CloudAlpha Capital Management Limited/Hong Kong Hedge Fund

Location: Hong Kong

CIK: 0001745907 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 6, 2023

Total Value: $792M

Holdings (20)

TSLA TESLA INC 37.0%
Value $293M Shares 2,380,000 Est. Cost $273.04 Unrealized -30.7%
SE SEA LTD 17.7%
Value $140M Shares 2,700,000 Est. Cost $52.03 Unrealized
QQQ INVESCO QQQ TR 13.1%
Value $104M Shares 390,000 Est. Cost Unrealized
IQ IQIYI INC 6.4%
Value $50.38M Shares 9,506,000 Est. Cost $5.30 Unrealized
IQ IQIYI INC 6.0%
Value $47.7M Shares 9,000,000 Est. Cost $5.30 Unrealized
PDD PINDUODUO INC 4.3%
Value $33.76M Shares 414,000 Est. Cost $81.55 Unrealized
TSLA TESLA INC 4.2%
Value $33.36M Shares 270,800 Est. Cost $273.04 Unrealized -30.7%
SE SEA LTD 2.9%
Value $22.92M Shares 440,500 Est. Cost $52.03 Unrealized
XPEV XPENG INC 1.8%
Value $13.92M Shares 1,400,000 Est. Cost $9.94 Unrealized
NVDA NVIDIA CORPORATION 1.6%
Value $12.49M Shares 85,500 Est. Cost $17.77 Unrealized -17.6%
YMM FULL TRUCK ALLIANCE CO LTD 1.1%
Value $9.04M Shares 1,130,000 Est. Cost $8.00 Unrealized
SNOW SNOWFLAKE INC 1.1%
Value $8.44M Shares 58,800 Est. Cost $159.23 Unrealized -4.2%
MRVL MARVELL TECHNOLOGY INC 0.8%
Value $6.619M Shares 178,700 Est. Cost $41.37 Unrealized -2.6%
MS MORGAN STANLEY 0.8%
Value $5.951M Shares 70,000 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value $3.159M Shares 30,000 Est. Cost $182.92 Unrealized -25.2%
LI LI AUTO INC 0.3%
Value $2.754M Shares 135,000 Est. Cost $23.01 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $1.013M Shares 11,500 Est. Cost $88.09 Unrealized
META META PLATFORMS INC 0.1%
Value $1.011M Shares 8,400 Est. Cost $116.61 Unrealized 0.0%
BZ KANZHUN LIMITED 0.1%
Value $994K Shares 48,800 Est. Cost $20.37 Unrealized
AMZN AMAZON COM INC 0.1%
Value $706K Shares 8,400 Est. Cost $125.13 Unrealized -21.1%