Investor
KADENSA CAPITAL Ltd
CIK 0001720980 · filed 2026-05-15 · SEC filing
13F book
$718.5M
Positions
39
10 new · 14 sold
Largest name
12.0%
Nvidia Corp · NVDA
Est. mark
−$80.9M
Price effect on 29 names still held. Flow −$163.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 494.4K | $86.2M | 12.0% | −$5.98M | Cut−$11.2M |
| Taiwan Semiconductor Mfg Ltd | — | 157.3K | $53.2M | 7.4% | $5.36M | Cut−$6.87M |
| Tesla, Inc. | TSLA | 135K | $50.2M | 7.0% | −$10.5M | Added−$10.5M |
| Ge Aerospace | — | 152.5K | $43.3M | 6.0% | −$3.7M | Cut−$5.43M |
| Alibaba Group Hldg Ltd | — | 304K | $38.1M | 5.3% | −$6.42M | Cut−$16.1M |
| Johnson Ctls Intl Plc | — | 241.6K | $31.6M | 4.4% | $2.45M | Added$5.47M |
| Oracle Corp | — | 140.9K | $20.7M | 2.9% | −$5.49M | Added−$1.66M |
| Palantir Technologies Inc. | PLTR | 140.8K | $20.6M | 2.9% | −$4.12M | Added−$2.67M |
| Robinhood Mkts Inc | — | 285K | $19.8M | 2.7% | −$8.41M | Added−$1.95M |
| Microsoft Corp | MSFT | 51.8K | $19.2M | 2.7% | −$5.5M | Added−$4.27M |
| Advanced Micro Devices Inc | AMD | 93.1K | $18.9M | 2.6% | — | New |
| Meta Platforms, Inc. | META | 32.8K | $18.7M | 2.6% | −$2.88M | Cut−$3.28M |
| Roblox Corp | RBLX | 312K | $17.6M | 2.5% | −$6.68M | Added−$4.49M |
| Corning Inc | — | 129.5K | $17.6M | 2.5% | — | New |
| Tempus AI, Inc. | TEM | 370.9K | $16.8M | 2.3% | −$5.05M | Added−$4.78M |
| Flex Ltd. | FLEX | 250K | $16.4M | 2.3% | $1.26M | Cut−$5.23M |
| GE Vernova Inc. | GEV | 18.4K | $16.1M | 2.2% | $4.05M | Cut−$7.2M |
| Teradyne, Inc | TER | 54.2K | $16.1M | 2.2% | — | New |
| Quanta Svcs Inc | — | 27.9K | $15.3M | 2.1% | $3.55M | Cut−$18M |
| Upstart Hldgs Inc | — | 589.9K | $15.1M | 2.1% | −$9.42M | Added−$7.65M |
| Formfactor Inc | FORM | 147.9K | $14.3M | 2.0% | — | New |
| Astera Labs, Inc. | ALAB | 116.7K | $12.8M | 1.8% | −$6.63M | Cut−$7.68M |
| Howmet Aerospace Inc. | HWM | 53.9K | $12.4M | 1.7% | $1.37M | Cut−$4.99M |
| VNET Group, Inc. | VNET | 1.43M | $12M | 1.7% | — | New |
| Xpeng Inc | — | 694.9K | $11.9M | 1.7% | −$1.67M | Added$1.2M |
| Applovin Corp | APP | 29.8K | $11.9M | 1.7% | — | New |
| Albemarle Corp | — | 52.8K | $9.48M | 1.3% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 236K | $9.07M | 1.3% | −$2.47M | Added−$1.83M |
| Tal Education Group | TAL | 743K | $8.45M | 1.2% | — | New |
| Ehang Hldgs Ltd | — | 867.1K | $8.42M | 1.2% | −$3.01M | Cut−$5.43M |
| Aerovironment Inc | AVAV | 43.9K | $8.03M | 1.1% | −$2.58M | Cut−$6.7M |
| Lumentum Hldgs Inc | — | 10.9K | $7.68M | 1.1% | $3.65M | Cut−$562.2K |
| Cloudflare, Inc. | NET | 37K | $7.62M | 1.1% | — | New |
| Weride Inc | — | 900.3K | $7.28M | 1.0% | −$531.2K | Held |
| Makemytrip Limited Mauritius | — | 187.2K | $6.98M | 1.0% | −$7.77M | Added−$7.25M |
| Ttm Technologies Inc | TTMI | 69.9K | $6.81M | 0.9% | $1.99M | Cut−$6.85M |
| Tencent Music Entmt Group | — | 718.6K | $6.67M | 0.9% | −$5.88M | Added−$5.81M |
| Ishares Tr | — | 53K | $3.01M | 0.4% | — | New |
| So-Young International Inc. | SY | 737.9K | $2.01M | 0.3% | $125.5K | Cut−$602.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.