$774 Million is the total value of CloudAlpha Capital Management Limited/Hong Kong's 23 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GM | Exit | GENERAL MTRS CO | $0 | – | -5,000 | -100.0% | -0.10% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -2,500 | -100.0% | -0.36% | – |
| BILI | Exit | BILIBILI INCspons ads rep z | $0 | – | -32,000 | -100.0% | -0.38% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -57,000 | -100.0% | -0.58% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -6,000 | -100.0% | -0.64% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -64,200 | -100.0% | -3.29% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -71,700 | -100.0% | -3.50% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -185,000 | -100.0% | -10.39% | – |
| NTES | Exit | NETEASE INCcall | $0 | – | -260,000 | -100.0% | -10.93% | – |
| BILI | Exit | BILIBILI INCcall | $0 | – | -1,000,000 | -100.0% | -11.99% | – |
| MU | Exit | MICRON TECHNOLOGY INCput | $0 | – | -340,000 | -100.0% | -12.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TESLA INC | 11 | Q3 2023 | 37.8% |
| NVIDIA CORPORATION | 10 | Q3 2023 | 5.8% |
| TESLA INC | 9 | Q3 2023 | 66.0% |
| ADVANCED MICRO DEVICES INC | 9 | Q3 2023 | 9.4% |
| INVESCO QQQ TR | 8 | Q3 2023 | 22.0% |
| PIXELWORKS INC | 8 | Q3 2022 | 1.0% |
| SEA LTD-ADR | 7 | Q4 2022 | 10.4% |
| SNOWFLAKE INC | 7 | Q3 2023 | 3.4% |
| MICROSOFT CORP | 5 | Q3 2023 | 6.8% |
| PROSHARES VIX SHORT-TERM FUT | 5 | Q3 2022 | 3.4% |
View CloudAlpha Capital Management Limited/Hong Kong's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
View CloudAlpha Capital Management Limited/Hong Kong's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.