Holders — by stockHoldings — by fund
KADENSA CAPITAL Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1720980
$468.6M
disclosed book value
28
positions
14.5%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 142,610 | $68.1M | 14.5% |
| 2 | TSLATESLA INC | 137,670 | $57.9M | 12.4% |
| 3 | NVDANVIDIA CORPORATION | 246,094 | $49.2M | 10.5% |
| 4 | JOHNSON CONTROLS INTERNATION | 216,294 | $31.6M | 6.7% |
| 5 | STMSTMICROELECTRONICS N V | 373,702 | $28.0M | 6% |
| 6 | PWRQUANTA SVCS INC | 30,840 | $22.2M | 4.7% |
| 7 | ORCLORACLE CORP | 147,345 | $21.6M | 4.6% |
| 8 | GEVGE VERNOVA INC | 17,914 | $21.0M | 4.5% |
| 9 | GEGE AEROSPACE | 51,423 | $19.2M | 4.1% |
| 10 | AEHRAEHR TEST SYS | 155,299 | $14.9M | 3.2% |
| 11 | KLACKLA CORP | 47,968 | $14.5M | 3.1% |
| 12 | DGXXDIGI PWR X INC | 2.3M | $12.7M | 2.7% |
| 13 | TEMTEMPUS AI INC | 217,591 | $12.6M | 2.7% |
| 14 | FIXCOMFORT SYS USA INC | 6,269 | $12.4M | 2.7% |
| 15 | HWMHOWMET AEROSPACE INC | 39,595 | $10.6M | 2.3% |
| 16 | ARMARM HOLDINGS PLC | 29,799 | $10.6M | 2.3% |
| 17 | BABAALIBABA GROUP HLDG LTD | 108,882 | $10.5M | 2.2% |
| 18 | GOOGALPHABET INC | 28,600 | $10.1M | 2.2% |
| 19 | AXTIAXT Inc | 115,053 | $8.3M | 1.8% |
| 20 | IBITISHARES BITCOIN TRUST ETF | 236,048 | $7.9M | 1.7% |
| 21 | MUMICRON TECHNOLOGY INC | 4,342 | $5.0M | 1.1% |
| 22 | BZKANZHUN LIMITED | 385,002 | $5.0M | 1.1% |
| 23 | APPAPPLOVIN CORP | 8,089 | $4.2M | 0.9% |
| 24 | VSHVISHAY INTERTECHNOLOGY INC | 72,928 | $3.9M | 0.8% |
| 25 | BEBLOOM ENERGY CORP | 8,808 | $2.7M | 0.6% |
| 26 | SPCXSPACE EXPLORATION TECHN CORP | 11,280 | $1.9M | 0.4% |
| 27 | AVAVAEROVIRONMENT INC | 7,400 | $1.2M | 0.3% |
| 28 | GLWCORNING INC | 3,116 | $795,920 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.