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KADENSA CAPITAL Ltd
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $468,642,758
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $68,106,258
- TESLA INC · COM · 88160R101 · shares: $57,904,002
- NVIDIA CORPORATION · COM · 67066G104 · shares: $49,240,948
- JOHNSON CONTROLS INTERNATION · SHS · G51502105 · shares: $31,602,716
- STMICROELECTRONICS N V · NY REGISTRY · 861012102 · shares: $27,986,543
- QUANTA SVCS INC · COM · 74762E102 · shares: $22,206,034
- ORACLE CORP · COM · 68389X105 · shares: $21,593,410
- GE VERNOVA INC · COM · 36828A101 · shares: $21,046,442
- GE AEROSPACE · COM NEW · 369604301 · shares: $19,218,318
- AEHR TEST SYS · COM · 00760J108 · shares: $14,918,022
Reported holdings
28 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 142,610 shares | $68,106,258 |
| TESLA INC | COM | 88160R101 | — | 137,670 shares | $57,904,002 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 246,094 shares | $49,240,948 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 216,294 shares | $31,602,716 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 373,702 shares | $27,986,543 |
| QUANTA SVCS INC | COM | 74762E102 | — | 30,840 shares | $22,206,034 |
| ORACLE CORP | COM | 68389X105 | — | 147,345 shares | $21,593,410 |
| GE VERNOVA INC | COM | 36828A101 | — | 17,914 shares | $21,046,442 |
| GE AEROSPACE | COM NEW | 369604301 | — | 51,423 shares | $19,218,318 |
| AEHR TEST SYS | COM | 00760J108 | — | 155,299 shares | $14,918,022 |
| KLA CORP | COM NEW | 482480100 | — | 47,968 shares | $14,472,425 |
| DIGI PWR X INC | COM SUB VTG | 25380B102 | — | 2,336,152 shares | $12,732,028 |
| TEMPUS AI INC | CL A | 88023B103 | — | 217,591 shares | $12,605,047 |
| COMFORT SYS USA INC | COM | 199908104 | — | 6,269 shares | $12,424,845 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 39,595 shares | $10,645,512 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 29,799 shares | $10,565,831 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 108,882 shares | $10,450,494 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 28,600 shares | $10,105,238 |
| AXT Inc | AXT INC | 00246W103 | — | 115,053 shares | $8,293,020 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 236,048 shares | $7,858,038 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 4,342 shares | $5,011,927 |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | — | 385,002 shares | $4,954,976 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 8,089 shares | $4,167,695 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 72,928 shares | $3,922,068 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 8,808 shares | $2,666,182 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 11,280 shares | $1,927,301 |
| AEROVIRONMENT INC | COM | 008073108 | — | 7,400 shares | $1,221,518 |
| CORNING INC | COM | 219350105 | — | 3,116 shares | $795,920 |