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

Central Asset Investments & Management Holdings (HK) Ltd reported 20 holdings worth $253M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. STX SEAGATE TECHNOLOGY HLDNGS PL — $68.1M (27.0%)
  2. WDC WESTERN DIGITAL CORP — $60.3M (23.9%)
  3. MU MICRON TECHNOLOGY INC — $59.9M (23.7%)
  4. SNDK SANDISK CORP — $31.4M (12.4%)
  5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $16.0M (6.3%)
  6. ALAB ASTERA LABS INC — $3.61M (1.4%)
  7. ASML ASML HOLDING N V — $3.08M (1.2%)
  8. LRCX LAM RESEARCH CORP — $2.23M (0.9%)
  9. MRVL MARVELL TECHNOLOGY INC — $1.90M (0.8%)
  10. WULF TERAWULF INC — $1.19M (0.5%)