CloudAlpha Capital Management Limited/Hong Kong
30 holdingsFiling period: 2026-06-30Current AUM: $2.93Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 769.8K | $566.9M | $552.4M | 18.84% | -39,700 | 2026-06-30 |
| 2 | AMD | Advanced Micro Devices Inc | 800.7K | $465.1M | $428.1M | 14.60% | -- | 2026-06-30 |
| 3 | SPY | State Str | 571.1K | $426.5M | $439.2M | 14.98% | -78,900 | 2026-06-30 |
| 4 | SOXX | iShares TR | 661.9K | $424.1M | $331.0M | 11.29% | +149.4K | 2026-06-30 |
| 5 | LRCX | Lam Research Corp | 661.1K | $286.5M | $174.2M | 5.94% | -- | 2026-06-30 |
| 6 | TSLA | Tesla Inc | 573.3K | $241.1M | $214.2M | 7.31% | +492.2K | 2026-06-30 |
| 7 | INTC | Intel Corp | 1.18M | $164.7M | $108.2M | 3.69% | -- | 2026-06-30 |
| 8 | TSM | Taiwan Semiconductor Manufac | 240.0K | $114.6M | $102.0M | 3.48% | +106.5K | 2026-06-30 |
| 9 | AMAT | Applied Matls Inc | 157.4K | $113.8M | $63.7M | 2.17% | -- | 2026-06-30 |
| 10 | MRVL | Marvell Technology Inc | 315.2K | $93.9M | $75.8M | 2.58% | +175.9K | 2026-06-30 |
| 11 | VSH | Vishay Intertechnology Inc | 1.54M | $83.1M | $44.1M | 1.51% | -- | 2026-06-30 |
| 12 | MU | Micron Technology Inc | 60.0K | $69.3M | $53.8M | 1.83% | -46,000 | 2026-06-30 |
| 13 | SNDK | Sandisk Corp | 26.8K | $60.9M | $36.6M | 1.25% | -103,770 | 2026-06-30 |
| 14 | QCOM | Qualcomm Inc | 281.2K | $52.0M | $49.4M | 1.68% | -- | 2026-06-30 |
| 15 | IGV | iShares TR | 525.0K | $47.6M | $56.1M | 1.91% | -- | 2026-06-30 |
| 16 | FPS | Forgent Power Solutions Inc.com Shs | 711.3K | $39.7M | $21.5M | 0.73% | -- | 2026-06-30 |
| 17 | POET | Poet Technologies Inc | 3.86M | $39.7M | $21.5M | 0.73% | -- | 2026-06-30 |
| 18 | WOLF | Wolfspeed Inc | 719.1K | $34.7M | $16.9M | 0.58% | -- | 2026-06-30 |
| 19 | BE | Bloom Energy Corp | 109.2K | $33.1M | $24.3M | 0.83% | -- | 2026-06-30 |
| 20 | MPWR | Monolithic Pwr Sys Inc | 21.5K | $29.7M | $26.8M | 0.92% | -- | 2026-06-30 |
| 21 | HOOD | Robinhood Mkts Inc | 234.2K | $23.5M | $23.0M | 0.78% | -- | 2026-06-30 |
| 22 | MKSI | Mks Inc. | 41.6K | $18.5M | $8.8M | 0.30% | -- | 2026-06-30 |
| 23 | VCX | Fundrise Innovation FD LLC | 172.4K | $14.9M | $4.1M | 0.14% | -30,749 | 2026-06-30 |
| 24 | SNOW | Snowflake Inc | 56.9K | $14.5M | $18.2M | 0.62% | -- | 2026-06-30 |
| 25 | UCTT | Ultra Clean Hldgs Inc | 92.0K | $13.1M | $4.7M | 0.16% | -- | 2026-06-30 |
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