13F HOLDINGS REPORT
CloudAlpha Capital Management Limited/Hong Kong
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001745907-24-000011
Total Value
$1.17B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 1,810,000 | $358.2M | 30.49% |
| 2 | NVIDIA CORPORATION | NVDA | 1,042,626 | $128.8M | 10.97% |
| 3 | APPLE INC | AAPL | 457,958 | $96.5M | 8.21% |
| 4 | TESLA INC | TSLA | 483,980 | $95.8M | 8.15% |
| 5 | AMAZON COM INC | AMZN | 483,712 | $93.5M | 7.96% |
| 6 | META PLATFORMS INC | META | 176,180 | $88.8M | 7.56% |
| 7 | MICROSOFT CORP | MSFT | 175,000 | $78.2M | 6.66% |
| 8 | APPLE INC | AAPL | 230,000 | $48.4M | 4.12% |
| 9 | UNIVERSAL DISPLAY CORP | OLED | 164,368 | $34.6M | 2.94% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 144,010 | $25.0M | 2.13% |
| 11 | INVESCO QQQ TR | IVZ | 52,000 | $24.9M | 2.12% |
| 12 | AMPHENOL CORP NEW | 032095101 | 178,000 | $12.0M | 1.02% |
| 13 | AMAZON COM INC | AMZN | 60,000 | $11.6M | 0.99% |
| 14 | ISHARES TR | 464287655 | 57,000 | $11.6M | 0.98% |
| 15 | ARM HOLDINGS PLC | 042068205 | 61,900 | $10.1M | 0.86% |
| 16 | DIREXION SHS ETF TR | 25459W458 | 177,100 | $9.8M | 0.83% |
| 17 | QUALCOMM INC | QCOM | 35,000 | $7.0M | 0.59% |
| 18 | WESTERN DIGITAL CORP. | WDC | 91,569 | $6.9M | 0.59% |
| 19 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 62,003 | $6.9M | 0.59% |
| 20 | INTEL CORP | INTC | 210,000 | $6.5M | 0.55% |
| 21 | GE VERNOVA INC | GEV | 23,835 | $4.1M | 0.35% |
| 22 | GE VERNOVA INC | GEV | 22,000 | $3.8M | 0.32% |
| 23 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 114,394 | $3.7M | 0.31% |
| 24 | ASML HOLDING N V | ASMLF | 2,880 | $2.9M | 0.25% |
| 25 | AMKOR TECHNOLOGY INC | AMKR | 54,000 | $2.2M | 0.18% |
| 26 | VISTRA CORP | VST | 19,996 | $1.7M | 0.15% |
| 27 | NUSCALE PWR CORP | NU | 53,877 | $629,822 | 0.05% |
| 28 | ARTERIS INC | AIP | 73,710 | $553,562 | 0.05% |
| 29 | QUALCOMM INC | QCOM | 100 | $19,918 | 0.00% |