Titelia

Holdings of CloudAlpha Capital Management Limited/Hong Kong

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Net assets
-
Positions
36 in 2 countries
Top ten
75.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Lumentum Holdings Inc 198,356139.4M $
2Circle Internet Group Inc 1,205,610115M $
3Modine Manufacturing Co 427,25692.6M $
4Coherent Corp 281,91067.2M $
5Microsoft Corp 176,91065.5M $
6Alphabet Inc 174,71050.2M $
7Sandisk Corp/DE 70,57044.8M $
8Ciena Corp 88,11034.2M $
9Tesla Inc 81,11030.2M $
10Meta Platforms Inc 52,61030.1M $
11Quanta Services Inc 47,60026.1M $
12Rocket Lab Corp 371,40023.9M $
13Teradyne Inc 66,66219.8M $
14AXT Inc 334,40219.1M $
15MasTec Inc 57,40018.5M $
16MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 77,21417.1M $
17Applied Optoelectronics Inc 177,41015M $
18Marvell Technology Inc 139,29213.8M $
19Equinix Inc 13,30013M $
20Okta Inc 133,00010.5M $
21TTM Technologies Inc 92,4759M $
22Corning Inc 46,5006.3M $
23Satellogic Inc 920,0005M $
24Centrus Energy Corp 27,1364.7M $
25Agora Inc 645,7002.3M $
26IonQ Inc 54,1021.6M $
27Advanced Energy Industries Inc 4,7831.5M $
28Cipher Digital Inc 107,0001.4M $
29Rigetti Computing Inc 81,0001.1M $
30D-Wave Quantum Inc 67,300971.1K $
31NuScale Power Corp 84,036911K $
32Butterfly Network Inc 218,000880.7K $
33DoorDash Inc 4,700705.7K $
34NRG Energy Inc 4,000584.6K $
35Micron Technology Inc 103.4K $
36Astera Labs Inc 101.1K $

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Sector breakdown

  • Technology 39.4 %
  • Communication 9.1 %
  • Industrials 7.8 %
  • Consumer discretionary 3.5 %
  • Real estate 1.5 %
  • Utilities 0.1 %
  • Unattributed 38.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.7 %
  • Cayman Islands 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States35880.6M $99.74 %
2Cayman Islands12.3M $0.26 %
Cite this page

Titelia. "Holdings of CloudAlpha Capital Management Limited/Hong Kong". https://titelia.com/en/funds/US13F1745907