Prime Capital Management Co Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Prime Capital Management Co Ltd reported 5 stock positions worth $762.1 million. Its top holding was Nvidia (NVDA) at 48.6% of the portfolio, followed by Tesla (TSLA, 32.6%) and Airbnb Class A (ABNB, 7.6%). Compared with Q1 2024, it added to 2 and reduced 1. The biggest buy was Tesla (TSLA, shares +22%) and the biggest sale Microsoft (MSFT, shares −50%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001448793
Portfolio Value
$762.1M (Q2 2024)
SEC Filing
0001448793-24-000005 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $622.8M Q1 2024 Q2 2024: $762.1M $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 · $762.1M
NVDA Nvidia Corp. 48.56% 2,995,400 $370.1M No change
TSLA Tesla Inc. 32.62% 1,256,248 $248.6M Add +22.1%
ABNB Airbnb Inc. Class A 7.58% 381,173 $57.8M No change
KNSL Kinsale Capital Group Inc. 5.84% 115,498 $44.5M Add +91.1%
MSFT Microsoft Corp. 5.40% 92,139 $41.2M Reduce -49.5%

Portfolio Sells Q1 2024 → Q2 2024
MSFT Microsoft Corp. Reduce -49.5% 5.40% −6.92

Portfolio Buys Q1 2024 → Q2 2024
TSLA Tesla Inc. Add +22.1% 32.62% +3.59
KNSL Kinsale Capital Group Inc. Add +91.1% 5.84% +0.75

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