13F HOLDINGS REPORT (Amended)
CloudAlpha Capital Management Limited/Hong Kong
Quarter ended Q2 2024 · Filed July 22, 2024 · Accession 0001745907-24-000007
Total Value
$1.18B
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 760,000 | $198.9M | 16.83% |
| 2 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 1,950,000 | $132.4M | 11.20% |
| 3 | NVIDIA CORPORATION | NVDA | 289,000 | $122.3M | 10.34% |
| 4 | COINBASE GLOBAL INC | COIN | 1,260,000 | $90.2M | 7.63% |
| 5 | UNITY SOFTWARE INC | U | 2,000,000 | $86.8M | 7.35% |
| 6 | NVIDIA CORPORATION | NVDA | 130,500 | $55.2M | 4.67% |
| 7 | ORACLE CORP | ORCL-PD | 431,120 | $51.3M | 4.34% |
| 8 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 730,900 | $49.6M | 4.20% |
| 9 | SNOWFLAKE INC | SNOW | 228,000 | $40.1M | 3.39% |
| 10 | META PLATFORMS INC | META | 110,900 | $31.8M | 2.69% |
| 11 | SERVICENOW INC | NOW | 52,860 | $29.7M | 2.51% |
| 12 | XPENG INC | XPNGF | 2,100,000 | $28.2M | 2.38% |
| 13 | AMAZON COM INC | AMZN | 210,100 | $27.4M | 2.32% |
| 14 | ADOBE SYSTEMS INCORPORATED | ADBE | 55,850 | $27.3M | 2.31% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 225,500 | $25.7M | 2.17% |
| 16 | COHERENT CORP | COHR | 487,300 | $24.8M | 2.10% |
| 17 | SUPER MICRO COMPUTER INC | SMCI | 86,000 | $21.4M | 1.81% |
| 18 | ELASTIC N V | ESTC | 292,000 | $18.7M | 1.58% |
| 19 | MICROSOFT CORP | MSFT | 51,888 | $17.7M | 1.50% |
| 20 | TESLA INC | TSLA | 64,100 | $16.8M | 1.42% |
| 21 | UNITY SOFTWARE INC | U | 354,000 | $15.4M | 1.30% |
| 22 | ALPHABET INC | GOOG | 99,000 | $11.9M | 1.00% |
| 23 | MARVELL TECHNOLOGY INC | MRVL | 161,000 | $9.6M | 0.81% |
| 24 | INVESCO QQQ TR | IVZ | 22,500 | $8.3M | 0.70% |
| 25 | HUBSPOT INC | HUBS | 14,100 | $7.5M | 0.63% |
| 26 | ATLASSIAN CORPORATION | TEAM | 38,000 | $6.4M | 0.54% |
| 27 | DATADOG INC | DDOG | 60,000 | $5.9M | 0.50% |
| 28 | PALO ALTO NETWORKS INC | PANW | 20,000 | $5.1M | 0.43% |
| 29 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 30,000 | $3.0M | 0.26% |
| 30 | CADENCE DESIGN SYSTEM INC | CDNS | 10,700 | $2.5M | 0.21% |
| 31 | SNOWFLAKE INC | SNOW | 12,500 | $2.2M | 0.19% |
| 32 | ADVANCED MICRO DEVICES INC | AMD | 17,500 | $2.0M | 0.17% |
| 33 | APPLE INC | AAPL | 7,000 | $1.4M | 0.11% |
| 34 | NAVITAS SEMICONDUCTOR CORP | NVTS | 101,750 | $1.1M | 0.09% |
| 35 | ONTO INNOVATION INC | ONTO | 9,000 | $1.0M | 0.09% |
| 36 | KULICKE & SOFFA INDS INC | 501242101 | 17,100 | $1.0M | 0.09% |
| 37 | NETFLIX INC | NFLX | 1,000 | $440,490 | 0.04% |
| 38 | MONGODB INC | MDB | 1,000 | $410,990 | 0.03% |
| 39 | APPLIED OPTOELECTRONICS INC | AAOI | 61,000 | $363,560 | 0.03% |