Universe · entity
CloudAlpha Capital Management Limited/Hong Kong
Institutional manager (13F) · CIK 1745907
13F holdings · as of 2026-03-31 · top 37 · reported portfolio $910M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | LUMENTUM HLDGS INC | $139M | 198,356 |
| 2 | CIRCLE INTERNET GROUP INC | $115M | 1,205,610 |
| 3 | MODINE MFG CO | $93M | 427,256 |
| 4 | COHERENT CORP | $67M | 281,910 |
| 5 | MICROSOFT CORP | $65M | 176,910 |
| 6 | ALPHABET INC CAP STK | $50M | 174,710 |
| 7 | SANDISK CORP | $45M | 70,570 |
| 8 | CIENA CORP | $34M | 88,110 |
| 9 | TESLA INC | $30M | 81,110 |
| 10 | META PLATFORMS INC | $30M | 52,610 |
| 11 | FUNDRISE INNOVATION FD LLC | $27M | 203,104 |
| 12 | QUANTA SVCS INC | $26M | 47,600 |
| 13 | ROCKET LAB CORP | $24M | 371,400 |
| 14 | TERADYNE INC | $20M | 66,662 |
| 15 | AXT INC | $19M | 334,402 |
| 16 | MASTEC INC | $18M | 57,400 |
| 17 | MACOM TECH SOLUTIONS HLDGS I | $17M | 77,214 |
| 18 | APPLIED OPTOELECTRONICS INC | $15M | 177,410 |
| 19 | MARVELL TECHNOLOGY INC | $14M | 139,292 |
| 20 | EQUINIX INC | $13M | 13,300 |
| 21 | OKTA INC | $10M | 133,000 |
| 22 | TTM TECHNOLOGIES INC | $9M | 92,475 |
| 23 | CORNING INC | $6M | 46,500 |
| 24 | SATELLOGIC INC | $5M | 920,000 |
| 25 | CENTRUS ENERGY CORP | $5M | 27,136 |
| 26 | AGORA INC | $2M | 645,700 |
| 27 | IONQ INC | $2M | 54,102 |
| 28 | ADVANCED ENERGY INDS | $2M | 4,783 |
| 29 | CIPHER DIGITAL INC | $1M | 107,000 |
| 30 | RIGETTI COMPUTING INC | $1M | 81,000 |
| 31 | D-WAVE QUANTUM INC | $971k | 67,300 |
| 32 | NUSCALE PWR CORP | $911k | 84,036 |
| 33 | BUTTERFLY NETWORK INC | $881k | 218,000 |
| 34 | DOORDASH INC | $706k | 4,700 |
| 35 | NRG ENERGY INC | $585k | 4,000 |
| 36 | MICRON TECHNOLOGY INC | $3k | 10 |
| 37 | ASTERA LABS INC | $1k | 10 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.