Q1 2025 · 13F-HR
KADENSA CAPITAL Ltdholdings as filed
Filed 2025-05-15 · accession 0000905148-25-001711
$806.1M
Reported value
57
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $60.4M | 7.49% | 456,864 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $42.9M | 5.33% | 114,393 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $31.0M | 3.85% | 185,293 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $25.7M | 3.19% | 295,979 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $25.5M | 3.17% | 95,104 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $24.2M | 3.00% | 286,756 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $22.1M | 2.75% | 458,745 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $21.1M | 2.61% | 505,814 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $20.0M | 2.49% | 153,575 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $19.6M | 2.43% | 84,510 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $19.2M | 2.38% | 95,825 | Common | SOLE |
| 91680M107 | UPST | UPSTART HLDGS INC | $19.0M | 2.35% | 412,171 | Common | SOLE |
| 85208P303 | URNM | SPROTT FDS TR | $18.4M | 2.28% | 567,795 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $17.9M | 2.22% | 381,511 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $17.7M | 2.20% | 780,479 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $17.2M | 2.14% | 175,659 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $17.2M | 2.13% | 77,499 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $16.8M | 2.08% | 421,454 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $16.5M | 2.04% | 1,288,269 | Common | SOLE |
| 26853E102 | EH | EHANG HLDGS LTD | $15.9M | 1.97% | 759,180 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $15.8M | 1.96% | 79,277 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $15.6M | 1.94% | 73,768 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $15.5M | 1.93% | 91,034 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $15.4M | 1.92% | 577,988 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $15.2M | 1.88% | 19,070 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $14.2M | 1.76% | 24,680 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $13.9M | 1.73% | 91,111 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $13.4M | 1.66% | 51,529 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $12.3M | 1.53% | 158,693 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $12.2M | 1.51% | 28,427 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $11.4M | 1.42% | 249,223 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $11.1M | 1.38% | 43,645 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $10.6M | 1.31% | 240,799 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $10.3M | 1.27% | 91,745 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $10.2M | 1.27% | 35,564 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $10.2M | 1.26% | 43,909 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $10.1M | 1.25% | 63,328 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $9.3M | 1.16% | 10,009 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $9.2M | 1.14% | 228,296 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $8.9M | 1.11% | 35,181 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $8.7M | 1.08% | 87,489 | Common | SOLE |
| 910873405 | UMC | UNITED MICROELECTRONICS CORP | $8.4M | 1.04% | 1,175,186 | Common | SOLE |
| 90138A103 | VNET | VNET GROUP INC | $8.1M | 1.01% | 992,065 | Common | SOLE |
| 464287515 | IGV | ISHARES TR | $8.0M | 0.99% | 89,714 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $7.3M | 0.90% | 23,772 | Common | SOLE |
| 61945C103 | MOS | MOSAIC CO NEW | $7.0M | 0.87% | 260,129 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $6.4M | 0.80% | 23,675 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.0M | 0.75% | 55,579 | Common | SOLE |
| 88557W101 | QFIN | QIFU TECHNOLOGY INC | $6.0M | 0.74% | 132,769 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $5.0M | 0.62% | 106,601 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $4.6M | 0.57% | 4,899 | Common | SOLE |
| 466313103 | JBL | JABIL INC | $4.3M | 0.53% | 31,439 | Common | SOLE |
| 86333M108 | LRN | STRIDE INC | $4.1M | 0.51% | 32,766 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $4.1M | 0.51% | 33,725 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $2.5M | 0.31% | 27,966 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $1.4M | 0.18% | 9,354 | Common | SOLE |
| 98980A105 | ZTO | ZTO EXPRESS CAYMAN INC | $973,033 | 0.12% | 49,044 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.