13F-HR filed by KADENSA CAPITAL Ltd
KADENSA CAPITAL Ltd filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 43 holding rows worth $963,021,233.
- Accession
- 0000905148-26-000782
- Filer
- CIK 1720980
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 43 entries on the cover page, a total value of $963,021,233 stated on the cover page (in dollars after the unit check, H1), rows summing to $963,021,233 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 |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 522,158 | $97,382,467 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 134,868 | $60,652,837 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 197,568 | $60,038,940 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 370,388 | $54,291,473 | dollars as filed | |
| General Electric Company | 369604301 | COM | 158,078 | $48,692,766 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 129,743 | $44,904,052 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 78,901 | $33,300,956 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 218,547 | $26,171,003 | dollars as filed | |
| HUNTINGTON INGALLS INDS INC COM | 446413106 | Stock | 74,005 | $25,166,880 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 48,468 | $23,440,094 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 35,654 | $23,302,385 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 130,946 | $23,275,652 | dollars as filed | |
| UPSTARTHLDGSINC | 91680M107 | STOK | 520,986 | $22,782,718 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 114,853 | $22,385,998 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 39,182 | $22,252,633 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 273,118 | $22,130,752 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 33,379 | $22,033,144 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 191,912 | $21,705,247 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 357,455 | $21,597,431 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 364,946 | $21,550,061 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 123,057 | $20,471,763 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 92,672 | $20,360,965 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 84,857 | $17,397,382 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 37,998 | $14,788,822 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 60,913 | $14,734,246 | dollars as filed | |
| MAKEMYTRIP LIMITED MAURITIUS SHS | V5633W109 | Stock | 173,293 | $14,230,821 | dollars as filed | |
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 1,050,480 | $13,845,326 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 197,943 | $13,658,067 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 183,041 | $13,070,958 | dollars as filed | |
| TENCENT MUSIC ENTMT GROUP SPON ADS | 88034P109 | ADR | 712,126 | $12,483,569 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 117,993 | $12,232,334 | dollars as filed | |
| AMBIQ MICRO INC | 023193105 | COMMON STOCK | 394,991 | $11,257,244 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 219,599 | $10,903,090 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 123,513 | $10,732,045 | dollars as filed | |
| XPENG INC ADS | 98422D105 | ADR | 527,166 | $10,690,926 | dollars as filed | |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | 910873405 | ADR | 1,335,392 | $10,496,181 | dollars as filed | |
| Atour Lifestyle Holding | 04965M106 | COM | 221,801 | $8,738,959 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 22,359 | $8,241,304 | dollars as filed | |
| WERIDE INC | 950915108 | SPONSORED ADS | 900,297 | $7,814,578 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 31,111 | $7,385,129 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 118,155 | $5,969,191 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 50,636 | $3,843,779 | dollars as filed | |
| SO YOUNG INTERNATIONAL INC | 83356Q108 | SPONSORED ADS | 1,022,291 | $2,617,065 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000905148-26-000782 | this filing | 2026-02-17 | acceptance time not in the bulk data set |