| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PI | Exit | IMPINJ INC | $0 | – | -33,324 | -100.0% | -0.36% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -5,797 | -100.0% | -0.40% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -22,202 | -100.0% | -1.03% | – |
| Exit | NEW ORIENTAL ED & TECHNOLOGYspon adr | $0 | – | -101,764 | -100.0% | -1.18% | – | |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -48,807 | -100.0% | -1.61% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -31,805 | -100.0% | -1.88% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -21,654 | -100.0% | -2.10% | – |
| TER | Exit | TERADYNE INC | $0 | – | -111,652 | -100.0% | -2.21% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -418,837 | -100.0% | -2.26% | – |
| CFLT | Exit | CONFLUENT INC | $0 | – | -388,792 | -100.0% | -2.27% | – |
| AYX | Exit | ALTERYX INC | $0 | – | -335,216 | -100.0% | -2.49% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -82,765 | -100.0% | -2.76% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -111,105 | -100.0% | -3.11% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -60,951 | -100.0% | -3.28% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -111,633 | -100.0% | -3.37% | – |
| V | Exit | VISA INC | $0 | – | -82,926 | -100.0% | -3.76% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -225,614 | -100.0% | -4.06% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -424,582 | -100.0% | -4.89% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -248,291 | -100.0% | -5.19% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -715,082 | -100.0% | -7.64% | – |
| AAPL | Exit | APPLE INC | $0 | – | -249,505 | -100.0% | -8.43% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -576,325 | -100.0% | -9.81% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -205,293 | -100.0% | -12.80% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -152,676 | -100.0% | -13.11% | – |
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.