Prime Capital Management Co Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Prime Capital Management Co Ltd reported 7 stock positions worth $1.3 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 25.3% of the portfolio, followed by Tesla (TSLA, 24.2%) and Micron Technology (MU, 23.3%). Its holdings were unchanged from Q1 2026.
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001448793
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001448793-26-000005 ↗ filed Aug 10, 2026
Holdings Value
Holdings 7 stocks · $1.3B
| TSM Taiwan Semiconductor-SP ADR | 25.32% | 663,808 | $317.0M | No change |
| TSLA Tesla Inc. | 24.18% | 719,861 | $302.8M | No change |
| MU Micron Technology Inc. | 23.29% | 252,618 | $291.6M | No change |
| NVDA Nvidia Corp. | 14.13% | 884,179 | $176.9M | No change |
| CAVA Cava Group Inc. | 6.47% | 1,031,630 | $81.0M | No change |
| ELF Elf Beauty Inc. | 3.57% | 604,535 | $44.7M | No change |
| KNSL Kinsale Capital Group Inc. | 3.04% | 115,498 | $38.1M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $1.3B | TSM, TSLA, MU, NVDA, CAVA |
| Q1 2026 | 7 | $891.0M | TSLA, TSM, NVDA, MU, CAVA |
| Q4 2025 | 6 | $842.0M | TSLA, TSM, NVDA, CAVA, ELF |
| Q3 2025 | 6 | $832.4M | TSLA, TSM, NVDA, ELF, KNSL |
| Q2 2025 | 3 | $205.3M | ELF, TSM, KNSL |
| Q1 2025 | 2 | $94.2M | KNSL, ELF |
| Q4 2024 | 5 | $676.1M | TSLA, NVDA, KNSL, ABNB, ELF |
| Q3 2024 | 4 | $612.7M | TSLA, NVDA, KNSL, ABNB |
| Q2 2024 | 5 | $762.1M | NVDA, TSLA, ABNB, KNSL, MSFT |
| Q1 2024 | 5 | $622.8M | NVDA, TSLA, MSFT, ABNB, KNSL |