CloudAlpha Capital Management Limited/Hong Kong historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 13 quarters from 2023-03-31 to 2026-06-30, CloudAlpha Capital Management Limited/Hong Kong opened 189 positions, added to 77, reduced 90 and sold out of 183.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CL A; Shares before 174,710.
- Q2 2026: Stock SNDK; Country of operation United States; Class COM; Shares before 70,570.
- Q1 2026: Stock TSLA; Country of operation United States; Class COM; Shares before 353,659.
- Q1 2026: Stock GOOGL; Country of operation United States; Class CL A; Shares before 294,600.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1745907), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-07-22); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-07-22); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-07-22); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | GOOGL
ALPHABET INC CAP STK | United States | CL A | 174,710 | 7,740 | -166,970 | $50,239,608 | $2,766,044 | -$47,473,564 | 2026-08-10 |
|---|
| Q2 2026 | SNDK
SANDISK CORP | United States | COM | 70,570 | 26,800 | -43,770 | $44,835,944 | $60,935,964 | +$16,100,020 | 2026-08-10 |
|---|
| Q1 2026 | TSLA
TESLA INC | United States | COM | 353,659 | 81,110 | -272,549 | $159,047,525 | $30,152,643 | -$128,894,882 | 2026-05-13 |
|---|
| Q1 2026 | GOOGL
ALPHABET INC CAP STK | United States | CL A | 294,600 | 174,710 | -119,890 | $92,209,800 | $50,239,608 | -$41,970,192 | 2026-05-13 |
|---|
| Q1 2026 | LEU
CENTRUS ENERGY CORP | United States | CL A | 172,300 | 27,136 | -145,164 | $41,827,548 | $4,710,538 | -$37,117,010 | 2026-05-13 |
|---|
| Q1 2026 | SNDK
SANDISK CORP | United States | COM | 286,219 | 70,570 | -215,649 | $67,942,666 | $44,835,944 | -$23,106,722 | 2026-05-13 |
|---|
| Q1 2026 | CIEN
CIENA CORP | United States | COM NEW | 124,810 | 88,110 | -36,700 | $29,189,315 | $34,206,945 | +$5,017,630 | 2026-05-13 |
|---|
| Q1 2026 | TTMI
TTM TECHNOLOGIES INC | United States | COM | 184,548 | 92,475 | -92,073 | $12,733,812 | $9,008,915 | -$3,724,897 | 2026-05-13 |
|---|
| Q1 2026 | AXTI
AXT INC | United States | COM | 1,390,730 | 334,402 | -1,056,328 | $22,738,436 | $19,054,226 | -$3,684,210 | 2026-05-13 |
|---|
| Q1 2026 | MU
MICRON TECHNOLOGY INC | United States | COM | 10,510 | 10 | -10,500 | $2,999,659 | $3,378 | -$2,996,281 | 2026-05-13 |
|---|
| Q4 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 1,238,027 | 532,010 | -706,017 | $230,991,078 | $99,219,865 | -$131,771,213 | 2026-02-06 |
|---|
| Q4 2025 | MU
MICRON TECHNOLOGY INC | United States | COM | 324,610 | 10,510 | -314,100 | $54,313,745 | $2,999,659 | -$51,314,086 | 2026-02-06 |
|---|
| Q4 2025 | HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 237,661 | 51,862 | -185,799 | $34,028,302 | $5,865,592 | -$28,162,710 | 2026-02-06 |
|---|
| Q4 2025 | GOOGL
