Prime Capital Management Co Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Prime Capital Management Co Ltd reported 6 stock positions worth $832.4 million. Its top holding was Tesla (TSLA) at 38.5% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 22.3%) and Nvidia (NVDA, 19.8%). Compared with Q2 2025, it opened 3 new positions and added to 1. The biggest buy was a new position in Tesla (TSLA).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001448793
- Portfolio Value
- $832.4M (Q3 2025)
- SEC Filing
- 0001448793-25-000009 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $832.4M
| TSLA Tesla Inc. | 38.46% | 719,861 | $320.1M | New |
| TSM Taiwan Semiconductor-SP ADR | 22.27% | 663,808 | $185.4M | Add +102.6% |
| NVDA Nvidia Corp. | 19.82% | 884,179 | $165.0M | New |
| ELF Elf Beauty Inc. | 9.62% | 604,535 | $80.1M | No change |
| KNSL Kinsale Capital Group Inc. | 5.90% | 115,498 | $49.1M | No change |
| CAVA Cava Group Inc. | 3.93% | 541,330 | $32.7M | New |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
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 |