HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 TESLA INC |
$317,543 | ||
| Call | 875,000 | +315,000 | $217,420 |
| TSLA | 402,943 | +66,739 | $100,123 |
| ADVANCED MICRO DEVICES INC |
$265,130 | ||
| Call | 954,500 | -1,597,500 | $140,703 |
| AMD | 844,090 | -354,810 | $124,427 |
| TAIWAN SEMICONDUCTOR MFG LTD |
$51,147 | ||
| TSM | 451,600 | +451,600 | $46,966 |
| Call | 40,200 | +40,200 | $4,181 |
| COINBASE GLOBAL INC |
$44,507 | ||
| COIN | 243,000 | +243,000 | $42,263 |
| Call | 12,900 | +12,900 | $2,244 |
 ADOBE INC |
64,275 | +41,275 | $38,346 |
| ADBE | 64,275 | +41,275 | $38,346 |
| ZOOM VIDEO COMMUNICATIONS IN |
504,900 | -5,032,461 | $36,307 |
| ZM | 504,900 | -682,461 | $36,307 |
| NVIDIA CORPORATION |
65,400 | -95,450 | $32,387 |
| NVDA | 65,400 | -85,450 | $32,387 |
| INTEL CORP |
613,000 | +613,000 | $30,803 |
| INTC | 613,000 | +613,000 | $30,803 |
| UNITY SOFTWARE INC |
743,891 | +379,891 | $30,418 |
| U | 743,891 | +379,891 | $30,418 |
| CONFLUENT INC |
1,274,927 | +1,274,927 | $29,833 |
| CFLT | 1,274,927 | +1,274,927 | $29,833 |
| GITLAB INC |
388,700 | +202,200 | $24,473 |
| GTLB | 388,700 | +202,200 | $24,473 |
| SNOWFLAKE INC |
94,700 | -58,514 | $18,845 |
| SNOW | 94,700 | -58,514 | $18,845 |
| META PLATFORMS INC |
48,848 | -37,452 | $17,290 |
| META | 48,848 | -452 | $17,290 |
| APPLIED OPTOELECTRONICS INC |
637,200 | +504,610 | $12,311 |
| AAOI | 637,200 | +504,610 | $12,311 |
| AMAZON COM INC |
80,384 | -79,116 | $12,214 |
| AMZN | 80,384 | -79,116 | $12,214 |
| ALPHABET INC |
86,000 | -1,099,400 | $12,013 |
| GOOGL | 86,000 | -599,400 | $12,013 |
| MICROSOFT CORP |
30,810 | -868,650 | $11,586 |
| MSFT | 30,810 | -248,650 | $11,586 |
| SERVICENOW INC |
15,550 | +14,550 | $10,986 |
| NOW | 15,550 | +14,550 | $10,986 |
| MONGODB INC |
25,400 | +20,300 | $10,385 |
| MDB | 25,400 | +20,300 | $10,385 |
| CROWDSTRIKE HLDGS INC |
40,000 | +40,000 | $10,213 |
| CRWD | 40,000 | +40,000 | $10,213 |
| SALESFORCE INC |
38,000 | +38,000 | $9,999 |
| CRM | 38,000 | +38,000 | $9,999 |
| PALO ALTO NETWORKS INC |
33,500 | +33,500 | $9,878 |
| PANW | 33,500 | +33,500 | $9,878 |
| ZSCALER INC |
30,000 | +30,000 | $6,647 |
| ZS | 30,000 | +30,000 | $6,647 |
| DATADOG INC |
52,200 | +42,300 | $6,336 |
| DDOG | 52,200 | +42,300 | $6,336 |
| LUMENTUM HLDGS INC |
105,000 | +105,000 | $5,504 |
| LITE | 105,000 | +105,000 | $5,504 |
| HASHICORP INC |
109,005 | +109,005 | $2,577 |
| HCP | 109,005 | +109,005 | $2,577 |
| BITDEER TECHNOLOGIES GROUP |
121,600 | +121,600 | $1,199 |
| BTDR | 121,600 | +121,600 | $1,199 |
| ELASTIC N V |
10,317 | UNCH | $1,163 |
| ESTC | 10,317 | UNCH | $1,163 |
| TERADYNE INC |
9,600 | +9,600 | $1,042 |
| TER | 9,600 | +9,600 | $1,042 |
| ASML HOLDING N V |
1,350 | +1,350 | $1,022 |
| ASML | 1,350 | +1,350 | $1,022 |
| GLOBALFOUNDRIES INC |
16,100 | +16,100 | $976 |
| GFS | 16,100 | +16,100 | $976 |
| ORACLE CORP |
6,800 | -540,700 | $717 |
| ORCL | 6,800 | -540,700 | $717 |
| MARATHON DIGITAL HOLDINGS IN |
24,300 | +24,300 | $571 |
| MARA | 24,300 | +24,300 | $571 |
| CANAAN INC |
193,000 | +193,000 | $446 |
| CAN | 193,000 | +193,000 | $446 |
| MOBILEYE GLOBAL INC |
$-2,729 | ||
| Put | 63,000 | +63,000 | $2,729 |
| ISHARES TR (IWM) |
$-7,627 | ||
| Put | 38,000 | +38,000 | $7,627 |
See Full List: All Stocks Held By CloudAlpha Capital Management Limited Hong Kong
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By CloudAlpha Capital Management Limited Hong Kong
|
Size ($ in 1000's)
At 12/31/2023: $1,084,388 At 09/30/2023: $1,865,708 CloudAlpha Capital Management Limited Hong Kong holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CloudAlpha Capital Management Limited Hong Kong 13F filings. Link to 13F filings: SEC filings |
