CloudAlpha Capital Management Limited/Hong Kong

13F filer · CIK 0001745907

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$3.51BU.S. long equity reported on 13F

Positions2417 new · 30 closed

Net flow last quarter-$209MBuys minus sells

Top 10 positions weight22.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202624 positions
AMDAdvanced Micro Devices Inc	$131M	3.73%	0.01%	Not reported	Q4 2020
LRCXLam Research Corp	$117M	3.34%	0.02%	Not reported	Q3 2025
TSLATesla, Inc.	$102M	2.91%	0.01%	+200.0%	Q4 2020
MRVLMarvell Technology, Inc.	$93.9M	2.67%	0.04%	+126.3%	Q3 2022
VSHVishay Intertechnology Inc	$83.1M	2.37%	1.18%	New	Q2 2026
AMATApplied Materials Inc	$66.8M	1.90%	0.01%	Not reported	Q1 2021
SNDKSandisk Corp	$60.9M	1.73%	0.02%	-62.0%	Q1 2025
QCOMQualcomm Inc	$52M	1.48%	0.03%	Not reported	Q4 2020
FPSForgent Power Solutions, Inc.	$39.7M	1.13%	Not reported	New	Q2 2026
POETPoet Technologies Inc.	$39.7M	1.13%	2.92%	New	Q2 2026
WOLFWolfspeed, Inc.	$34.7M	0.99%	1.38%	Not reported	Q4 2021
BEBloom Energy Corp	$33.1M	0.94%	0.04%	Not reported	Q3 2025
INTCIntel Corp	$32.8M	0.93%	0.00%	Not reported	Q4 2023
HOODRobinhood Markets, Inc.	$23.5M	0.67%	0.10%	Not reported	Q1 2025
MKSIMKS Inc	$18.5M	0.53%	0.06%	New	Q2 2026
VCXFundrise Innovation Fund, LLC	$14.9M	0.42%	Not reported	-15.1%	Q1 2026
SNOWSnowflake Inc.	$14.5M	0.41%	0.02%	Not reported	Q4 2020
UCTTUltra Clean Holdings, Inc.	$13.1M	0.37%	0.20%	New	Q2 2026
ENTGEntegris Inc	$13.1M	0.37%	0.05%	Not reported	Q2 2025
ICHRIchor Holdings, Ltd.	$13M	0.37%	0.31%	New	Q2 2026
ALABAstera Labs, Inc.	$9.76M	0.28%	0.01%	+201900.0%	Q1 2026
GOOGLAlphabet Inc.	$2.77M	0.08%	0.00%	-95.6%	Q1 2023
PONYPony AI Inc.	$2.32M	0.07%	0.08%	New	Q2 2026
MUMicron Technology Inc	$11.5K	0.00%	0.00%	Not reported	Q1 2023
Q1 2026Reported May 13, 202637 positions
LITELumentum Holdings Inc.	$139M	4.76%	0.28%	+0.3%	Q4 2023
CRCLCircle Internet Group, Inc.	$115M	3.93%	Not reported	+74.8%	Q2 2025
MODModine Manufacturing Co	$92.6M	3.16%	0.81%	New	Q1 2026
COHRCoherent Corp.	$67.2M	2.29%	0.15%	Not reported	Q2 2023
MSFTMicrosoft Corp	$65.5M	2.24%	0.00%	Not reported	Q1 2022
GOOGLAlphabet Inc.	$50.2M	1.72%	0.00%	-40.7%	Q1 2023
SNDKSandisk Corp	$44.8M	1.53%	0.05%	-75.3%	Q1 2025
CIENCiena Corp	$34.2M	1.17%	0.06%	-29.4%	Q3 2024
TSLATesla, Inc.	$30.2M	1.03%	0.00%	-77.1%	Q4 2020
METAMeta Platforms, Inc.	$30.1M	1.03%	Not reported	+76.5%	Q4 2022
VCXFundrise Innovation Fund, LLC	$26.6M	0.91%	Not reported	New	Q1 2026
PWRQuanta Services, Inc.	$26.1M	0.89%	0.03%	New	Q1 2026
RKLBRocket Lab Corp	$23.9M	0.81%	0.06%	+53.9%	Q2 2025
TERTeradyne, Inc	$19.8M	0.68%	0.04%	Not reported	Q4 2023
AXTIAxt Inc	$19.1M	0.65%	0.60%	-76.0%	Q4 2025
MTZMastec Inc	$18.5M	0.63%	0.07%	New	Q1 2026
MTSIMACOM Technology Solutions Holdings, Inc.	$17.1M	0.59%	0.10%	Not reported	Q2 2024
