KADENSA Capital Ltd
29 holdingsFiling period: 2026-06-30Current AUM: $404.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 142.6K | $68.1M | $60.6M | 14.97% | -14,721 | 2026-06-30 |
| 2 | TSLA | Tesla Inc | 137.7K | $57.9M | $51.4M | 12.71% | +2.6K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 246.1K | $49.2M | $53.3M | 13.16% | -248,351 | 2026-06-30 |
| 4 | — | Johnson Controls Internation | 216.3K | $31.6M | $31.6M | 7.81% | -25,317 | 2026-06-30 |
| 5 | STM | Stmicroelectronics N V | 373.7K | $28.0M | $17.1M | 4.23% | -- | 2026-06-30 |
| 6 | PWR | Quanta Svcs Inc | 30.8K | $22.2M | $18.4M | 4.54% | +2.9K | 2026-06-30 |
| 7 | ORCL | Oracle Corp | 147.3K | $21.6M | $19.3M | 4.77% | +6.5K | 2026-06-30 |
| 8 | GEV | GE Vernova Inc | 17.9K | $21.0M | $15.9M | 3.94% | -535 | 2026-06-30 |
| 9 | GE | GE Aerospace | 51.4K | $19.2M | $15.4M | 3.81% | -101,051 | 2026-06-30 |
| 10 | AEHR | Aehr Test Sys | 155.3K | $14.9M | $9.6M | 2.38% | -- | 2026-06-30 |
| 11 | KLAC | Kla Corp | 48.0K | $14.5M | $7.8M | 1.92% | -- | 2026-06-30 |
| 12 | DGXX | Digi Pwr X Inc | 2.34M | $12.7M | $5.9M | 1.47% | -- | 2026-06-30 |
| 13 | TEM | Tempus AI Inc | 217.6K | $12.6M | $14.5M | 3.59% | -153,295 | 2026-06-30 |
| 14 | FIX | Comfort Sys USA Inc | 6.3K | $12.4M | $8.8M | 2.16% | -- | 2026-06-30 |
| 15 | HWM | Howmet Aerospace Inc | 39.6K | $10.6M | $8.4M | 2.07% | -14,255 | 2026-06-30 |
| 16 | ARM | Arm Holdings PLC | 29.8K | $10.6M | $6.6M | 1.63% | -- | 2026-06-30 |
| 17 | BABA | Alibaba Group Hldg Ltd | 108.9K | $10.4M | $11.8M | 2.92% | -195,161 | 2026-06-30 |
| 18 | GOOG | Alphabet Inc | 28.6K | $10.1M | $9.6M | 2.38% | -- | 2026-06-30 |
| 19 | AXTI | AXT Inc | 115.1K | $8.3M | $6.6M | 1.62% | -- | 2026-06-30 |
| 20 | IBIT | iShares Bitcoin Trust ETF | 236.0K | $7.9M | $11.0M | 2.72% | -- | 2026-06-30 |
| 21 | MU | Micron Technology Inc | 4.3K | $5.0M | $3.9M | 0.96% | -- | 2026-06-30 |
| 22 | BZ | Kanzhun Limited | 385.0K | $5.0M | $6.4M | 1.57% | -- | 2026-06-30 |
| 23 | APP | Applovin Corp | 8.1K | $4.2M | $2.2M | 0.54% | -21,716 | 2026-06-30 |
| 24 | VSH | Vishay Intertechnology Inc | 72.9K | $3.9M | $2.1M | 0.51% | -- | 2026-06-30 |
| 25 | BE | Bloom Energy Corp | 8.8K | $2.7M | $2.0M | 0.48% | -- | 2026-06-30 |
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