Q1 2026 · 13F-HR
Prime Capital Management Co Ltdholdings as filed
Filed 2026-05-06 · accession 0001448793-26-000004
$891.0M
Reported value
7
Positions
2026-03-31
Period end
The Brief · Prime Capital Management Co Ltd · Q1 2026
AI · grounded in 13F
Prime Capital Management Co Ltd established a new position in Micron Technology Inc MU, investing $85.3M. The fund added one new position while reducing none. Total assets under management reached $891M across seven positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88160R101 | TSLA | TESLA INC | $267.6M | 30.0% | 719,861 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $224.3M | 25.2% | 663,808 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $154.2M | 17.3% | 884,179 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $85.3M | 9.58% | 252,618 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $83.5M | 9.37% | 1,031,630 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $39.5M | 4.43% | 115,498 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $36.6M | 4.11% | 604,535 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.