CloudAlpha Capital Management Limited/Hong Kong 13FHR/A Quarterly holdings report by institutional manager (amended) | SEC 22 Jul 24

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
AMAZON COM INC	COM	023135106	27,388,636	210,100	SH		SOLE		210,100	0	0
DATADOG INC	CL A COM	23804L103	5,902,800	60,000	SH		SOLE		60,000	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	8,311,950	22,500	SH	Put	SOLE		22,500	0	0
NVIDIA CORPORATION	COM	67066G104	55,204,110	130,500	SH		SOLE		130,500	0	0
NVIDIA CORPORATION	COM	67066G104	122,252,780	289,000	SH	Call	SOLE		289,000	0	0
SNOWFLAKE INC	CL A	833445109	40,123,440	228,000	SH		SOLE		228,000	0	0
SNOWFLAKE INC	CL A	833445109	2,199,750	12,500	SH	Call	SOLE		12,500	0	0
TESLA INC	COM	88160R101	16,779,457	64,100	SH		SOLE		64,100	0	0
TESLA INC	COM	88160R101	198,945,200	760,000	SH	Call	SOLE		760,000	0	0
MARVELL TECHNOLOGY INC	COM	573874104	9,624,580	161,000	SH		SOLE		161,000	0	0
META PLATFORMS INC	CL A	30303M102	31,826,082	110,900	SH		SOLE		110,900	0	0
XPENG INC	ADS	98422D105	28,182,000	2,100,000	SH	Call	SOLE		2,100,000	0	0
APPLE INC	COM	037833100	1,357,790	7,000	SH		SOLE		7,000	0	0
ADOBE SYSTEMS INCORPORATED	COM	00724F101	27,310,092	55,850	SH		SOLE		55,850	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	25,686,705	225,500	SH		SOLE		225,500	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	1,993,425	17,500	SH	Call	SOLE		17,500	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	2,509,364	10,700	SH		SOLE		10,700	0	0
ALPHABET INC	CAP STK CL A	02079K305	11,850,300	99,000	SH		SOLE		99,000	0	0
MICROSOFT CORP	COM	594918104	17,669,940	51,888	SH		SOLE		51,888	0	0
NETFLIX INC	COM	64110L106	440,490	1,000	SH		SOLE		1,000	0	0
NAVITAS SEMICONDUCTOR CORP	COM	63942X106	1,072,445	101,750	SH		SOLE		101,750	0	0
UNITY SOFTWARE INC	COM	91332U101	15,370,680	354,000	SH		SOLE		354,000	0	0
UNITY SOFTWARE INC	COM	91332U101	86,840,000	2,000,000	SH	Call	SOLE		2,000,000	0	0
APPLIED OPTOELECTRONICS INC	COM	03823U102	363,560	61,000	SH		SOLE		61,000	0	0
COHERENT CORP	COM	19247G107	24,842,554	487,300	SH		SOLE		487,300	0	0
COINBASE GLOBAL INC	COM CL A	19260Q107	90,153,000	1,260,000	SH	Call	SOLE		1,260,000	0	0
HUBSPOT INC	COM	443573100	7,502,469	14,100	SH		SOLE		14,100	0	0
KULICKE & SOFFA INDS INC	COM	501242101	1,016,595	17,100	SH		SOLE		17,100	0	0
MONGODB INC	CL A	60937P106	410,990	1,000	SH		SOLE		1,000	0	0
SERVICENOW INC	COM	81762P102	29,705,734	52,860	SH		SOLE		52,860	0	0
ONTO INNOVATION INC	COM	683344105	1,048,230	9,000	SH		SOLE		9,000	0	0
ORACLE CORP	COM	68389X105	51,342,081	431,120	SH		SOLE		431,120	0	0
PALO ALTO NETWORKS INC	COM	697435105	5,110,200	20,000	SH		SOLE		20,000	0	0
SUPER MICRO COMPUTER INC	COM	86800U104	21,435,500	86,000	SH		SOLE		86,000	0	0
ATLASSIAN CORPORATION	CL A	049468101	6,376,780	38,000	SH		SOLE		38,000	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	3,027,600	30,000	SH	Call	SOLE		30,000	0	0
ZOOM VIDEO COMMUNICATIONS IN	CL A	98980L101	49,613,492	730,900	SH		SOLE		730,900	0	0
ZOOM VIDEO COMMUNICATIONS IN	CL A	98980L101	132,366,000	1,950,000	SH	Call	SOLE		1,950,000	0	0
ELASTIC N V	ORD SHS	N14506104	18,723,040	292,000	SH		SOLE		292,000	0	0

CloudAlpha Capital Management Limited/Hong Kong 13F-HR/AQuarterly holdings report by institutional manager (amended)