13F HOLDINGS REPORT
CloudAlpha Capital Management Limited/Hong Kong
Quarter ended Q2 2023 · Filed May 4, 2023 · Accession 0001745907-23-000006
Total Value
$1.8M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,530,000 | $441,099 | 24.36% |
| 2 | KRANESHARES TR | 500767306 | 7,800,000 | $243,282 | 13.44% |
| 3 | META PLATFORMS INC | META | 670,000 | $142,000 | 7.84% |
| 4 | MICROSOFT CORP | MSFT | 429,050 | $123,695 | 6.83% |
| 5 | NVIDIA CORPORATION | NVDA | 380,300 | $105,636 | 5.84% |
| 6 | INVESCO QQQ TR | IVZ | 270,000 | $86,651 | 4.79% |
| 7 | META PLATFORMS INC | META | 367,965 | $77,987 | 4.31% |
| 8 | ALPHABET INC | GOOG | 700,000 | $72,611 | 4.01% |
| 9 | NETFLIX INC | NFLX | 200,000 | $69,096 | 3.82% |
| 10 | UNITY SOFTWARE INC | U | 2,000,000 | $64,880 | 3.58% |
| 11 | TESLA INC | TSLA | 280,000 | $58,089 | 3.21% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 479,600 | $47,006 | 2.60% |
| 13 | TESLA INC | TSLA | 190,000 | $39,417 | 2.18% |
| 14 | TESLA INC | TSLA | 181,800 | $37,716 | 2.08% |
| 15 | NETFLIX INC | NFLX | 93,400 | $32,268 | 1.78% |
| 16 | STAAR SURGICAL CO | STAA | 440,300 | $28,157 | 1.56% |
| 17 | TAL EDUCATION GROUP | TAL | 3,300,000 | $21,153 | 1.17% |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 424,100 | $18,364 | 1.01% |
| 19 | UNITY SOFTWARE INC | U | 521,000 | $16,901 | 0.93% |
| 20 | TAL EDUCATION GROUP | TAL | 2,510,000 | $16,089 | 0.89% |
| 21 | ALPHABET INC | GOOG | 149,987 | $15,558 | 0.86% |
| 22 | RAMBUS INC DEL | RMBS | 272,700 | $13,979 | 0.77% |
| 23 | YOUDAO INC | DAO | 1,300,000 | $11,050 | 0.61% |
| 24 | APPLE INC | AAPL | 63,000 | $10,389 | 0.57% |
| 25 | RLX TECHNOLOGY INC | RLX | 2,000,000 | $5,800 | 0.32% |
| 26 | ADOBE SYSTEMS INCORPORATED | ADBE | 13,000 | $5,010 | 0.28% |
| 27 | NAVITAS SEMICONDUCTOR CORP | NVTS | 262,061 | $1,916 | 0.11% |
| 28 | MICRON TECHNOLOGY INC | MU | 24,010 | $1,449 | 0.08% |
| 29 | RLX TECHNOLOGY INC | RLX | 380,000 | $1,102 | 0.06% |
| 30 | KRANESHARES TR | 500767306 | 31,000 | $967 | 0.05% |
| 31 | CADENCE DESIGN SYSTEM INC | CDNS | 3,700 | $777 | 0.04% |
| 32 | XPENG INC | XPNGF | 26,200 | $291 | 0.02% |