AAOIApplied Optoelectronics, Inc.	$15M	0.51%	0.22%	Not reported	Q2 2023
MRVLMarvell Technology, Inc.	$13.8M	0.47%	0.02%	Not reported	Q3 2022
EQIXEquinix Inc	$13M	0.45%	0.01%	New	Q1 2026
OKTAOkta, Inc.	$10.5M	0.36%	Not reported	Not reported	Q1 2025
TTMITTM Technologies Inc	$9.01M	0.31%	0.09%	-49.9%	Q2 2025
GLWCorning Inc	$6.32M	0.22%	0.01%	Not reported	Q1 2025
SATLSatellogic Inc.	$5M	0.17%	3.37%	New	Q1 2026
LEUCentrus Energy Corp	$4.71M	0.16%	0.20%	-84.3%	Q4 2024
APIAgora, Inc.	$2.29M	0.08%	0.18%	Not reported	Q1 2021
IONQIonQ, Inc.	$1.56M	0.05%	0.01%	Not reported	Q4 2025
AEISAdvanced Energy Industries Inc	$1.54M	0.05%	0.01%	New	Q1 2026
CIFRCipher Digital Inc.	$1.38M	0.05%	0.03%	Not reported	Q4 2025
RGTIRigetti Computing, Inc.	$1.14M	0.04%	0.02%	Not reported	Q4 2025
QBTSD-Wave Quantum Inc.	$971K	0.03%	0.02%	Not reported	Q4 2025
SMRNUSCALE POWER Corp	$911K	0.03%	0.04%	+97.2%	Q2 2024
BFLYButterfly Network, Inc.	$881K	0.03%	Not reported	New	Q1 2026
DASHDoorDash, Inc.	$706K	0.02%	Not reported	Not reported	Q4 2020
NRGNRG Energy, Inc.	$585K	0.02%	0.00%	Not reported	Q4 2025
MUMicron Technology Inc	$3.38K	0.00%	0.00%	-99.9%	Q1 2023
ALABAstera Labs, Inc.	$1.1K	0.00%	0.00%	New	Q1 2026
Q4 2025Reported Feb 6, 202642 positions
TSLATesla, Inc.	$159M	7.49%	0.01%	-6.5%	Q4 2020
NVDANvidia Corp	$99.2M	4.67%	0.00%	-57.0%	Q2 2021
GOOGLAlphabet Inc.	$92.2M	4.34%	0.00%	-33.1%	Q1 2023
ASMLAsml Holding NV	$86.9M	4.09%	0.02%	Not reported	Q1 2021
LITELumentum Holdings Inc.	$72.9M	3.43%	0.28%	+47.2%	Q4 2023
SNDKSandisk Corp	$67.9M	3.20%	0.20%	+33.9%	Q1 2025
NBISNebius Group N.V.	$63.1M	2.97%	0.30%	+103.1%	Q4 2024
CRCLCircle Internet Group, Inc.	$54.7M	2.58%	Not reported	+142.9%	Q2 2025
LEUCentrus Energy Corp	$41.8M	1.97%	1.26%	+33.1%	Q4 2024
AMATApplied Materials Inc	$36.2M	1.70%	0.02%	+204.8%	Q1 2021
AVGOBroadcom Inc.	$33.9M	1.60%	0.00%	+13.2%	Q3 2023
LRCXLam Research Corp	$32.6M	1.54%	0.02%	-9.3%	Q3 2025
CIENCiena Corp	$29.2M	1.37%	0.09%	-12.8%	Q3 2024
AXTIAxt Inc	$22.7M	1.07%	2.52%	New	Q4 2025
WDCWestern Digital Corp	$20.9M	0.98%	0.04%	Not reported	Q1 2021
AMZNAmazon Com Inc	$19.9M	0.94%	0.00%	Not reported	Q3 2022
ORCLOracle Corp	$19.7M	0.93%	0.00%	+192.2%	Q2 2023
METAMeta Platforms, Inc.	$19.7M	0.93%	Not reported	Not reported	Q4 2022
RKLBRocket Lab Corp	$16.8M	0.79%	0.04%	Not reported	Q2 2025
TTMITTM Technologies Inc	$12.7M	0.60%	0.18%	Not reported	Q2 2025
OKLOOklo Inc.	$11.8M	0.56%	0.10%	Not reported	Q1 2025
CLSCelestica Inc	$10.1M	0.47%	0.03%	Not reported	Q3 2023
BEBloom Energy Corp	$9.83M	0.46%	0.05%	+27.9%	Q3 2025
KEYSKeysight Technologies, Inc.	$8.76M	0.41%	0.03%	New	Q4 2025
LSCCLattice Semiconductor Corp	$8.34M	0.39%	0.08%	New	Q4 2025
SUPXSuperX AI Technology Ltd	$8.05M	0.38%	2.32%	+260.1%	Q3 2025
ONDSOndas Inc.	$6.73M	0.32%	0.18%	New	Q4 2025
