KADENSA CAPITAL Ltd holdings history

119 is the total number of securities KADENSA CAPITAL Ltd has owned. The longest KADENSA CAPITAL Ltd has owned a single stock is 11 quarters.

KADENSA CAPITAL Ltd historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SE SEA LTD911.17%14.55%28.61%Q4 2017Q2 202311
MSFT MICROSOFT CORP911.63%11.97%19.59%Q1 2021Q3 202310
BABA ALIBABA GROUP HLDG LTD312.19%15.13%41.44%Q1 2018Q4 20228
AAPL APPLE INC711.26%4.90%10.25%Q2 2020Q3 20238
ZTO ZTO EXPRESS CAYMAN INC410.94%3.53%7.46%Q1 2020Q3 20228
GDS GDS HLDGS LTD522.25%17.71%30.99%Q4 2017Q1 20217
CHK CHESAPEAKE ENERGY CORP775.41%12.04%17.77%Q1 2022Q3 20237
V VISA INC773.76%9.56%14.12%Q1 2022Q3 20237
MRVL MARVELL TECHNOLOGY INC776.00%7.74%10.96%Q1 2022Q3 20237
NVDA NVIDIA CORPORATION310.13%4.21%13.11%Q2 2020Q3 20237
EDU NEW ORIENTAL ED & TECH...421.68%9.96%25.70%Q4 2017Q1 20226
AMD ADVANCED MICRO DEVICES...311.78%8.40%16.99%Q2 2018Q1 20236
MSCI MSCI INC421.52%7.69%14.82%Q2 2020Q1 20226
EL LAUDER ESTEE COS INC661.19%6.31%10.13%Q4 2021Q1 20236
BILI BILIBILI INC210.75%2.65%6.05%Q1 2018Q4 20216
TAL TAL EDUCATION GROUP414.14%9.37%16.02%Q4 2019Q2 20215
GLD SPDR GOLD TRUST411.84%8.27%12.27%Q1 2020Q2 20225
SLB SCHLUMBERGER LTD551.22%4.95%8.34%Q3 2022Q3 20235
DDOG DATADOG INC550.35%2.03%4.06%Q3 2022Q3 20235
INTC INTEL CORP550.95%1.65%2.42%Q1 2022Q1 20235
EXPENSIFY INC550.18%0.64%0.79%Q2 2022Q2 20235
TCOM TRIP COM GROUP LTD446.47%15.62%33.79%Q2 2021Q1 20224
YUMC YUM CHINA HLDGS INC220.70%11.76%26.04%Q4 2017Q4 20204
FB META PLATFORMS INC211.30%8.00%18.96%Q3 2021Q3 20234
RBLX ROBLOX CORP440.71%5.57%13.71%Q2 2021Q1 20224
SNOW SNOWFLAKE INC441.06%2.88%4.14%Q4 2022Q3 20234
UXIN UXIN LTD311.68%2.58%4.07%Q2 2018Q1 20224
CPNG COUPANG INC440.52%2.31%4.34%Q2 2022Q1 20234
PDD PINDUODUO INC210.20%2.24%5.65%Q4 2019Q2 20234
JD JD.COM INC330.65%9.91%15.32%Q4 2019Q2 20203
BKNG BOOKING HOLDINGS INC337.14%8.42%10.08%Q1 2022Q3 20223
SECO SECOO HLDG LTD334.88%5.53%5.92%Q4 2017Q2 20183
TER TERADYNE INC332.21%4.55%6.68%Q1 2023Q3 20233
TUYA TUYA INC333.44%4.02%4.82%Q3 2021Q1 20223
AVGO BROADCOM INC333.20%3.89%4.45%Q1 2022Q3 20223
FUTU FUTU HLDGS LTD210.25%3.84%7.25%Q4 2019Q2 20213
CRWD CROWDSTRIKE HLDGS INC331.61%3.12%4.28%Q1 2023Q3 20233
LI LI AUTO INC110.82%2.65%5.71%Q4 2020Q4 20223
CRM SALESFORCE INC331.34%2.56%3.28%Q2 2022Q4 20223
