KADENSA CAPITAL Ltd Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$499.9M

Holdings

25

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (25 positions)

#StockSharesValue% PortfolioType
1
KWEBKRANESHARES TR
352,416$00.00%
2
DDOGDATADOG INC
214,798$00.00%
3
VVISA INC
232,508$00.00%
4
HALHALLIBURTON CO
205,535$00.00%
5
METAMETA PLATFORMS INC
30,745$00.00%
6
MRVLMARVELL TECHNOLOGY INC
699,693$00.00%
7
EXECHESAPEAKE ENERGY CORP
670,698$00.00%
8
MSFTMICROSOFT CORP
278,322$00.00%
9
EXFYEXPENSIFY INC
464,464$00.00%
10
INTCINTEL CORP
330,849$00.00%
11
PANWPALO ALTO NETWORKS INC
38,797$00.00%
12
AAPLAPPLE INC
196,863$00.00%
13
AMDADVANCED MICRO DEVICES INC
91,022$00.00%
14
PDDPDD HOLDINGS INC
150,209$00.00%
15
NOWSERVICENOW INC
23,489$00.00%
16
SLBSCHLUMBERGER LTD
848,749$00.00%
17
CPNGCOUPANG INC
162,318$00.00%
18
SNOWSNOWFLAKE INC
134,102$00.00%
19
SPYSPDR S&P 500 ETF TR
27,009$00.00%
20
NXTNEXTRACKER INC
62,935$00.00%
21
CRWDCROWDSTRIKE HLDGS INC
155,816$00.00%
22
ELLAUDER ESTEE COS INC
79,475$00.00%
23
NKENIKE INC
34,498$00.00%
24
TERTERADYNE INC
310,787$00.00%
25
SBUXSTARBUCKS CORP
32,326$00.00%