Central Asset Investments & Management Holdings (Hk) Ltd Top Holdings and 13F Report (2026) About Central Asset Investments & Management Holdings (Hk) LtdInvestment ActivityCentral Asset Investments & Management Holdings (Hk) Ltd has $252.68 million in total holdings as of June 30, 2026.Central Asset Investments & Management Holdings (Hk) Ltd owns shares of 17 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 22.94% of the portfolio was purchased this quarter.About 29.78% of the portfolio was sold this quarter.This quarter, Central Asset Investments & Management Holdings (Hk) Ltd has purchased 24 new stocks and bought additional shares in 7 stocks.Central Asset Investments & Management Holdings (Hk) Ltd sold shares of 2 stocks and completely divested from 14 stocks this quarter.Largest Holdings Seagate Technology $68,114,525Western Digital $60,285,587Micron Technology $59,928,428SANDISK CORP $31,418,401Taiwan Semiconductor Manufacturing $16,004,803 Largest New Holdings this Quarter 04626A103 - ASTERA LABS INC $3,611,541 Holding573874104 - Marvell Technology $1,901,134 HoldingG11448100 - Bitdeer Technologies Group $968,070 Holding98422D105 - XPENG $902,968 Holding44812J104 - HUT 8 CORP $854,293 Holding Largest Purchases this Quarter Seagate Technology 30,499 shares (about $29.43M)Western Digital 20,825 shares (about $13.30M)ASTERA LABS INC 7,477 shares (about $3.61M)ASML 1,048 shares (about $2.08M)Marvell Technology 6,382 shares (about $1.90M) Largest Sales this Quarter SANDISK CORP 25,916 shares (about $58.93M)NVIDIA 2,549 shares (about $510.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCentral Asset Investments & Management Holdings (Hk) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTXSeagate Technology$68,114,525$29,431,535 â–²76.1%70,58527.0%TechnologyWDCWestern Digital$60,285,587$13,301,344 â–²28.3%94,38523.9%TechnologyMUMicron Technology$59,928,428$1,083,878 â–²1.8%51,91823.7%TechnologySANDISK CORP$31,418,401$58,925,986 â–¼-65.2%13,81812.4%COMTSMTaiwan Semiconductor Manufacturing$16,004,803$574,994 â–²3.7%33,5136.3%TechnologyASTERA LABS INC$3,611,541$3,611,541 â–²New Holding7,4771.4%COMASMLASML$3,079,653$2,084,933 â–²209.6%1,5481.2%TechnologyLAM RESEARCH CORP$2,225,583$1,402,256 â–²170.3%5,1360.9%COM NEWMRVLMarvell Technology$1,901,134$1,901,134 â–²New Holding6,3820.8%TechnologyWULFTeraWulf$1,185,600$864,500 â–²269.2%48,0000.5%TechnologyNVDANVIDIA$1,125,706$510,029 â–¼-31.2%5,6260.4%TechnologyBTDRBitdeer Technologies Group$968,070$968,070 â–²New Holding61,0000.4%TechnologyXPEVXPENG$902,968$902,968 â–²New Holding68,2000.4%Consumer DiscretionaryHUT 8 CORP$854,293$854,293 â–²New Holding7,4000.3%COMCIFRCipher Mining$793,800$793,800 â–²New Holding32,4000.3%TechnologyMAKEMYTRIP LIMITED MAURITIUS$182,224$182,224 â–²New Holding200,0000.1%NOTE 7/0BLOCK INC$94,9640.0%100,0000.0%NOTE 0.250%11/0VENTURE GLOBAL INC$0$3,908,480 â–¼-100.0%00.0%COM CL ASEA LTD$0$2,934,330 â–¼-100.0%00.0%NOTE 0.250% 9/1CHENIERE ENERGY INC$0$2,482,900 â–¼-100.0%00.0%COM NEWIBNICICI Bank$0$1,683,500 â–¼-100.0%00.0%FinanceBABAAlibaba Group$0$1,465,372 â–¼-100.0%00.0%Consumer DiscretionaryAMDAdvanced Micro Devices$0$1,017,150 â–¼-100.0%00.0%TechnologyBLOCK INC$0$497,774 â–¼-100.0%00.0%NOTE 5/0ALBAlbemarle$0$305,201 â–¼-100.0%00.0%MaterialsBEBloom Energy$0$270,980 â–¼-100.0%00.0%IndustrialsGLNGGolar LNG$0$270,550 â–¼-100.0%00.0%EnergyNEXTNextDecade$0$252,780 â–¼-100.0%00.0%EnergyVLOValero Energy$0$247,080 â–¼-100.0%00.0%EnergyFLNGFlex LNG$0$243,622 â–¼-100.0%00.0%EnergyRIOTRiot Platforms$0$234,840 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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