KADENSA CAPITAL Ltd Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$196.0M
Holdings
17
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 104,196 | $23.1M | 11.79% | |
| 2 | CLVTRIP COM GROUP LTD | 866,550 | $20.0M | 10.22% | |
| 3 | ELLAUDER ESTEE COS INC | 72,879 | $19.8M | 10.13% | |
| 4 | MSFTMICROSOFT CORP | 64,139 | $19.8M | 10.09% | |
| 5 | BKNGBOOKING HOLDINGS INC | 8,416 | $19.8M | 10.09% | |
| 6 | MRVLMARVELL TECHNOLOGY INC | 212,638 | $15.2M | 7.78% | |
| 7 | ZTOZTO EXPRESS CAYMAN INC | 585,006 | $14.6M | 7.46% | |
| 8 | EXECHESAPEAKE ENERGY CORP | 121,898 | $10.6M | 5.41% | |
| 9 | MSCIMSCI INC | 19,730 | $9.9M | 5.06% | |
| 10 | AAPLAPPLE INC | 45,566 | $8.0M | 4.06% | |
| 11 | TUYATUYA INC | 2,515,866 | $7.4M | 3.80% | |
| 12 | AVGOBROADCOM INC | 9,948 | $6.3M | 3.20% | |
| 13 | EDUNEW ORIENTAL ED & TECHNOLOGY | 5,361,722 | $6.2M | 3.15% | |
| 14 | RBLXROBLOX CORP | 107,980 | $5.0M | 2.55% | |
| 15 | INTCINTEL CORP | 95,900 | $4.8M | 2.43% | |
| 16 | —UXIN LTD | 3,481,027 | $3.6M | 1.81% | |
| 17 | NVDANVIDIA CORPORATION | 7,022 | $1.9M | 0.98% |