KADENSA CAPITAL Ltd Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$50.5M
Holdings
10
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 127,052 | $20.9M | 41.44% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 257,700 | $11.4M | 22.53% | |
| 3 | CSCOCISCO SYS INC | 134,472 | $6.5M | 12.95% | |
| 4 | VSHVISHAY INTERTECHNOLOGY INC | 205,628 | $4.2M | 8.29% | |
| 5 | IQIQIYI INC | 103,386 | $2.8M | 5.54% | |
| 6 | BTUPEABODY ENERGY CORP NEW | 47,431 | $1.7M | 3.35% | |
| 7 | AWMSKYWORKS SOLUTIONS INC | 15,466 | $1.4M | 2.78% | |
| 8 | HUYAHUYA INC | 24,866 | $586K | 1.16% | |
| 9 | ASXASE TECHNOLOGY HOLDING CO LT | 107,411 | $519K | 1.03% | |
| 10 | MRVLMARVELL TECHNOLOGY GROUP LTD | 24,425 | $471K | 0.93% |