StockDriftsStockDriftsTop 36 CloudAlpha Capital Management Limited/Hong Kong Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 15.33% | 198.4K | $139.4M | +0.29%(+575) | $132.14(+658.13%) | 2026-03-31 | |
| CRCL | CIRCLE INTERNET GROUP INC | 12.65% | 1.21M | $115.0M | +74.82%(+515.98K) | $112.04(+10.57%) | 2026-03-31 | |
| MOD | MODINE MFG CO | 10.18% | 427.3K | $92.6M | new | $175.11(+66.84%) | 2026-03-31 | |
| COHR | COHERENT CORP | 7.38% | 281.9K | $67.2M | new | $121.13(+234.29%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.2% | 176.9K | $65.5M | new | $415.32(-1.42%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK | 5.52% | 174.7K | $50.2M | -40.70%(-119.89K) | $160.30(+150.20%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 4.93% | 70.6K | $44.8M | -75.34%(-215.65K) | $90.65(+1425.32%) | 2026-03-31 | |
| CIEN | CIENA CORP | 3.76% | 88.1K | $34.2M | -29.40%(-36.70K) | $66.34(+791.77%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.32% | 81.1K | $30.2M | -77.07%(-272.55K) | $334.08(+32.69%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.31% | 52.6K | $30.1M | +76.48%(+22.80K) | $603.34(+2.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +66.23% | +359.35% |
| Top 20 Holdings Unweighted | +64.71% | +346.86% |
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