ALPHABET INC CAP STK | United States | CL A | 440,300 | 294,600 | -145,700 | $107,036,930 | $92,209,800 | -$14,827,130 | 2026-02-06 |
|---|
| Q4 2025 | TSLA
TESLA INC | United States | COM | 378,285 | 353,659 | -24,626 | $168,230,905 | $159,047,525 | -$9,183,380 | 2026-02-06 |
|---|
| Q4 2025 | CIEN
CIENA CORP | United States | COM NEW | 143,200 | 124,810 | -18,390 | $20,859,944 | $29,189,315 | +$8,329,371 | 2026-02-06 |
|---|
| Q4 2025 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 210,200 | 190,615 | -19,585 | $28,145,780 | $32,629,476 | +$4,483,696 | 2026-02-06 |
|---|
| Q3 2025 | CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 392,623 | 34,300 | -358,323 | $36,352,964 | $4,994,423 | -$31,358,541 | 2025-11-06 |
|---|
| Q3 2025 | GOOGL
ALPHABET INC CAP STK | United States | CL A | 711,000 | 440,300 | -270,700 | $125,299,530 | $107,036,930 | -$18,262,600 | 2025-11-06 |
|---|
| Q3 2025 | LEU
CENTRUS ENERGY CORP | United States | CL A | 283,027 | 129,433 | -153,594 | $51,844,886 | $40,133,290 | -$11,711,596 | 2025-11-06 |
|---|
| Q3 2025 | AAOI
APPLIED OPTOELECTRONICS INC | United States | COM | 1,408,983 | 1,078,750 | -330,233 | $36,196,773 | $27,971,988 | -$8,224,785 | 2025-11-06 |
|---|
| Q3 2025 | LITE
LUMENTUM HLDGS INC | United States | COM | 178,400 | 134,346 | -44,054 | $16,958,704 | $21,859,438 | +$4,900,734 | 2025-11-06 |
|---|
| Q3 2025 | ORCL
ORACLE CORP | United States | COM | 57,500 | 34,600 | -22,900 | $12,571,225 | $9,730,904 | -$2,840,321 | 2025-11-06 |
|---|
| Q3 2025 | AVGO
BROADCOM INC | United States | COM | 113,223 | 86,610 | -26,613 | $31,209,920 | $28,573,505 | -$2,636,415 | 2025-11-06 |
|---|
| Q3 2025 | IREN
IREN LIMITED | | ORDINARY SHARES | 210,000 | 66,268 | -143,732 | $3,059,700 | $3,109,957 | +$50,257 | 2025-11-06 |
|---|
| Q2 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 1,307,000 | 385,314 | -921,686 | $141,652,660 | $60,875,759 | -$80,776,901 | 2025-08-06 |
|---|
| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 108,495 | 9,410 | -99,085 | $62,532,178 | $6,945,427 | -$55,586,751 | 2025-08-06 |
|---|
| Q2 2025 | INTC
INTEL CORP | United States | COM | 3,613,683 | 2,109,086 | -1,504,597 | $82,066,741 | $47,243,526 | -$34,823,215 | 2025-08-06 |
|---|
| Q2 2025 | TEM
TEMPUS AI INC | United States | CL A | 707,279 | 15,560 | -691,719 | $34,119,139 | $988,682 | -$33,130,457 | 2025-08-06 |
|---|
| Q2 2025 | LEU
CENTRUS ENERGY CORP | United States | CL A | 386,110 | 283,027 | -103,083 | $24,019,903 | $51,844,886 | +$27,824,983 | 2025-08-06 |
|---|
| Q2 2025 | OKLO
OKLO INC | United States | COM CL A | 539,706 | 52,101 | -487,605 | $11,673,841 | $2,917,135 | -$8,756,706 | 2025-08-06 |
|---|
| Q2 2025 | MU
MICRON TECHNOLOGY INC | United States | COM | 72,800 | 10 | -72,790 | $6,325,592 | $1,233 | -$6,324,359 | 2025-08-06 |
|---|
| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 314,452 | 244,248 | -70,204 | $59,827,638 | $53,585,569 | -$6,242,069 | 2025-08-06 |
|---|
| Q2 2025 | HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 431,339 | 141,010 | -290,329 | $17,952,329 | $13,202,766 | -$4,749,563 | 2025-08-06 |
|---|
| Q2 2025 | SMR
NUSCALE PWR CORP | United States | CL A COM | 1,007,814 | 430,023 | -577,791 | $14,270,646 | $17,011,710 | +$2,741,064 | 2025-08-06 |
|---|
| Q2 2025 | TDOC
TELADOC HEALTH INC | United States | COM | 306,943 | 32,920 | -274,023 | $2,443,266 | $286,733 | -$2,156,533 | 2025-08-06 |
|---|
| Q2 2025 | CRWV
COREWEAVE INC | United States | COM CL A | 153,646 | 25,400 | -128,246 | $5,697,194 | $4,141,724 | -$1,555,470 | 2025-08-06 |
|---|
| Q1 2025 | AMZN
AMAZON COM INC | United States | COM | 500,246 | 314,452 | -185,794 | $109,748,970 | $59,827,638 | -$49,921,332 | 2025-05-07 |
|---|
| Q1 2025 | CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 365,174 | 115,940 | -249,234 | $24,543,345 | $4,656,150 | -$19,887,195 | 2025-05-07 |
|---|
| Q1 2025 | AAPL
APPLE INC | United States | COM | 99,218 | 52,443 | -46,775 | $24,846,172 | $11,649,164 | -$13,197,008 | 2025-05-07 |
|---|
| Q1 2025 | AAOI
APPLIED OPTOELECTRONICS INC | United States | COM | 362,964 | 275,868 | -87,096 | $13,378,853 | $4,234,574 | -$9,144,279 | 2025-05-07 |
|---|
| Q1 2025 | LEU
CENTRUS ENERGY CORP | United States | CL A | 397,002 | 386,110 | -10,892 | $26,444,303 | $24,019,903 | -$2,424,400 | 2025-05-07 |
|---|
| Q4 2024 | TSLA
TESLA INC | United States | COM | 392,803 | 10 | -392,793 | $102,769,049 | $4,038 | -$102,765,011 | 2025-02-07 |
|---|
| Q4 2024 | VST
VISTRA CORP | United States | COM | 447,768 | 33,511 | -414,257 | $53,078,419 | $4,620,162 | -$48,458,257 | 2025-02-07 |
|---|
| Q4 2024 | COIN
COINBASE GLOBAL INC | United States | COM CL A | 167,010 | 97,633 | -69,377 | $29,756,172 | $24,242,274 | -$5,513,898 | 2025-02-07 |
|---|
| Q4 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 880,960 | 793,304 | -87,656 | $106,983,782 | $106,532,794 | -$450,988 | 2025-02-07 |
|---|
| Q3 2024 | OLED
UNIVERSAL DISPLAY CORP | United States | COM | 164,368 | 13,561 | -150,807 | $34,558,372 | $2,846,454 | -$31,711,918 | 2024-11-06 |
|---|
| Q3 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 1,042,626 | 880,960 | -161,666 | $128,806,016 | $106,983,782 | -$21,822,234 | 2024-11-06 |
|---|
| Q3 2024 | TSLA
TESLA INC | United States | COM | 483,980 | 392,803 | -91,177 | $95,769,962 | $102,769,049 | +$6,999,087 | 2024-11-06 |
|---|
| Q3 2024 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 2,880 | 600 | -2,280 | $2,945,462 | $499,950 | -$2,445,512 | 2024-11-06 |
|---|
| Q1 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 844,090 | 294,000 | -550,090 | $124,427,307 | $53,064,060 | -$71,363,247 | 2024-07-22 |
|---|
| Q1 2024 | NOW
