Clear Waters Capital — Research

Research(09)

Original work on China and Hong Kong equities — concentrated, long-cycle, and written to be read.

Companies
0
Last update
May 2026
Sort
8 companies under coverage · 9 memos published
Performance
Annualized return
0.0%
Since inception
0.0%
Money-weighted · as of 1 Oct 2026

Past performance is not indicative of future results.

Portfolio Exposure

Top 11 holdings · area = allocation %
NVDA14.0%
0700.HK13.9%
GOOG13.5%
META10.9%
AMZN10.5%
9988.HK9.2%
1211.HK6.5%
1810.HK5.6%
MSFT5.3%
AMD4.2%
TSLA2.0%
2%5%8%11%14%