KADENSA CAPITAL Ltd Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$628.1M
Holdings
46
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 504,822 | $57.3M | 9.12% | |
| 2 | GEGE AEROSPACE | 178,095 | $45.8M | 7.30% | |
| 3 | LRNSTRIDE INC | 226,447 | $32.9M | 5.23% | |
| 4 | VIKVIKING HOLDINGS LTD | 600,187 | $32.0M | 5.09% | |
| 5 | 4I1PHILIP MORRIS INTL INC | 142,720 | $26.0M | 4.14% | |
| 6 | YMMFULL TRUCK ALLIANCE CO LTD | 1,980,461 | $23.4M | 3.72% | |
| 7 | AVGOBROADCOM INC | 72,654 | $20.0M | 3.19% | |
| 8 | TEMTEMPUS AI INC | 302,663 | $19.2M | 3.06% | |
| 9 | UPSTUPSTART HLDGS INC | 294,031 | $19.0M | 3.03% | |
| 10 | EHEHANG HLDGS LTD | 1,063,937 | $18.5M | 2.94% | |
| 11 | TSLATESLA INC | 58,007 | $18.4M | 2.93% | |
| 12 | ONONON HLDG AG | 344,249 | $17.9M | 2.85% | |
| 13 | VNETVNET GROUP INC | 2,436,603 | $16.8M | 2.68% | |
| 14 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 169,645 | $16.6M | 2.65% | |
| 15 | JCIJOHNSON CTLS INTL PLC | 156,677 | $16.5M | 2.63% | |
| 16 | NVDANVIDIA CORPORATION | 102,087 | $16.1M | 2.57% | |
| 17 | BABOEING CO | 74,475 | $15.6M | 2.48% | |
| 18 | SNPSSYNOPSYS INC | 30,438 | $15.6M | 2.48% | |
| 19 | AXONAXON ENTERPRISE INC | 16,919 | $14.0M | 2.23% | |
| 20 | SHYISHARES TR | 160,150 | $13.3M | 2.11% | |
| 21 | GQ9SPDR GOLD TR | 42,739 | $13.0M | 2.07% | |
| 22 | SPOTSPOTIFY TECHNOLOGY S A | 16,961 | $13.0M | 2.07% | |
| 23 | DDOGDATADOG INC | 83,811 | $11.3M | 1.79% | |
| 24 | IBITISHARES BITCOIN TRUST ETF | 181,092 | $11.1M | 1.76% | |
| 25 | ATATATOUR LIFESTYLE HLDGS LTD | 330,912 | $10.8M | 1.71% | |
| 26 | ITA*ISHARES TR | 56,693 | $10.7M | 1.70% | |
| 27 | TJXTJX COS INC NEW | 86,534 | $10.7M | 1.70% | |
| 28 | UMCUNITED MICROELECTRONICS CORP | 1,335,392 | $10.2M | 1.63% | |
| 29 | SESEA LTD | 50,639 | $8.1M | 1.29% | |
| 30 | EWYISHARES INC | 110,265 | $7.9M | 1.26% | |
| 31 | HOODROBINHOOD MKTS INC | 80,965 | $7.6M | 1.21% | |
| 32 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 32,680 | $7.4M | 1.18% | |
| 33 | NOWSERVICENOW INC | 7,121 | $7.3M | 1.17% | |
| 34 | HWMHOWMET AEROSPACE INC | 39,020 | $7.3M | 1.16% | |
| 35 | CRMSALESFORCE INC | 25,769 | $7.0M | 1.12% | |
| 36 | WRDWERIDE INC | 803,764 | $6.3M | 1.01% | |
| 37 | SOXXISHARES TR | 21,327 | $5.1M | 0.81% | |
| 38 | PANWPALO ALTO NETWORKS INC | 21,887 | $4.5M | 0.71% | |
| 39 | EMXCISHARES INC | 58,352 | $3.7M | 0.59% | |
| 40 | CDNSCADENCE DESIGN SYSTEM INC | 9,092 | $2.8M | 0.45% | |
| 41 | WMWASTE MGMT INC DEL | 11,909 | $2.7M | 0.43% | |
| 42 | METAMETA PLATFORMS INC | 2,497 | $1.8M | 0.29% | |
| 43 | N1UANEW ORIENTAL ED & TECHNOLOGY | 18,587 | $1.0M | 0.16% | |
| 44 | ORCLORACLE CORP | 4,533 | $991K | 0.16% | |
| 45 | VRTVERTIV HOLDINGS CO | 3,925 | $504K | 0.08% | |
| 46 | CCOCAMECO CORP | 3,377 | $250K | 0.04% |