KADENSA CAPITAL Ltd Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$262.6M
Holdings
13
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 732,917 | $60.0M | 22.84% | |
| 2 | SESEA LTD | 314,978 | $48.5M | 18.48% | |
| 3 | GQ9SPDR GOLD TR | 181,948 | $32.2M | 12.27% | |
| 4 | MSCIMSCI INC | 83,787 | $29.9M | 11.38% | |
| 5 | YUMCYUM CHINA HLDGS INC | 500,000 | $25.7M | 9.78% | |
| 6 | TALTAL EDUCATION GROUP | 251,005 | $19.1M | 7.27% | |
| 7 | IQ 2 04/01/25IQIYI INC | 11,000,000 | $10.6M | 4.04% | |
| 8 | ACMRACM RESEARCH INC | 109,395 | $7.6M | 2.88% | |
| 9 | ZTOZTO EXPRESS CAYMAN INC | 248,870 | $7.4M | 2.84% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 24,090 | $7.1M | 2.70% | |
| 11 | JOYYJOYY INC | 63,563 | $5.1M | 1.95% | |
| 12 | QFIN360 DIGITECH INC | 419,035 | $5.0M | 1.91% | |
| 13 | BILIBILIBILI INC | 105,967 | $4.4M | 1.68% |