Filed: 2/17/2026ACC: 0000905148-26-000782
📋 What this filing means
KADENSA CAPITAL LTD filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $963.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$963.02M
Total AUM (reported)
11.80M
Total Shares
Allocation by class
COM$490.05M50.9%
SPONSORED ADS$133.50M13.9%
CL A$88.99M9.2%
SHS$55.19M5.7%
COM NEW$52.54M5.5%
COM CL A$38.41M4.0%
ADS$24.54M2.5%
Portfolio Concentration
Top 3$218.07M22.6%
4–10$255.97M26.6%
11–25$310.77M32.3%
Rest$178.21M18.5%
Top 3 weight
22.6%
Top 10 weight
49.2%
Voting Authority Distribution
Total shares with voting rights: 11.80M
Sole
Full voting authority
11.80M
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)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
NVIDIA CORPORATION
SOLEShares522.16K
TypeSH
Market value$97.38M
10.11%
Sole
522.16K
Shared
0.00
None
0.00
TESLA INC
SOLEShares134.87K
TypeSH
Market value$60.65M
6.30%
Sole
134.87K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares197.57K
TypeSH
Market value$60.04M
6.23%
Sole
197.57K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares370.39K
TypeSH
Market value$54.29M
5.64%
Sole
370.39K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares158.08K
TypeSH
Market value$48.69M
5.06%
Sole
158.08K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares129.74K
TypeSH
Market value$44.90M
4.66%
Sole
129.74K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares78.90K
TypeSH
Market value$33.30M
3.46%
Sole
78.90K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares218.55K
TypeSH
Market value$26.17M
2.72%
Sole
218.55K
Shared
0.00
None
0.00
HUNTINGTON INGALLS INDS INC
SOLEShares74K
TypeSH
Market value$25.17M
2.61%
Sole
74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares48.47K
TypeSH
Market value$23.44M
2.43%
Sole
48.47K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares35.65K
TypeSH
Market value$23.30M
2.42%
Sole
35.65K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares130.95K
TypeSH
Market value$23.28M
2.42%
Sole
130.95K
Shared
0.00
None
0.00
UPSTART HLDGS INC
SOLEShares520.99K
TypeSH
Market value$22.78M
2.37%
Sole
520.99K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares114.85K
TypeSH
Market value$22.39M
2.32%
Sole
114.85K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares39.18K
TypeSH
Market value$22.25M
2.31%
Sole
39.18K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares273.12K
TypeSH
Market value$22.13M
2.30%
Sole
273.12K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares33.38K
TypeSH
Market value$22.03M
2.29%
Sole
33.38K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares191.91K
TypeSH
Market value$21.71M
2.25%
Sole
191.91K
Shared
0.00
None
0.00
FLEX LTD
SOLEShares357.45K
TypeSH
Market value$21.60M
2.24%
Sole
357.45K
Shared
0.00
None
0.00
TEMPUS AI INC
SOLEShares364.95K
TypeSH
Market value$21.55M
2.24%
Sole
364.95K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares123.06K
TypeSH
Market value$20.47M
2.13%
Sole
123.06K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares92.67K
TypeSH
Market value$20.36M
2.11%
Sole
92.67K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares84.86K
TypeSH
Market value$17.40M
1.81%
Sole
84.86K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares38K
TypeSH
Market value$14.79M
1.54%
Sole
38K
Shared
0.00
None
0.00
AEROVIRONMENT INC
SOLEShares60.91K
TypeSH
Market value$14.73M
1.53%
Sole
60.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 522.16K | SH | $97.38M 10.11% | 522.16K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 134.87K | SH | $60.65M 6.30% | 134.87K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 197.57K | SH | $60.04M 6.23% | 197.57K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 370.39K | SH | $54.29M 5.64% | 370.39K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 158.08K | SH | $48.69M 5.06% | 158.08K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 129.74K | SH | $44.90M 4.66% | 129.74K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 78.90K | SH | $33.30M 3.46% | 78.90K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 218.55K | SH | $26.17M 2.72% | 218.55K | 0.00 | 0.00 |
HUNTINGTON INGALLS INDS INCSOLE | COM | 74K | SH | $25.17M 2.61% | 74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 48.47K | SH | $23.44M 2.43% | 48.47K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 35.65K | SH | $23.30M 2.42% | 35.65K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 130.95K | SH | $23.28M 2.42% | 130.95K | 0.00 | 0.00 |
UPSTART HLDGS INCSOLE | COM | 520.99K | SH | $22.78M 2.37% | 520.99K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 114.85K | SH | $22.39M 2.32% | 114.85K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 39.18K | SH | $22.25M 2.31% | 39.18K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 273.12K | SH | $22.13M 2.30% | 273.12K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 33.38K | SH | $22.03M 2.29% | 33.38K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 191.91K | SH | $21.71M 2.25% | 191.91K | 0.00 | 0.00 |
FLEX LTDSOLE | ORD | 357.45K | SH | $21.60M 2.24% | 357.45K | 0.00 | 0.00 |
TEMPUS AI INCSOLE | CL A | 364.95K | SH | $21.55M 2.24% | 364.95K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 123.06K | SH | $20.47M 2.13% | 123.06K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 92.67K | SH | $20.36M 2.11% | 92.67K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 84.86K | SH | $17.40M 1.81% | 84.86K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 38K | SH | $14.79M 1.54% | 38K | 0.00 | 0.00 |
AEROVIRONMENT INCSOLE | COM | 60.91K | SH | $14.73M 1.53% | 60.91K | 0.00 | 0.00 |
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