KADENSA CAPITAL Ltd 13F Holdings
CIK 0001720980 · CENTRAL, K3
As of Sep 30, 2025, KADENSA CAPITAL Ltd reported 49 positions worth $971.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 359,919 | $64.3M | 6.62% |
| GE AEROSPACE | GE | Industrials | 173,478 | $52.2M | 5.37% |
| NVIDIA CORP | NVDA | Technology | 273,210 | $51.0M | 5.25% |
| TESLA INC | TSLA | Consumer Cyclical | 111,917 | $49.8M | 5.13% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 169,353 | $47.3M | 4.87% |
| VIKING HOLDINGS LTD | VIK | Industrials | 607,910 | $37.8M | 3.89% |
| BROADCOM INC | AVGO | Technology | 98,432 | $32.5M | 3.34% |
| HUNTINGTON INGALLS INDUSTRIES INC | HII | Industrials | 97,804 | $28.2M | 2.90% |
| JOHNSON CONTROLS INTERNATIONAL PLC | JCI | Basic Materials | 255,411 | $28.1M | 2.89% |
| ORACLE CORP | ORCL | Technology | 92,736 | $26.1M | 2.69% |
| ASTERA LABS INC | ALAB | Technology | 122,609 | $24.0M | 2.47% |
| STRIDE INC | LRN | Consumer Defensive | 157,101 | $23.4M | 2.41% |
| AEROVIRONMENT INC | AVAV | Industrials | 74,160 | $23.4M | 2.40% |
| TEMPUS AI INC | TEM | Healthcare | 288,035 | $23.2M | 2.39% |
| UPSTART HOLDINGS INC | UPST | Financial Services | 455,150 | $23.1M | 2.38% |
| MICROSOFT CORP | MSFT | Technology | 41,634 | $21.6M | 2.22% |
| QUANTA SERVICES INC | PWR | Industrials | 51,632 | $21.4M | 2.20% |
| HOWMET AEROSPACE INC | HWM | Industrials | 107,500 | $21.1M | 2.17% |
| ROBLOX CORP | RBLX | Communication Services | 149,166 | $20.7M | 2.13% |
| AXON ENTERPRISE INC | AXON | Industrials | 28,072 | $20.1M | 2.07% |
| EHANG HOLDINGS LTD | EH | Industrials | 1,056,204 |