KADENSA CAPITAL Ltd Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$368.3M

Holdings

38

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (38 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INC
15,898$00.00%
2
KWEBKRANESHARES TRUST
465,295$00.00%
3
METAMETA PLATFORMS INC
20,389$00.00%
4
CDNSCADENCE DESIGN SYSTEM INC
44,444$00.00%
5
SMHVANECK ETF TRUST
21,798$00.00%
6
EXECHESAPEAKE ENERGY CORP
56,268$00.00%
7
LLYELI LILLY & CO
12,248$00.00%
8
CATCATERPILLAR INC
44,655$00.00%
9
RSPGINVESCO EXCHANGE TRADED FD T
32,741$00.00%
10
RMBS*RAMBUS INC DEL
92,907$00.00%
11
NETCLOUDFLARE INC
10,343$00.00%
12
FXIISHARES TR
403,959$00.00%
13
MSFTMICROSOFT CORP
114,025$00.00%
14
RSPINVESCO EXCHANGE TRADED FD T
6,300$00.00%
15
ETNEATON CORP PLC
50,049$00.00%
16
CRMSALESFORCE INC
64,094$00.00%
17
PCARPACCAR INC
81,637$00.00%
18
ADBEADOBE INC
4,490$00.00%
19
N1UANEW ORIENTAL ED & TECHNOLOGY
81,064$00.00%
20
ORCLORACLE CORP
177,011$00.00%
21
AMDADVANCED MICRO DEVICES INC
25,780$00.00%
22
XLISELECT SECTOR SPDR TR
14,115$00.00%
23
VRTVERTIV HOLDINGS CO
109,957$00.00%
24
PDDPDD HOLDINGS INC
148,336$00.00%
25
NTESNETEASE INC
132,567$00.00%
26
NOWSERVICENOW INC
1,695$00.00%
27
XOPSPDR SER TR
32,671$00.00%
28
PPAINVESCO EXCHANGE TRADED FD T
27,647$00.00%
29
GTLBGITLAB INC
91,858$00.00%
30
NVDANVIDIA CORPORATION
9,817$00.00%
31
SNOWSNOWFLAKE INC
81,986$00.00%
32
STNGSCORPIO TANKERS INC
284,117$00.00%
33
ARMARM HOLDINGS PLC
77,745$00.00%
34
HOODROBINHOOD MKTS INC
99,069$00.00%
35
JETSETF SER SOLUTIONS
48,170$00.00%
36
SNPSSYNOPSYS INC
10,141$00.00%
37
TERTERADYNE INC
32,719$00.00%
38
SCCOSOUTHERN COPPER CORP
47,557$00.00%