Prime Capital Management Co Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Prime Capital Management Co Ltd reported 6 stock positions worth $842.0 million. Its top holding was Tesla (TSLA) at 38.4% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 24.0%) and Nvidia (NVDA, 19.6%). Compared with Q3 2025, it added to 1. The biggest buy was Cava (CAVA, shares +91%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001448793
- Portfolio Value
- $842.0M (Q4 2025)
- SEC Filing
- 0001448793-26-000002 ↗ filed Feb 12, 2026
Holdings Value
Holdings 6 stocks · $842.0M
| TSLA Tesla Inc. | 38.45% | 719,861 | $323.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 23.96% | 663,808 | $201.7M | No change |
| NVDA Nvidia Corp. | 19.58% | 884,179 | $164.9M | No change |
| CAVA Cava Group Inc. | 7.19% | 1,031,630 | $60.5M | Add +90.6% |
| ELF Elf Beauty Inc. | 5.46% | 604,535 | $46.0M | No change |
| KNSL Kinsale Capital Group Inc. | 5.36% | 115,498 | $45.2M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| CAVA Cava Group Inc. | Add +90.6% | 7.19% | +3.26 |
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 |