13F HOLDINGS REPORT
CloudAlpha Capital Management Limited/Hong Kong
Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0001745907-25-000034
Total Value
$1.26B
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 970,000 | $184.6M | 14.69% |
| 2 | NVIDIA CORPORATION | NVDA | 1,307,000 | $141.7M | 11.28% |
| 3 | NVIDIA CORPORATION | NVDA | 972,500 | $105.4M | 8.39% |
| 4 | INTEL CORP | INTC | 3,613,683 | $82.1M | 6.53% |
| 5 | META PLATFORMS INC | META | 108,495 | $62.5M | 4.98% |
| 6 | NVIDIA CORPORATION | NVDA | 560,000 | $60.7M | 4.83% |
| 7 | AMAZON COM INC | AMZN | 314,452 | $59.8M | 4.76% |
| 8 | INTEL CORP | INTC | 1,920,000 | $43.6M | 3.47% |
| 9 | TEMPUS AI INC | TEM | 707,279 | $34.1M | 2.72% |
| 10 | ISHARES TR | 464287655 | 170,000 | $33.9M | 2.70% |
| 11 | TESLA INC | TSLA | 130,000 | $33.7M | 2.68% |
| 12 | INVESCO QQQ TR | IVZ | 68,000 | $31.9M | 2.54% |
| 13 | TESLA INC | TSLA | 118,600 | $30.7M | 2.45% |
| 14 | CELESTICA INC | CLS | 382,640 | $30.2M | 2.40% |
| 15 | SNOWFLAKE INC | SNOW | 188,726 | $27.6M | 2.20% |
| 16 | KRANESHARES TRUST | 500767306 | 700,000 | $24.4M | 1.95% |
| 17 | CENTRUS ENERGY CORP | LEU | 386,110 | $24.0M | 1.91% |
| 18 | MCDONALDS CORP | MCD | 70,000 | $21.9M | 1.74% |
| 19 | TESLA INC | TSLA | 80,000 | $20.7M | 1.65% |
| 20 | HIMS & HERS HEALTH INC | HIMS | 696,441 | $20.6M | 1.64% |
| 21 | ROBINHOOD MKTS INC | 770700102 | 431,339 | $18.0M | 1.43% |
| 22 | ALIBABA GROUP HLDG LTD | BBAAY | 130,000 | $17.2M | 1.37% |
| 23 | NUSCALE PWR CORP | NU | 1,007,814 | $14.3M | 1.14% |
| 24 | ISHARES TR | 464287523 | 75,000 | $14.1M | 1.12% |
| 25 | AGORA INC | API | 2,995,000 | $12.0M | 0.96% |
| 26 | OKLO INC | OKLO | 539,706 | $11.7M | 0.93% |
| 27 | APPLE INC | AAPL | 52,443 | $11.6M | 0.93% |
| 28 | WAYSTAR HLDG CORP | WAY | 279,540 | $10.4M | 0.83% |
| 29 | SPDR SER TR | 78464A714 | 120,000 | $8.3M | 0.66% |
| 30 | CORNING INC | GLW | 147,116 | $6.7M | 0.54% |
| 31 | MICRON TECHNOLOGY INC | MU | 72,800 | $6.3M | 0.50% |
| 32 | COREWEAVE INC | CRWV | 153,646 | $5.7M | 0.45% |
| 33 | TWILIO INC | TWLO | 55,477 | $5.4M | 0.43% |
| 34 | SANDISK CORP | SNDK | 114,000 | $5.4M | 0.43% |
| 35 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 115,940 | $4.7M | 0.37% |
| 36 | OKTA INC | OKTA | 42,698 | $4.5M | 0.36% |
| 37 | APPLIED OPTOELECTRONICS INC | AAOI | 275,868 | $4.2M | 0.34% |
| 38 | PALANTIR TECHNOLOGIES INC | PLTR | 46,910 | $4.0M | 0.32% |
| 39 | DOCUSIGN INC | DOCU | 46,117 | $3.8M | 0.30% |
| 40 | RUBRIK INC. | RBRK | 60,202 | $3.7M | 0.29% |
| 41 | CROWDSTRIKE HLDGS INC | CRWD | 9,289 | $3.3M | 0.26% |
| 42 | LEXINFINTECH HLDGS LTD | LX | 298,876 | $3.0M | 0.24% |
| 43 | TELADOC HEALTH INC | TDOC | 306,943 | $2.4M | 0.19% |
| 44 | SCHRODINGER INC | SDGR | 61,000 | $1.2M | 0.10% |
| 45 | ALIBABA GROUP HLDG LTD | BBAAY | 10 | $1,322 | 0.00% |