account_balance
Investment manager · 13F filer · SEC CIK 1745907
CloudAlpha Capital Management Limited/Hong Kong
Reported value$984Mas of Sep 30, 2026
Positions28 17 new, 13 sold out
Top 10 weight73.3%SPCX alone is 16%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPCXSpace Exploration Techn Corp
16.0%New
AMDAdvanced Micro Devices Inc
12.4%Trimmed −12%
SMTCSemtech Corp
9.5%New
LRCXLam Research Corp
8.9%
MSFTMicrosoft Corp
7.6%New
MRVLMarvell Technology Inc
5.2%Trimmed −38%
ASMLAsml HLDG NV
3.7%New
ARMArm Holdings PLC
3.5%New
FCELFuelcell Energy Inc
3.2%New
INTCIntel Corp
3.2%Added +11%
SNPSSynopsys Inc
3.1%New
AMATApplied Matls Inc
3.0%Trimmed −37%
SPCXSpace Exploration Techn Corp
16.0%New
AMDAdvanced Micro Devices Inc
12.4%Trimmed −12%
SMTC9.5%LRCX8.9%MSFTMicrosoft Corp
7.6%New
MRVL5.2%ASML3.7%ARM3.5%FCEL3.2%INTC3.2%SNPS3.1%AMAT3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPCX Space Exploration Techn Corp 16.0% NewAMD Advanced Micro Devices Inc 12.4% Trimmed −12%SMTC Semtech Corp 9.5% NewLRCX Lam Research Corp 8.9% HeldMSFT Microsoft Corp 7.6% NewMRVL Marvell Technology Inc 5.2% Trimmed −38%ASML Asml HLDG NV 3.7% NewARM Arm Holdings PLC 3.5% NewFCEL Fuelcell Energy Inc 3.2% NewINTC Intel Corp 3.2% Added +11%SNPS Synopsys Inc 3.1% NewAMAT Applied Matls Inc 3.0% Trimmed −37%
What changed