Filed: 5/15/2025ACC: 0000905148-25-001711
📋 What this filing means
KADENSA CAPITAL LTD filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $806.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$806.12M
Total AUM (reported)
12.97M
Total Shares
Allocation by class
COM$369.64M45.9%
SPONSORED ADS$76.86M9.5%
CL A$60.56M7.5%
SHS$40.82M5.1%
COM NEW$38.73M4.8%
COM SHS$27.75M3.4%
COM CL A$21.05M2.6%
Portfolio Concentration
Top 3$134.38M16.7%
4–10$158.22M19.6%
11–25$253.20M31.4%
Rest$260.33M32.3%
Top 3 weight
16.7%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 12.97M
Sole
Full voting authority
12.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
ALIBABA GROUP HLDG LTD
SOLEShares456.86K
TypeSH
Market value$60.41M
7.49%
Sole
456.86K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares114.39K
TypeSH
Market value$42.94M
5.33%
Sole
114.39K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares185.29K
TypeSH
Market value$31.02M
3.85%
Sole
185.29K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares295.98K
TypeSH
Market value$25.72M
3.19%
Sole
295.98K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares95.10K
TypeSH
Market value$25.52M
3.17%
Sole
95.10K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares286.76K
TypeSH
Market value$24.20M
3.00%
Sole
286.76K
Shared
0.00
None
0.00
TEMPUS AI INC
SOLEShares458.75K
TypeSH
Market value$22.13M
2.75%
Sole
458.75K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares505.81K
TypeSH
Market value$21.05M
2.61%
Sole
505.81K
Shared
0.00
None
0.00
SEA LTD
SOLEShares153.57K
TypeSH
Market value$20.04M
2.49%
Sole
153.57K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares84.51K
TypeSH
Market value$19.56M
2.43%
Sole
84.51K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares95.83K
TypeSH
Market value$19.18M
2.38%
Sole
95.83K
Shared
0.00
None
0.00
UPSTART HLDGS INC
SOLEShares412.17K
TypeSH
Market value$18.97M
2.35%
Sole
412.17K
Shared
0.00
None
0.00
SPROTT FDS TR
SOLEShares567.79K
TypeSH
Market value$18.42M
2.28%
Sole
567.79K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares381.51K
TypeSH
Market value$17.86M
2.22%
Sole
381.51K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares780.48K
TypeSH
Market value$17.72M
2.20%
Sole
780.48K
Shared
0.00
None
0.00
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares175.66K
TypeSH
Market value$17.21M
2.14%
Sole
175.66K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares77.50K
TypeSH
Market value$17.17M
2.13%
Sole
77.50K
Shared
0.00
None
0.00
VIKING HOLDINGS LTD
SOLEShares421.45K
TypeSH
Market value$16.75M
2.08%
Sole
421.45K
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares1.29M
TypeSH
Market value$16.45M
2.04%
Sole
1.29M
Shared
0.00
None
0.00
EHANG HLDGS LTD
SOLEShares759.18K
TypeSH
Market value$15.86M
1.97%
Sole
759.18K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares79.28K
TypeSH
Market value$15.81M
1.96%
Sole
79.28K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares73.77K
TypeSH
Market value$15.62M
1.94%
Sole
73.77K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares91.03K
TypeSH
Market value$15.53M
1.93%
Sole
91.03K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares577.99K
TypeSH
Market value$15.45M
1.92%
Sole
577.99K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares19.07K
TypeSH
Market value$15.18M
1.88%
Sole
19.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 456.86K | SH | $60.41M 7.49% | 456.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 114.39K | SH | $42.94M 5.33% | 114.39K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 185.29K | SH | $31.02M 3.85% | 185.29K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 295.98K | SH | $25.72M 3.19% | 295.98K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 95.10K | SH | $25.52M 3.17% | 95.10K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 286.76K | SH | $24.20M 3.00% | 286.76K | 0.00 | 0.00 |
TEMPUS AI INCSOLE | CL A | 458.75K | SH | $22.13M 2.75% | 458.75K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 505.81K | SH | $21.05M 2.61% | 505.81K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 153.57K | SH | $20.04M 2.49% | 153.57K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 84.51K | SH | $19.56M 2.43% | 84.51K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 95.83K | SH | $19.18M 2.38% | 95.83K | 0.00 | 0.00 |
UPSTART HLDGS INCSOLE | COM | 412.17K | SH | $18.97M 2.35% | 412.17K | 0.00 | 0.00 |
SPROTT FDS TRSOLE | URANIUM MINERS E | 567.79K | SH | $18.42M 2.28% | 567.79K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 381.51K | SH | $17.86M 2.22% | 381.51K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 780.48K | SH | $17.72M 2.20% | 780.48K | 0.00 | 0.00 |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 175.66K | SH | $17.21M 2.14% | 175.66K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 77.50K | SH | $17.17M 2.13% | 77.50K | 0.00 | 0.00 |
VIKING HOLDINGS LTDSOLE | ORD SHS | 421.45K | SH | $16.75M 2.08% | 421.45K | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 1.29M | SH | $16.45M 2.04% | 1.29M | 0.00 | 0.00 |
EHANG HLDGS LTDSOLE | ADS | 759.18K | SH | $15.86M 1.97% | 759.18K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 79.28K | SH | $15.81M 1.96% | 79.28K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 73.77K | SH | $15.62M 1.94% | 73.77K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 91.03K | SH | $15.53M 1.93% | 91.03K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 577.99K | SH | $15.45M 1.92% | 577.99K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 19.07K | SH | $15.18M 1.88% | 19.07K | 0.00 | 0.00 |
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