SERVICENOW INC | United States | COM | 15,550 | 1,000 | -14,550 | $10,985,920 | $762,400 | -$10,223,520 | 2024-07-22 |
|---|
| Q1 2024 | MDB
MONGODB INC | United States | CL A | 25,400 | 1,000 | -24,400 | $10,384,790 | $358,640 | -$10,026,150 | 2024-07-22 |
|---|
| Q1 2024 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 40,000 | 1,000 | -39,000 | $10,212,800 | $320,590 | -$9,892,210 | 2024-07-22 |
|---|
| Q1 2024 | CRM
SALESFORCE INC | United States | COM | 38,000 | 1,000 | -37,000 | $9,999,320 | $301,180 | -$9,698,140 | 2024-07-22 |
|---|
| Q1 2024 | PANW
PALO ALTO NETWORKS INC | United States | COM | 33,500 | 1,000 | -32,500 | $9,878,480 | $284,130 | -$9,594,350 | 2024-07-22 |
|---|
| Q1 2024 | SNOW
SNOWFLAKE INC | United States | CL A | 94,700 | 62,000 | -32,700 | $18,845,300 | $10,019,200 | -$8,826,100 | 2024-07-22 |
|---|
| Q1 2024 | COIN
COINBASE GLOBAL INC | United States | COM CL A | 243,000 | 152,000 | -91,000 | $42,262,560 | $40,298,240 | -$1,964,320 | 2024-07-22 |
|---|
| Q1 2024 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 1,350 | 1,000 | -350 | $1,021,842 | $970,470 | -$51,372 | 2024-07-22 |
|---|
| Q4 2023 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 685,400 | 86,000 | -599,400 | $89,691,444 | $12,013,340 | -$77,678,104 | 2024-07-22 |
|---|
| Q4 2023 | MSFT
MICROSOFT CORP | United States | COM | 279,460 | 30,810 | -248,650 | $88,239,495 | $11,585,792 | -$76,653,703 | 2024-07-22 |
|---|
| Q4 2023 | ORCL
ORACLE CORP | United States | COM | 547,500 | 6,800 | -540,700 | $57,991,200 | $716,924 | -$57,274,276 | 2024-07-22 |
|---|
| Q4 2023 | ZM
ZOOM VIDEO COMMUNICATIONS IN | United States | CL A | 1,187,361 | 504,900 | -682,461 | $83,044,028 | $36,307,359 | -$46,736,669 | 2024-07-22 |
|---|
| Q4 2023 | NVDA
NVIDIA CORPORATION | United States | COM | 150,850 | 65,400 | -85,450 | $65,618,242 | $32,387,388 | -$33,230,854 | 2024-07-22 |
|---|
| Q4 2023 | AMZN
AMAZON COM INC | United States | COM | 159,500 | 80,384 | -79,116 | $20,275,640 | $12,213,545 | -$8,062,095 | 2024-07-22 |
|---|
| Q4 2023 | SNOW
SNOWFLAKE INC | United States | CL A | 153,214 | 94,700 | -58,514 | $23,406,503 | $18,845,300 | -$4,561,203 | 2024-07-22 |
|---|
| Q4 2023 | META
META PLATFORMS INC | United States | CL A | 49,300 | 48,848 | -452 | $14,800,353 | $17,290,238 | +$2,489,885 | 2024-07-22 |
|---|
| Q4 2023 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,198,900 | 844,090 | -354,810 | $123,270,898 | $124,427,307 | +$1,156,409 | 2024-07-22 |
|---|
| Q3 2023 | NOW
SERVICENOW INC | United States | COM | 52,860 | 1,000 | -51,860 | $29,705,734 | $558,960 | -$29,146,774 | 2024-07-22 |
|---|
| Q3 2023 | COHR
COHERENT CORP | United States | COM | 487,300 | 48,000 | -439,300 | $24,842,554 | $1,566,720 | -$23,275,834 | 2024-07-22 |
|---|
| Q3 2023 | ESTC
ELASTIC N V | United States | ORD SHS | 292,000 | 10,317 | -281,683 | $18,723,040 | $838,153 | -$17,884,887 | 2024-07-22 |
