Prime Capital Management Co Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Prime Capital Management Co Ltd disclosed 6 US equity positions worth $832.4m in its Q3 2025 13F filing. The largest position was TSLA at 38.5% of the reported book, followed by TSM and NVDA. Against the Q2 2025 filing, it opened 3 new positions, added to 1 and reduced 0 among the top 6 holdings.
What did Prime Capital Management Co Ltd own in Q3 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA TESLA INC | Consumer Cyclical | 38.5% | $320.1m | 719,861 | – | new |
| 2 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 22.3% | $185.4m | 663,808 | 103% | added |
| 3 | NVDA NVIDIA CORPORATION | Technology | 19.8% | $165.0m | 884,179 | – | new |
| 4 | ELF E L F BEAUTY INC | Consumer Defensive | 9.6% | $80.1m | 604,535 | 0% | held |
| 5 | KNSL KINSALE CAP GROUP INC | Financial Services | 5.9% | $49.1m | 115,498 | 0% | held |
| 6 | CAVA CAVA GROUP INC | Consumer Cyclical | 3.9% | $32.7m | 541,330 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.