KADENSA CAPITAL Ltd Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$263.3M
Holdings
21
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXECHESAPEAKE ENERGY CORP | 576,877 | $46.8M | 17.77% | |
| 2 | VVISA INC | 136,267 | $26.8M | 10.19% | |
| 3 | MSFTMICROSOFT CORP | 102,216 | $26.3M | 9.97% | |
| 4 | XOMEXXON MOBIL CORP | 267,594 | $22.9M | 8.70% | |
| 5 | BKNGBOOKING HOLDINGS INC | 12,112 | $21.2M | 8.05% | |
| 6 | ELLAUDER ESTEE COS INC | 71,718 | $18.3M | 6.94% | |
| 7 | MRVLMARVELL TECHNOLOGY INC | 362,813 | $15.8M | 6.00% | |
| 8 | CPNGCOUPANG INC | 896,119 | $11.4M | 4.34% | |
| 9 | AAPLAPPLE INC | 83,316 | $11.4M | 4.33% | |
| 10 | AVGOBROADCOM INC | 21,809 | $10.6M | 4.02% | |
| 11 | ZTOZTO EXPRESS CAYMAN INC | 368,185 | $10.1M | 3.84% | |
| 12 | LULULULULEMON ATHLETICA INC | 36,278 | $9.9M | 3.76% | |
| 13 | NVDANVIDIA CORPORATION | 57,700 | $8.7M | 3.32% | |
| 14 | GQ9SPDR GOLD TR | 28,726 | $4.8M | 1.84% | |
| 15 | INTCINTEL CORP | 119,761 | $4.5M | 1.70% | |
| 16 | PANWPALO ALTO NETWORKS INC | 8,121 | $4.0M | 1.52% | |
| 17 | CRMSALESFORCE INC | 21,425 | $3.5M | 1.34% | |
| 18 | —CHINDATA GROUP HLDGS LTD | 452,084 | $3.5M | 1.33% | |
| 19 | ARRYARRAY TECHNOLOGIES INC | 118,850 | $1.3M | 0.50% | |
| 20 | TLTISHARES TR | 8,510 | $978K | 0.37% | |
| 21 | EXFYEXPENSIFY INC | 26,247 | $467K | 0.18% |