CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBET | 1.81M | $30.81M |
 | API | 1.69M | $6.44M |
 | NVDA | 1.24M | $230.99M |
 | AAOI | 1.08M | $27.97M |
 | GOOGL | 440K | $107.04M |
 | TSLA | 378K | $168.23M |
 | MU | 325K | $54.31M |
 | CRCL | 284K | $37.65M |
 | HOOD | 238K | $34.03M |
 | COHR | 225K | $24.27M |
 | SNDK | 214K | $23.99M |
 | LRCX | 210K | $28.15M |
 | RMBS | 166K | $17.28M |
 | ONTO | 161K | $20.85M |
 | CIEN | 143K | $20.86M |
 | CRWV | 142K | $19.43M |
 | LITE | 134K | $21.86M |
 | BE | 88K | $7.48M |
 | AVGO | 87K | $28.57M |
 | RIOT | 79K | $1.49M |
SharpLink Gaming Ltd.
SBET
Shares Held
1.81M
Value
$30.81M
Agora, Inc.
API
Shares Held
1.69M
Value
$6.44M
NVIDIA Corporation
NVDA
Shares Held
1.24M
Value
$230.99M
Applied Optoelectronics, Inc.
AAOI
Shares Held
1.08M
Value
$27.97M
Alphabet Inc.
GOOGL
Shares Held
440K
Value
$107.04M
Tesla, Inc.
TSLA
Shares Held
378K
Value
$168.23M
Micron Technology, Inc.
MU
Shares Held
325K
Value
$54.31M
Circle Internet Group
CRCL
Shares Held
284K
Value
$37.65M
Robinhood Markets, Inc.
HOOD
Shares Held
238K
Value
$34.03M
Coherent, Inc.
COHR
Shares Held
225K
Value
$24.27M
Sandisk Corporation
SNDK
Shares Held
214K
Value
$23.99M
Lam Research Corporation
LRCX
Shares Held
210K
Value
$28.15M
Rambus Inc.
RMBS
Shares Held
166K
Value
$17.28M
Onto Innovation Inc.
ONTO
Shares Held
161K
Value
$20.85M
Ciena Corporation
CIEN
Shares Held
143K
Value
$20.86M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
142K
Value
$19.43M
Lumentum Holdings Inc.
LITE
Shares Held
134K
Value
$21.86M
Bloom Energy Corporation
BE
Shares Held
88K
Value
$7.48M
Broadcom Inc.
AVGO
Shares Held
87K
Value
$28.57M
Riot Platforms, Inc.
RIOT
Shares Held
79K
Value
$1.49M