13F HOLDINGS REPORT
CloudAlpha Capital Management Limited/Hong Kong
Quarter ended Q4 2023 · Filed November 2, 2023 · Accession 0001745907-23-000010
Total Value
$1.9M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 4,350,000 | $304,239 | 16.31% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 2,552,000 | $262,397 | 14.06% |
| 3 | MICROSOFT CORP | MSFT | 620,000 | $195,765 | 10.49% |
| 4 | TESLA INC | TSLA | 560,000 | $140,123 | 7.51% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 1,198,900 | $123,271 | 6.61% |
| 6 | KRANESHARES TR | 500767306 | 3,300,000 | $90,321 | 4.84% |
| 7 | ALPHABET INC | GOOG | 685,400 | $89,691 | 4.81% |
| 8 | MICROSOFT CORP | MSFT | 279,460 | $88,239 | 4.73% |
| 9 | TESLA INC | TSLA | 336,204 | $84,125 | 4.51% |
| 10 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 1,187,361 | $83,044 | 4.45% |
| 11 | NVIDIA CORPORATION | NVDA | 150,850 | $65,618 | 3.52% |
| 12 | ALPHABET INC | GOOG | 500,000 | $65,430 | 3.51% |
| 13 | ORACLE CORP | ORCL-PD | 547,500 | $57,991 | 3.11% |
| 14 | SUPER MICRO COMPUTER INC | SMCI | 92,000 | $25,228 | 1.35% |
| 15 | SNOWFLAKE INC | SNOW | 153,214 | $23,407 | 1.25% |
| 16 | AMAZON COM INC | AMZN | 159,500 | $20,276 | 1.09% |
| 17 | APPLE INC | AAPL | 105,925 | $18,135 | 0.97% |
| 18 | INVESCO QQQ TR | IVZ | 41,500 | $14,868 | 0.80% |
| 19 | META PLATFORMS INC | META | 49,300 | $14,800 | 0.79% |
| 20 | ADOBE SYSTEMS INCORPORATED | ADBE | 23,000 | $11,728 | 0.63% |
| 21 | UNITY SOFTWARE INC | U | 364,000 | $11,426 | 0.61% |
| 22 | META PLATFORMS INC | META | 37,000 | $11,108 | 0.60% |
| 23 | GITLAB INC | GTLB | 186,500 | $8,434 | 0.45% |
| 24 | APPLE INC | AAPL | 43,500 | $7,448 | 0.40% |
| 25 | PALANTIR TECHNOLOGIES INC | PLTR | 438,000 | $7,008 | 0.38% |
| 26 | VANECK ETF TRUST | 92189F676 | 33,000 | $4,784 | 0.26% |
| 27 | SPDR SER TR | 78464A714 | 75,000 | $4,565 | 0.24% |
| 28 | NVIDIA CORPORATION | NVDA | 10,000 | $4,350 | 0.23% |
| 29 | ISHARES TR | 464287523 | 6,500 | $3,079 | 0.17% |
| 30 | TESLA INC | TSLA | 11,000 | $2,752 | 0.15% |
| 31 | SNAP INC | SNAP | 300,000 | $2,673 | 0.14% |
| 32 | BROADCOM INC | AVGO | 2,835 | $2,355 | 0.13% |
| 33 | HUBSPOT INC | HUBS | 4,510 | $2,221 | 0.12% |
| 34 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 133,000 | $2,028 | 0.11% |
| 35 | MONGODB INC | MDB | 5,100 | $1,764 | 0.09% |
| 36 | COHERENT CORP | COHR | 48,000 | $1,567 | 0.08% |
| 37 | CAMTEK LTD | CAMT | 24,500 | $1,525 | 0.08% |
| 38 | APPLIED OPTOELECTRONICS INC | AAOI | 132,590 | $1,455 | 0.08% |
| 39 | CELESTICA INC | CLS | 58,000 | $1,422 | 0.08% |
| 40 | FABRINET | FN | 8,500 | $1,416 | 0.08% |
| 41 | DATADOG INC | DDOG | 9,900 | $902 | 0.05% |
| 42 | MARVELL TECHNOLOGY INC | MRVL | 16,600 | $899 | 0.05% |
| 43 | ELASTIC N V | ESTC | 10,317 | $838 | 0.04% |
| 44 | SERVICENOW INC | NOW | 1,000 | $559 | 0.03% |
| 45 | NAVITAS SEMICONDUCTOR CORP | NVTS | 62,500 | $434 | 0.02% |