CloudAlpha Capital Management Limited/Hong Kong Hedge Fund

Location: Hong Kong

CIK: 0001745907 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Mar 19, 2021

Total Value: $4.92B (100.0% shares, 0.0% debt)

Holdings (99)

AAPL APPLE INC 18.3%
Value $902M Shares 6,800,000 Est. Cost $117.01 Unrealized 0.0%
TSLA TESLA INC 9.3%
Value $459M Shares 650,000 Est. Cost $170.65 Unrealized 0.0%
QQQ INVESCO QQQ TR 5.0%
Value $245M Shares 780,000 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 4.2%
Value $206M Shares 1,890,000 Est. Cost $108.96 Unrealized
KWEB KRANESHARES TR 3.7%
Value $184M Shares 2,400,000 Est. Cost Unrealized
CREE INC 3.1%
Value $154M Shares 1,450,000 Est. Cost $105.90 Unrealized
ARKK ARK ETF TR 2.9%
Value $144M Shares 1,160,000 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 2.4%
Value $119M Shares 510,000 Est. Cost Unrealized
IWM ISHARES TR 2.4%
Value $118M Shares 600,000 Est. Cost Unrealized
FDX FEDEX CORP 2.1%
Value $104M Shares 400,000 Est. Cost Unrealized
NET CLOUDFLARE INC 2.0%
Value $97.27M Shares 1,280,000 Est. Cost $65.56 Unrealized 0.0%
IWN ISHARES TR 1.9%
Value $92.22M Shares 700,000 Est. Cost Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 1.6%
Value $80.96M Shares 240,000 Est. Cost $445.83 Unrealized 0.0%
AMBA AMBARELLA INC 1.6%
Value $78.97M Shares 860,000 Est. Cost $70.02 Unrealized 0.0%
TSLA TESLA INC 1.6%
Value $78.33M Shares 111,000 Est. Cost $170.65 Unrealized 0.0%
IWN ISHARES TR 1.3%
Value $65.88M Shares 500,000 Est. Cost Unrealized
SE SEA LTD 1.3%
Value $61.71M Shares 310,000 Est. Cost $199.05 Unrealized
LITE LUMENTUM HLDGS INC 1.2%
Value $57.83M Shares 610,000 Est. Cost Unrealized
IQ IQIYI INC 1.1%
Value $55.94M Shares 3,200,000 Est. Cost Unrealized
CREE INC 1.1%
Value $55.17M Shares 521,000 Est. Cost $105.90 Unrealized
PTON PELOTON INTERACTIVE INC 1.1%
Value $54.62M Shares 360,000 Est. Cost Unrealized
DIS DISNEY WALT CO 1.1%
Value $54.35M Shares 300,000 Est. Cost Unrealized
ARKG ARK ETF TR 1.1%
Value $53.16M Shares 570,000 Est. Cost Unrealized
SE SEA LTD 1.1%
Value $53.05M Shares 266,500 Est. Cost $199.05 Unrealized
BABA ALIBABA GROUP HLDG LTD 1.0%
Value $51.2M Shares 220,000 Est. Cost Unrealized
TME TENCENT MUSIC ENTMT GROUP 0.9%
Value $44.25M Shares 2,300,000 Est. Cost Unrealized
JD JD.COM INC 0.9%
Value $43.95M Shares 500,000 Est. Cost Unrealized
BA BOEING CO 0.9%
Value $42.81M Shares 200,000 Est. Cost Unrealized
GM GENERAL MTRS CO 0.8%
Value $41.64M Shares 1,000,000 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.8%
Value $40.95M Shares 390,000 Est. Cost Unrealized
SE SEA LTD 0.8%
Value $39.81M Shares 200,000 Est. Cost $199.05 Unrealized
SOXX ISHARES TR 0.8%
Value $37.92M Shares 100,000 Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.7%
Value $36.58M Shares 130,000 Est. Cost $284.55 Unrealized 0.0%
NIO NIO INC 0.7%
Value $35.58M Shares 730,000 Est. Cost $48.74 Unrealized
MGA MAGNA INTL INC 0.7%
Value $35.4M Shares 500,000 Est. Cost Unrealized
AMBA AMBARELLA INC 0.7%
Value $34.43M Shares 375,000 Est. Cost $70.02 Unrealized 0.0%
TSEM TOWER SEMICONDUCTOR LTD 0.7%
Value $33.57M Shares 1,300,000 Est. Cost Unrealized
BA BOEING CO 0.7%
Value $32.11M Shares 150,000 Est. Cost Unrealized
ROKU ROKU INC 0.6%
Value $29.88M Shares 90,000 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.6%
Value $29.32M Shares 390,000 Est. Cost Unrealized
PDD PINDUODUO INC 0.6%
Value $28.43M Shares 160,000 Est. Cost $177.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $28.26M Shares 1,200,000 Est. Cost Unrealized
BIDU BAIDU INC 0.6%
Value $28.11M Shares 130,000 Est. Cost Unrealized
TAL TAL EDUCATION GROUP 0.6%
Value $27.89M Shares 390,000 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP. 0.6%
Value $27.7M Shares 500,000 Est. Cost Unrealized
PROSHARES TR II 0.6%
Value $27.48M Shares 2,000,000 Est. Cost $13.74 Unrealized
MRNA MODERNA INC 0.6%
Value $27.16M Shares 260,000 Est. Cost Unrealized
QRVO QORVO INC 0.5%
Value $26.6M Shares 160,000 Est. Cost Unrealized
BEKE KE HLDGS INC 0.5%
Value $24M Shares 390,000 Est. Cost Unrealized
LUMINAR TECHNOLOGIES INC 0.5%
Value $23.46M Shares 690,000 Est. Cost Unrealized
