13F HOLDINGS REPORT
KADENSA CAPITAL Ltd
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000905148-26-000782
Total Value
$963.0M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 522,158 | $97.4M | 10.11% |
| 2 | TESLA INC | TSLA | 134,868 | $60.7M | 6.30% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 197,568 | $60.0M | 6.23% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 370,388 | $54.3M | 5.64% |
| 5 | GE AEROSPACE | 369604301 | 158,078 | $48.7M | 5.06% |
| 6 | BROADCOM INC | AVGO | 129,743 | $44.9M | 4.66% |
| 7 | QUANTA SVCS INC | 74762E102 | 78,901 | $33.3M | 3.46% |
| 8 | JOHNSON CTLS INTL PLC | G51502105 | 218,547 | $26.2M | 2.72% |
| 9 | HUNTINGTON INGALLS INDS INC | 446413106 | 74,005 | $25.2M | 2.61% |
| 10 | MICROSOFT CORP | MSFT | 48,468 | $23.4M | 2.43% |
| 11 | GE VERNOVA INC | GEV | 35,654 | $23.3M | 2.42% |
| 12 | PALANTIR TECHNOLOGIES INC | PLTR | 130,946 | $23.3M | 2.42% |
| 13 | UPSTART HLDGS INC | UPST | 520,986 | $22.8M | 2.37% |
| 14 | ORACLE CORP | ORCL-PD | 114,853 | $22.4M | 2.32% |
| 15 | AXON ENTERPRISE INC | AXON | 39,182 | $22.3M | 2.31% |
| 16 | ROBLOX CORP | RBLX | 273,118 | $22.1M | 2.30% |
| 17 | META PLATFORMS INC | META | 33,379 | $22.0M | 2.29% |
| 18 | ROBINHOOD MKTS INC | 770700102 | 191,912 | $21.7M | 2.25% |
| 19 | FLEX LTD | FLEX | 357,455 | $21.6M | 2.24% |
| 20 | TEMPUS AI INC | TEM | 364,946 | $21.6M | 2.24% |
| 21 | ASTERA LABS INC | ALAB | 123,057 | $20.5M | 2.13% |
| 22 | WASTE MGMT INC DEL | 94106L109 | 92,672 | $20.4M | 2.11% |
| 23 | HOWMET AEROSPACE INC | HWM | 84,857 | $17.4M | 1.81% |
| 24 | TRANE TECHNOLOGIES PLC | TT | 37,998 | $14.8M | 1.54% |
| 25 | AEROVIRONMENT INC | AVAV | 60,913 | $14.7M | 1.53% |
| 26 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 173,293 | $14.2M | 1.48% |
| 27 | EHANG HLDGS LTD | EH | 1,050,480 | $13.8M | 1.44% |
| 28 | TTM TECHNOLOGIES INC | TTMI | 197,943 | $13.7M | 1.42% |
| 29 | VIKING HOLDINGS LTD | VIK | 183,041 | $13.1M | 1.36% |
| 30 | TENCENT MUSIC ENTMT GROUP | XHLD | 712,126 | $12.5M | 1.30% |
| 31 | DECKERS OUTDOOR CORP | DECK | 117,993 | $12.2M | 1.27% |
| 32 | AMBIQ MICRO INC | AMBQ | 394,991 | $11.3M | 1.17% |
| 33 | ISHARES BITCOIN TRUST ETF | IBIT | 219,599 | $10.9M | 1.13% |
| 34 | BLOOM ENERGY CORP | BE | 123,513 | $10.7M | 1.11% |
| 35 | XPENG INC | XPNGF | 527,166 | $10.7M | 1.11% |
| 36 | UNITED MICROELECTRONICS CORP | UMC | 1,335,392 | $10.5M | 1.09% |
| 37 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 221,801 | $8.7M | 0.91% |
| 38 | LUMENTUM HLDGS INC | LITE | 22,359 | $8.2M | 0.86% |
| 39 | WERIDE INC | WRDIF | 900,297 | $7.8M | 0.81% |
| 40 | SANDISK CORP | SNDK | 31,111 | $7.4M | 0.77% |
| 41 | MP MATERIALS CORP | MP | 118,155 | $6.0M | 0.62% |
| 42 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 50,636 | $3.8M | 0.40% |
| 43 | SO YOUNG INTERNATIONAL INC | SY | 1,022,291 | $2.6M | 0.27% |