The Analysis of KADENSA CAPITAL Ltd's Holdings
Currently, KADENSA CAPITAL Ltd holds 49 types of securities in its portfolio with a total value $971.1M. In the most recent quarter, they have increased their positions in TSM (+136.7K shares, valued at $38.2M), NVDA (+171.1K shares, valued at $31.9M), HII (+97.8K shares, valued at $28.2M); decreased their positions in BABA (-144.9K shares, valued at $25.9M), SPOT (-16.6K shares, valued at $11.6M), LRN (-69.3K shares, valued at $10.3M); initiated new positions in HII (+97.8K shares, valued at $28.2M), ALAB (+122.6K shares, valued at $24.0M), AVAV (+74.2K shares, valued at $23.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BABA ALIBABA GROUP HLDG LTD359.9K shares-28.70%2025-09-302025-11-14
GE GE AEROSPACE173.5K shares-2.59%2025-09-302025-11-14 NVDA NVIDIA CORPORATION273.2K shares167.62%2025-09-302025-11-14 TSLA TESLA INC111.9K shares92.94%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD169.4K shares418.22%2025-09-302025-11-14 VIK VIKING HOLDINGS LTD607.9K shares1.29%2025-09-302025-11-14 AVGO BROADCOM INC98.4K shares35.48%2025-09-302025-11-14 HII HUNTINGTON INGALLS INDS INC97.8K sharesnew addition2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC255.4K shares63.02%2025-09-302025-11-14 ORCL ORACLE CORP92.7K shares1945.80%2025-09-302025-11-14 ALAB ASTERA LABS INC122.6K sharesnew addition2025-09-302025-11-14 LRN STRIDE INC157.1K shares-30.62%2025-09-302025-11-14 AVAV AEROVIRONMENT INC74.2K sharesnew addition2025-09-302025-11-14 TEM TEMPUS AI INC288.0K shares-4.83%2025-09-302025-11-14 UPST UPSTART HLDGS INC455.1K shares54.80%2025-09-302025-11-14 MSFT MICROSOFT CORP41.6K sharesnew addition2025-09-302025-11-14 PWR QUANTA SVCS INC51.6K sharesnew addition2025-09-302025-11-14 HWM HOWMET AEROSPACE INC107.5K shares175.50%2025-09-302025-11-14 RBLX ROBLOX CORP149.2K sharesnew addition2025-09-302025-11-14 AXON AXON ENTERPRISE INC28.1K shares65.92%2025-09-302025-11-14 EH EHANG HLDGS LTD1.1M shares-0.73%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC107.1K sharesnew addition2025-09-302025-11-14 MP MP MATERIALS CORP245.3K sharesnew addition2025-09-302025-11-14 WM WASTE MGMT INC DEL73.3K shares515.34%2025-09-302025-11-14 FN FABRINET44.3K sharesnew addition2025-09-302025-11-14 GLD SPDR GOLD TR45.2K shares5.84%2025-09-302025-11-14 ATAT ATOUR LIFESTYLE HLDGS LTD425.9K shares28.70%2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC37.6K sharesnew addition2025-09-302025-11-14 LITE LUMENTUM HLDGS INC93.1K sharesnew addition2025-09-302025-11-14 MMYT MAKEMYTRIP LIMITED MAURITIUS141.9K shares-16.36%2025-09-302025-11-14 META META PLATFORMS INC18.0K shares620.95%2025-09-302025-11-14 GEV GE VERNOVA INC21.2K sharesnew addition2025-09-302025-11-14 TME TENCENT MUSIC ENTMT GROUP530.2K sharesnew addition2025-09-302025-11-14 XPEV XPENG INC513.2K sharesnew addition2025-09-302025-11-14 DECK DECKERS OUTDOOR CORP118.0K sharesnew addition2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF182.8K shares0.92%2025-09-302025-11-14 AMBQ AMBIQ MICRO INC395.0K sharesnew addition2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC26.0K sharesnew addition2025-09-302025-11-14 BA BOEING CO44.3K shares-40.52%2025-09-302025-11-14 SNPS SYNOPSYS INC19.3K shares-36.55%2025-09-302025-11-14 CCJ CAMECO CORP112.9K shares3244.06%2025-09-302025-11-14 CDNS CADENCE DESIGN SYSTEM INC26.9K shares196.00%2025-09-302025-11-14 WRD WERIDE INC900.3K shares12.01%2025-09-302025-11-14 BE BLOOM ENERGY CORP75.1K sharesnew addition2025-09-302025-11-14 PSIX POWER SOLUTIONS INTL INC59.7K sharesnew addition2025-09-302025-11-14 SY SO YOUNG INTERNATIONAL INC1.0M sharesnew addition2025-09-302025-11-14 CLS CELESTICA INC14.9K sharesnew addition2025-09-302025-11-14 KTOS KRATOS DEFENSE & SEC SOLUTIO29.9K sharesnew addition2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A350 shares-97.94%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available