Filed: 11/14/2025ACC: 0000905148-25-004002
📋 What this filing means
KADENSA CAPITAL LTD filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $971.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$971.13M
Total AUM (reported)
10.10M
Total Shares
Allocation by class
COM$463.55M47.7%
SPONSORED ADS$140.50M14.5%
CL A$76.67M7.9%
SHS$73.61M7.6%
COM NEW$72.42M7.5%
ORD SHS$37.79M3.9%
ADS$31.63M3.3%
Portfolio Concentration
Top 3$167.49M17.2%
4–10$249.65M25.7%
11–25$309.93M31.9%
Rest$244.06M25.1%
Top 3 weight
17.2%
Top 10 weight
43.0%
Voting Authority Distribution
Total shares with voting rights: 10.10M
Sole
Full voting authority
10.10M
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)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
ALIBABA GROUP HLDG LTD
SOLEShares359.92K
TypeSH
Market value$64.33M
6.62%
Sole
359.92K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares173.48K
TypeSH
Market value$52.19M
5.37%
Sole
173.48K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares273.21K
TypeSH
Market value$50.98M
5.25%
Sole
273.21K
Shared
0.00
None
0.00
TESLA INC
SOLEShares111.92K
TypeSH
Market value$49.77M
5.13%
Sole
111.92K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares169.35K
TypeSH
Market value$47.30M
4.87%
Sole
169.35K
Shared
0.00
None
0.00
VIKING HOLDINGS LTD
SOLEShares607.91K
TypeSH
Market value$37.79M
3.89%
Sole
607.91K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares98.43K
TypeSH
Market value$32.47M
3.34%
Sole
98.43K
Shared
0.00
None
0.00
HUNTINGTON INGALLS INDS INC
SOLEShares97.80K
TypeSH
Market value$28.16M
2.90%
Sole
97.80K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares255.41K
TypeSH
Market value$28.08M
2.89%
Sole
255.41K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares92.74K
TypeSH
Market value$26.08M
2.69%
Sole
92.74K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares122.61K
TypeSH
Market value$24.01M
2.47%
Sole
122.61K
Shared
0.00
None
0.00
STRIDE INC
SOLEShares157.10K
TypeSH
Market value$23.40M
2.41%
Sole
157.10K
Shared
0.00
None
0.00
AEROVIRONMENT INC
SOLEShares74.16K
TypeSH
Market value$23.35M
2.40%
Sole
74.16K
Shared
0.00
None
0.00
TEMPUS AI INC
SOLEShares288.04K
TypeSH
Market value$23.25M
2.39%
Sole
288.04K
Shared
0.00
None
0.00
UPSTART HLDGS INC
SOLEShares455.15K
TypeSH
Market value$23.12M
2.38%
Sole
455.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares41.63K
TypeSH
Market value$21.56M
2.22%
Sole
41.63K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares51.63K
TypeSH
Market value$21.40M
2.20%
Sole
51.63K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares107.50K
TypeSH
Market value$21.09M
2.17%
Sole
107.50K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares149.17K
TypeSH
Market value$20.66M
2.13%
Sole
149.17K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares28.07K
TypeSH
Market value$20.15M
2.07%
Sole
28.07K
Shared
0.00
None
0.00
EHANG HLDGS LTD
SOLEShares1.06M
TypeSH
Market value$19.61M
2.02%
Sole
1.06M
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares107.13K
TypeSH
Market value$19.54M
2.01%
Sole
107.13K
Shared
0.00
None
0.00
MP MATERIALS CORP
SOLEShares245.28K
TypeSH
Market value$16.45M
1.69%
Sole
245.28K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares73.28K
TypeSH
Market value$16.18M
1.67%
Sole
73.28K
Shared
0.00
None
0.00
FABRINET
SOLEShares44.28K
TypeSH
Market value$16.15M
1.66%
Sole
44.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 359.92K | SH | $64.33M 6.62% | 359.92K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 173.48K | SH | $52.19M 5.37% | 173.48K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 273.21K | SH | $50.98M 5.25% | 273.21K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 111.92K | SH | $49.77M 5.13% | 111.92K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 169.35K | SH | $47.30M 4.87% | 169.35K | 0.00 | 0.00 |
VIKING HOLDINGS LTDSOLE | ORD SHS | 607.91K | SH | $37.79M 3.89% | 607.91K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 98.43K | SH | $32.47M 3.34% | 98.43K | 0.00 | 0.00 |
HUNTINGTON INGALLS INDS INCSOLE | COM | 97.80K | SH | $28.16M 2.90% | 97.80K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 255.41K | SH | $28.08M 2.89% | 255.41K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 92.74K | SH | $26.08M 2.69% | 92.74K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 122.61K | SH | $24.01M 2.47% | 122.61K | 0.00 | 0.00 |
STRIDE INCSOLE | COM | 157.10K | SH | $23.40M 2.41% | 157.10K | 0.00 | 0.00 |
AEROVIRONMENT INCSOLE | COM | 74.16K | SH | $23.35M 2.40% | 74.16K | 0.00 | 0.00 |
TEMPUS AI INCSOLE | CL A | 288.04K | SH | $23.25M 2.39% | 288.04K | 0.00 | 0.00 |
UPSTART HLDGS INCSOLE | COM | 455.15K | SH | $23.12M 2.38% | 455.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 41.63K | SH | $21.56M 2.22% | 41.63K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 51.63K | SH | $21.40M 2.20% | 51.63K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 107.50K | SH | $21.09M 2.17% | 107.50K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 149.17K | SH | $20.66M 2.13% | 149.17K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 28.07K | SH | $20.15M 2.07% | 28.07K | 0.00 | 0.00 |
EHANG HLDGS LTDSOLE | ADS | 1.06M | SH | $19.61M 2.02% | 1.06M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 107.13K | SH | $19.54M 2.01% | 107.13K | 0.00 | 0.00 |
MP MATERIALS CORPSOLE | COM CL A | 245.28K | SH | $16.45M 1.69% | 245.28K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 73.28K | SH | $16.18M 1.67% | 73.28K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 44.28K | SH | $16.15M 1.66% | 44.28K | 0.00 | 0.00 |
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