FTAIFTAI Aviation Ltd.	$5.96M	0.28%	0.03%	New	Q4 2025
HOODRobinhood Markets, Inc.	$5.87M	0.28%	0.02%	-78.2%	Q1 2025
IRENIREN Ltd	$5.04M	0.24%	0.05%	+101.5%	Q2 2025
CLSKCleanspark, Inc.	$4.92M	0.23%	0.19%	New	Q4 2025
HUTHut 8 Corp.	$4.47M	0.21%	0.09%	New	Q4 2025
MUMicron Technology Inc	$3M	0.14%	0.00%	-96.8%	Q1 2023
APIAgora, Inc.	$2.63M	0.12%	0.18%	-61.7%	Q1 2021
IONQIonQ, Inc.	$2.43M	0.11%	0.01%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.08M	0.10%	0.00%	-81.8%	Q4 2020
RGTIRigetti Computing, Inc.	$1.79M	0.08%	0.02%	New	Q4 2025
QBTSD-Wave Quantum Inc.	$1.76M	0.08%	0.02%	New	Q4 2025
CIFRCipher Digital Inc.	$1.58M	0.07%	0.03%	New	Q4 2025
NRGNRG Energy, Inc.	$637K	0.03%	0.00%	New	Q4 2025
SMRNUSCALE POWER Corp	$604K	0.03%	0.02%	Not reported	Q2 2024
GOOGAlphabet Inc.	$345K	0.02%	Not reported	New	Q4 2025
Q3 2025Reported Nov 6, 202532 positions
NVDANvidia Corp	$231M	8.30%	0.01%	+221.3%	Q2 2021
TSLATesla, Inc.	$168M	6.04%	0.01%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$107M	3.85%	0.00%	-38.1%	Q1 2023
MUMicron Technology Inc	$54.3M	1.95%	0.03%	+3246000.0%	Q1 2023
NBISNebius Group N.V.	$41.7M	1.50%	0.16%	Not reported	Q4 2024
LEUCentrus Energy Corp	$40.1M	1.44%	0.95%	-54.3%	Q4 2024
CRCLCircle Internet Group, Inc.	$37.6M	1.35%	Not reported	+181.1%	Q2 2025
HOODRobinhood Markets, Inc.	$34M	1.22%	0.10%	+68.5%	Q1 2025
SBETSharplink, Inc.	$30.8M	1.11%	0.94%	New	Q3 2025
AVGOBroadcom Inc.	$28.6M	1.03%	0.00%	-23.5%	Q3 2023
LRCXLam Research Corp	$28.1M	1.01%	0.02%	New	Q3 2025
AAOIApplied Optoelectronics, Inc.	$28M	1.01%	1.58%	-23.4%	Q2 2023
COHRCoherent Corp.	$24.3M	0.87%	0.14%	Not reported	Q2 2023
SNDKSandisk Corp	$24M	0.86%	0.15%	Not reported	Q1 2025
LITELumentum Holdings Inc.	$21.9M	0.79%	0.19%	-24.7%	Q4 2023
CIENCiena Corp	$20.9M	0.75%	0.10%	Not reported	Q3 2024
ONTOOnto Innovation Inc.	$20.9M	0.75%	0.33%	Not reported	Q2 2023
CRWVCoreWeave, Inc.	$19.4M	0.70%	Not reported	+458.9%	Q1 2025
RMBSRambus Inc	$17.3M	0.62%	0.15%	Not reported	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.5M	0.38%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$9.73M	0.35%	0.00%	-39.8%	Q2 2023
AMATApplied Materials Inc	$9.46M	0.34%	0.01%	Not reported	Q1 2021
SUPXSuperX AI Technology Ltd	$9.2M	0.33%	0.64%	New	Q3 2025
BEBloom Energy Corp	$7.48M	0.27%	0.04%	New	Q3 2025
APIAgora, Inc.	$6.44M	0.23%	0.45%	-43.7%	Q1 2021
AVAVAeroVironment Inc	$5.29M	0.19%	0.03%	New	Q3 2025
CRDOCredo Technology Group Holding Ltd	$4.99M	0.18%	0.02%	-91.3%	Q3 2023
IRENIREN Ltd	$3.11M	0.11%	Not reported	-68.4%	Q2 2025
RIOTRiot Platforms, Inc.	$1.49M	0.05%	0.02%	New	Q3 2025
UUnity Software Inc.	$1.25M	0.04%	0.01%	Not reported	Q4 2021
KLICKulicke & Soffa Industries Inc	$1.25M	0.04%	0.06%	Not reported	Q2 2023
CCJCameco Corp	$1.23M	0.04%	0.00%	New	Q3 2025

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