Prime Capital Management Co Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Prime Capital Management Co Ltd reported 3 stock positions worth $205.3 million. Its top holding was Elf Beauty (ELF) at 36.6% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 36.1%) and Kinsale Capital (KNSL, 27.2%). Compared with Q1 2025, it opened 1 new position. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001448793
- Portfolio Value
- $205.3M (Q2 2025)
- SEC Filing
- 0001448793-25-000008 ↗ filed Aug 14, 2025
Holdings Value
Holdings 3 stocks · $205.3M
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | New | 36.14% | +36.14 |
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 |