Cloudalpha-Capital-Management-Limitedhong-Kong
AI_NATIVE detailed information: This accession holds the following tickers:[ "HOOD", "TEM", null, "SNOW", "MU", "BABA", null, null, "CLS", "LX", "API", null, "MCD", "META", "WAY", "SMR", "AAPL", "NVDA", "INTC", "PLTR", "TWLO", "SDGR", "AAOI", null, "AMZN", "HIMS", null, "TDOC", "OKTA", "RBRK", "LEU", "GLW", "CRDO", "CRWD", "DOCU", "QQQ", "IWM", "TSLA" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 38
- Total Value
- 847327440
- Accession Number
- 0001745907-25-000034
- Form Type
- 13F-HR
- Manager Name
- Cloudalpha-Capital-Management-Limitedhong-Kong
Data Enrichment
84% identified32 identified6 unidentified
Holdings
38 positions • $847.3M total value
Manager:
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Page 1 of 2
Shares:68.0K
Value:$31.9M
% of Portfolio:3.8% ($31.9M/$847.3M)
500767306
Shares:700.0K
Value:$24.4M
% of Portfolio:2.9% ($24.4M/$847.3M)
Shares:130.0K
Value:$17.2M
% of Portfolio:2.0% ($17.2M/$847.3M)
464287523
Shares:75.0K
Value:$14.1M
% of Portfolio:1.7% ($14.1M/$847.3M)
02156V109
Shares:539.7K
Value:$11.7M
% of Portfolio:1.4% ($11.7M/$847.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
AMAZON COM INC(AMZNcusip023135106) | 970.0K | All Managers (Combined) | $184.6M | 21.8% ($184.6M/$847.3M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 972.5K | All Managers (Combined) | $105.4M | 12.4% ($105.4M/$847.3M) | ||
| 108.5K | QoQ NEW(+108.5K) | All Managers (Combined) | $62.5M | 7.4% ($62.5M/$847.3M) | QoQ NEW(+$62.5M) | |
INTEL CORP(INTCcusip458140100) | 1.9M | QoQ NEW(+1.9M) YoY NEW(+1.9M) | All Managers (Combined) | $43.6M | 5.1% ($43.6M/$847.3M) | QoQ NEW(+$43.6M) YoY NEW(+$43.6M) |
Tempus AI, Inc.(TEMcusip88023B103) | 707.3K | QoQ NEW(+707.3K) YoY NEW(+707.3K) | All Managers (Combined) | $34.1M | 4.0% ($34.1M/$847.3M) | QoQ NEW(+$34.1M) YoY NEW(+$34.1M) |
| 170.0K | YoY NEW(+170.0K) | All Managers (Combined) | $33.9M | 4.0% ($33.9M/$847.3M) | YoY NEW(+$33.9M) | |
| 68.0K | YoY NEW(+68.0K) | All Managers (Combined) | $31.9M | 3.8% ($31.9M/$847.3M) | YoY NEW(+$31.9M) | |
CELESTICA INC(CLScusip15101Q207) | 382.6K | QoQ NEW(+382.6K) YoY NEW(+382.6K) | All Managers (Combined) | $30.2M | 3.6% ($30.2M/$847.3M) | QoQ NEW(+$30.2M) YoY NEW(+$30.2M) |
Snowflake Inc.(SNOWcusip833445109) | 188.7K | All Managers (Combined) | $27.6M | 3.3% ($27.6M/$847.3M) | ||
(cusip500767306)✕ | 700.0K | QoQ NEW(+700.0K) | All Managers (Combined) | $24.4M | 2.9% ($24.4M/$847.3M) | QoQ NEW(+$24.4M) |
| 386.1K | YoY NEW(+386.1K) | All Managers (Combined) | $24.0M | 2.8% ($24.0M/$847.3M) | YoY NEW(+$24.0M) | |
MCDONALDS CORP(MCDcusip580135101) | 70.0K | QoQ NEW(+70.0K) YoY NEW(+70.0K) | All Managers (Combined) | $21.9M | 2.6% ($21.9M/$847.3M) | QoQ NEW(+$21.9M) YoY NEW(+$21.9M) |
Tesla, Inc.(TSLAcusip88160R101) | 80.0K | All Managers (Combined) | $20.7M | 2.4% ($20.7M/$847.3M) | ||
| 696.4K | QoQ NEW(+696.4K) YoY NEW(+696.4K) | All Managers (Combined) | $20.6M | 2.4% ($20.6M/$847.3M) | QoQ NEW(+$20.6M) YoY NEW(+$20.6M) | |
| 431.3K | QoQ NEW(+431.3K) YoY NEW(+431.3K) | All Managers (Combined) | $18.0M | 2.1% ($18.0M/$847.3M) | QoQ NEW(+$18.0M) YoY NEW(+$18.0M) | |
| 130.0K | QoQ NEW(+130.0K) YoY NEW(+130.0K) | All Managers (Combined) | $17.2M | 2.0% ($17.2M/$847.3M) | QoQ NEW(+$17.2M) YoY NEW(+$17.2M) | |
| 1.0M | QoQ NEW(+1.0M) YoY NEW(+1.0M) | All Managers (Combined) | $14.3M | 1.7% ($14.3M/$847.3M) | QoQ NEW(+$14.3M) YoY NEW(+$14.3M) | |
(cusip464287523)✕ | 75.0K | QoQ NEW(+75.0K) YoY NEW(+75.0K) | All Managers (Combined) | $14.1M | 1.7% ($14.1M/$847.3M) | QoQ NEW(+$14.1M) YoY NEW(+$14.1M) |
Agora, Inc.(APIcusip00851L103) | 3.0M | QoQ 0.00% (-0)YoY NEW(+3.0M) | All Managers (Combined) | $12.0M | 1.4% ($12.0M/$847.3M) | YoY NEW(+$12.0M) |
(cusip02156V109)✕ | 539.7K | QoQ NEW(+539.7K) YoY NEW(+539.7K) | All Managers (Combined) | $11.7M | 1.4% ($11.7M/$847.3M) | QoQ NEW(+$11.7M) YoY NEW(+$11.7M) |