KADENSA CAPITAL Ltd Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$326.8M
Holdings
20
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 190,297 | $64.0M | 19.59% | |
| 2 | BABAALIBABA GROUP HLDG LTD | 408,196 | $48.5M | 14.84% | |
| 3 | GOOGALPHABET INC | 13,047 | $37.8M | 11.55% | |
| 4 | METAMETA PLATFORMS INC | 95,814 | $32.2M | 9.86% | |
| 5 | AMZNAMAZON COM INC | 9,006 | $30.0M | 9.19% | |
| 6 | CLVTRIP COM GROUP LTD | 858,856 | $21.1M | 6.47% | |
| 7 | SESEA LTD | 91,935 | $20.6M | 6.29% | |
| 8 | TUYATUYA INC | 1,798,423 | $11.2M | 3.44% | |
| 9 | EDUNEW ORIENTAL ED & TECHNOLOGY | 4,719,300 | $9.9M | 3.03% | |
| 10 | NIONIO INC | 247,158 | $7.8M | 2.40% | |
| 11 | INFYINFOSYS LTD | 221,043 | $5.6M | 1.71% | |
| 12 | —UXIN LTD | 3,481,027 | $5.5M | 1.68% | |
| 13 | IBNICICI BANK LIMITED | 263,296 | $5.2M | 1.59% | |
| 14 | MSCIMSCI INC | 8,125 | $5.0M | 1.52% | |
| 15 | XPEVXPENG INC | 97,352 | $4.9M | 1.50% | |
| 16 | LILI AUTO INC | 145,012 | $4.7M | 1.42% | |
| 17 | ELLAUDER ESTEE COS INC | 10,544 | $3.9M | 1.19% | |
| 18 | BILIBILIBILI INC | 73,997 | $3.4M | 1.05% | |
| 19 | ZTOZTO EXPRESS CAYMAN INC | 108,821 | $3.1M | 0.94% | |
| 20 | RBLXROBLOX CORP | 22,483 | $2.3M | 0.71% |