KADENSA CAPITAL Ltd Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$971.1M
Holdings
49
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 359,919 | $64.3M | 6.62% | |
| 2 | GEGE AEROSPACE | 173,478 | $52.2M | 5.37% | |
| 3 | NVDANVIDIA CORPORATION | 273,210 | $51.0M | 5.25% | |
| 4 | TSLATESLA INC | 111,917 | $49.8M | 5.13% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 169,353 | $47.3M | 4.87% | |
| 6 | VIKVIKING HOLDINGS LTD | 607,910 | $37.8M | 3.89% | |
| 7 | AVGOBROADCOM INC | 98,432 | $32.5M | 3.34% | |
| 8 | HIIHUNTINGTON INGALLS INDS INC | 97,804 | $28.2M | 2.90% | |
| 9 | JCIJOHNSON CTLS INTL PLC | 255,411 | $28.1M | 2.89% | |
| 10 | ORCLORACLE CORP | 92,736 | $26.1M | 2.69% | |
| 11 | ALABASTERA LABS INC | 122,609 | $24.0M | 2.47% | |
| 12 | LRNSTRIDE INC | 157,101 | $23.4M | 2.41% | |
| 13 | JPXAEROVIRONMENT INC | 74,160 | $23.4M | 2.40% | |
| 14 | TEMTEMPUS AI INC | 288,035 | $23.2M | 2.39% | |
| 15 | UPSTUPSTART HLDGS INC | 455,150 | $23.1M | 2.38% | |
| 16 | MSFTMICROSOFT CORP | 41,634 | $21.6M | 2.22% | |
| 17 | PWRQUANTA SVCS INC | 51,632 | $21.4M | 2.20% | |
| 18 | HWMHOWMET AEROSPACE INC | 107,500 | $21.1M | 2.17% | |
| 19 | RBLXROBLOX CORP | 149,166 | $20.7M | 2.13% | |
| 20 | AXONAXON ENTERPRISE INC | 28,072 | $20.1M | 2.07% | |
| 21 | EHEHANG HLDGS LTD | 1,056,204 | $19.6M | 2.02% | |
| 22 | PLTRPALANTIR TECHNOLOGIES INC | 107,129 | $19.5M | 2.01% | |
| 23 | MPMP MATERIALS CORP | 245,279 | $16.4M | 1.69% | |
| 24 | WMWASTE MGMT INC DEL | 73,281 | $16.2M | 1.67% | |
| 25 | FNFABRINET | 44,284 | $16.1M | 1.66% | |
| 26 | GQ9SPDR GOLD TR | 45,234 | $16.1M | 1.66% | |
| 27 | ATATATOUR LIFESTYLE HLDGS LTD | 425,879 | $16.0M | 1.65% | |
| 28 | TTTRANE TECHNOLOGIES PLC | 37,576 | $15.9M | 1.63% | |
| 29 | LITELUMENTUM HLDGS INC | 93,137 | $15.2M | 1.56% | |
| 30 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 141,896 | $13.3M | 1.37% | |
| 31 | METAMETA PLATFORMS INC | 18,002 | $13.2M | 1.36% | |
| 32 | GEVGE VERNOVA INC | 21,167 | $13.0M | 1.34% | |
| 33 | TMETENCENT MUSIC ENTMT GROUP | 530,198 | $12.4M | 1.27% | |
| 34 | XPEVXPENG INC | 513,246 | $12.0M | 1.24% | |
| 35 | DECKDECKERS OUTDOOR CORP | 117,993 | $12.0M | 1.23% | |
| 36 | IBITISHARES BITCOIN TRUST ETF | 182,764 | $11.9M | 1.22% | |
| 37 | AMBQAMBIQ MICRO INC | 394,991 | $11.8M | 1.22% | |
| 38 | ISRGINTUITIVE SURGICAL INC | 26,015 | $11.6M | 1.20% | |
| 39 | BABOEING CO | 44,298 | $9.6M | 0.98% | |
| 40 | SNPSSYNOPSYS INC | 19,312 | $9.5M | 0.98% | |
| 41 | CCOCAMECO CORP | 112,929 | $9.5M | 0.98% | |
| 42 | CDNSCADENCE DESIGN SYSTEM INC | 26,912 | $9.5M | 0.97% | |
| 43 | WRDWERIDE INC | 900,297 | $8.9M | 0.92% | |
| 44 | BEBLOOM ENERGY CORP | 75,135 | $6.4M | 0.65% | |
| 45 | PSIXPOWER SOLUTIONS INTL INC | 59,710 | $5.9M | 0.60% | |
| 46 | SYSO YOUNG INTERNATIONAL INC | 1,022,291 | $4.0M | 0.41% | |
| 47 | CLSCELESTICA INC | 14,944 | $3.7M | 0.38% | |
| 48 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 29,901 | $2.7M | 0.28% | |
| 49 | SPOTSPOTIFY TECHNOLOGY S A | 350 | $244K | 0.03% |