13F HOLDINGS REPORT
KADENSA CAPITAL Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000905148-25-001711
Total Value
$806.1M
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 456,864 | $60.4M | 7.49% |
| 2 | MICROSOFT CORP | MSFT | 114,393 | $42.9M | 5.33% |
| 3 | BROADCOM INC | AVGO | 185,293 | $31.0M | 3.85% |
| 4 | MICRON TECHNOLOGY INC | MU | 295,979 | $25.7M | 3.19% |
| 5 | SALESFORCE INC | CRM | 95,104 | $25.5M | 3.17% |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 286,756 | $24.2M | 3.00% |
| 7 | TEMPUS AI INC | TEM | 458,745 | $22.1M | 2.75% |
| 8 | ROBINHOOD MKTS INC | 770700102 | 505,814 | $21.1M | 2.61% |
| 9 | SEA LTD | SE | 153,575 | $20.0M | 2.49% |
| 10 | CHENIERE ENERGY INC | LNG | 84,510 | $19.6M | 2.43% |
| 11 | GE AEROSPACE | 369604301 | 95,825 | $19.2M | 2.38% |
| 12 | UPSTART HLDGS INC | UPST | 412,171 | $19.0M | 2.35% |
| 13 | SPROTT FDS TR | SII | 567,795 | $18.4M | 2.28% |
| 14 | ISHARES BITCOIN TRUST ETF | IBIT | 381,511 | $17.9M | 2.22% |
| 15 | INTEL CORP | INTC | 780,479 | $17.7M | 2.20% |
| 16 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 175,659 | $17.2M | 2.14% |
| 17 | FLUTTER ENTMT PLC | G3643J108 | 77,499 | $17.2M | 2.13% |
| 18 | VIKING HOLDINGS LTD | VIK | 421,454 | $16.8M | 2.08% |
| 19 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,288,269 | $16.5M | 2.04% |
| 20 | EHANG HLDGS LTD | EH | 759,180 | $15.9M | 1.97% |
| 21 | ISHARES TR | 464287655 | 79,277 | $15.8M | 1.96% |
| 22 | HONEYWELL INTL INC | 438516106 | 73,768 | $15.6M | 1.94% |
| 23 | PALO ALTO NETWORKS INC | PANW | 91,034 | $15.5M | 1.93% |
| 24 | AMER SPORTS INC | AS | 577,988 | $15.4M | 1.92% |
| 25 | SERVICENOW INC | NOW | 19,070 | $15.2M | 1.88% |
| 26 | META PLATFORMS INC | META | 24,680 | $14.2M | 1.76% |
| 27 | SPROUTS FMRS MKT INC | 85208M102 | 91,111 | $13.9M | 1.73% |
| 28 | TESLA INC | TSLA | 51,529 | $13.4M | 1.66% |
| 29 | ARISTA NETWORKS INC | ANET | 158,693 | $12.3M | 1.53% |
| 30 | SYNOPSYS INC | SNPS | 28,427 | $12.2M | 1.51% |
| 31 | BILL HOLDINGS INC | BILL | 249,223 | $11.4M | 1.42% |
| 32 | QUANTA SVCS INC | 74762E102 | 43,645 | $11.1M | 1.38% |
| 33 | ON HLDG AG | H5919C104 | 240,799 | $10.6M | 1.31% |
| 34 | DECKERS OUTDOOR CORP | DECK | 91,745 | $10.3M | 1.27% |
| 35 | SPDR GOLD TR | GLD | 35,564 | $10.2M | 1.27% |
| 36 | WASTE MGMT INC DEL | 94106L109 | 43,909 | $10.2M | 1.26% |
| 37 | PHILIP MORRIS INTL INC | 718172109 | 63,328 | $10.1M | 1.25% |
| 38 | NETFLIX INC | NFLX | 10,009 | $9.3M | 1.16% |
| 39 | WESTERN DIGITAL CORP | WDC | 228,296 | $9.2M | 1.14% |
| 40 | CADENCE DESIGN SYSTEM INC | CDNS | 35,181 | $8.9M | 1.11% |
| 41 | DATADOG INC | DDOG | 87,489 | $8.7M | 1.08% |
| 42 | UNITED MICROELECTRONICS CORP | UMC | 1,175,186 | $8.4M | 1.04% |
| 43 | VNET GROUP INC | VNET | 992,065 | $8.1M | 1.01% |
| 44 | ISHARES TR | 464287515 | 89,714 | $8.0M | 0.99% |
| 45 | GE VERNOVA INC | GEV | 23,772 | $7.3M | 0.90% |
| 46 | MOSAIC CO NEW | MOS | 260,129 | $7.0M | 0.87% |
| 47 | EATON CORP PLC | ETN | 23,675 | $6.4M | 0.80% |
| 48 | NVIDIA CORPORATION | NVDA | 55,579 | $6.0M | 0.75% |
| 49 | QIFU TECHNOLOGY INC | QFNHF | 132,769 | $6.0M | 0.74% |
| 50 | GITLAB INC | GTLB | 106,601 | $5.0M | 0.62% |
| 51 | COSTCO WHSL CORP NEW | 22160K105 | 4,899 | $4.6M | 0.57% |
| 52 | JABIL INC | JBL | 31,439 | $4.3M | 0.53% |
| 53 | STRIDE INC | LRN | 32,766 | $4.1M | 0.51% |
| 54 | TJX COS INC NEW | 872540109 | 33,725 | $4.1M | 0.51% |
| 55 | WYNDHAM HOTELS & RESORTS INC | WH | 27,966 | $2.5M | 0.31% |
| 56 | SITIME CORP | SITM | 9,354 | $1.4M | 0.18% |
| 57 | ZTO EXPRESS CAYMAN INC | ZTOEF | 49,044 | $973,033 | 0.12% |