KADENSA CAPITAL LTD

PrivateCIK: 1720980
Location

CENTRAL, K3

39
Positions
$718.46M
Total AUM (reported)
11.12M
Total Shares

Allocation by class

TOTAL AUM$718.46M39 positions
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 326.4%4–1026.9%11–2532.3%Rest14.4%TOP 1053.3%0%100%
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

SOLE
COM
Shares494.44K
TypeSH
Market value$86.23M
12.00%
Sole
494.44K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares157.33K
TypeSH
Market value$53.17M
7.40%
Sole
157.33K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares135.03K
TypeSH
Market value$50.20M
6.99%
Sole
135.03K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares152.47K
TypeSH
Market value$43.27M
6.02%
Sole
152.47K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares304.04K
TypeSH
Market value$38.15M
5.31%
Sole
304.04K
Shared
0.00
None
0.00

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares241.61K
TypeSH
Market value$31.64M
4.40%
Sole
241.61K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares140.86K
TypeSH
Market value$20.72M
2.88%
Sole
140.86K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares140.83K
TypeSH
Market value$20.60M
2.87%
Sole
140.83K
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares285K
TypeSH
Market value$19.75M
2.75%
Sole
285K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares51.78K
TypeSH
Market value$19.17M
2.67%
Sole
51.78K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares93.14K
TypeSH
Market value$18.95M
2.64%
Sole
93.14K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares32.77K
TypeSH
Market value$18.75M
2.61%
Sole
32.77K
Shared
0.00
None
0.00

ROBLOX CORP

SOLE
CL A
Shares311.96K
TypeSH
Market value$17.64M
2.46%
Sole
311.96K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares129.50K
TypeSH
Market value$17.61M
2.45%
Sole
129.50K
Shared
0.00
None
0.00

TEMPUS AI INC

SOLE
CL A
Shares370.89K
TypeSH
Market value$16.77M
2.33%
Sole
370.89K
Shared
0.00
None
0.00

FLEXTRONICS INTL LTD

SOLE
ORD
Shares249.98K
TypeSH
Market value$16.36M
2.28%
Sole
249.98K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares18.45K
TypeSH
Market value$16.10M
2.24%
Sole
18.45K
Shared
0.00
None
0.00

TERADYNE INC

SOLE
COM
Shares54.17K
TypeSH
Market value$16.06M
2.24%
Sole
54.17K
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares27.93K
TypeSH
Market value$15.33M
2.13%
Sole
27.93K
Shared
0.00
None
0.00

UPSTART HLDGS INC

SOLE
COM
Shares589.87K
TypeSH
Market value$15.13M
2.11%
Sole
589.87K
Shared
0.00
None
0.00

FORMFACTOR INC

SOLE
COM
Shares147.93K
TypeSH
Market value$14.35M
2.00%
Sole
147.93K
Shared
0.00
None
0.00

ASTERA LABS INC

SOLE
COM
Shares116.72K
TypeSH
Market value$12.79M
1.78%
Sole
116.72K
Shared
0.00
None
0.00

HOWMET AEROSPACE INC

SOLE
COM
Shares53.85K
TypeSH
Market value$12.41M
1.73%
Sole
53.85K
Shared
0.00
None
0.00

VNET GROUP INC

SOLE
SPONSORED ADS A
Shares1.43M
TypeSH
Market value$12.04M
1.68%
Sole
1.43M
Shared
0.00
None
0.00

XPENG INC

SOLE
ADS
Shares694.87K
TypeSH
Market value$11.89M
1.65%
Sole
694.87K
Shared
0.00
None
0.00
Page 1 of 2