13F-HR filed by KADENSA CAPITAL Ltd
KADENSA CAPITAL Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 28 holding rows worth $468,642,758.
- Accession
- 0000905148-26-003686
- Filer
- CIK 1720980
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 28 entries on the cover page, a total value of $468,642,758 stated on the cover page (in dollars after the unit check, H1), rows summing to $468,642,758 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 |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 142,610 | $68,106,258 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 137,670 | $57,904,002 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 246,094 | $49,240,948 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 216,294 | $31,602,716 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 373,702 | $27,986,543 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 30,840 | $22,206,034 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 147,345 | $21,593,410 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 17,914 | $21,046,442 | dollars as filed | |
| General Electric Company | 369604301 | COM | 51,423 | $19,218,318 | dollars as filed | |
| AEHR TEST SYSTEMS | 00760J108 | COMMON STOCK | 155,299 | $14,918,022 | dollars as filed | |
| KLA CORP | 482480100 | COM | 47,968 | $14,472,425 | dollars as filed | |
| DIGI PWR X INC COM SUB VTG | 25380B102 | Stock | 2,336,152 | $12,732,028 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 217,591 | $12,605,047 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 6,269 | $12,424,845 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 39,595 | $10,645,512 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 29,799 | $10,565,831 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 108,882 | $10,450,494 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 28,600 | $10,105,238 | dollars as filed | |
| AXT INC | 00246W103 | COM | 115,053 | $8,293,020 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 236,048 | $7,858,038 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 4,342 | $5,011,927 | dollars as filed | |
| KANZHUN LIMITED | 48553T106 | SPONSORED ADS | 385,002 | $4,954,976 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 8,089 | $4,167,695 | dollars as filed | |
| VISHAY INTERTECHNOLOGY INC COM | 928298108 | Stock | 72,928 | $3,922,068 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 8,808 | $2,666,182 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 11,280 | $1,927,301 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 7,400 | $1,221,518 | dollars as filed | |
| CORNING INC | 219350105 | COM | 3,116 | $795,920 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000905148-26-003686 | this filing | 2026-08-14 | acceptance time not in the bulk data set |