KADENSA CAPITAL Ltd
39 holdingsFiling period: 2026-03-31Current AUM: $793.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 494.4K | $86.2M | $99.3M | 12.51% | -- | 2026-03-31 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 157.3K | $53.2M | $63.6M | 8.02% | -- | 2026-03-31 |
| 3 | TSLA | TESLA INC | 135.0K | $50.2M | $42.0M | 5.30% | -- | 2026-03-31 |
| 4 | GE | GE AEROSPACE | 152.5K | $43.3M | $54.9M | 6.92% | -- | 2026-03-31 |
| 5 | BABA | ALIBABA GROUP HLDG LTD | 304.0K | $38.1M | $37.2M | 4.68% | -- | 2026-03-31 |
| 6 | — | JOHNSON CONTROLS INTERNATION | 241.6K | $31.6M | $31.6M | 3.99% | -- | 2026-03-31 |
| 7 | ORCL | ORACLE CORP | 140.9K | $20.7M | $18.3M | 2.31% | -- | 2026-03-31 |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | 140.8K | $20.6M | $17.3M | 2.18% | -- | 2026-03-31 |
| 9 | HOOD | ROBINHOOD MKTS INC | 285.0K | $19.8M | $24.7M | 3.11% | -- | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 51.8K | $19.2M | $24.1M | 3.03% | -- | 2026-03-31 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | 93.1K | $18.9M | $44.3M | 5.59% | -- | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 32.8K | $18.7M | $18.2M | 2.30% | -- | 2026-03-31 |
| 13 | RBLX | ROBLOX CORP | 312.0K | $17.6M | $11.1M | 1.40% | -- | 2026-03-31 |
| 14 | GLW | CORNING INC | 129.5K | $17.6M | $17.9M | 2.26% | -- | 2026-03-31 |
| 15 | TEM | TEMPUS AI INC | 370.9K | $16.8M | $16.3M | 2.05% | -- | 2026-03-31 |
| 16 | — | FLEXTRONICS INTL LTD | 250.0K | $16.4M | $16.4M | 2.06% | -- | 2026-03-31 |
| 17 | GEV | GE VERNOVA INC | 18.4K | $16.1M | $18.3M | 2.30% | -- | 2026-03-31 |
| 18 | TER | TERADYNE INC | 54.2K | $16.1M | $19.9M | 2.51% | -- | 2026-03-31 |
| 19 | PWR | QUANTA SVCS INC | 27.9K | $15.3M | $18.6M | 2.35% | -- | 2026-03-31 |
| 20 | UPST | UPSTART HLDGS INC | 589.9K | $15.1M | $16.2M | 2.04% | -- | 2026-03-31 |
| 21 | FORM | FORMFACTOR INC | 147.9K | $14.3M | $15.7M | 1.98% | -- | 2026-03-31 |
| 22 | ALAB | ASTERA LABS INC | 116.7K | $12.8M | $36.3M | 4.58% | -- | 2026-03-31 |
| 23 | HWM | HOWMET AEROSPACE INC | 53.9K | $12.4M | $15.2M | 1.92% | -- | 2026-03-31 |
| 24 | VNET | VNET GROUP INC | 1.43M | $12.0M | $10.3M | 1.30% | -- | 2026-03-31 |
| 25 | XPEV | XPENG INC | 694.9K | $11.9M | $9.0M | 1.14% | -- | 2026-03-31 |
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