Filed: 5/15/2026ACC: 0000905148-26-002318
📋 What this filing means
KADENSA CAPITAL LTD filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $718.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$718.46M
Total AUM (reported)
11.12M
Total Shares
Allocation by class
COM$347.06M48.3%
SPONSORED ADS$109.06M15.2%
CL A$73.77M10.3%
COM NEW$43.27M6.0%
SHS$38.62M5.4%
COM CL A$31.61M4.4%
ADS$20.31M2.8%
Portfolio Concentration
Top 3$189.60M26.4%
4–10$193.29M26.9%
11–25$232.19M32.3%
Rest$103.38M14.4%
Top 3 weight
26.4%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 11.12M
Sole
Full voting authority
11.12M
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)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
NVIDIA CORPORATION
SOLEShares494.44K
TypeSH
Market value$86.23M
12.00%
Sole
494.44K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares157.33K
TypeSH
Market value$53.17M
7.40%
Sole
157.33K
Shared
0.00
None
0.00
TESLA INC
SOLEShares135.03K
TypeSH
Market value$50.20M
6.99%
Sole
135.03K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares152.47K
TypeSH
Market value$43.27M
6.02%
Sole
152.47K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares304.04K
TypeSH
Market value$38.15M
5.31%
Sole
304.04K
Shared
0.00
None
0.00
JOHNSON CONTROLS INTERNATION
SOLEShares241.61K
TypeSH
Market value$31.64M
4.40%
Sole
241.61K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares140.86K
TypeSH
Market value$20.72M
2.88%
Sole
140.86K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares140.83K
TypeSH
Market value$20.60M
2.87%
Sole
140.83K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares285K
TypeSH
Market value$19.75M
2.75%
Sole
285K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares51.78K
TypeSH
Market value$19.17M
2.67%
Sole
51.78K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares93.14K
TypeSH
Market value$18.95M
2.64%
Sole
93.14K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares32.77K
TypeSH
Market value$18.75M
2.61%
Sole
32.77K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares311.96K
TypeSH
Market value$17.64M
2.46%
Sole
311.96K
Shared
0.00
None
0.00
CORNING INC
SOLEShares129.50K
TypeSH
Market value$17.61M
2.45%
Sole
129.50K
Shared
0.00
None
0.00
TEMPUS AI INC
SOLEShares370.89K
TypeSH
Market value$16.77M
2.33%
Sole
370.89K
Shared
0.00
None
0.00
FLEXTRONICS INTL LTD
SOLEShares249.98K
TypeSH
Market value$16.36M
2.28%
Sole
249.98K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares18.45K
TypeSH
Market value$16.10M
2.24%
Sole
18.45K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares54.17K
TypeSH
Market value$16.06M
2.24%
Sole
54.17K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares27.93K
TypeSH
Market value$15.33M
2.13%
Sole
27.93K
Shared
0.00
None
0.00
UPSTART HLDGS INC
SOLEShares589.87K
TypeSH
Market value$15.13M
2.11%
Sole
589.87K
Shared
0.00
None
0.00
FORMFACTOR INC
SOLEShares147.93K
TypeSH
Market value$14.35M
2.00%
Sole
147.93K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares116.72K
TypeSH
Market value$12.79M
1.78%
Sole
116.72K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares53.85K
TypeSH
Market value$12.41M
1.73%
Sole
53.85K
Shared
0.00
None
0.00
VNET GROUP INC
SOLEShares1.43M
TypeSH
Market value$12.04M
1.68%
Sole
1.43M
Shared
0.00
None
0.00
XPENG INC
SOLEShares694.87K
TypeSH
Market value$11.89M
1.65%
Sole
694.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 494.44K | SH | $86.23M 12.00% | 494.44K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 157.33K | SH | $53.17M 7.40% | 157.33K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 135.03K | SH | $50.20M 6.99% | 135.03K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 152.47K | SH | $43.27M 6.02% | 152.47K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 304.04K | SH | $38.15M 5.31% | 304.04K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 241.61K | SH | $31.64M 4.40% | 241.61K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 140.86K | SH | $20.72M 2.88% | 140.86K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 140.83K | SH | $20.60M 2.87% | 140.83K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 285K | SH | $19.75M 2.75% | 285K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 51.78K | SH | $19.17M 2.67% | 51.78K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 93.14K | SH | $18.95M 2.64% | 93.14K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 32.77K | SH | $18.75M 2.61% | 32.77K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 311.96K | SH | $17.64M 2.46% | 311.96K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 129.50K | SH | $17.61M 2.45% | 129.50K | 0.00 | 0.00 |
TEMPUS AI INCSOLE | CL A | 370.89K | SH | $16.77M 2.33% | 370.89K | 0.00 | 0.00 |
FLEXTRONICS INTL LTDSOLE | ORD | 249.98K | SH | $16.36M 2.28% | 249.98K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 18.45K | SH | $16.10M 2.24% | 18.45K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 54.17K | SH | $16.06M 2.24% | 54.17K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 27.93K | SH | $15.33M 2.13% | 27.93K | 0.00 | 0.00 |
UPSTART HLDGS INCSOLE | COM | 589.87K | SH | $15.13M 2.11% | 589.87K | 0.00 | 0.00 |
FORMFACTOR INCSOLE | COM | 147.93K | SH | $14.35M 2.00% | 147.93K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 116.72K | SH | $12.79M 1.78% | 116.72K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 53.85K | SH | $12.41M 1.73% | 53.85K | 0.00 | 0.00 |
VNET GROUP INCSOLE | SPONSORED ADS A | 1.43M | SH | $12.04M 1.68% | 1.43M | 0.00 | 0.00 |
XPENG INCSOLE | ADS | 694.87K | SH | $11.89M 1.65% | 694.87K | 0.00 | 0.00 |
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