KADENSA CAPITAL Ltd Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$567.9M

Holdings

26

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (26 positions)

#StockSharesValue% PortfolioType
1
NXTNEXTRACKER INC
10,000$398K0.07%
2
DDOGDATADOG INC
20,329$00.00%
3
VVISA INC
215,174$00.00%
4
HALHALLIBURTON CO
131,211$00.00%
5
MRVLMARVELL TECHNOLOGY INC
1,041,186$00.00%
6
EXECHESAPEAKE ENERGY CORP
634,120$00.00%
7
PIIMPINJ INC
29,275$00.00%
8
MSFTMICROSOFT CORP
272,261$00.00%
9
RSPINVESCO EXCHANGE TRADED FD T
20,462$00.00%
10
EXFYEXPENSIFY INC
549,664$00.00%
11
AYXEURALTERYX INC
293,388$00.00%
12
N1UANEW ORIENTAL ED & TECHNOLOGY
75,240$00.00%
13
SESEA LTD
114,881$00.00%
14
ORCLORACLE CORP
125,256$00.00%
15
GTMZOOMINFO TECHNOLOGIES INC
465,626$00.00%
16
AAPLAPPLE INC
300,075$00.00%
17
MUMICRON TECHNOLOGY INC
504,016$00.00%
18
PDDPDD HOLDINGS INC
16,058$00.00%
19
STXSEAGATE TECHNOLOGY HLDNGS PL
106,485$00.00%
20
SLBSCHLUMBERGER LTD
951,750$00.00%
21
NVDANVIDIA CORPORATION
30,242$00.00%
22
SNOWSNOWFLAKE INC
95,622$00.00%
23
CRWDCROWDSTRIKE HLDGS INC
133,944$00.00%
24
TERTERADYNE INC
241,730$00.00%
25
KWEBKRANESHARES TR
412,019$00.00%
26
BOXBOX INC
358,464$00.00%