$263 Million is the total value of KADENSA CAPITAL Ltd's 21 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - . KADENSA CAPITAL Ltd is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | New | EXXON MOBIL CORP | $22,917,000 | – | 267,594 | +100.0% | 8.70% | – |
| CPNG | New | COUPANG INCcl a | $11,426,000 | – | 896,119 | +100.0% | 4.34% | – |
| LULU | New | LULULEMON ATHLETICA INC | $9,890,000 | – | 36,278 | +100.0% | 3.76% | – |
| GLD | New | SPDR GOLD TR | $4,839,000 | – | 28,726 | +100.0% | 1.84% | – |
| PANW | New | PALO ALTO NETWORKS INC | $4,011,000 | – | 8,121 | +100.0% | 1.52% | – |
| CRM | New | SALESFORCE INC | $3,536,000 | – | 21,425 | +100.0% | 1.34% | – |
| CD | New | CHINDATA GROUP HLDGS LTDads | $3,508,000 | – | 452,084 | +100.0% | 1.33% | – |
| ARRY | New | ARRAY TECHNOLOGIES INC | $1,309,000 | – | 118,850 | +100.0% | 0.50% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $978,000 | – | 8,510 | +100.0% | 0.37% | – |
| New | EXPENSIFY INC | $467,000 | – | 26,247 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.