Prime Capital Management Co Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Prime Capital Management Co Ltd reported 5 stock positions worth $622.8 million. Its top holding was Nvidia (NVDA) at 43.5% of the portfolio, followed by Tesla (TSLA, 29.0%) and Microsoft (MSFT, 12.3%). Compared with Q4 2023, it opened 1 new position and sold out of 1. The biggest buy was a new position in Kinsale Capital (KNSL) and the biggest sale an exit from Snowflake (SNOW).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001448793
Portfolio Value
$622.8M (Q1 2024)
SEC Filing
0001448793-24-000004 ↗ filed May 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $622.8M $622.8M Q1 2024 Q2 2024: $762.1M Q2 2024 Q3 2024: $612.7M Q3 2024 Q4 2024: $676.1M Q4 2024 Q1 2025: $94.2M Q1 2025 Q2 2025: $205.3M Q2 2025 Q3 2025: $832.4M Q3 2025 Q4 2025: $842.0M Q4 2025 Q1 2026: $891.0M Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 5 stocks · $622.8M

NVDA Nvidia Corp. 43.46% 299,540 $270.7M No change
TSLA Tesla Inc. 29.03% 1,028,544 $180.8M No change
MSFT Microsoft Corp. 12.33% 182,463 $76.8M No change
ABNB Airbnb Inc. Class A 10.10% 381,173 $62.9M No change
KNSL Kinsale Capital Group Inc. 5.09% 60,425 $31.7M New

Portfolio Sells Q4 2023 → Q1 2024

SNOW Snowflake Inc. Sold out 0.00% −4.19

Portfolio Buys Q4 2023 → Q1 2024

KNSL Kinsale Capital Group Inc. New 5.09% +5.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$1.3BTSM, TSLA, MU, NVDA, CAVA
Q1 2026 7$891.0MTSLA, TSM, NVDA, MU, CAVA
Q4 2025 6$842.0MTSLA, TSM, NVDA, CAVA, ELF
Q3 2025 6$832.4MTSLA, TSM, NVDA, ELF, KNSL
Q2 2025 3$205.3MELF, TSM, KNSL
Q1 2025 2$94.2MKNSL, ELF
Q4 2024 5$676.1MTSLA, NVDA, KNSL, ABNB, ELF
Q3 2024 4$612.7MTSLA, NVDA, KNSL, ABNB
Q2 2024 5$762.1MNVDA, TSLA, ABNB, KNSL, MSFT
Q1 2024 5$622.8MNVDA, TSLA, MSFT, ABNB, KNSL