CloudAlpha Capital Management Nancy YANG
Top positions activity
Value History
Quarterly report: Q3 2023
Total portfolio value: $1.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ZM
|
Zoom Video Communications Inc - Class A | 387.3M 20.75% | 5.5M | +2.9M ↑106.55% | |
|
AMD
|
Advanced Micro Devices Inc. | 385.7M 20.67% | 3.8M | +3.5M ↑1443.58% | |
|
MSFT
|
Microsoft Corporation | 284.0M 15.22% | 899.5K | +847.6K ↑1633.46% | |
|
TSLA
|
Tesla Inc | 227.0M 12.16% | 907.2K | +83.1K ↑10.08% | |
|
GOOGL
|
Alphabet Inc - Class A | 155.1M 8.31% | 1.2M | +1.1M ↑1097.37% | |
|
KWEB
|
Krane Shares Trust - KraneShares CSI China Internet ETF CALL | 90.3M 4.84% | 3.3M | +3.3M Newly Added | |
|
NVDA
|
NVIDIA Corp | 70.0M 3.75% | 160.8K | -258.6K ↓61.66% | |
|
ORCL
|
Oracle Corp. | 58.0M 3.1% | 547.5K | +116.4K ↑26.99% | |
|
FB
|
Meta Platforms Inc - Class A | 25.9M 1.38% | 86.3K | -24.6K ↓22.18% | |
|
AAPL
|
Apple Inc | 25.6M 1.37% | 149.4K | +142.4K ↑2034.64% | |
|
SMCI
|
Super Micro Computer Inc | 25.2M 1.35% | 92.0K | +6.0K ↑6.98% | |
|
SNOW
|
Snowflake Inc - Class A | 23.4M 1.25% | 153.2K | -87.3K ↓36.29% | |
|
AMZN
|
Amazon.com Inc. | 20.3M 1.08% | 159.5K | -50.6K ↓24.08% | |
|
QQQ
|
Invesco Capital Management LLC - Invesco QQQ Trust Series 1 PUT | 14.9M 0.79% | 41.5K | +19.0K ↑84.44% | |
|
ADBE
|
Adobe Inc | 11.7M 0.62% | 23.0K | -32.9K ↓58.82% | |
|
U
|
Unity Software Inc | 11.4M 0.61% | 364.0K | -2.0M ↓84.54% |
Sold Out Positions
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