KADENSA CAPITAL Ltd Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$209.5M

Holdings

12

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (12 positions)

#StockSharesValue% PortfolioType
1
SESEA LTD
1,288,671$57.1M27.26%
2
AMDADVANCED MICRO DEVICES INC
739,585$33.6M16.06%
3
TALTAL EDUCATION GROUP
629,843$33.5M16.01%
4
JDJD COM INC
792,404$32.1M15.32%
5
ZTOZTO EXPRESS CAYMAN INC
417,165$11.0M5.27%
6
VIPSVIPSHOP HLDGS LTD
640,089$10.0M4.76%
7
LKNCYLUCKIN COFFEE INC
346,092$9.4M4.49%
8
GDSGDS HLDGS LTD
158,400$9.2M4.38%
9
GQ9SPDR GOLD TRUST
49,088$7.3M3.47%
10
LQDISHARES TR
20,889$2.6M1.23%
11
ESGUISHARES TR
38,696$2.2M1.06%
12
DQDAQO NEW ENERGY CORP
24,287$1.4M0.67%