CloudAlpha Capital Management Limited/Hong Kong

Position in ALAB — Astera Labs, Inc.

CIK 1745907 HONG KONG, K3

Back to ALAB Full portfolio

Position in ALAB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$9,757,004

+$9,755,908 QoQ

Shares Held

20,200

+201900.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#242

of 987 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ALAB Over Time

Shares Held

Position Value (USD)

Derivatives in ALAB

reported options exposure · as of Mar 31, 2026

CallValue

$3,562,000

CallShares

32,500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductors

Technology · as of Jun 30, 2026

CloudAlpha Capital Management Limited/Hong Kong holds $476,940,927 across 9 Semiconductors names. ALAB ranks #8 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc	225,653	$131,084,084
2	MRVL	Marvell Technology, Inc.	315,200	$93,894,928
3	VSH	Vishay Intertechnology Inc	1,544,690	$83,073,428
4	QCOM	Qualcomm Inc/De	281,160	$51,955,556
5	POET	Poet Technologies Inc.	3,860,024	$39,681,046
6	WOLF	Wolfspeed, Inc.	719,134	$34,698,215
7	INTC	Intel Corp	234,800	$32,785,124
8	ALAB	Astera Labs, Inc. This page	20,200	$9,757,004

All Filings in ALAB

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,757,004	20,200	+201900.0%	Shares	Sole	2026-08-10
2026-03-31	$1,096	10	—	Shares	Sole	2026-05-13
2026-03-31	$3,562,000	32,500	-78.6%	Call	Sole	2026-05-13
2025-12-31	$16,636,000	100,000	—	Put	Sole	2026-02-06
2025-09-30	$29,761,600	152,000	—	Call	Sole	2025-11-06
No filing history on record for this holder in this stock.