CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRCL | 1.21M | $115.03M |
 | SATL | 920K | $5.00M |
 | API | 646K | $2.29M |
 | MOD | 427K | $92.59M |
 | RKLB | 371K | $23.85M |
 | AXTI | 334K | $19.05M |
 | COHR | 282K | $67.15M |
 | BFLY | 218K | $880.72K |
 | LITE | 198K | $139.40M |
 | AAOI | 177K | $15.01M |
 | MSFT | 177K | $65.49M |
 | GOOGL | 175K | $50.24M |
 | MRVL | 139K | $13.80M |
 | OKTA | 133K | $10.47M |
 | CIFR | 107K | $1.38M |
 | TTMI | 92K | $9.01M |
 | CIEN | 88K | $34.21M |
 | SMR | 84K | $910.95K |
 | TSLA | 81K | $30.15M |
 | RGTI | 81K | $1.14M |
Circle Internet Group
CRCL
Shares Held
1.21M
Value
$115.03M
Satellogic Inc.
SATL
Shares Held
920K
Value
$5.00M
Agora, Inc.
API
Shares Held
646K
Value
$2.29M
Modine Manufacturing Company
MOD
Shares Held
427K
Value
$92.59M
Rocket Lab USA, Inc.
RKLB
Shares Held
371K
Value
$23.85M
AXT, Inc.
AXTI
Shares Held
334K
Value
$19.05M
Coherent, Inc.
COHR
Shares Held
282K
Value
$67.15M
Butterfly Network, Inc.
BFLY
Shares Held
218K
Value
$880.72K
Lumentum Holdings Inc.
LITE
Shares Held
198K
Value
$139.40M
Applied Optoelectronics, Inc.
AAOI
Shares Held
177K
Value
$15.01M
Microsoft Corporation
MSFT
Shares Held
177K
Value
$65.49M
Alphabet Inc.
GOOGL
Shares Held
175K
Value
$50.24M
Marvell Technology, Inc.
MRVL
Shares Held
139K
Value
$13.80M
Okta, Inc.
OKTA
Shares Held
133K
Value
$10.47M
Cipher Mining Inc.
CIFR
Shares Held
107K
Value
$1.38M
TTM Technologies, Inc.
TTMI
Shares Held
92K
Value
$9.01M
Ciena Corporation
CIEN
Shares Held
88K
Value
$34.21M
NuScale Power Corporation
SMR
Shares Held
84K
Value
$910.95K
Tesla, Inc.
TSLA
Shares Held
81K
Value
$30.15M
Rigetti Computing, Inc.
RGTI
Shares Held
81K
Value
$1.14M