13F HOLDINGS REPORT (Amended)
CloudAlpha Capital Management Limited/Hong Kong
Quarter ended Q2 2024 · Filed July 22, 2024 · Accession 0001745907-24-000010
Total Value
$838.8M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 133,706 | $120.8M | 14.40% |
| 2 | TESLA INC | TSLA | 482,229 | $84.8M | 10.11% |
| 3 | META PLATFORMS INC | META | 161,500 | $78.4M | 9.35% |
| 4 | TESLA INC | TSLA | 372,500 | $65.5M | 7.81% |
| 5 | AMAZON COM INC | AMZN | 346,400 | $62.5M | 7.45% |
| 6 | MICROSOFT CORP | MSFT | 143,300 | $60.3M | 7.19% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 294,000 | $53.1M | 6.33% |
| 8 | DIREXION SHS ETF TR | 25459W458 | 926,000 | $43.1M | 5.14% |
| 9 | BROADCOM INC | AVGO | 31,700 | $42.0M | 5.01% |
| 10 | COINBASE GLOBAL INC | COIN | 152,000 | $40.3M | 4.80% |
| 11 | MICRON TECHNOLOGY INC | MU | 295,900 | $34.9M | 4.16% |
| 12 | DELL TECHNOLOGIES INC | DELL | 214,000 | $24.4M | 2.91% |
| 13 | ARISTA NETWORKS INC | ANET | 64,000 | $18.6M | 2.21% |
| 14 | VERTIV HOLDINGS CO | VRT | 178,900 | $14.6M | 1.74% |
| 15 | MICRON TECHNOLOGY INC | MU | 100,000 | $11.8M | 1.41% |
| 16 | APPLIED OPTOELECTRONICS INC | AAOI | 831,200 | $11.5M | 1.37% |
| 17 | VANECK ETF TRUST | 92189F676 | 46,000 | $10.3M | 1.23% |
| 18 | SNOWFLAKE INC | SNOW | 62,000 | $10.0M | 1.19% |
| 19 | SUPER MICRO COMPUTER INC | SMCI | 8,000 | $8.1M | 0.96% |
| 20 | AMPHENOL CORP NEW | 032095101 | 61,400 | $7.1M | 0.84% |
| 21 | WESTERN DIGITAL CORP. | WDC | 85,000 | $5.8M | 0.69% |
| 22 | WESTERN DIGITAL CORP. | WDC | 81,300 | $5.5M | 0.66% |
| 23 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 278,000 | $4.9M | 0.59% |
| 24 | ALPHABET INC | GOOG | 30,000 | $4.6M | 0.54% |
| 25 | KRANESHARES TRUST | 500767306 | 130,000 | $3.4M | 0.41% |
| 26 | EATON CORP PLC | ETN | 9,710 | $3.0M | 0.36% |
| 27 | CURTISS WRIGHT CORP | CW | 10,100 | $2.6M | 0.31% |
| 28 | CADENCE DESIGN SYSTEM INC | CDNS | 6,884 | $2.1M | 0.26% |
| 29 | ARM HOLDINGS PLC | 042068205 | 8,000 | $999,920 | 0.12% |
| 30 | ASML HOLDING N V | ASMLF | 1,000 | $970,470 | 0.12% |
| 31 | SERVICENOW INC | NOW | 1,000 | $762,400 | 0.09% |
| 32 | CELESTICA INC | CLS | 16,890 | $759,037 | 0.09% |
| 33 | MONGODB INC | MDB | 1,000 | $358,640 | 0.04% |
| 34 | CROWDSTRIKE HLDGS INC | CRWD | 1,000 | $320,590 | 0.04% |
| 35 | SALESFORCE INC | CRM | 1,000 | $301,180 | 0.04% |
| 36 | PALO ALTO NETWORKS INC | PANW | 1,000 | $284,130 | 0.03% |