13F HOLDINGS REPORT
KADENSA CAPITAL Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000905148-25-004002
Total Value
$971.1M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 359,919 | $64.3M | 6.62% |
| 2 | GE AEROSPACE | 369604301 | 173,478 | $52.2M | 5.37% |
| 3 | NVIDIA CORPORATION | NVDA | 273,210 | $51.0M | 5.25% |
| 4 | TESLA INC | TSLA | 111,917 | $49.8M | 5.13% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 169,353 | $47.3M | 4.87% |
| 6 | VIKING HOLDINGS LTD | VIK | 607,910 | $37.8M | 3.89% |
| 7 | BROADCOM INC | AVGO | 98,432 | $32.5M | 3.34% |
| 8 | HUNTINGTON INGALLS INDS INC | 446413106 | 97,804 | $28.2M | 2.90% |
| 9 | JOHNSON CTLS INTL PLC | G51502105 | 255,411 | $28.1M | 2.89% |
| 10 | ORACLE CORP | ORCL-PD | 92,736 | $26.1M | 2.69% |
| 11 | ASTERA LABS INC | ALAB | 122,609 | $24.0M | 2.47% |
| 12 | STRIDE INC | LRN | 157,101 | $23.4M | 2.41% |
| 13 | AEROVIRONMENT INC | AVAV | 74,160 | $23.4M | 2.40% |
| 14 | TEMPUS AI INC | TEM | 288,035 | $23.2M | 2.39% |
| 15 | UPSTART HLDGS INC | UPST | 455,150 | $23.1M | 2.38% |
| 16 | MICROSOFT CORP | MSFT | 41,634 | $21.6M | 2.22% |
| 17 | QUANTA SVCS INC | 74762E102 | 51,632 | $21.4M | 2.20% |
| 18 | HOWMET AEROSPACE INC | HWM | 107,500 | $21.1M | 2.17% |
| 19 | ROBLOX CORP | RBLX | 149,166 | $20.7M | 2.13% |
| 20 | AXON ENTERPRISE INC | AXON | 28,072 | $20.1M | 2.07% |
| 21 | EHANG HLDGS LTD | EH | 1,056,204 | $19.6M | 2.02% |
| 22 | PALANTIR TECHNOLOGIES INC | PLTR | 107,129 | $19.5M | 2.01% |
| 23 | MP MATERIALS CORP | MP | 245,279 | $16.5M | 1.69% |
| 24 | WASTE MGMT INC DEL | 94106L109 | 73,281 | $16.2M | 1.67% |
| 25 | FABRINET | FN | 44,284 | $16.1M | 1.66% |
| 26 | SPDR GOLD TR | GLD | 45,234 | $16.1M | 1.66% |
| 27 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 425,879 | $16.0M | 1.65% |
| 28 | TRANE TECHNOLOGIES PLC | TT | 37,576 | $15.9M | 1.63% |
| 29 | LUMENTUM HLDGS INC | LITE | 93,137 | $15.2M | 1.56% |
| 30 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 141,896 | $13.3M | 1.37% |
| 31 | META PLATFORMS INC | META | 18,002 | $13.2M | 1.36% |
| 32 | GE VERNOVA INC | GEV | 21,167 | $13.0M | 1.34% |
| 33 | TENCENT MUSIC ENTMT GROUP | XHLD | 530,198 | $12.4M | 1.27% |
| 34 | XPENG INC | XPNGF | 513,246 | $12.0M | 1.24% |
| 35 | DECKERS OUTDOOR CORP | DECK | 117,993 | $12.0M | 1.23% |
| 36 | ISHARES BITCOIN TRUST ETF | IBIT | 182,764 | $11.9M | 1.22% |
| 37 | AMBIQ MICRO INC | AMBQ | 394,991 | $11.8M | 1.22% |
| 38 | INTUITIVE SURGICAL INC | ISRG | 26,015 | $11.6M | 1.20% |
| 39 | BOEING CO | BA-PA | 44,298 | $9.6M | 0.98% |
| 40 | SYNOPSYS INC | SNPS | 19,312 | $9.5M | 0.98% |
| 41 | CAMECO CORP | CCJ | 112,929 | $9.5M | 0.98% |
| 42 | CADENCE DESIGN SYSTEM INC | CDNS | 26,912 | $9.5M | 0.97% |
| 43 | WERIDE INC | WRDIF | 900,297 | $8.9M | 0.92% |
| 44 | BLOOM ENERGY CORP | BE | 75,135 | $6.4M | 0.65% |
| 45 | POWER SOLUTIONS INTL INC | 73933G202 | 59,710 | $5.9M | 0.60% |
| 46 | SO YOUNG INTERNATIONAL INC | SY | 1,022,291 | $4.0M | 0.41% |
| 47 | CELESTICA INC | CLS | 14,944 | $3.7M | 0.38% |
| 48 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 29,901 | $2.7M | 0.28% |
| 49 | SPOTIFY TECHNOLOGY S A | SPOT | 350 | $244,300 | 0.03% |