KADENSA CAPITAL Ltd Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$806.1M
Holdings
57
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 456,864 | $60.4M | 7.49% | |
| 2 | MSFTMICROSOFT CORP | 114,393 | $42.9M | 5.33% | |
| 3 | AVGOBROADCOM INC | 185,293 | $31.0M | 3.85% | |
| 4 | MUMICRON TECHNOLOGY INC | 295,979 | $25.7M | 3.19% | |
| 5 | CRMSALESFORCE INC | 95,104 | $25.5M | 3.17% | |
| 6 | PLTRPALANTIR TECHNOLOGIES INC | 286,756 | $24.2M | 3.00% | |
| 7 | TEMTEMPUS AI INC | 458,745 | $22.1M | 2.75% | |
| 8 | HOODROBINHOOD MKTS INC | 505,814 | $21.1M | 2.61% | |
| 9 | SESEA LTD | 153,575 | $20.0M | 2.49% | |
| 10 | LNGCHENIERE ENERGY INC | 84,510 | $19.6M | 2.43% | |
| 11 | GEGE AEROSPACE | 95,825 | $19.2M | 2.38% | |
| 12 | UPSTUPSTART HLDGS INC | 412,171 | $19.0M | 2.35% | |
| 13 | URNMSPROTT FDS TR | 567,795 | $18.4M | 2.28% | |
| 14 | IBITISHARES BITCOIN TRUST ETF | 381,511 | $17.9M | 2.22% | |
| 15 | INTCINTEL CORP | 780,479 | $17.7M | 2.20% | |
| 16 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 175,659 | $17.2M | 2.14% | |
| 17 | FLUTFLUTTER ENTMT PLC | 77,499 | $17.2M | 2.13% | |
| 18 | VIKVIKING HOLDINGS LTD | 421,454 | $16.8M | 2.08% | |
| 19 | YMMFULL TRUCK ALLIANCE CO LTD | 1,288,269 | $16.5M | 2.04% | |
| 20 | EHEHANG HLDGS LTD | 759,180 | $15.9M | 1.97% | |
| 21 | IWMISHARES TR | 79,277 | $15.8M | 1.96% | |
| 22 | HONHONEYWELL INTL INC | 73,768 | $15.6M | 1.94% | |
| 23 | PANWPALO ALTO NETWORKS INC | 91,034 | $15.5M | 1.93% | |
| 24 | ASAMER SPORTS INC | 577,988 | $15.4M | 1.92% | |
| 25 | NOWSERVICENOW INC | 19,070 | $15.2M | 1.88% | |
| 26 | METAMETA PLATFORMS INC | 24,680 | $14.2M | 1.76% | |
| 27 | SFMSPROUTS FMRS MKT INC | 91,111 | $13.9M | 1.73% | |
| 28 | TSLATESLA INC | 51,529 | $13.4M | 1.66% | |
| 29 | ANETARISTA NETWORKS INC | 158,693 | $12.3M | 1.53% | |
| 30 | SNPSSYNOPSYS INC | 28,427 | $12.2M | 1.51% | |
| 31 | BILLBILL HOLDINGS INC | 249,223 | $11.4M | 1.42% | |
| 32 | PWRQUANTA SVCS INC | 43,645 | $11.1M | 1.38% | |
| 33 | ONONON HLDG AG | 240,799 | $10.6M | 1.31% | |
| 34 | DECKDECKERS OUTDOOR CORP | 91,745 | $10.3M | 1.27% | |
| 35 | GQ9SPDR GOLD TR | 35,564 | $10.2M | 1.27% | |
| 36 | WMWASTE MGMT INC DEL | 43,909 | $10.2M | 1.26% | |
| 37 | 4I1PHILIP MORRIS INTL INC | 63,328 | $10.1M | 1.25% | |
| 38 | NFLXNETFLIX INC | 10,009 | $9.3M | 1.16% | |
| 39 | WDCWESTERN DIGITAL CORP | 228,296 | $9.2M | 1.14% | |
| 40 | CDNSCADENCE DESIGN SYSTEM INC | 35,181 | $8.9M | 1.11% | |
| 41 | DDOGDATADOG INC | 87,489 | $8.7M | 1.08% | |
| 42 | UMCUNITED MICROELECTRONICS CORP | 1,175,186 | $8.4M | 1.04% | |
| 43 | VNETVNET GROUP INC | 992,065 | $8.1M | 1.01% | |
| 44 | IGVISHARES TR | 89,714 | $8.0M | 0.99% | |
| 45 | GEVGE VERNOVA INC | 23,772 | $7.3M | 0.90% | |
| 46 | MOSMOSAIC CO NEW | 260,129 | $7.0M | 0.87% | |
| 47 | ETNEATON CORP PLC | 23,675 | $6.4M | 0.80% | |
| 48 | NVDANVIDIA CORPORATION | 55,579 | $6.0M | 0.75% | |
| 49 | QFINQIFU TECHNOLOGY INC | 132,769 | $6.0M | 0.74% | |
| 50 | GTLBGITLAB INC | 106,601 | $5.0M | 0.62% | |
| 51 | COSTCOSTCO WHSL CORP NEW | 4,899 | $4.6M | 0.57% | |
| 52 | JBLJABIL INC | 31,439 | $4.3M | 0.53% | |
| 53 | LRNSTRIDE INC | 32,766 | $4.1M | 0.51% | |
| 54 | TJXTJX COS INC NEW | 33,725 | $4.1M | 0.51% | |
| 55 | WHWYNDHAM HOTELS & RESORTS INC | 27,966 | $2.5M | 0.31% | |
| 56 | SITMSITIME CORP | 9,354 | $1.4M | 0.18% | |
| 57 | ZTOZTO EXPRESS CAYMAN INC | 49,044 | $973K | 0.12% |