KADENSA CAPITAL Ltd Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$256.5M
Holdings
12
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 299,353 | $59.6M | 23.23% | |
| 2 | GDSGDS HLDGS LTD | 540,581 | $50.6M | 19.74% | |
| 3 | GQ9SPDR GOLD TR | 169,247 | $30.2M | 11.77% | |
| 4 | MSCIMSCI INC | 67,315 | $30.1M | 11.72% | |
| 5 | LILI AUTO INC | 508,319 | $14.7M | 5.71% | |
| 6 | TMETENCENT MUSIC ENTMT GROUP | 751,871 | $14.5M | 5.64% | |
| 7 | ACMRACM RESEARCH INC | 163,533 | $13.3M | 5.18% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 55,066 | $12.8M | 5.00% | |
| 9 | JOYYJOYY INC | 154,673 | $12.4M | 4.82% | |
| 10 | IQ 2 04/01/25IQIYI INC | 11,000,000 | $9.8M | 3.81% | |
| 11 | ZTOZTO EXPRESS CAYMAN INC | 235,703 | $6.9M | 2.68% | |
| 12 | YUMCYUM CHINA HLDGS INC | 31,350 | $1.8M | 0.70% |