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KADENSA CAPITAL Ltd

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13F filer, CIK 1720980, CENTRAL, Hong Kong

KADENSA CAPITAL Ltd reported $718,464,660 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 53.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-002318

Period
2026-03-31
Reported value
$718M
Holdings
39
Top 10 weight
53.29%
New
10
Sold out
14

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMDnew+93,141$18.9M
GLWnew+129,503$17.6M
TERnew+54,172$16.1M
FORMnew+147,926$14.3M
VNETnew+1,434,531$12M

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
AVGOexited-129,743-$44.9M
PWRreduced-50,973-$28M
HIIexited-74,005-$25.2M
AXONexited-39,182-$22.3M
WMexited-92,672-$20.4M

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000905148-26-002318, largest first. % of portfolio is the value over $718,464,660, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 494,445$86.2M12%-27,713Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 157,331$53.2M7.4%-40,237Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 135,031$50.2M6.99%+163Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 152,474$43.3M6.02%-5,604Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 304,043$38.1M5.31%-66,345Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 241,611$31.6M4.4%+23,064Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 140,864$20.7M2.88%+26,011Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,516 shares; 2025Q1: 286,756 shares; 2025Q2: not reported; 2025Q3: 107,129 shares; 2025Q4: 130,946 shares; 2026Q1: 140,832 shares 140,832$20.6M2.87%+9,886Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844,923 shares; 2024Q4: 1,113,727 shares; 2025Q1: 505,814 shares; 2025Q2: 80,965 shares; 2025Q3: not reported; 2025Q4: 191,912 shares; 2026Q1: 285,000 shares 285,000$19.8M2.75%+93,088Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,753 shares; 2024Q4: 108,268 shares; 2025Q1: 114,393 shares; 2025Q2: not reported; 2025Q3: 41,634 shares; 2025Q4: 48,468 shares; 2026Q1: 51,783 shares 51,783$19.2M2.67%+3,315Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,141 shares 93,141$18.9M2.64%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,538 shares; 2025Q1: 24,680 shares; 2025Q2: 2,497 shares; 2025Q3: 18,002 shares; 2025Q4: 33,379 shares; 2026Q1: 32,772 shares 32,772$18.7M2.61%-607Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149,166 shares; 2025Q4: 273,118 shares; 2026Q1: 311,963 shares 311,963$17.6M2.46%+38,845Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,503 shares 129,503$17.6M2.45%newTimeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 370,886$16.8M2.33%+5,940Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 357,455 shares; 2026Q1: 249,984 shares 249,984$16.4M2.28%-107,471Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,449$16.1M2.24%-17,205Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,172 shares 54,172$16.1M2.24%newTimeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 27,928$15.3M2.13%-50,973Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412,171 shares; 2025Q2: 294,031 shares; 2025Q3: 455,150 shares; 2025Q4: 520,986 shares; 2026Q1: 589,871 shares 589,871$15.1M2.11%+68,885Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,926 shares 147,926$14.3M2%newTimeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,609 shares; 2025Q4: 123,057 shares; 2026Q1: 116,720 shares 116,720$12.8M1.78%-6,337Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 53,850$12.4M1.73%-31,007Timeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 992,065 shares; 2025Q2: 2,436,603 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434,531 shares 1,434,531$12M1.68%newTimeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513,246 shares; 2025Q4: 527,166 shares; 2026Q1: 694,870 shares 694,870$11.9M1.65%+167,704Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,805 shares 29,805$11.9M1.65%newTimeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,815 shares 52,815$9.48M1.32%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 236,048$9.07M1.26%+16,449Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742,991 shares 742,991$8.45M1.18%newTimeline
EHEHANG HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,872 shares; 2024Q4: 110,768 shares; 2025Q1: 759,180 shares; 2025Q2: 1,063,937 shares; 2025Q3: 1,056,204 shares; 2025Q4: 1,050,480 shares; 2026Q1: 867,116 shares 867,116$8.42M1.17%-183,364Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,160 shares; 2025Q4: 60,913 shares; 2026Q1: 43,871 shares 43,871$8.03M1.12%-17,042Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,137 shares; 2025Q4: 22,359 shares; 2026Q1: 10,927 shares 10,927$7.68M1.07%-11,432Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,832 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,953 shares 36,953$7.62M1.06%newTimeline
WRDWERIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803,764 shares; 2025Q3: 900,297 shares; 2025Q4: 900,297 shares; 2026Q1: 900,297 shares 900,297$7.28M1.01%0Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,659 shares; 2025Q2: 169,645 shares; 2025Q3: 141,896 shares; 2025Q4: 173,293 shares; 2026Q1: 187,193 shares 187,193$6.98M0.97%+13,900Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197,943 shares; 2026Q1: 69,917 shares 69,917$6.81M0.95%-128,026Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530,198 shares; 2025Q4: 712,126 shares; 2026Q1: 718,645 shares 718,645$6.67M0.93%+6,519Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,987 shares 52,987$3.01M0.42%newTimeline
SYSO YOUNG INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022,291 shares; 2025Q4: 1,022,291 shares; 2026Q1: 737,949 shares 737,949$2.01M0.28%-284,342Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AVGOBROADCOM INC129,743$44.9Mshares
HIIHUNTINGTON INGALLS INDS INC74,005$25.2Mshares
AXONAXON ENTERPRISE INC39,182$22.3Mshares
WMWASTE MGMT INC DEL92,672$20.4Mshares
TTTRANE TECHNOLOGIES PLC37,998$14.8Mshares
VIKVIKING HOLDINGS LTD183,041$13.1Mshares
DECKDECKERS OUTDOOR CORP117,993$12.2Mshares
AMBQAMBIQ MICRO INC394,991$11.3Mshares
BEBLOOM ENERGY CORP123,513$10.7Mshares
UMCUNITED MICROELECTRONICS CORP1,335,392$10.5Mshares
ATATATOUR LIFESTYLE HLDGS LTD221,801$8.74Mshares
SNDKSANDISK CORP31,111$7.39Mshares
MPMP MATERIALS CORP118,155$5.97Mshares
KTOSKRATOS DEFENSE & SEC SOLUTIO50,636$3.84Mshares

How Q1 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 0000905148-26-002318 base2026-05-15acceptance time not in the bulk data set