Universe · entity
KADENSA CAPITAL Ltd
Institutional manager (13F) · CIK 1720980
13F holdings · as of 2026-03-31 · top 39 · reported portfolio $718M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $86M | 494,445 |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $53M | 157,331 |
| 3 | TESLA INC | $50M | 135,031 |
| 4 | GE AEROSPACE | $43M | 152,474 |
| 5 | ALIBABA GROUP HLDG LTD | $38M | 304,043 |
| 6 | JOHNSON CONTROLS INTERNATION | $32M | 241,611 |
| 7 | ORACLE CORP | $21M | 140,864 |
| 8 | PALANTIR TECHNOLOGIES INC | $21M | 140,832 |
| 9 | ROBINHOOD MKTS INC | $20M | 285,000 |
| 10 | MICROSOFT CORP | $19M | 51,783 |
| 11 | ADVANCED MICRO DEVICES INC | $19M | 93,141 |
| 12 | META PLATFORMS INC | $19M | 32,772 |
| 13 | ROBLOX CORP | $18M | 311,963 |
| 14 | CORNING INC | $18M | 129,503 |
| 15 | TEMPUS AI INC | $17M | 370,886 |
| 16 | FLEXTRONICS INTL LTD | $16M | 249,984 |
| 17 | GE VERNOVA INC | $16M | 18,449 |
| 18 | TERADYNE INC | $16M | 54,172 |
| 19 | QUANTA SVCS INC | $15M | 27,928 |
| 20 | UPSTART HLDGS INC | $15M | 589,871 |
| 21 | FORMFACTOR INC | $14M | 147,926 |
| 22 | ASTERA LABS INC | $13M | 116,720 |
| 23 | HOWMET AEROSPACE INC | $12M | 53,850 |
| 24 | VNET GROUP INC | $12M | 1,434,531 |
| 25 | XPENG INC | $12M | 694,870 |
| 26 | APPLOVIN CORP | $12M | 29,805 |
| 27 | ALBEMARLE CORP | $9M | 52,815 |
| 28 | ISHARES BITCOIN TRUST ETF | $9M | 236,048 |
| 29 | TAL ED GROUP | $8M | 742,991 |
| 30 | EHANG HLDGS LTD | $8M | 867,116 |
| 31 | AEROVIRONMENT INC | $8M | 43,871 |
| 32 | LUMENTUM HLDGS INC | $8M | 10,927 |
| 33 | CLOUDFLARE INC | $8M | 36,953 |
| 34 | WERIDE INC | $7M | 900,297 |
| 35 | MAKEMYTRIP LIMITED MAURITIUS | $7M | 187,193 |
| 36 | TTM TECHNOLOGIES INC | $7M | 69,917 |
| 37 | TENCENT MUSIC ENTMT GROUP | $7M | 718,645 |
| 38 | ISHARES TR | $3M | 52,987 |
| 39 | SO YOUNG INTERNATIONAL INC | $2M | 737,949 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.