CloudAlpha Capital Management Limited/Hong Kong Hedge Fund

CIK: 0001745907 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Mar 19, 2021

Total Value ($000): $4,919,935 (100.0% shares, 0.0% debt)

Holdings (99)

AAPL APPLE INC 18.3%
Value ($000) $902,292 Shares 6,800,000 Est. Cost $117.01 Unrealized 0.0%
TSLA TESLA INC 9.3%
Value ($000) $458,686 Shares 650,000 Est. Cost $170.65 Unrealized 0.0%
QQQ INVESCO QQQ TR 5.0%
Value ($000) $244,717 Shares 780,000 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 4.2%
Value ($000) $206,086 Shares 1,890,000 Est. Cost $108.96 Unrealized
KWEB KRANESHARES TR 3.7%
Value ($000) $184,296 Shares 2,400,000 Est. Cost Unrealized
CREE INC 3.1%
Value ($000) $153,555 Shares 1,450,000 Est. Cost $105.90 Unrealized
ARKK ARK ETF TR 2.9%
Value ($000) $144,408 Shares 1,160,000 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 2.4%
Value ($000) $118,692 Shares 510,000 Est. Cost Unrealized
IWM ISHARES TR 2.4%
Value ($000) $117,636 Shares 600,000 Est. Cost Unrealized
FDX FEDEX CORP 2.1%
Value ($000) $103,848 Shares 400,000 Est. Cost Unrealized
NET CLOUDFLARE INC 2.0%
Value ($000) $97,267 Shares 1,280,000 Est. Cost $65.56 Unrealized 0.0%
IWN ISHARES TR 1.9%
Value ($000) $92,225 Shares 700,000 Est. Cost Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 1.6%
Value ($000) $80,957 Shares 240,000 Est. Cost $445.83 Unrealized 0.0%
AMBA AMBARELLA INC 1.6%
Value ($000) $78,965 Shares 860,000 Est. Cost $70.02 Unrealized 0.0%
TSLA TESLA INC 1.6%
Value ($000) $78,329 Shares 111,000 Est. Cost $170.65 Unrealized 0.0%
IWN ISHARES TR 1.3%
Value ($000) $65,875 Shares 500,000 Est. Cost Unrealized
SE SEA LTD 1.3%
Value ($000) $61,706 Shares 310,000 Est. Cost $199.05 Unrealized
LITE LUMENTUM HLDGS INC 1.2%
Value ($000) $57,828 Shares 610,000 Est. Cost Unrealized
IQ IQIYI INC 1.1%
Value ($000) $55,936 Shares 3,200,000 Est. Cost Unrealized
CREE INC 1.1%
Value ($000) $55,174 Shares 521,000 Est. Cost $105.90 Unrealized
PTON PELOTON INTERACTIVE INC 1.1%
Value ($000) $54,619 Shares 360,000 Est. Cost Unrealized
DIS DISNEY WALT CO 1.1%
Value ($000) $54,354 Shares 300,000 Est. Cost Unrealized
ARKG ARK ETF TR 1.1%
Value ($000) $53,158 Shares 570,000 Est. Cost Unrealized
SE SEA LTD 1.1%
Value ($000) $53,047 Shares 266,500 Est. Cost $199.05 Unrealized
BABA ALIBABA GROUP HLDG LTD 1.0%
Value ($000) $51,201 Shares 220,000 Est. Cost Unrealized
TME TENCENT MUSIC ENTMT GROUP 0.9%
Value ($000) $44,252 Shares 2,300,000 Est. Cost Unrealized
JD JD.COM INC 0.9%
Value ($000) $43,950 Shares 500,000 Est. Cost Unrealized
BA BOEING CO 0.9%
Value ($000) $42,812 Shares 200,000 Est. Cost Unrealized
GM GENERAL MTRS CO 0.8%
Value ($000) $41,640 Shares 1,000,000 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.8%
Value ($000) $40,946 Shares 390,000 Est. Cost Unrealized
SE SEA LTD 0.8%
Value ($000) $39,810 Shares 200,000 Est. Cost $199.05 Unrealized
SOXX ISHARES TR 0.8%
Value ($000) $37,918 Shares 100,000 Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.7%
Value ($000) $36,582 Shares 130,000 Est. Cost $284.55 Unrealized 0.0%
NIO NIO INC 0.7%
Value ($000) $35,580 Shares 730,000 Est. Cost $48.74 Unrealized
MGA MAGNA INTL INC 0.7%
Value ($000) $35,400 Shares 500,000 Est. Cost Unrealized
AMBA AMBARELLA INC 0.7%
Value ($000) $34,433 Shares 375,000 Est. Cost $70.02 Unrealized 0.0%
TSEM TOWER SEMICONDUCTOR LTD 0.7%
Value ($000) $33,566 Shares 1,300,000 Est. Cost Unrealized
BA BOEING CO 0.7%
Value ($000) $32,109 Shares 150,000 Est. Cost Unrealized
ROKU ROKU INC 0.6%
Value ($000) $29,882 Shares 90,000 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $29,320 Shares 390,000 Est. Cost Unrealized
PDD PINDUODUO INC 0.6%
Value ($000) $28,427 Shares 160,000 Est. Cost $177.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $28,260 Shares 1,200,000 Est. Cost Unrealized
BIDU BAIDU INC 0.6%
Value ($000) $28,111 Shares 130,000 Est. Cost Unrealized
TAL TAL EDUCATION GROUP 0.6%
Value ($000) $27,889 Shares 390,000 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP. 0.6%
Value ($000) $27,695 Shares 500,000 Est. Cost Unrealized
PROSHARES TR II 0.6%
Value ($000) $27,480 Shares 2,000,000 Est. Cost $13.74 Unrealized
MRNA MODERNA INC 0.6%
Value ($000) $27,162 Shares 260,000 Est. Cost Unrealized
QRVO QORVO INC 0.5%
Value ($000) $26,603 Shares 160,000 Est. Cost Unrealized
BEKE KE HLDGS INC 0.5%
Value ($000) $24,001 Shares 390,000 Est. Cost Unrealized
