13F HOLDINGS REPORT
KADENSA CAPITAL Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000905148-23-000411
Total Value
$499.9M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 278,322 | $80.2M | 16.05% |
| 2 | VISA INC | V | 232,508 | $52.4M | 10.49% |
| 3 | CHESAPEAKE ENERGY CORP | EXE | 670,698 | $51.0M | 10.20% |
| 4 | SCHLUMBERGER LTD | SLB | 848,749 | $41.7M | 8.34% |
| 5 | TERADYNE INC | TER | 310,787 | $33.4M | 6.68% |
| 6 | APPLE INC | AAPL | 196,863 | $32.5M | 6.49% |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 699,693 | $30.3M | 6.06% |
| 8 | CROWDSTRIKE HLDGS INC | CRWD | 155,816 | $21.4M | 4.28% |
| 9 | SNOWFLAKE INC | SNOW | 134,102 | $20.7M | 4.14% |
| 10 | LAUDER ESTEE COS INC | 518439104 | 79,475 | $19.6M | 3.92% |
| 11 | DATADOG INC | DDOG | 214,798 | $15.6M | 3.12% |
| 12 | PDD HOLDINGS INC | PDD | 150,209 | $11.4M | 2.28% |
| 13 | SPDR S&P 500 ETF TR | SPY | 27,009 | $11.1M | 2.21% |
| 14 | KRANESHARES TR | 500767306 | 352,416 | $11.0M | 2.20% |
| 15 | SERVICENOW INC | NOW | 23,489 | $10.9M | 2.18% |
| 16 | INTEL CORP | INTC | 330,849 | $10.8M | 2.16% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 91,022 | $8.9M | 1.78% |
| 18 | PALO ALTO NETWORKS INC | PANW | 38,797 | $7.7M | 1.55% |
| 19 | META PLATFORMS INC | META | 30,745 | $6.5M | 1.30% |
| 20 | HALLIBURTON CO | HAL | 205,535 | $6.5M | 1.30% |
| 21 | NIKE INC | NKE | 34,498 | $4.2M | 0.85% |
| 22 | EXPENSIFY INC | EXFY | 464,464 | $3.8M | 0.76% |
| 23 | STARBUCKS CORP | SBUX | 32,326 | $3.4M | 0.67% |
| 24 | COUPANG INC | CPNG | 162,318 | $2.6M | 0.52% |
| 25 | NEXTRACKER INC | NXT | 62,935 | $2.3M | 0.46% |