Prime Capital Management Co Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Prime Capital Management Co Ltd reported 7 stock positions worth $891.0 million. Its top holding was Tesla (TSLA) at 30.0% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 25.2%) and Nvidia (NVDA, 17.3%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Micron Technology (MU).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001448793
- Portfolio Value
- $891.0M (Q1 2026)
- SEC Filing
- 0001448793-26-000004 ↗ filed May 6, 2026
Holdings Value
Holdings 7 stocks · $891.0M
| TSLA Tesla Inc. | 30.03% | 719,861 | $267.6M | No change |
| TSM Taiwan Semiconductor-SP ADR | 25.18% | 663,808 | $224.3M | No change |
| NVDA Nvidia Corp. | 17.31% | 884,179 | $154.2M | No change |
| MU Micron Technology Inc. | 9.58% | 252,618 | $85.3M | New |
| CAVA Cava Group Inc. | 9.37% | 1,031,630 | $83.5M | No change |
| KNSL Kinsale Capital Group Inc. | 4.43% | 115,498 | $39.5M | No change |
| ELF Elf Beauty Inc. | 4.11% | 604,535 | $36.6M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| MU Micron Technology Inc. | New | 9.58% | +9.58 |
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 |