 50.2M | 1.7% | 174.7K | 344.82 | +73.0% |
| SNDK Sandisk Corp | 44.8M | 1.5% | 70.6K | 1,596.08 | +3494.8% |
| CIEN CIENA CORP | 34.2M | 1.2% | 88.1K | 395.79 | +356.8% |
| TSLA Tesla, Inc. | 30.2M | 1.0% | 81.1K | 362.86 | +12.0% |
| META Meta Platforms, Inc. | 30.1M | 1.0% | 52.6K | 549.90 | -26.5% |
| VCX Fundrise Innovation Fund, LLC | 26.6M | 0.9% | 203.1K | 42.11 | — |
| PWR QUANTA SERVICES, INC. | 26.1M | 0.9% | 47.6K | 639.34 | +70.1% |
| RKLB Rocket Lab Corp | 23.9M | 0.8% | 371.4K | 72.57 | +78.3% |
| TER TERADYNE, INC | 19.8M | 0.7% | 66.7K | 375.74 | +243.1% |
| AXTI AXT INC | 19.1M | 0.7% | 334.4K | 70.74 | +2718.3% |
| MTZ MASTEC INC | 18.5M | 0.6% | 57.4K | 266.26 | +54.3% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 17.1M | 0.6% | 77.2K | 266.61 | +120.1% |
| AAOI APPLIED OPTOELECTRONICS, INC. | 15.0M | 0.5% | 177.4K | 124.82 | +469.2% |
| MRVL Marvell Technology, Inc. | 13.8M | 0.5% | 139.3K | 237.04 | +232.8% |
| EQIX EQUINIX INC | 13.0M | 0.4% | 13.3K | 1,065.39 | +37.2% |
| OKTA Okta, Inc. | 10.5M | 0.4% | 133.0K | 135.14 | +48.5% |
| TTMI TTM TECHNOLOGIES INC | 9.0M | 0.3% | 92.5K | 110.54 | +175.9% |
| GLW CORNING INC /NY | 6.3M | 0.2% | 46.5K | 149.84 | +132.0% |
| SATL Satellogic Inc. | 5.0M | 0.2% | 920.0K | 5.72 | +70.2% |
| LEU CENTRUS ENERGY CORP | 4.7M | 0.2% | 27.1K | 186.26 | +5.8% |
| API Agora, Inc. | 2.3M | 0.1% | 645.7K | 4.36 | +25.6% |
| IONQ IonQ, Inc. | 1.6M | 0.1% | 54.1K | 44.86 | +21.9% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 1.5M | 0.1% | 4.8K | 285.83 | +93.5% |
| CIFR Cipher Digital Inc. | 1.4M | 0.0% | 107.0K | 15.77 | +165.0% |
| RGTI Rigetti Computing, Inc. | 1.1M | 0.0% | 81.0K | 17.91 | +21.3% |
| QBTS D-Wave Quantum Inc. | 971.1K | 0.0% | 67.3K | 20.39 | +35.4% |
| SMR NUSCALE POWER Corp | 911.0K | 0.0% | 84.0K | 9.40 | -72.2% |
| BFLY Butterfly Network, Inc. | 880.7K | 0.0% | 218.0K | 9.55 | +577.3% |
| DASH DoorDash, Inc. | 705.7K | 0.0% | 4.7K | 223.49 | -8.3% |
| NRG NRG ENERGY, INC. | 584.6K | 0.0% | 4.0K | 113.11 | -23.7% |
| MU MICRON TECHNOLOGY INC | 3.4K | 0.0% | 10 | 966.78 | +724.8% |
| ALAB Astera Labs, Inc. | 1.1K | 0.0% | 10 | 284.97 | +65.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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