Filed: 8/14/2026ACC: 0000905148-26-003686
📋 What this filing means
KADENSA CAPITAL LTD filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $468.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$468.64M
Total AUM (reported)
5.19M
Total Shares
Allocation by class
COM$220.93M47.1%
SPONSORED ADS$94.08M20.1%
COM NEW$33.69M7.2%
SHS$31.60M6.7%
NY REGISTRY$27.99M6.0%
COM SUB VTG$12.73M2.7%
CL A$12.61M2.7%
Portfolio Concentration
Top 3$175.25M37.4%
4–10$158.57M33.8%
11–25$130.88M27.9%
Rest$3.94M0.8%
Top 3 weight
37.4%
Top 10 weight
71.2%
Voting Authority Distribution
Total shares with voting rights: 5.19M
Sole
Full voting authority
5.19M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares142.61K
TypeSH
Market value$68.11M
14.53%
Sole
142.61K
Shared
0.00
None
0.00
TESLA INC
SOLEShares137.67K
TypeSH
Market value$57.90M
12.36%
Sole
137.67K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares246.09K
TypeSH
Market value$49.24M
10.51%
Sole
246.09K
Shared
0.00
None
0.00
JOHNSON CONTROLS INTERNATION
SOLEShares216.29K
TypeSH
Market value$31.60M
6.74%
Sole
216.29K
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares373.70K
TypeSH
Market value$27.99M
5.97%
Sole
373.70K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares30.84K
TypeSH
Market value$22.21M
4.74%
Sole
30.84K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares147.34K
TypeSH
Market value$21.59M
4.61%
Sole
147.34K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares17.91K
TypeSH
Market value$21.05M
4.49%
Sole
17.91K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares51.42K
TypeSH
Market value$19.22M
4.10%
Sole
51.42K
Shared
0.00
None
0.00
AEHR TEST SYS
SOLEShares155.30K
TypeSH
Market value$14.92M
3.18%
Sole
155.30K
Shared
0.00
None
0.00
KLA CORP
SOLEShares47.97K
TypeSH
Market value$14.47M
3.09%
Sole
47.97K
Shared
0.00
None
0.00
DIGI PWR X INC
SOLEShares2.34M
TypeSH
Market value$12.73M
2.72%
Sole
2.34M
Shared
0.00
None
0.00
TEMPUS AI INC
SOLEShares217.59K
TypeSH
Market value$12.61M
2.69%
Sole
217.59K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares6.27K
TypeSH
Market value$12.42M
2.65%
Sole
6.27K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares39.59K
TypeSH
Market value$10.65M
2.27%
Sole
39.59K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares29.80K
TypeSH
Market value$10.57M
2.25%
Sole
29.80K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares108.88K
TypeSH
Market value$10.45M
2.23%
Sole
108.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares28.60K
TypeSH
Market value$10.11M
2.16%
Sole
28.60K
Shared
0.00
None
0.00
AXT Inc
SOLEShares115.05K
TypeSH
Market value$8.29M
1.77%
Sole
115.05K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares236.05K
TypeSH
Market value$7.86M
1.68%
Sole
236.05K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares4.34K
TypeSH
Market value$5.01M
1.07%
Sole
4.34K
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares385K
TypeSH
Market value$4.95M
1.06%
Sole
385K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares8.09K
TypeSH
Market value$4.17M
0.89%
Sole
8.09K
Shared
0.00
None
0.00
VISHAY INTERTECHNOLOGY INC
SOLEShares72.93K
TypeSH
Market value$3.92M
0.84%
Sole
72.93K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares8.81K
TypeSH
Market value$2.67M
0.57%
Sole
8.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 142.61K | SH | $68.11M 14.53% | 142.61K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 137.67K | SH | $57.90M 12.36% | 137.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 246.09K | SH | $49.24M 10.51% | 246.09K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 216.29K | SH | $31.60M 6.74% | 216.29K | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 373.70K | SH | $27.99M 5.97% | 373.70K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 30.84K | SH | $22.21M 4.74% | 30.84K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 147.34K | SH | $21.59M 4.61% | 147.34K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 17.91K | SH | $21.05M 4.49% | 17.91K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 51.42K | SH | $19.22M 4.10% | 51.42K | 0.00 | 0.00 |
AEHR TEST SYSSOLE | COM | 155.30K | SH | $14.92M 3.18% | 155.30K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 47.97K | SH | $14.47M 3.09% | 47.97K | 0.00 | 0.00 |
DIGI PWR X INCSOLE | COM SUB VTG | 2.34M | SH | $12.73M 2.72% | 2.34M | 0.00 | 0.00 |
TEMPUS AI INCSOLE | CL A | 217.59K | SH | $12.61M 2.69% | 217.59K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 6.27K | SH | $12.42M 2.65% | 6.27K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 39.59K | SH | $10.65M 2.27% | 39.59K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 29.80K | SH | $10.57M 2.25% | 29.80K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 108.88K | SH | $10.45M 2.23% | 108.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 28.60K | SH | $10.11M 2.16% | 28.60K | 0.00 | 0.00 |
AXT IncSOLE | AXT INC | 115.05K | SH | $8.29M 1.77% | 115.05K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 236.05K | SH | $7.86M 1.68% | 236.05K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.34K | SH | $5.01M 1.07% | 4.34K | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 385K | SH | $4.95M 1.06% | 385K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 8.09K | SH | $4.17M 0.89% | 8.09K | 0.00 | 0.00 |
VISHAY INTERTECHNOLOGY INCSOLE | COM | 72.93K | SH | $3.92M 0.84% | 72.93K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 8.81K | SH | $2.67M 0.57% | 8.81K | 0.00 | 0.00 |
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