KWEB KRANESHARES TR331.95%2.14%2.26%Q1 2023Q3 20233
PANW PALO ALTO NETWORKS INC211.52%1.71%2.06%Q2 2022Q1 20233
NOW SERVICENOW INC331.29%1.61%2.18%Q3 2022Q1 20233
NEW ORIENTAL ED & TECH...210.52%1.14%1.71%Q4 2022Q3 20233
MDB MONGODB INC210.40%1.13%2.09%Q3 2022Q3 20233
GOOG ALPHABET INC2211.55%15.92%20.28%Q3 2021Q4 20212
VSH VISHAY INTERTECHNOLOGY...228.29%14.01%19.73%Q2 2018Q3 20182
AMZN AMAZON COM INC229.19%13.22%17.25%Q3 2021Q4 20212
MU MICRON TECHNOLOGY INC115.60%11.58%17.56%Q4 2019Q2 20232
FCX FREEPORT-MCMORAN INC225.63%10.30%14.97%Q2 2021Q3 20212
XOM EXXON MOBIL CORP227.35%8.03%8.70%Q2 2022Q3 20222
HUYA HUYA INC111.16%6.30%11.45%Q3 2018Q4 20192
QCOM QUALCOMM INC112.61%4.33%6.05%Q1 2018Q4 20222
SBUX STARBUCKS CORP110.67%4.17%7.66%Q2 2018Q1 20232
ACMR ACM RESEARCH INC222.88%4.03%5.18%Q3 2020Q4 20202
LULU LULULEMON ATHLETICA INC223.76%3.99%4.23%Q2 2022Q3 20222
IQIYI INC223.81%3.92%4.04%Q3 2020Q4 20202
ORCL ORACLE CORP222.63%3.91%5.19%Q2 2023Q3 20232
YY JOYY INC221.95%3.39%4.82%Q3 2020Q4 20202
TME TENCENT MUSIC ENTMT GROUP110.50%3.07%5.64%Q2 2020Q4 20202
BIDU BAIDU INC111.55%2.50%3.45%Q4 2019Q4 20222
AYX ALTERYX INC222.34%2.42%2.49%Q2 2023Q3 20232
QFIN 360 DIGITECH INC111.90%2.11%2.32%Q3 2020Q1 20212
RSP INVESCO EXCHANGE TRADE...220.54%1.82%3.11%Q2 2023Q3 20232
DOYU DOUYU INTL HLDGS LTD110.27%1.32%2.38%Q2 2020Q1 20212
DQ DAQO NEW ENERGY CORP110.67%1.29%1.90%Q1 2020Q1 20212
ESGU ISHARES TR221.03%1.05%1.06%Q1 2020Q2 20202
HAL HALLIBURTON CO220.76%1.03%1.30%Q1 2023Q2 20232
CD CHINDATA GROUP HLDGS LTD110.56%0.95%1.33%Q2 2022Q4 20222
PI IMPINJ INC220.36%0.41%0.46%Q2 2023Q3 20232
NEXTRACKER INC220.07%0.26%0.46%Q1 2023Q2 20232
TSM TAIWAN SEMICONDUCTOR M...1122.53%22.53%22.53%Q3 2018Q3 20181
SINA SINA CORP1118.85%18.85%18.85%Q2 2018Q2 20181
HTHT CHINA LODGING GROUP LTD1116.60%16.60%16.60%Q4 2017Q4 20171
HIMX HIMAX TECHNOLOGIES INC1116.35%16.35%16.35%Q4 2017Q4 20171
CSCO CISCO SYS INC1112.95%12.95%12.95%Q3 2018Q3 20181
VALE VALE S A119.67%9.67%9.67%Q2 2021Q2 20211
JKS JINKOSOLAR HLDG CO LTD117.88%7.88%7.88%Q4 2019Q4 20191
KLIC KULICKE & SOFFA INDS INC115.89%5.89%5.89%Q2 2021Q2 20211
IQ IQIYI INC115.54%5.54%5.54%Q3 2018Q3 20181
TSLA TESLA INC114.86%4.86%4.86%Q4 2022Q4 20221
VIPS VIPSHOP HLDGS LTD114.76%4.76%4.76%Q1 2020Q1 20201
GOOS CANADA GOOSE HOLDINGS INC114.75%4.75%4.75%Q4 2019Q4 20191
LKNCY LUCKIN COFFEE INC114.49%4.49%4.49%Q1 2020Q1 20201
