13F-HR filed by KADENSA CAPITAL Ltd
KADENSA CAPITAL Ltd filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 57 holding rows worth $806,124,923.
- Accession
- 0000905148-25-001711
- Filer
- CIK 1720980
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 57 entries on the cover page, a total value of $806,124,923 stated on the cover page (in dollars after the unit check, H1), rows summing to $806,124,923 with VALUE read as dollars as filed, 13F file number 028-18541. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 456,864 | $60,411,127 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 114,393 | $42,941,988 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 185,293 | $31,023,607 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 295,979 | $25,717,615 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 95,104 | $25,522,109 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 286,756 | $24,202,206 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 458,745 | $22,129,859 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 505,814 | $21,051,979 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 153,575 | $20,040,002 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 84,510 | $19,555,614 | dollars as filed | |
| General Electric Company | 369604301 | COM | 95,825 | $19,179,374 | dollars as filed | |
| UPSTARTHLDGSINC | 91680M107 | STOK | 412,171 | $18,972,231 | dollars as filed | |
| SPROTT FDS TR | 85208P303 | URANI MINER ETF | 567,795 | $18,419,270 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 381,511 | $17,858,530 | dollars as filed | |
| Intel Corp | 458140100 | COM | 780,479 | $17,724,678 | dollars as filed | |
| MAKEMYTRIP LIMITED MAURITIUS SHS | V5633W109 | Stock | 175,659 | $17,212,825 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 77,499 | $17,169,903 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 421,454 | $16,752,797 | dollars as filed | |
| FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | 35969L108 | ADR | 1,288,269 | $16,451,195 | dollars as filed | |
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 759,180 | $15,859,270 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 79,277 | $15,814,969 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 73,768 | $15,620,374 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 91,034 | $15,534,042 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 577,988 | $15,449,619 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 19,070 | $15,182,390 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 24,680 | $14,224,565 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 91,111 | $13,907,183 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 51,529 | $13,354,256 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 158,693 | $12,295,534 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 28,427 | $12,190,919 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 249,223 | $11,436,843 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 43,645 | $11,093,686 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 240,799 | $10,575,892 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 91,745 | $10,258,008 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 35,564 | $10,247,411 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 43,909 | $10,165,373 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 63,328 | $10,052,053 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 10,009 | $9,333,693 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 228,296 | $9,230,007 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 35,181 | $8,947,584 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 87,489 | $8,679,784 | dollars as filed | |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | 910873405 | ADR | 1,175,186 | $8,402,580 | dollars as filed | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 992,065 | $8,134,933 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 89,714 | $7,983,649 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 23,772 | $7,257,116 | dollars as filed | |
| MOSAIC CO COM | 61945C103 | Stock | 260,129 | $7,026,084 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 23,675 | $6,435,575 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 55,579 | $6,023,652 | dollars as filed | |
| QFIN HOLDINGS INC AMERICAN DEP | 88557W101 | ADR | 132,769 | $5,962,656 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 106,601 | $5,010,247 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,899 | $4,633,376 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 31,439 | $4,277,905 | dollars as filed | |
| STRIDE INC | 86333M108 | COM | 32,766 | $4,144,899 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 33,725 | $4,107,705 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 27,966 | $2,531,203 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 9,354 | $1,429,946 | dollars as filed | |
| ZTO EXPRESS CAYMAN INC | 98980A105 | SPONSORED ADS A | 49,044 | $973,033 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000905148-25-001711 | this filing | 2025-05-15 | acceptance time not in the bulk data set |