Prime Capital Management Co Ltd Portfolio Stock Holdings

According to the SEC 13F filed on August 10, 2026, Prime Capital Management Co Ltd disclosed 7 stock positions valued at approximately $1.25B as of quarter-end June 30, 2026. The largest holdings include TAIWAN SEMICONDUCTOR MFG LTD, TESLA INC, and MICRON TECHNOLOGY INC.

Report Period
June 30, 2026
No. of Stocks
7
Portfolio Value
$1.25B
Holdings by Sector
Prime Capital Management Co Ltd Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TAIWAN SEMICONDUCTOR MFG LTDTSMTechnology25.32%663,808--$317,014,787
TESLA INCTSLAConsumer Cyclical24.18%719,861--$302,773,537
MICRON TECHNOLOGY INCMUTechnology23.29%252,618--$291,594,431
NVIDIA CORPORATIONNVDATechnology14.13%884,179--$176,915,376
CAVA GROUP INCCAVAConsumer Cyclical6.47%1,031,630--$80,962,322
E L F BEAUTY INCELFConsumer Defensive3.57%604,535--$44,735,590
KINSALE CAP GROUP INCKNSLFinancial Services3.04%115,498--$38,092,395
Showing 7 of 7 holdings in the latest reporting period.