KADENSA CAPITAL Ltd Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$305.9M
Holdings
24
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXECHESAPEAKE ENERGY CORP | 517,344 | $48.7M | 15.93% | |
| 2 | MSFTMICROSOFT CORP | 201,239 | $46.9M | 15.32% | |
| 3 | MRVLMARVELL TECHNOLOGY INC | 558,855 | $24.0M | 7.84% | |
| 4 | VVISA INC | 130,129 | $23.1M | 7.56% | |
| 5 | XOMEXXON MOBIL CORP | 257,622 | $22.5M | 7.35% | |
| 6 | BKNGBOOKING HOLDINGS INC | 13,287 | $21.8M | 7.14% | |
| 7 | ELLAUDER ESTEE COS INC | 88,586 | $19.1M | 6.25% | |
| 8 | AVGOBROADCOM INC | 30,664 | $13.6M | 4.45% | |
| 9 | LULULULULEMON ATHLETICA INC | 46,322 | $12.9M | 4.23% | |
| 10 | CRMSALESFORCE INC | 69,699 | $10.0M | 3.28% | |
| 11 | NVDANVIDIA CORPORATION | 59,463 | $7.2M | 2.36% | |
| 12 | CPNGCOUPANG INC | 415,580 | $6.9M | 2.26% | |
| 13 | MDBMONGODB INC | 32,172 | $6.4M | 2.09% | |
| 14 | PANWPALO ALTO NETWORKS INC | 38,424 | $6.3M | 2.06% | |
| 15 | SMARGBPSMARTSHEET INC | 160,345 | $5.5M | 1.80% | |
| 16 | NOWSERVICENOW INC | 11,058 | $4.2M | 1.36% | |
| 17 | ZTOZTO EXPRESS CAYMAN INC | 165,191 | $4.0M | 1.30% | |
| 18 | AAPLAPPLE INC | 27,942 | $3.9M | 1.26% | |
| 19 | SLBSCHLUMBERGER LTD | 104,338 | $3.7M | 1.22% | |
| 20 | DDOGDATADOG INC | 39,672 | $3.5M | 1.15% | |
| 21 | PATHUIPATH INC | 279,076 | $3.5M | 1.15% | |
| 22 | INTCINTEL CORP | 119,761 | $3.1M | 1.01% | |
| 23 | PDDPINDUODUO INC | 40,956 | $2.6M | 0.84% | |
| 24 | EXFYEXPENSIFY INC | 162,534 | $2.4M | 0.79% |