KADENSA CAPITAL Ltd - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, KADENSA CAPITAL Ltd held in its portfolio 43 assets valued at $963,021,233 (i.e. $963.02M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($97.38M), TESLA INC ($60.65M), and TAIWAN SEMICONDUCTOR MFG LTD ($60.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
KADENSA CAPITAL Ltd - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 522158 | 97382467 | COM |
| TESLA INC | 134868 | 60652837 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 197568 | 60038940 | SPONSORED ADS |
| ALIBABA GROUP HLDG LTD | 370388 | 54291473 | SPONSORED ADS |
| GE AEROSPACE | 158078 | 48692766 | COM NEW |
| BROADCOM INC | 129743 | 44904052 | COM |
| QUANTA SVCS INC | 78901 | 33300956 | COM |
| JOHNSON CTLS INTL PLC | 218547 | 26171003 | SHS |
| HUNTINGTON INGALLS INDS INC | 74005 | 25166880 | COM |
| MICROSOFT CORP | 48468 | 23440094 | COM |
| GE VERNOVA INC | 35654 | 23302385 | COM |
| PALANTIR TECHNOLOGIES INC | 130946 | 23275652 | CL A |
| UPSTART HLDGS INC | 520986 | 22782718 | COM |
| ORACLE CORP | 114853 | 22385998 | COM |
| AXON ENTERPRISE INC | 39182 | 22252633 | COM |
| ROBLOX CORP | 273118 | 22130752 | CL A |
| META PLATFORMS INC | 33379 | 22033144 | CL A |
| ROBINHOOD MKTS INC | 191912 | 21705247 | COM CL A |
| FLEX LTD | 357455 | 21597431 | ORD |
| TEMPUS AI INC | 364946 | 21550061 | CL A |
| ASTERA LABS INC | 123057 | 20471763 | COM |
| WASTE MGMT INC DEL | 92672 | 20360965 | COM |
| HOWMET AEROSPACE INC | 84857 | 17397382 | COM |
| TRANE TECHNOLOGIES PLC | 37998 | 14788822 | SHS |
| AEROVIRONMENT INC | 60913 | 14734246 | COM |
| MAKEMYTRIP LIMITED MAURITIUS | 173293 | 14230821 | SHS |
| EHANG HLDGS LTD | 1050480 | 13845326 | ADS |
| TTM TECHNOLOGIES INC | 197943 | 13658067 | COM |
| VIKING HOLDINGS LTD | 183041 | 13070958 | ORD SHS |
| TENCENT MUSIC ENTMT GROUP | 712126 | 12483569 | SPON ADS |
| DECKERS OUTDOOR CORP | 117993 | 12232334 | COM |
| AMBIQ MICRO INC | 394991 | 11257244 | COMMON STOCK |
| ISHARES BITCOIN TRUST ETF | 219599 | 10903090 | SHS BEN INT |
| BLOOM ENERGY CORP | 123513 | 10732045 | COM CL A |
| XPENG INC | 527166 | 10690926 | ADS |
| UNITED MICROELECTRONICS CORP | 1335392 | 10496181 | SPON ADR NEW |
| ATOUR LIFESTYLE HLDGS LTD | 221801 | 8738959 | SPONSORED ADS |
| LUMENTUM HLDGS INC | 22359 | 8241304 | COM |
| WERIDE INC | 900297 | 7814578 | SPONSORED ADS |
| SANDISK CORP | 31111 | 7385129 | COM |
| MP MATERIALS CORP | 118155 | 5969191 | COM CL A |
| KRATOS DEFENSE & SEC SOLUTIO | 50636 | 3843779 | COM NEW |
| SO YOUNG INTERNATIONAL INC | 1022291 | 2617065 | SPONSORED ADS |
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