News + Filings Holdings
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CloudAlpha Capital Management Limited/Hong Kong
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Zoom Video Communications, Inc.
| ZM | CL A | 1,950,000 | 1,950,000 | 132,366,000 | 132,366,000 | 11.20 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | COM | 289,000 | 289,000 | 122,253,000 | 122,253,000 | 10.34 | |
Hist
| 06/30/2023 |
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Coinbase Global, Inc.
| COIN | Call | 1,260,000 | 1,260,000 | 90,153,000 | 90,153,000 | 7.63 | |
Hist
| 06/30/2023 |
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Unity Software Inc.
| U | Call | 2,000,000 | 2,000,000 | 86,840,000 | 86,840,000 | 7.35 | |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 431,120 | 431,120 | 51,342,000 | 51,342,000 | 4.34 | 0.02 |
Hist
| 06/30/2023 |
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Zoom Video Communications, Inc.
| ZM | Common | 730,900 | 730,900 | 49,613,000 | 49,613,000 | 4.20 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 110,900 | 110,900 | 31,826,000 | 31,826,000 | 2.69 | |
Hist
| 06/30/2023 |
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ServiceNow, Inc.
| NOW | COM | 52,860 | 52,860 | 29,706,000 | 29,706,000 | 2.51 | |
Hist
| 06/30/2023 |
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XPENG INC.
| XPEV | Call | 2,100,000 | 2,100,000 | 28,182,000 | 28,182,000 | 2.38 | |
Hist
| 06/30/2023 |
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ADOBE INC.
| ADBE | Common | 55,850 | 55,850 | 27,310,000 | 27,310,000 | 2.31 | 0.01 |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 225,500 | 225,500 | 25,687,000 | 25,687,000 | 2.17 | 0.01 |
Hist
| 06/30/2023 |
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COHERENT CORP.
| COHR | Stock | 487,300 | 487,300 | 24,843,000 | 24,843,000 | 2.10 | 0.35 |
Hist
| 06/30/2023 |
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Super Micro Computer, Inc.
| SMCI | Common | 86,000 | 86,000 | 21,436,000 | 21,436,000 | 1.81 | |
Hist
| 06/30/2023 |
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Elastic N.V.
| ESTC | Common | 292,000 | 292,000 | 18,723,000 | 18,723,000 | 1.58 | 0.30 |
Hist
| 06/30/2023 |
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Unity Software Inc.
| U | COM | 354,000 | 354,000 | 15,371,000 | 15,371,000 | 1.30 | 0.09 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 99,000 | 99,000 | 11,850,000 | 11,850,000 | 1.00 | |
Hist
| 06/30/2023 |
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HUBSPOT INC
| HUBS | Common | 14,100 | 14,100 | 7,502,000 | 7,502,000 | 0.63 | |
Hist
| 06/30/2023 |
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Atlassian Corp
| TEAM | Stock | 38,000 | 38,000 | 6,377,000 | 6,377,000 | 0.54 | |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 20,000 | 20,000 | 5,110,000 | 5,110,000 | 0.43 | 0.01 |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | CALL | 30,000 | 30,000 | 3,028,000 | 3,028,000 | 0.26 | |
Hist
| 06/30/2023 |
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CADENCE DESIGN SYSTEMS INC
| CDNS | Common | 10,700 | 10,700 | 2,509,000 | 2,509,000 | 0.21 | |
Hist
| 06/30/2023 |
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Snowflake Inc.
| SNOW | ORDINARY SHARES | 12,500 | 12,500 | 2,200,000 | 2,200,000 | 0.19 | |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | COM | 17,500 | 17,500 | 1,993,000 | 1,993,000 | 0.17 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 7,000 | 7,000 | 1,358,000 | 1,358,000 | 0.11 | |
Hist
| 06/30/2023 |
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Navitas Semiconductor Corp
| NVTS | Common | 101,750 | 101,750 | 1,072,000 | 1,072,000 | 0.09 | 0.06 |
Hist
| 06/30/2023 |
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ONTO INNOVATION INC.
| NANO | Common | 9,000 | 9,000 | 1,048,000 | 1,048,000 | 0.09 | 0.02 |
Hist
| 06/30/2023 |
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KULICKE & SOFFA INDUSTRIES INC
| KLIC | Common | 17,100 | 17,100 | 1,017,000 | 1,017,000 | 0.09 | |
Hist
| 06/30/2023 |
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NETFLIX INC
| NFLX | Common | 1,000 | 1,000 | 440,000 | 440,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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APPLIED OPTOELECTRONICS, INC.
| AAOI | COM | 61,000 | 61,000 | 364,000 | 364,000 | 0.03 | 0.21 |
Hist
| 06/30/2023 |
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