KADENSA CAPITAL Ltd Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$171.5M
Holdings
12
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 13,047 | $34.8M | 20.28% | |
| 2 | METAFACEBOOK INC | 95,814 | $32.5M | 18.96% | |
| 3 | AMZNAMAZON COM INC | 9,006 | $29.6M | 17.25% | |
| 4 | CLVTRIP COM GROUP LTD | 668,745 | $20.6M | 11.99% | |
| 5 | FCXFREEPORT-MCMORAN INC | 296,629 | $9.6M | 5.63% | |
| 6 | RBLXROBLOX CORP | 120,897 | $9.1M | 5.33% | |
| 7 | TUYATUYA INC | 911,684 | $8.3M | 4.82% | |
| 8 | —UXIN LTD | 2,528,045 | $7.0M | 4.07% | |
| 9 | BILIBILIBILI INC | 97,285 | $6.4M | 3.75% | |
| 10 | SESEA LTD | 19,277 | $6.1M | 3.58% | |
| 11 | MSFTMICROSOFT CORP | 16,137 | $4.5M | 2.65% | |
| 12 | EDUNEW ORIENTAL ED & TECHNOLOGY | 1,406,753 | $2.9M | 1.68% |