$50.2 Million is the total value of KADENSA CAPITAL Ltd's 12 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - . KADENSA CAPITAL Ltd is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EDU | New | NEW ORIENTAL ED & TECH GRP Ispon adr | $12,894,000 | – | 137,170 | +100.0% | 25.70% | – |
| HTHT | New | CHINA LODGING GROUP LTDsponsored adr | $8,331,000 | – | 57,685 | +100.0% | 16.60% | – |
| HIMX | New | HIMAX TECHNOLOGIES INCsponsored adr | $8,202,000 | – | 787,175 | +100.0% | 16.35% | – |
| YUMC | New | YUM CHINA HLDGS INC | $5,272,000 | – | 131,725 | +100.0% | 10.51% | – |
| SE | New | SEA LTDadr | $3,108,000 | – | 233,165 | +100.0% | 6.19% | – |
| SECO | New | SECOO HLDG LTDadr | $2,898,000 | – | 300,000 | +100.0% | 5.78% | – |
| SOGO | New | SOGOU INCadr repstg a | $2,207,000 | – | 190,729 | +100.0% | 4.40% | – |
| CTRP | New | CTRIP COM INTL LTD | $1,951,000 | – | 44,248 | +100.0% | 3.89% | – |
| YY | New | YY INC | $1,567,000 | – | 13,856 | +100.0% | 3.12% | – |
| WUBA | New | 58 COM INCspon adr rep a | $1,490,000 | – | 20,816 | +100.0% | 2.97% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY COsponsored adr | $1,127,000 | – | 21,277 | +100.0% | 2.25% | – |
| GDS | New | GDS HLDGS LTDsponsored adr | $1,127,000 | – | 50,000 | +100.0% | 2.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SEA LTD | 11 | Q2 2023 | 28.6% |
| MICROSOFT CORP | 10 | Q3 2023 | 19.6% |
| ALIBABA GROUP HLDG LTD | 8 | Q4 2022 | 41.4% |
| APPLE INC | 8 | Q3 2023 | 10.2% |
| ZTO EXPRESS CAYMAN INC | 8 | Q3 2022 | 7.5% |
| GDS HLDGS LTD | 7 | Q1 2021 | 31.0% |
| CHESAPEAKE ENERGY CORP | 7 | Q3 2023 | 17.8% |
| VISA INC | 7 | Q3 2023 | 14.1% |
| MARVELL TECHNOLOGY INC | 7 | Q3 2023 | 11.0% |
| NVIDIA CORPORATION | 7 | Q3 2023 | 13.1% |
View KADENSA CAPITAL Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View KADENSA CAPITAL Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.