Central Asset Investments & Management Holdings (HK) Ltd 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
CA
Central Asset Investments & Management Holdings (HK) Ltd
Institutional Filer 30.07%$107.6M24

Current Portfolio Holdings

Showing all 24 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1SNDKSandisk CorporationTechnology40K$25.2M23.47%
2WDCWestern Digital CorporationTechnology74K$19.9M18.50%
3MUMicron Technology, Inc.Technology51K$17.2M16.01%
4STXSeagate Technology Holdings plcTechnology40K$15.7M14.60%
5TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology32K$10.9M10.15%
6VGVenture Global, Inc.Energy248K$3.9M3.63%
7NaNSEA LTD3.0M$2.9M2.73%
8LNGCheniere Energy, Inc.Energy9K$2.5M2.31%
9IBNICICI Bank LimitedFinancial Services65K$1.7M1.56%
10BABAAlibaba Group Holding LimitedConsumer Cyclical12K$1.5M1.36%
11NVDANVIDIA CorporationTechnology8K$1.4M1.33%
12AMDAdvanced Micro Devices, Inc.Technology5K$1.0M0.95%
13ASMLASML Holding N.V.Technology500$660K0.61%
14NaNBLOCK INC500K$498K0.46%
15LRCXLam Research CorporationTechnology2K$406K0.38%
Showing 1 to 15 of 24 holdings