KADENSA CAPITAL Ltd Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$506.6M

Holdings

24

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
KWEBKRANESHARES TR
418,837$00.00%
2
DDOGDATADOG INC
225,614$00.00%
3
VVISA INC
82,926$00.00%
4
METAMETA PLATFORMS INC
31,805$00.00%
5
CDNSCADENCE DESIGN SYSTEM INC
22,202$00.00%
6
MRVLMARVELL TECHNOLOGY INC
715,082$00.00%
7
EXECHESAPEAKE ENERGY CORP
576,325$00.00%
8
CVXCHEVRON CORP NEW
82,765$00.00%
9
CATCATERPILLAR INC
60,951$00.00%
10
PIIMPINJ INC
33,324$00.00%
11
MSFTMICROSOFT CORP
205,293$00.00%
12
RSPINVESCO EXCHANGE TRADED FD T
111,105$00.00%
13
AYXEURALTERYX INC
335,216$00.00%
14
N1UANEW ORIENTAL ED & TECHNOLOGY
101,764$00.00%
15
CFLTCONFLUENT INC
388,792$00.00%
16
ORCLORACLE CORP
248,291$00.00%
17
AAPLAPPLE INC
249,505$00.00%
18
SLBSCHLUMBERGER LTD
424,582$00.00%
19
NVDANVIDIA CORPORATION
152,676$00.00%
20
HUBSHUBSPOT INC
21,654$00.00%
21
SNOWSNOWFLAKE INC
111,633$00.00%
22
CRWDCROWDSTRIKE HLDGS INC
48,807$00.00%
23
TERTERADYNE INC
111,652$00.00%
24
MDBMONGODB INC
5,797$00.00%