Holdings
KADENSA CAPITAL Ltd
As of Jun 30, 2026, KADENSA CAPITAL Ltd reported 23 positions worth US$403M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Tesla, Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 143K | US$68.1M | held for review | Jun 30, 2026 |
| Tesla, Inc. | 138K | US$57.9M | held for review | Jun 30, 2026 |
| Nvidia Corporation | 246K | US$49.2M | held for review | Jun 30, 2026 |
| Stmicroelectronics Nv | 374K | US$28M | held for review | Jun 30, 2026 |
| Quanta Services, Inc. | 30,840 | US$22.2M | held for review | Jun 30, 2026 |
| Oracle Corporation | 147K | US$21.6M | held for review | Jun 30, 2026 |
| Ge Vernova Inc. | 17,914 | US$21M | held for review | Jun 30, 2026 |
| Ge Aerospace | 51,423 | US$19.2M | held for review | Jun 30, 2026 |
| Aehr Test Systems | 155K | US$14.9M | held for review | Jun 30, 2026 |
| Kla Corporation | 47,968 | US$14.5M | held for review | Jun 30, 2026 |