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Equibles

CloudAlpha Capital Management Limited/Hong Kong

Position in TER — Teradyne, Inc

CIK 1745907 HONG KONG, K3
Back to TER Full portfolio

Position in TER

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$19,762,616
+$18,720,824 QoQ
Shares Held
66,662
+594.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TER Over Time

Shares Held

Position Value (USD)

Derivatives in TER

reported options exposure · as of Mar 31, 2026
CallValue
$57,809,700
CallShares
195,000
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 Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

CloudAlpha Capital Management Limited/Hong Kong holds $223,422,242 across 5 Semiconductor Equipment & Materials names.

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
 271,100 $117,475,763
2 AMAT
Applied Materials Inc /De
 92,357 $66,774,111
3 UCTT
Ultra Clean Holdings, Inc.
 91,971 $13,114,144
4 ENTG
Entegris Inc
 72,727 $13,080,678
5 ICHR
Ichor Holdings, Ltd.
 115,582 $12,977,546

All Filings in TER

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $19,762,616 66,662
2026-03-31 $57,809,700 195,000
2023-12-31 $1,041,792 9,600