LUMINAR TECHNOLOGIES INC 0.5%
Value ($000) $23,460 Shares 690,000 Est. Cost Unrealized
II-VI INC 0.5%
Value ($000) $22,788 Shares 300,000 Est. Cost Unrealized
ETF MANAGERS TR 0.5%
Value ($000) $22,448 Shares 390,000 Est. Cost Unrealized
STM STMICROELECTRONICS N V 0.5%
Value ($000) $22,272 Shares 600,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $21,827 Shares 238,000 Est. Cost $86.30 Unrealized 0.0%
EDIT EDITAS MEDICINE INC 0.4%
Value ($000) $21,734 Shares 310,000 Est. Cost $41.08 Unrealized 0.0%
TAN INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $20,552 Shares 200,000 Est. Cost Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.4%
Value ($000) $20,239 Shares 60,000 Est. Cost $445.83 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.4%
Value ($000) $18,673 Shares 250,000 Est. Cost Unrealized
SOXL DIREXION SHS ETF TR 0.4%
Value ($000) $18,659 Shares 40,000 Est. Cost Unrealized
PDD PINDUODUO INC 0.4%
Value ($000) $17,767 Shares 100,000 Est. Cost $177.67 Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.4%
Value ($000) $17,496 Shares 600,000 Est. Cost Unrealized
BILI BILIBILI INC 0.3%
Value ($000) $17,144 Shares 200,000 Est. Cost $86.00 Unrealized
GOTU GSX TECHEDU INC 0.3%
Value ($000) $17,064 Shares 330,000 Est. Cost $51.72 Unrealized
CRSR CORSAIR GAMING INC 0.3%
Value ($000) $16,299 Shares 450,000 Est. Cost Unrealized
FVRR FIVERR INTL LTD 0.3%
Value ($000) $15,608 Shares 80,000 Est. Cost Unrealized
LI LI AUTO INC 0.3%
Value ($000) $14,415 Shares 500,000 Est. Cost $29.01 Unrealized
ARKG ARK ETF TR 0.3%
Value ($000) $13,989 Shares 150,000 Est. Cost Unrealized
CLOUDERA INC 0.3%
Value ($000) $13,910 Shares 1,000,000 Est. Cost Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $13,359 Shares 130,000 Est. Cost Unrealized
VELODYNE LIDAR INC 0.2%
Value ($000) $11,866 Shares 520,000 Est. Cost Unrealized
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $11,311 Shares 70,000 Est. Cost Unrealized
NIU NIU TECHNOLOGIES 0.2%
Value ($000) $10,940 Shares 390,000 Est. Cost Unrealized
IONS IONIS PHARMACEUTICALS INC 0.2%
Value ($000) $9,612 Shares 170,000 Est. Cost Unrealized
JKS JINKOSOLAR HLDG CO LTD 0.2%
Value ($000) $9,281 Shares 150,000 Est. Cost Unrealized
XYZ SQUARE INC 0.2%
Value ($000) $8,706 Shares 40,000 Est. Cost Unrealized
BNTX BIONTECH SE 0.2%
Value ($000) $8,152 Shares 100,000 Est. Cost Unrealized
SDGR SCHRODINGER INC 0.2%
Value ($000) $7,918 Shares 100,000 Est. Cost Unrealized
KC KINGSOFT CLOUD HLDGS LTD 0.2%
Value ($000) $7,839 Shares 180,000 Est. Cost Unrealized
NIO NIO INC 0.1%
Value ($000) $4,874 Shares 100,000 Est. Cost $48.74 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.1%
Value ($000) $4,215 Shares 500,000 Est. Cost Unrealized
BURNING ROCK BIOTECH LTD 0.1%
Value ($000) $4,043 Shares 175,000 Est. Cost $23.10 Unrealized
YATSEN HLDG LTD 0.1%
Value ($000) $3,230 Shares 190,000 Est. Cost Unrealized
FSLY FASTLY INC 0.1%
Value ($000) $3,145 Shares 36,000 Est. Cost $88.16 Unrealized 0.0%
GOTU GSX TECHEDU INC 0.1%
Value ($000) $2,948 Shares 57,000 Est. Cost $51.72 Unrealized
VELODYNE LIDAR INC 0.0%
Value ($000) $2,282 Shares 100,000 Est. Cost Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $2,176 Shares 40,000 Est. Cost Unrealized
PIXELWORKS INC 0.0%
Value ($000) $2,043 Shares 724,288 Est. Cost $2.82 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $1,687 Shares 5,000 Est. Cost $445.83 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $1,523 Shares 10,000 Est. Cost $124.71 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $760 Shares 10,000 Est. Cost $65.56 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value ($000) $664 Shares 5,000 Est. Cost $117.01 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $587 Shares 4,000 Est. Cost $147.63 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $523 Shares 4,800 Est. Cost $108.96 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $459 Shares 3,000 Est. Cost $118.20 Unrealized 0.0%
DASH DOORDASH INC 0.0%
Value ($000) $286 Shares 2,000 Est. Cost $159.61 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $281 Shares 1,000 Est. Cost $284.55 Unrealized 0.0%
BILI BILIBILI INC 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $86.00 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $41.08 Unrealized 0.0%
LI LI AUTO INC 0.0%
Value ($000) $40 Shares 1,379 Est. Cost $29.01 Unrealized