Portfolio (Quarterly) Guide ↗

CloudAlpha Capital Management Limited/Hong Kong

· CIK 0001745907

13F Portfolio $3.5B AUM 36 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 24 New 5 Added 6 Reduced 44 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	SMR	NUSCALE PWR CORP	Utilities	84,036	$911K	0.03%	SOLD
42	BFLY	BUTTERFLY NETWORK INC	Healthcare	218,000	$881K	0.03%	SOLD
43	DASH	DOORDASH INC	Communication Services	4,700	$706K	0.02%	SOLD
44	NRG	NRG ENERGY INC	Utilities	4,000	$585K	0.02%	SOLD

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Sector Allocation

Technology 78.6%

Consumer Cyclical 10.1%

Industrials 7.2%

Financial Services 3.8%

Communication Services 0.3%