$500 Million is the total value of KADENSA CAPITAL Ltd's 25 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - . KADENSA CAPITAL Ltd is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TER | New | TERADYNE INC | $33,412,710 | – | 310,787 | +100.0% | 6.68% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $21,387,304 | – | 155,816 | +100.0% | 4.28% | – |
| PDD | New | PDD HOLDINGS INCsponsored ads | $11,400,863 | – | 150,209 | +100.0% | 2.28% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $11,057,215 | – | 27,009 | +100.0% | 2.21% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $10,991,855 | – | 352,416 | +100.0% | 2.20% | – |
| PANW | New | PALO ALTO NETWORKS INC | $7,749,313 | – | 38,797 | +100.0% | 1.55% | – |
| FB | New | META PLATFORMS INCcl a | $6,516,095 | – | 30,745 | +100.0% | 1.30% | – |
| HAL | New | HALLIBURTON CO | $6,503,127 | – | 205,535 | +100.0% | 1.30% | – |
| NKE | New | NIKE INCcl b | $4,230,835 | – | 34,498 | +100.0% | 0.85% | – |
| SBUX | New | STARBUCKS CORP | $3,366,106 | – | 32,326 | +100.0% | 0.67% | – |
| New | NEXTRACKER INC | $2,282,023 | – | 62,935 | +100.0% | 0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.