CloudAlpha Capital Management Limited/Hong Kong
Position in SIMO — Silicon Motion Technology CORP
CIK 1745907
HONG KONG, K3
Position in SIMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$0
New position
Shares Held
0
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Derivatives in SIMO
reported options exposure · as of Mar 31, 2026CallValue
$12,351,900
CallShares
110,000
PutValue
$0
PutShares
0
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, 2026CloudAlpha Capital Management Limited/Hong Kong holds $476,940,927 across 9 Semiconductors names.
| # | 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.
|
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 SIMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,351,900 | 110,000 | Call | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||