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Disclosery

KADENSA CAPITAL Ltd

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13F filer, CIK 1720980, CENTRAL, Hong Kong

KADENSA CAPITAL Ltd reported $468,642,758 across 28 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 71.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-003686

Period
2026-06-30
Reported value
$469M
Holdings
28
Top 10 weight
71.23%
New
13
Sold out
24

Largest buys vs the previous quarter

SecurityShares changeApprox. value
STMnew+373,702$28M
AEHRnew+155,299$14.9M
KLACnew+47,968$14.5M
DGXXnew+2,336,152$12.7M
FIXnew+6,269$12.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-248,351-$49.7M
GEreduced-101,051-$37.8M
GLWreduced-126,387-$32.3M
PLTRexited-140,832-$20.6M
HOODexited-285,000-$19.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000905148-26-003686, largest first. % of portfolio is the value over $468,642,758, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,680 shares; 2025Q3: 169,353 shares; 2025Q4: 197,568 shares; 2026Q1: 157,331 shares; 2026Q2: 142,610 shares 142,610$68.1M14.53%-14,721Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,270 shares; 2024Q4: not reported; 2025Q1: 51,529 shares; 2025Q2: 58,007 shares; 2025Q3: 111,917 shares; 2025Q4: 134,868 shares; 2026Q1: 135,031 shares; 2026Q2: 137,670 shares 137,670$57.9M12.36%+2,639Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,393 shares; 2024Q4: 70,756 shares; 2025Q1: 55,579 shares; 2025Q2: 102,087 shares; 2025Q3: 273,210 shares; 2025Q4: 522,158 shares; 2026Q1: 494,445 shares; 2026Q2: 246,094 shares 246,094$49.2M10.51%-248,351Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,677 shares; 2025Q3: 255,411 shares; 2025Q4: 218,547 shares; 2026Q1: 241,611 shares; 2026Q2: 216,294 shares 216,294$31.6M6.74%-25,317Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 373,702 shares 373,702$28M5.97%newTimeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,693 shares; 2024Q4: 20,750 shares; 2025Q1: 43,645 shares; 2025Q2: not reported; 2025Q3: 51,632 shares; 2025Q4: 78,901 shares; 2026Q1: 27,928 shares; 2026Q2: 30,840 shares 30,840$22.2M4.74%+2,912Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,533 shares; 2025Q3: 92,736 shares; 2025Q4: 114,853 shares; 2026Q1: 140,864 shares; 2026Q2: 147,345 shares 147,345$21.6M4.61%+6,481Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,772 shares; 2025Q2: not reported; 2025Q3: 21,167 shares; 2025Q4: 35,654 shares; 2026Q1: 18,449 shares; 2026Q2: 17,914 shares 17,914$21M4.49%-535Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,627 shares; 2025Q1: 95,825 shares; 2025Q2: 178,095 shares; 2025Q3: 173,478 shares; 2025Q4: 158,078 shares; 2026Q1: 152,474 shares; 2026Q2: 51,423 shares 51,423$19.2M4.1%-101,051Timeline
AEHRAEHR TEST SYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155,299 shares 155,299$14.9M3.18%newTimeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,968 shares 47,968$14.5M3.09%newTimeline
DGXXDIGI PWR X INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,336,152 shares 2,336,152$12.7M2.72%newTimeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 458,745 shares; 2025Q2: 302,663 shares; 2025Q3: 288,035 shares; 2025Q4: 364,946 shares; 2026Q1: 370,886 shares; 2026Q2: 217,591 shares 217,591$12.6M2.69%-153,295Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,269 shares 6,269$12.4M2.65%newTimeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,020 shares; 2025Q3: 107,500 shares; 2025Q4: 84,857 shares; 2026Q1: 53,850 shares; 2026Q2: 39,595 shares 39,595$10.6M2.27%-14,255Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,799 shares 29,799$10.6M2.25%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 456,864 shares; 2025Q2: 504,822 shares; 2025Q3: 359,919 shares; 2025Q4: 370,388 shares; 2026Q1: 304,043 shares; 2026Q2: 108,882 shares 108,882$10.5M2.23%-195,161Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,600 shares 28,600$10.1M2.16%newTimeline
AXTIAXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,053 shares 115,053$8.29M1.77%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,533 shares; 2024Q4: 373,790 shares; 2025Q1: 381,511 shares; 2025Q2: 181,092 shares; 2025Q3: 182,764 shares; 2025Q4: 219,599 shares; 2026Q1: 236,048 shares; 2026Q2: 236,048 shares 236,048$7.86M1.68%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,384 shares; 2024Q4: not reported; 2025Q1: 295,979 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,342 shares 4,342$5.01M1.07%newTimeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 385,002 shares 385,002$4.95M1.06%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,805 shares; 2026Q2: 8,089 shares 8,089$4.17M0.89%-21,716Timeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,928 shares 72,928$3.92M0.84%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,135 shares; 2025Q4: 123,513 shares; 2026Q1: not reported; 2026Q2: 8,808 shares 8,808$2.67M0.57%newTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,280 shares 11,280$1.93M0.41%newTimeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,160 shares; 2025Q4: 60,913 shares; 2026Q1: 43,871 shares; 2026Q2: 7,400 shares 7,400$1.22M0.26%-36,471Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,503 shares; 2026Q2: 3,116 shares 3,116$796K0.17%-126,387Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PLTRPALANTIR TECHNOLOGIES INC140,832$20.6Mshares
HOODROBINHOOD MKTS INC285,000$19.8Mshares
MSFTMICROSOFT CORP51,783$19.2Mshares
AMDADVANCED MICRO DEVICES INC93,141$18.9Mshares
METAMETA PLATFORMS INC32,772$18.7Mshares
RBLXROBLOX CORP311,963$17.6Mshares
FLEXFLEX LTD249,984$16.4Mshares
TERTERADYNE INC54,172$16.1Mshares
UPSTUPSTART HLDGS INC589,871$15.1Mshares
FORMFORMFACTOR INC147,926$14.3Mshares
ALABASTERA LABS INC116,720$12.8Mshares
VNETVNET GROUP INC1,434,531$12Mshares
XPEVXPENG INC694,870$11.9Mshares
ALBALBEMARLE CORP52,815$9.48Mshares
TALTAL ED GROUP742,991$8.45Mshares
EHEHANG HLDGS LTD867,116$8.42Mshares
LITELUMENTUM HLDGS INC10,927$7.68Mshares
NETCLOUDFLARE INC36,953$7.62Mshares
WRDWERIDE INC900,297$7.28Mshares
MMYTMAKEMYTRIP LIMITED MAURITIUS187,193$6.98Mshares
TTMITTM TECHNOLOGIES INC69,917$6.81Mshares
TMETENCENT MUSIC ENTMT GROUP718,645$6.67Mshares
EEMISHARES TR52,987$3.01Mshares
SYSO YOUNG INTERNATIONAL INC737,949$2.01Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000905148-26-003686 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000905148-26-003686 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000905148-26-002318 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000905148-26-000782 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0000905148-25-004002 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000905148-25-002954 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000905148-25-001711 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000905148-25-000616 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000905148-24-003124 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000905148-24-002199 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000905148-24-001389 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000905148-24-000733 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0000905148-23-001399 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000905148-23-000686 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000905148-23-000411 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000905148-23-000207 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001567619-22-019790 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001567619-22-015994 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001567619-22-010745 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001567619-22-003983 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001567619-21-020199 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001567619-21-015640 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001567619-21-010284 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001567619-21-003830 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001567619-20-019689 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001567619-20-013895 Quarter ended 2020-06-302020-07-30acceptance time not in the bulk data set
13F-HR 0001567619-20-010268 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001567619-20-003525 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001567619-18-005975 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001567619-18-000728 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001140361-18-023540 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001140361-18-007890 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set