Filed: 8/14/2025ACC: 0000905148-25-002954
📋 What this filing means
KADENSA CAPITAL LTD filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $628.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$628.09M
Total AUM (reported)
12.36M
Total Shares
Allocation by class
COM$221.23M35.2%
SPONSORED ADS$105.13M16.7%
SHS$46.19M7.4%
COM NEW$45.84M7.3%
ORD SHS$31.98M5.1%
CL A$21.07M3.4%
ADS$18.47M2.9%
Portfolio Concentration
Top 3$135.97M21.6%
4–10$158.11M25.2%
11–25$220.09M35.0%
Rest$113.91M18.1%
Top 3 weight
21.6%
Top 10 weight
46.8%
Voting Authority Distribution
Total shares with voting rights: 12.36M
Sole
Full voting authority
12.36M
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)
Sole46
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:
ALIBABA GROUP HLDG LTD
SOLEShares504.82K
TypeSH
Market value$57.25M
9.12%
Sole
504.82K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares178.09K
TypeSH
Market value$45.84M
7.30%
Sole
178.09K
Shared
0.00
None
0.00
STRIDE INC
SOLEShares226.45K
TypeSH
Market value$32.88M
5.23%
Sole
226.45K
Shared
0.00
None
0.00
VIKING HOLDINGS LTD
SOLEShares600.19K
TypeSH
Market value$31.98M
5.09%
Sole
600.19K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares142.72K
TypeSH
Market value$25.99M
4.14%
Sole
142.72K
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares1.98M
TypeSH
Market value$23.39M
3.72%
Sole
1.98M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares72.65K
TypeSH
Market value$20.03M
3.19%
Sole
72.65K
Shared
0.00
None
0.00
TEMPUS AI INC
SOLEShares302.66K
TypeSH
Market value$19.23M
3.06%
Sole
302.66K
Shared
0.00
None
0.00
UPSTART HLDGS INC
SOLEShares294.03K
TypeSH
Market value$19.02M
3.03%
Sole
294.03K
Shared
0.00
None
0.00
EHANG HLDGS LTD
SOLEShares1.06M
TypeSH
Market value$18.47M
2.94%
Sole
1.06M
Shared
0.00
None
0.00
TESLA INC
SOLEShares58.01K
TypeSH
Market value$18.43M
2.93%
Sole
58.01K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares344.25K
TypeSH
Market value$17.92M
2.85%
Sole
344.25K
Shared
0.00
None
0.00
VNET GROUP INC
SOLEShares2.44M
TypeSH
Market value$16.81M
2.68%
Sole
2.44M
Shared
0.00
None
0.00
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares169.65K
TypeSH
Market value$16.63M
2.65%
Sole
169.65K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares156.68K
TypeSH
Market value$16.55M
2.63%
Sole
156.68K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares102.09K
TypeSH
Market value$16.13M
2.57%
Sole
102.09K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares30.44K
TypeSH
Market value$15.60M
2.48%
Sole
30.44K
Shared
0.00
None
0.00
BOEING CO
SOLEShares74.47K
TypeSH
Market value$15.60M
2.48%
Sole
74.47K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares16.92K
TypeSH
Market value$14.01M
2.23%
Sole
16.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares160.15K
TypeSH
Market value$13.27M
2.11%
Sole
160.15K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares42.74K
TypeSH
Market value$13.03M
2.07%
Sole
42.74K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares16.96K
TypeSH
Market value$13.01M
2.07%
Sole
16.96K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares83.81K
TypeSH
Market value$11.26M
1.79%
Sole
83.81K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares181.09K
TypeSH
Market value$11.08M
1.76%
Sole
181.09K
Shared
0.00
None
0.00
ATOUR LIFESTYLE HLDGS LTD
SOLEShares330.91K
TypeSH
Market value$10.76M
1.71%
Sole
330.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 504.82K | SH | $57.25M 9.12% | 504.82K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 178.09K | SH | $45.84M 7.30% | 178.09K | 0.00 | 0.00 |
STRIDE INCSOLE | COM | 226.45K | SH | $32.88M 5.23% | 226.45K | 0.00 | 0.00 |
VIKING HOLDINGS LTDSOLE | ORD SHS | 600.19K | SH | $31.98M 5.09% | 600.19K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 142.72K | SH | $25.99M 4.14% | 142.72K | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 1.98M | SH | $23.39M 3.72% | 1.98M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 72.65K | SH | $20.03M 3.19% | 72.65K | 0.00 | 0.00 |
TEMPUS AI INCSOLE | CL A | 302.66K | SH | $19.23M 3.06% | 302.66K | 0.00 | 0.00 |
UPSTART HLDGS INCSOLE | COM | 294.03K | SH | $19.02M 3.03% | 294.03K | 0.00 | 0.00 |
EHANG HLDGS LTDSOLE | ADS | 1.06M | SH | $18.47M 2.94% | 1.06M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 58.01K | SH | $18.43M 2.93% | 58.01K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 344.25K | SH | $17.92M 2.85% | 344.25K | 0.00 | 0.00 |
VNET GROUP INCSOLE | SPONSORED ADS A | 2.44M | SH | $16.81M 2.68% | 2.44M | 0.00 | 0.00 |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 169.65K | SH | $16.63M 2.65% | 169.65K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 156.68K | SH | $16.55M 2.63% | 156.68K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 102.09K | SH | $16.13M 2.57% | 102.09K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 30.44K | SH | $15.60M 2.48% | 30.44K | 0.00 | 0.00 |
BOEING COSOLE | COM | 74.47K | SH | $15.60M 2.48% | 74.47K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 16.92K | SH | $14.01M 2.23% | 16.92K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 160.15K | SH | $13.27M 2.11% | 160.15K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 42.74K | SH | $13.03M 2.07% | 42.74K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 16.96K | SH | $13.01M 2.07% | 16.96K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 83.81K | SH | $11.26M 1.79% | 83.81K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 181.09K | SH | $11.08M 1.76% | 181.09K | 0.00 | 0.00 |
ATOUR LIFESTYLE HLDGS LTDSOLE | SPONSORED ADS | 330.91K | SH | $10.76M 1.71% | 330.91K | 0.00 | 0.00 |
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