KADENSA CAPITAL Ltd reported 28 holdings worth US$469M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
KADENSA CAPITAL Ltd reported 28 holdings worth US$469M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Tesla, Inc. and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$469M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 143K | US$68.1M | 14.5% |
| Tesla, Inc. | 138K | US$57.9M | 12.4% |
| Nvidia Corporation | 246K | US$49.2M | 10.5% |
| Stmicroelectronics Nv | 374K | US$28M | 6.0% |
| Quanta Services, Inc. | 30,840 | US$22.2M | 4.7% |
| Oracle Corporation | 147K | US$21.6M | 4.6% |
| Ge Vernova Inc. | 17,914 | US$21M | 4.5% |
| Ge Aerospace | 51,423 | US$19.2M | 4.1% |
| Aehr Test Systems | 155K | US$14.9M | 3.2% |
| Kla Corporation | 47,968 | US$14.5M | 3.1% |
| Digi Power X Inc. | 2.34M | US$12.7M | 2.7% |
| Tempus Ai, Inc. | 218K | US$12.6M | 2.7% |
| Comfort Systems Usa, Inc. | 6,269 | US$12.4M | 2.7% |
| Howmet Aerospace Inc. | 39,595 | US$10.6M | 2.3% |
| Alphabet Inc (google) Class C | 28,277 | US$10.1M | 2.2% |
| Axt Inc | 115K | US$8.29M | 1.8% |
| Micron Technology, Inc. | 4,342 | US$5.01M | 1.1% |
| Applovin Corporation | 8,089 | US$4.17M | 0.89% |
| Vishay Intertechnology, Inc. | 72,928 | US$3.92M | 0.84% |
| Bloom Energy Corporation | 8,808 | US$2.67M | 0.57% |
| Space Exploration Technologies Corp | 11,280 | US$1.93M | 0.41% |
| Aerovironment, Inc. | 7,400 | US$1.22M | 0.26% |
| Corning Incorporated | 3,116 | US$796K | 0.17% |