|---|
| Q3 2023 | META
META PLATFORMS INC | United States | CL A | 110,900 | 49,300 | -61,600 | $31,826,082 | $14,800,353 | -$17,025,729 | 2024-07-22 |
|---|
| Q3 2023 | SNOW
SNOWFLAKE INC | United States | CL A | 228,000 | 153,214 | -74,786 | $40,123,440 | $23,406,503 | -$16,716,937 | 2024-07-22 |
|---|
| Q3 2023 | ADBE
ADOBE INC | United States | COM | 55,850 | 23,000 | -32,850 | $27,310,092 | $11,727,700 | -$15,582,392 | 2024-07-22 |
|---|
| Q3 2023 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 161,000 | 16,600 | -144,400 | $9,624,580 | $898,558 | -$8,726,022 | 2024-07-22 |
|---|
| Q3 2023 | AMZN
AMAZON COM INC | United States | COM | 210,100 | 159,500 | -50,600 | $27,388,636 | $20,275,640 | -$7,112,996 | 2024-07-22 |
|---|
| Q3 2023 | HUBS
HUBSPOT INC | United States | COM | 14,100 | 4,510 | -9,590 | $7,502,469 | $2,221,175 | -$5,281,294 | 2024-07-22 |
|---|
| Q3 2023 | DDOG
DATADOG INC | United States | CL A COM | 60,000 | 9,900 | -50,100 | $5,902,800 | $901,791 | -$5,001,009 | 2024-07-22 |
|---|
| Q3 2023 | NVTS
NAVITAS SEMICONDUCTOR CORP | United States | COM | 101,750 | 62,500 | -39,250 | $1,072,445 | $434,375 | -$638,070 | 2024-07-22 |
|---|
| Q2 2023 | MSFT
MICROSOFT CORP | United States | COM | 429,050 | 51,888 | -377,162 | $123,695,115 | $17,669,940 | -$106,025,175 | 2024-07-22 |
|---|
| Q2 2023 | NVDA
NVIDIA CORPORATION | United States | COM | 380,300 | 130,500 | -249,800 | $105,635,931 | $55,204,110 | -$50,431,821 | 2024-07-22 |
|---|
| Q2 2023 | META
META PLATFORMS INC | United States | CL A | 367,965 | 110,900 | -257,065 | $77,986,502 | $31,826,082 | -$46,160,420 | 2024-07-22 |
|---|
| Q2 2023 | NFLX
NETFLIX INC | United States | COM | 93,400 | 1,000 | -92,400 | $32,267,832 | $440,490 | -$31,827,342 | 2024-07-22 |
|---|
| Q2 2023 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 479,600 | 225,500 | -254,100 | $47,005,596 | $25,686,705 | -$21,318,891 | 2024-07-22 |
|---|
| Q2 2023 | TSLA
TESLA INC | United States | COM | 181,800 | 64,100 | -117,700 | $37,716,228 | $16,779,457 | -$20,936,771 | 2024-07-22 |
|---|
| Q2 2023 | AAPL
APPLE INC | United States | COM | 63,000 | 7,000 | -56,000 | $10,388,700 | $1,357,790 | -$9,030,910 | 2024-07-22 |
|---|
| Q2 2023 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 424,100 | 161,000 | -263,100 | $18,363,530 | $9,624,580 | -$8,738,950 | 2024-07-22 |
|---|
| Q2 2023 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 149,987 | 99,000 | -50,987 | $15,558,152 | $11,850,300 | -$3,707,852 | 2024-07-22 |
|---|
| Q2 2023 | U
UNITY SOFTWARE INC | United States | COM | 521,000 | 354,000 | -167,000 | $16,901,240 | $15,370,680 | -$1,530,560 | 2024-07-22 |
|---|
| Q2 2023 | NVTS
NAVITAS SEMICONDUCTOR CORP | United States | COM | 262,061 | 101,750 | -160,311 | $1,915,666 | $1,072,445 | -$843,221 | 2024-07-22 |
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