Central Asset Investments & Management Holdings (HK) Ltd
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC | 12,024 | 83,741 | +71,717 | 2,011,856 | 23,900,518 | +21,888,662 |
| SEAGATE TECHNOLOGY HLDNGS PL | 21,825 | 88,224 | +66,399 | 5,152,010 | 24,296,007 | +19,143,997 |
| WESTERN DIGITAL CORP | 33,428 | 133,748 | +100,320 | 4,013,366 | 23,040,768 | +19,027,402 |
| SANDISK CORP | 27,197 | 52,811 | +25,614 | 3,051,503 | 12,536,275 | +9,484,772 |
| ALPHABET INC | 12,944 | 22,307 | +9,363 | 3,152,511 | 6,999,936 | +3,847,425 |
| SEA LTD | 0 | 0 | 0 | 0 | 2,907,510 | +2,907,510 |
| BAIDU INC | 0 | 20,100 | +20,100 | 0 | 2,626,266 | +2,626,266 |
| GOLDMAN SACHS GROUP INC | 1,329 | 3,976 | +2,647 | 1,058,349 | 3,494,904 | +2,436,555 |
| JPMORGAN CHASE & CO. | 5,379 | 11,892 | +6,513 | 1,696,698 | 3,831,840 | +2,135,142 |
| MORGAN STANLEY | 6,215 | 13,873 | +7,658 | 987,936 | 2,462,874 | +1,474,938 |
| SEA LTD | 0 | 8,173 | +8,173 | 0 | 1,042,630 | +1,042,630 |
| ALIBABA GROUP HLDG LTD | 22,009 | 33,409 | +11,400 | 3,933,668 | 4,897,091 | +963,423 |
| BLOCK INC | 0 | 0 | 0 | 0 | 491,846 | +491,846 |
| REDDIT INC | 1,200 | 2,913 | +1,713 | 275,988 | 669,611 | +393,623 |
| LIBERTY ENERGY INC | 0 | 20,300 | +20,300 | 0 | 374,738 | +374,738 |
| SOLARIS ENERGY INFRAS INC | 0 | 7,400 | +7,400 | 0 | 340,178 | +340,178 |
| VERTIV HOLDINGS CO | 4,200 | 5,493 | +1,293 | 633,612 | 889,921 | +256,309 |
| ALBEMARLE CORP | 0 | 1,700 | +1,700 | 0 | 240,448 | +240,448 |
| SNOWFLAKE INC | 1,550 | 2,461 | +911 | 349,602 | 539,845 | +190,243 |
| ATRENEW INC | 0 | 19,000 | +19,000 | 0 | 100,700 | +100,700 |
| AMAZON COM INC | 3,029 | 3,284 | +255 | 665,078 | 758,013 | +92,935 |
| BLOCK INC | 0 | 0 | 0 | 0 | 92,492 | +92,492 |
| MAKEMYTRIP LIMITED MAURITIUS | 3,000 | 3,000 | 0 | 280,800 | 246,360 | -34,440 |
| RIOT PLATFORMS INC | 20,400 | 25,600 | +5,200 | 388,212 | 324,352 | -63,860 |
| SPDR GOLD TR | 13,777 | 12,173 | -1,604 | 4,897,310 | 4,824,282 | -73,028 |
| NETFLIX INC | 269 | 2,600 | +2,331 | 322,509 | 243,776 | -78,733 |
| APPLOVIN CORP | 1,108 | 910 | -198 | 796,142 | 613,176 | -182,966 |
| HUT 8 CORP | 0 | 8,655 | +8,655 | 765,820 | 397,611 | -368,209 |
| FUTU HLDGS LTD | 17,273 | 15,768 | -1,505 | 3,003,948 | 2,589,263 | -414,685 |
| TAKE-TWO INTERACTIVE SOFTWAR | 7,463 | 2,294 | -5,169 | 1,928,140 | 587,333 | -1,340,807 |
| TAIWAN SEMICONDUCTOR MFG LTD | 52,527 | 43,801 | -8,726 | 14,670,265 | 13,310,686 | -1,359,579 |
| PALO ALTO NETWORKS INC | 11,617 | 4,980 | -6,637 | 2,365,454 | 917,316 | -1,448,138 |
| MICROSOFT CORP | 5,144 | 1,206 | -3,938 | 2,664,335 | 583,245 | -2,081,090 |
| CONSTELLATION ENERGY CORP | 7,334 | 835 | -6,499 | 2,413,399 | 294,980 | -2,118,419 |
| TALEN ENERGY CORP | 6,795 | 720 | -6,075 | 2,890,457 | 269,884 | -2,620,573 |
| BLOOM ENERGY CORP | 48,128 | 7,938 | -40,190 | 4,070,185 | 689,733 | -3,380,452 |
| PDD HOLDINGS INC | 38,350 | 14,083 | -24,267 | 5,068,720 | 1,596,871 | -3,471,849 |
| XPENG INC | 349,088 | 38,222 | -310,866 | 8,175,641 | 775,142 | -7,400,499 |
| NVIDIA CORPORATION | 159,482 | 48,392 | -111,090 | 29,756,151 | 9,025,108 | -20,731,043 |