CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IREN | 66K | $3.11M |
 | AMAT | 46K | $9.46M |
 | TSM | 38K | $10.49M |
 | ORCL | 35K | $9.73M |
 | CRDO | 34K | $4.99M |
 | U | 31K | $1.25M |
 | KLIC | 31K | $1.25M |
 | AVAV | 17K | $5.29M |
 | CCJ | 15K | $1.23M |
IREN Limited
IREN
Shares Held
66K
Value
$3.11M
Applied Materials, Inc.
AMAT
Shares Held
46K
Value
$9.46M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
38K
Value
$10.49M
Oracle Corporation
ORCL
Shares Held
35K
Value
$9.73M
Credo Technology Group Holding Ltd
CRDO
Shares Held
34K
Value
$4.99M
Unity Software Inc.
U
Shares Held
31K
Value
$1.25M
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
31K
Value
$1.25M
AeroVironment, Inc.
AVAV
Shares Held
17K
Value
$5.29M
Cameco Corporation
CCJ
Shares Held
15K
Value
$1.23M