13F-HR filed by CloudAlpha Capital Management Limited/Hong Kong
CloudAlpha Capital Management Limited/Hong Kong filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-10, with 36 holding rows worth $3,512,276,677.
- Accession
- 0001745907-26-000006
- Filer
- CIK 1745907
- Filed
- 2026-08-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 36 entries on the cover page, a total value of $3,512,276,677 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,512,276,677 with VALUE read as dollars as filed, 13F file number 028-21117. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 769,800 | $566,880,720 | dollars as filed | put |
| SPY | 78462F103 | SHS | 571,100 | $426,480,347 | dollars as filed | put |
| ISHARES TR | 464287523 | COM | 661,900 | $424,119,044 | dollars as filed | put |
| Advanced Micro Devices,Inc. | 007903107 | COM | 575,000 | $334,023,250 | dollars as filed | call |
| Lam Research Corporation | 512807306 | COM | 390,000 | $168,998,700 | dollars as filed | call |
| Tesla Motors, Inc | 88160R101 | COM | 330,000 | $138,798,000 | dollars as filed | put |
| Intel Corp | 458140100 | COM | 945,000 | $131,950,350 | dollars as filed | call |
| Advanced Micro Devices,Inc. | 007903107 | COM | 225,653 | $131,084,084 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 271,100 | $117,475,763 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 240,000 | $114,616,800 | dollars as filed | put |
| Tesla Motors, Inc | 88160R101 | COM | 243,300 | $102,331,980 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 315,200 | $93,894,928 | dollars as filed | |
| VISHAY INTERTECHNOLOGY INC COM | 928298108 | Stock | 1,544,690 | $83,073,428 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 60,000 | $69,257,400 | dollars as filed | call |
| Applied Materials,Inc. | 038222105 | COM | 92,357 | $66,774,111 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 26,800 | $60,935,964 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 281,160 | $51,955,556 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 525,000 | $47,565,000 | dollars as filed | call |
| Applied Materials,Inc. | 038222105 | COM | 65,000 | $46,995,000 | dollars as filed | call |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 711,329 | $39,734,838 | dollars as filed | |
| POET TECHNOLOGIES INC | 73044W302 | COM NEW | 3,860,024 | $39,681,047 | dollars as filed | |
| WOLFSPEED INC | 97785W106 | COMMON STOCK | 719,134 | $34,698,216 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 109,217 | $33,059,986 | dollars as filed | |
| Intel Corp | 458140100 | COM | 234,800 | $32,785,124 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 21,500 | $29,720,740 | dollars as filed | put |
| ROBINHOOD MKTS INC | 770700102 | COM | 234,199 | $23,485,476 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 41,589 | $18,498,787 | dollars as filed | |
| FUNDRISE INNOVATION FD LLC COM | 360852107 | CLSD FD | 172,355 | $14,896,643 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 56,875 | $14,474,688 | dollars as filed | |
| ULTRA CLEAN HLDGS INC COM | 90385V107 | Stock | 91,971 | $13,114,145 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 72,727 | $13,080,678 | dollars as filed | |
| ICHOR HOLDINGS | G4740B105 | SHS | 115,582 | $12,977,547 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 20,200 | $9,757,004 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,740 | $2,766,044 | dollars as filed | |
| PONY AI INC | 732908108 | SPONSORED ADS | 334,352 | $2,323,746 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 10 | $11,543 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001745907-26-000006 | this filing | 2026-08-10 | acceptance time not in the bulk data set |