13F HOLDINGS REPORT
KADENSA CAPITAL Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000905148-25-002954
Total Value
$628.1M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 504,822 | $57.3M | 9.12% |
| 2 | GE AEROSPACE | 369604301 | 178,095 | $45.8M | 7.30% |
| 3 | STRIDE INC | LRN | 226,447 | $32.9M | 5.23% |
| 4 | VIKING HOLDINGS LTD | VIK | 600,187 | $32.0M | 5.09% |
| 5 | PHILIP MORRIS INTL INC | 718172109 | 142,720 | $26.0M | 4.14% |
| 6 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,980,461 | $23.4M | 3.72% |
| 7 | BROADCOM INC | AVGO | 72,654 | $20.0M | 3.19% |
| 8 | TEMPUS AI INC | TEM | 302,663 | $19.2M | 3.06% |
| 9 | UPSTART HLDGS INC | UPST | 294,031 | $19.0M | 3.03% |
| 10 | EHANG HLDGS LTD | EH | 1,063,937 | $18.5M | 2.94% |
| 11 | TESLA INC | TSLA | 58,007 | $18.4M | 2.93% |
| 12 | ON HLDG AG | H5919C104 | 344,249 | $17.9M | 2.85% |
| 13 | VNET GROUP INC | VNET | 2,436,603 | $16.8M | 2.68% |
| 14 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 169,645 | $16.6M | 2.65% |
| 15 | JOHNSON CTLS INTL PLC | G51502105 | 156,677 | $16.5M | 2.63% |
| 16 | NVIDIA CORPORATION | NVDA | 102,087 | $16.1M | 2.57% |
| 17 | SYNOPSYS INC | SNPS | 30,438 | $15.6M | 2.48% |
| 18 | BOEING CO | BA-PA | 74,475 | $15.6M | 2.48% |
| 19 | AXON ENTERPRISE INC | AXON | 16,919 | $14.0M | 2.23% |
| 20 | ISHARES TR | 464287457 | 160,150 | $13.3M | 2.11% |
| 21 | SPDR GOLD TR | GLD | 42,739 | $13.0M | 2.07% |
| 22 | SPOTIFY TECHNOLOGY S A | SPOT | 16,961 | $13.0M | 2.07% |
| 23 | DATADOG INC | DDOG | 83,811 | $11.3M | 1.79% |
| 24 | ISHARES BITCOIN TRUST ETF | IBIT | 181,092 | $11.1M | 1.76% |
| 25 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 330,912 | $10.8M | 1.71% |
| 26 | ISHARES TR | 464288760 | 56,693 | $10.7M | 1.70% |
| 27 | TJX COS INC NEW | 872540109 | 86,534 | $10.7M | 1.70% |
| 28 | UNITED MICROELECTRONICS CORP | UMC | 1,335,392 | $10.2M | 1.63% |
| 29 | SEA LTD | SE | 50,639 | $8.1M | 1.29% |
| 30 | ISHARES INC | 464286772 | 110,265 | $7.9M | 1.26% |
| 31 | ROBINHOOD MKTS INC | 770700102 | 80,965 | $7.6M | 1.21% |
| 32 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 32,680 | $7.4M | 1.18% |
| 33 | SERVICENOW INC | NOW | 7,121 | $7.3M | 1.17% |
| 34 | HOWMET AEROSPACE INC | HWM | 39,020 | $7.3M | 1.16% |
| 35 | SALESFORCE INC | CRM | 25,769 | $7.0M | 1.12% |
| 36 | WERIDE INC | WRDIF | 803,764 | $6.3M | 1.01% |
| 37 | ISHARES TR | 464287523 | 21,327 | $5.1M | 0.81% |
| 38 | PALO ALTO NETWORKS INC | PANW | 21,887 | $4.5M | 0.71% |
| 39 | ISHARES INC | 46434G764 | 58,352 | $3.7M | 0.59% |
| 40 | CADENCE DESIGN SYSTEM INC | CDNS | 9,092 | $2.8M | 0.45% |
| 41 | WASTE MGMT INC DEL | 94106L109 | 11,909 | $2.7M | 0.43% |
| 42 | META PLATFORMS INC | META | 2,497 | $1.8M | 0.29% |
| 43 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 18,587 | $1.0M | 0.16% |
| 44 | ORACLE CORP | ORCL-PD | 4,533 | $991,050 | 0.16% |
| 45 | VERTIV HOLDINGS CO | VRT | 3,925 | $504,009 | 0.08% |
| 46 | CAMECO CORP | CCJ | 3,377 | $250,675 | 0.04% |