SOGO SOGOU INC114.40%4.40%4.40%Q4 2017Q4 20171
CTRP CTRIP COM INTL LTD113.89%3.89%3.89%Q4 2017Q4 20171
BTU PEABODY ENERGY CORP NEW113.35%3.35%3.35%Q3 2018Q3 20181
CAT CATERPILLAR INC113.28%3.28%3.28%Q3 2023Q3 20231
YY YY INC113.12%3.12%3.12%Q4 2017Q4 20171
WUBA 58 COM INC112.97%2.97%2.97%Q4 2017Q4 20171
SWKS SKYWORKS SOLUTIONS INC112.78%2.78%2.78%Q3 2018Q3 20181
CVX CHEVRON CORP NEW112.76%2.76%2.76%Q3 2023Q3 20231
AAOI APPLIED OPTOELECTRONIC...112.47%2.47%2.47%Q4 2019Q4 20191
NIO NIO INC112.40%2.40%2.40%Q4 2021Q4 20211
API AGORA INC112.36%2.36%2.36%Q1 2021Q1 20211
CFLT CONFLUENT INC112.27%2.27%2.27%Q3 2023Q3 20231
SIMO SILICON MOTION TECHNOL...112.25%2.25%2.25%Q4 2017Q4 20171
SPY SPDR S&P 500 ETF TR112.21%2.21%2.21%Q1 2023Q1 20231
HUBS HUBSPOT INC112.10%2.10%2.10%Q3 2023Q3 20231
ZI ZOOMINFO TECHNOLOGIES INC112.08%2.08%2.08%Q2 2023Q2 20231
IIVI II VI INC111.96%1.96%1.96%Q4 2019Q4 20191
BZUN BAOZUN INC111.88%1.88%1.88%Q4 2019Q4 20191
BOX BOX INC111.85%1.85%1.85%Q2 2023Q2 20231
SMAR SMARTSHEET INC111.80%1.80%1.80%Q3 2022Q3 20221
INFY INFOSYS LTD111.71%1.71%1.71%Q4 2021Q4 20211
IBN ICICI BANK LIMITED111.60%1.60%1.60%Q4 2021Q4 20211
OCFT ONECONNECT FINL TECHNO...111.60%1.60%1.60%Q1 2021Q1 20211
PVU PRIMAVERA CAPITAL ACQU...111.59%1.59%1.59%Q1 2021Q1 20211
XPEV XPENG INC111.50%1.50%1.50%Q4 2021Q4 20211
LQD ISHARES TR111.23%1.23%1.23%Q1 2020Q1 20201
STX SEAGATE TECHNOLOGY HLD...111.16%1.16%1.16%Q2 2023Q2 20231
PATH UIPATH INC111.15%1.15%1.15%Q3 2022Q3 20221
BEDU BRIGHT SCHOLAR ED HLDG...111.05%1.05%1.05%Q1 2018Q1 20181
ASX ASE TECHNOLOGY HOLDING...111.03%1.03%1.03%Q3 2018Q3 20181
CDNS CADENCE DESIGN SYSTEM INC111.03%1.03%1.03%Q3 2023Q3 20231
MRVL MARVELL TECHNOLOGY GRO...110.93%0.93%0.93%Q3 2018Q3 20181
NKE NIKE INC110.85%0.85%0.85%Q1 2023Q1 20231
HTHT HUAZHU GROUP LTD110.60%0.60%0.60%Q4 2019Q4 20191
ARRY ARRAY TECHNOLOGIES INC110.50%0.50%0.50%Q2 2022Q2 20221
TLT ISHARES TR110.37%0.37%0.37%Q2 2022Q2 20221

The securities at the top of the list , including SEA LTD, MICROSOFT CORP, and ALIBABA GROUP HLDG LTD, are the highest-conviction holdings of KADENSA CAPITAL Ltd.

The conviction is calculated by counting the number of quarters a security has been reported by KADENSA CAPITAL Ltd. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that KADENSA CAPITAL Ltd owns currently or has owned in the past.