CloudAlpha Capital Management Limited/Hong Kong
Position in POET — Poet Technologies Inc.
CIK 1745907
HONG KONG, K3
Position in POET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$39,681,046
New position
Shares Held
3,860,024
first reported quarter
Ownership
2.23%
of shares outstanding
% of Portfolio
3.92%
of 13F equity value
Holder Rank
#1
of 154 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026CloudAlpha Capital Management Limited/Hong Kong holds $476,940,927 across 9 Semiconductors names. POET ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
This page
|
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.
|
20,200 | $9,757,004 |
All Filings in POET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,681,046 | 3,860,024 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||