KADENSA CAPITAL Ltd Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$193.6M
Holdings
15
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 196,947 | $44.0M | 22.71% | |
| 2 | MSCIMSCI INC | 68,449 | $28.7M | 14.83% | |
| 3 | GDSGDS HLDGS LTD | 349,714 | $28.4M | 14.65% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 110,388 | $25.0M | 12.93% | |
| 5 | NVDANVIDIA CORPORATION | 26,521 | $14.2M | 7.31% | |
| 6 | FUTUFUTU HLDGS LTD | 88,422 | $14.0M | 7.25% | |
| 7 | ZTOZTO EXPRESS CAYMAN INC | 259,965 | $7.6M | 3.91% | |
| 8 | BILIBILIBILI INC | 47,626 | $5.1M | 2.63% | |
| 9 | DOYUDOUYU INTL HLDGS LTD | 441,889 | $4.6M | 2.38% | |
| 10 | APIAGORA INC | 90,742 | $4.6M | 2.36% | |
| 11 | QFIN360 DIGITECH INC | 172,533 | $4.5M | 2.32% | |
| 12 | DQDAQO NEW ENERGY CORP | 48,696 | $3.7M | 1.90% | |
| 13 | MSFTMICROSOFT CORP | 13,412 | $3.2M | 1.63% | |
| 14 | —ONECONNECT FINL TECHNOLOGY C | 208,834 | $3.1M | 1.59% | |
| 15 | —PRIMAVERA CAPITAL ACQUIST CO | 300,000 | $3.1M | 1.59% |