II-VI INC 0.5%
Value $22.79M Shares 300,000 Est. Cost Unrealized
ETF MANAGERS TR 0.5%
Value $22.45M Shares 390,000 Est. Cost Unrealized
STM STMICROELECTRONICS N V 0.5%
Value $22.27M Shares 600,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $21.83M Shares 238,000 Est. Cost $86.30 Unrealized 0.0%
EDIT EDITAS MEDICINE INC 0.4%
Value $21.73M Shares 310,000 Est. Cost $41.08 Unrealized 0.0%
TAN INVESCO EXCH TRADED FD TR II 0.4%
Value $20.55M Shares 200,000 Est. Cost Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.4%
Value $20.24M Shares 60,000 Est. Cost $445.83 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.4%
Value $18.67M Shares 250,000 Est. Cost Unrealized
SOXL DIREXION SHS ETF TR 0.4%
Value $18.66M Shares 40,000 Est. Cost Unrealized
PDD PINDUODUO INC 0.4%
Value $17.77M Shares 100,000 Est. Cost $177.67 Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.4%
Value $17.5M Shares 600,000 Est. Cost Unrealized
BILI BILIBILI INC 0.3%
Value $17.14M Shares 200,000 Est. Cost $86.00 Unrealized
GOTU GSX TECHEDU INC 0.3%
Value $17.06M Shares 330,000 Est. Cost $51.72 Unrealized
CRSR CORSAIR GAMING INC 0.3%
Value $16.3M Shares 450,000 Est. Cost Unrealized
FVRR FIVERR INTL LTD 0.3%
Value $15.61M Shares 80,000 Est. Cost Unrealized
LI LI AUTO INC 0.3%
Value $14.41M Shares 500,000 Est. Cost $29.01 Unrealized
ARKG ARK ETF TR 0.3%
Value $13.99M Shares 150,000 Est. Cost Unrealized
CLOUDERA INC 0.3%
Value $13.91M Shares 1,000,000 Est. Cost Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.3%
Value $13.36M Shares 130,000 Est. Cost Unrealized
VELODYNE LIDAR INC 0.2%
Value $11.87M Shares 520,000 Est. Cost Unrealized
CYBERARK SOFTWARE LTD 0.2%
Value $11.31M Shares 70,000 Est. Cost Unrealized
NIU NIU TECHNOLOGIES 0.2%
Value $10.94M Shares 390,000 Est. Cost Unrealized
IONS IONIS PHARMACEUTICALS INC 0.2%
Value $9.612M Shares 170,000 Est. Cost Unrealized
JKS JINKOSOLAR HLDG CO LTD 0.2%
Value $9.281M Shares 150,000 Est. Cost Unrealized
XYZ SQUARE INC 0.2%
Value $8.706M Shares 40,000 Est. Cost Unrealized
BNTX BIONTECH SE 0.2%
Value $8.152M Shares 100,000 Est. Cost Unrealized
SDGR SCHRODINGER INC 0.2%
Value $7.918M Shares 100,000 Est. Cost Unrealized
KC KINGSOFT CLOUD HLDGS LTD 0.2%
Value $7.839M Shares 180,000 Est. Cost Unrealized
NIO NIO INC 0.1%
Value $4.874M Shares 100,000 Est. Cost $48.74 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.1%
Value $4.215M Shares 500,000 Est. Cost Unrealized
BURNING ROCK BIOTECH LTD 0.1%
Value $4.043M Shares 175,000 Est. Cost $23.10 Unrealized
YATSEN HLDG LTD 0.1%
Value $3.23M Shares 190,000 Est. Cost Unrealized
FSLY FASTLY INC 0.1%
Value $3.145M Shares 36,000 Est. Cost $88.16 Unrealized 0.0%
GOTU GSX TECHEDU INC 0.1%
Value $2.948M Shares 57,000 Est. Cost $51.72 Unrealized
VELODYNE LIDAR INC 0.0%
Value $2.282M Shares 100,000 Est. Cost Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value $2.176M Shares 40,000 Est. Cost Unrealized
PIXELWORKS INC 0.0%
Value $2.043M Shares 724,288 Est. Cost $2.82 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value $1.687M Shares 5,000 Est. Cost $445.83 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value $1.523M Shares 10,000 Est. Cost $124.71 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value $760K Shares 10,000 Est. Cost $65.56 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value $664K Shares 5,000 Est. Cost $117.01 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value $587K Shares 4,000 Est. Cost $147.63 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $523K Shares 4,800 Est. Cost $108.96 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $459K Shares 3,000 Est. Cost $118.20 Unrealized 0.0%
DASH DOORDASH INC 0.0%
Value $286K Shares 2,000 Est. Cost $159.61 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value $281K Shares 1,000 Est. Cost $284.55 Unrealized 0.0%
BILI BILIBILI INC 0.0%
Value $86,000 Shares 1,000 Est. Cost $86.00 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value $70,000 Shares 1,000 Est. Cost $41.08 Unrealized 0.0%
LI LI AUTO INC 0.0%
Value $40,000 Shares 1,379 Est. Cost $29.01 Unrealized