Central Asset Investments & Management Holdings (HK) Ltd: 13F holdings
CIK 15836722026Q2
| Positions | 17 |
|---|---|
| Reported value | $252.7m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WDC WESTERN DIGITAL CORP | 94,385 | $60.3m | 23.9% |
| SEAGATE TECHNOLOGY HLDNGS PL | 60,085 | $58.0m | 22.9% |
| MU MICRON TECHNOLOGY INC | 38,918 | $44.9m | 17.8% |
| SNDK SANDISK CORP | 9,318 | $21.2m | 8.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 33,513 | $16.0m | 6.3% |
| ALAB ASTERA LABS INC | 7,477 | $3.6m | 1.4% |
| ASML HLDG NV | 1,548 | $3.1m | 1.2% |
| LRCX LAM RESEARCH CORP | 5,136 | $2.2m | 0.9% |
| MRVL MARVELL TECHNOLOGY INC | 6,382 | $1.9m | 0.8% |
| WULF TERAWULF INC | 48,000 | $1.2m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1583672")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.