Institutional
Prime Capital Management Co Ltd
CIK 0001448793
$891.0M
Reported AUM
7
Positions
Q1 2026
Period
2026-05-06
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $267.6M | 30.03% | — | HELD |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $415.17 | -6.69% | 104.85% | 285.24% | $224.3M | 25.18% | — | HELD |
| 3 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $154.2M | 17.31% | — | HELD |
| 4 | MU | MICRON TECHNOLOGY INC | $864.01 | -13.25% | 697.79% | 1041.92% | $85.3M | 9.58% | +252,618 | NEW |
| 5 | CAVA | CAVA GROUP INC | $72.88 | 0.39% | -8.14% | 27.12% | $83.5M | 9.37% | — | HELD |
| 6 | KNSL | KINSALE CAP GROUP INC | $302.12 | -1.31% | -35.56% | 72.95% | $39.5M | 4.43% | — | HELD |
| 7 | ELF | E L F BEAUTY INC | $52.01 | 4.92% | -57.87% | 79.54% | $36.6M | 4.11% | — | HELD |
Source: SEC EDGAR · accession 0001448793-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.