KADENSA CAPITAL Ltd Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$156.0M
Holdings
15
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 1,109,759 | $44.6M | 28.61% | |
| 2 | MUMICRON TECHNOLOGY INC | 509,389 | $27.4M | 17.56% | |
| 3 | HUYAHUYA INC | 994,771 | $17.9M | 11.45% | |
| 4 | TALTAL EDUCATION GROUP | 328,183 | $15.8M | 10.14% | |
| 5 | JKSJINKOSOLAR HLDG CO LTD | 546,513 | $12.3M | 7.88% | |
| 6 | PDDPINDUODUO INC | 233,052 | $8.8M | 5.65% | |
| 7 | GOOSCANADA GOOSE HOLDINGS INC | 204,501 | $7.4M | 4.75% | |
| 8 | BIDUNBAIDU INC | 42,629 | $5.4M | 3.45% | |
| 9 | AMDADVANCED MICRO DEVICES INC | 91,738 | $4.2M | 2.70% | |
| 10 | AAOIAPPLIED OPTOELECTRONICS INC | 324,635 | $3.9M | 2.47% | |
| 11 | COHRII VI INC | 90,760 | $3.1M | 1.96% | |
| 12 | BZUNBAOZUN INC | 88,445 | $2.9M | 1.88% | |
| 13 | JDJD COM INC | 28,700 | $1.0M | 0.65% | |
| 14 | HTHTHUAZHU GROUP LTD | 23,369 | $936K | 0.60% | |
| 15 | FUTUFUTU HLDGS LTD | 38,081 | $393K | 0.25% |