13F HOLDINGS REPORT
KADENSA CAPITAL Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000905148-23-000207
Total Value
$333.5M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHESAPEAKE ENERGY CORP | EXE | 559,533 | $52.8M | 15.84% |
| 2 | MICROSOFT CORP | MSFT | 212,693 | $51.0M | 15.30% |
| 3 | VISA INC | V | 226,655 | $47.1M | 14.12% |
| 4 | LAUDER ESTEE COS INC | 518439104 | 126,647 | $31.4M | 9.42% |
| 5 | MARVELL TECHNOLOGY INC | MRVL | 712,454 | $26.4M | 7.91% |
| 6 | TESLA INC | TSLA | 131,585 | $16.2M | 4.86% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 249,504 | $16.2M | 4.85% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 146,064 | $12.9M | 3.86% |
| 9 | SALESFORCE INC | CRM | 77,034 | $10.2M | 3.06% |
| 10 | APPLE INC | AAPL | 77,272 | $10.0M | 3.01% |
| 11 | QUALCOMM INC | QCOM | 79,213 | $8.7M | 2.61% |
| 12 | COUPANG INC | CPNG | 480,933 | $7.1M | 2.12% |
| 13 | SCHLUMBERGER LTD | SLB | 128,150 | $6.9M | 2.05% |
| 14 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 163,832 | $5.7M | 1.71% |
| 15 | BAIDU INC | BAIDF | 45,099 | $5.2M | 1.55% |
| 16 | DATADOG INC | DDOG | 65,582 | $4.8M | 1.45% |
| 17 | SERVICENOW INC | NOW | 11,058 | $4.3M | 1.29% |
| 18 | SNOWFLAKE INC | SNOW | 24,697 | $3.5M | 1.06% |
| 19 | INTEL CORP | INTC | 119,761 | $3.2M | 0.95% |
| 20 | MONGODB INC | MDB | 15,250 | $3.0M | 0.90% |
| 21 | LI AUTO INC | LAAOF | 134,781 | $2.7M | 0.82% |
| 22 | EXPENSIFY INC | EXFY | 261,064 | $2.3M | 0.69% |
| 23 | CHINDATA GROUP HLDGS LTD | 16955F107 | 235,486 | $1.9M | 0.56% |