Stock Taper 
CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 POET Technologies Inc. | POET | 3.86M | $39.68M |
 Vishay Intertechnology, Inc. | VSH | 1.54M | $83.07M |
 Wolfspeed Inc. | WOLF | 719.13K | $34.7M |
 Forgent Power Solutions, Inc. | FPS | 711.33K | $39.73M |
 Pony AI Inc. American Depositary Shares | PONY | 334.35K | $2.32M |
 Marvell Technology, Inc. | MRVL | 315.2K | $93.89M |
 QUALCOMM Incorporated | QCOM | 281.16K | $51.96M |
 Lam Research Corporation | LRCX | 271.1K | $117.48M |
 Tesla, Inc. | TSLA | 243.3K | $102.33M |
 Intel Corp. | INTC | 234.8K | $32.79M |
 Robinhood Markets, Inc. | HOOD | 234.2K | $23.49M |
 Advanced Micro Devices, Inc. | AMD | 225.65K | $131.08M |
 Fundrise Innovation Fund, LLC | VCX | 172.35K | $14.9M |
 Ichor Holdings, Ltd. | ICHR | 115.58K | $12.98M |
 Bloom Energy Corporation | BE | 109.22K | $33.06M |
 Applied Materials, Inc. | AMAT | 92.36K | $66.77M |
 Ultra Clean Holdings, Inc. | UCTT | 91.97K | $13.11M |
 Entegris, Inc. | ENTG | 72.73K | $13.08M |
 Snowflake Inc. | SNOW | 56.88K | $14.47M |
 MKS Inc. | MKSI | 41.59K | $18.5M |