CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BITF | 1.63M | $3.84M |
 | AXTI | 1.39M | $22.74M |
 | ONDS | 690K | $6.73M |
 | CRCL | 690K | $54.69M |
 | API | 646K | $2.63M |
 | NVDA | 532K | $99.22M |
 | CLSK | 486K | $4.92M |
 | TSLA | 354K | $159.05M |
 | GOOGL | 295K | $92.21M |
 | SNDK | 286K | $67.94M |
 | RKLB | 241K | $16.84M |
 | LITE | 198K | $72.90M |
 | LRCX | 191K | $32.63M |
 | TTMI | 185K | $12.73M |
 | LEU | 172K | $41.83M |
 | OKLO | 164K | $11.79M |
 | AMAT | 141K | $36.18M |
 | IREN | 134K | $5.04M |
 | CIEN | 125K | $29.19M |
 | WDC | 121K | $20.89M |
Bitfarms Ltd.
BITF
Shares Held
1.63M
Value
$3.84M
AXT, Inc.
AXTI
Shares Held
1.39M
Value
$22.74M
Ondas Holdings Inc.
ONDS
Shares Held
690K
Value
$6.73M
Circle Internet Group
CRCL
Shares Held
690K
Value
$54.69M
Agora, Inc.
API
Shares Held
646K
Value
$2.63M
NVIDIA Corporation
NVDA
Shares Held
532K
Value
$99.22M
CleanSpark, Inc.
CLSK
Shares Held
486K
Value
$4.92M
Tesla, Inc.
TSLA
Shares Held
354K
Value
$159.05M
Alphabet Inc.
GOOGL
Shares Held
295K
Value
$92.21M
Sandisk Corporation
SNDK
Shares Held
286K
Value
$67.94M
Rocket Lab USA, Inc.
RKLB
Shares Held
241K
Value
$16.84M
Lumentum Holdings Inc.
LITE
Shares Held
198K
Value
$72.90M
Lam Research Corporation
LRCX
Shares Held
191K
Value
$32.63M
TTM Technologies, Inc.
TTMI
Shares Held
185K
Value
$12.73M
Centrus Energy Corp.
LEU
Shares Held
172K
Value
$41.83M
Oklo Inc.
OKLO
Shares Held
164K
Value
$11.79M
Applied Materials, Inc.
AMAT
Shares Held
141K
Value
$36.18M
IREN Limited
IREN
Shares Held
134K
Value
$5.04M
Ciena Corporation
CIEN
Shares Held
125K
Value
$29.19M
Western Digital Corporation
WDC
Shares Held
121K
Value
$20.89M