Vault-13

Prime Capital Management Co Ltd

HONG KONG, K3 · CIK 1448793 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.3bn reported value +40.5% vs Q1 2026
7positions
100.0%in top 10
0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 663,808 $317.0m25.32% 25.32% UnchangedShares held: Q3 2025 663.8k, Q4 2025 663.8k, Q1 2026 663.8k, Q2 2026 663.8k
2 TESLA INC COM TSLA TSLA 719,861 $302.8m24.18% 24.18% UnchangedShares held: Q3 2025 719.9k, Q4 2025 719.9k, Q1 2026 719.9k, Q2 2026 719.9k
3 MICRON TECHNOLOGY INC COM MU MU 252,618 $291.6m23.29% 23.29% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 252.6k, Q2 2026 252.6k
4 NVIDIA CORPORATION COM NVDA NVDA 884,179 $176.9m14.13% 14.13% UnchangedShares held: Q3 2025 884.2k, Q4 2025 884.2k, Q1 2026 884.2k, Q2 2026 884.2k
5 CAVA GROUP INC COM CAVA CAVA 1,031,630 $81.0m6.47% 6.47% UnchangedShares held: Q3 2025 541.3k, Q4 2025 1.0m, Q1 2026 1.0m, Q2 2026 1.0m
6 E L F BEAUTY INC COM ELF ELF 604,535 $44.7m3.57% 3.57% UnchangedShares held: Q3 2025 604.5k, Q4 2025 604.5k, Q1 2026 604.5k, Q2 2026 604.5k
7 KINSALE CAP GROUP INC COM KNSL KNSL 115,498 $38.1m3.04% 3.04% UnchangedShares held: Q3 2025 115.5k, Q4 2025 115.5k, Q1 2026 115.5k, Q2 2026 115.5k