Institutions / KADENSA CAPITAL Ltd
KADENSA CAPITAL Ltd
CIK 1720980 · Institution · as of Dec 31, 2025
Portfolio value
$963.02M
Positions
43
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $97.38M | 10.1% |
| Tesla Inc | $60.65M | 6.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $60.04M | 6.2% |
| Alibaba Group Holding LtdBABA | $54.29M | 5.6% |
| General Electric Co | $48.69M | 5.1% |
| Broadcom Inc. | $44.90M | 4.7% |
| Quanta Services Inc | $33.30M | 3.5% |
| Johnson Controls International plc | $26.17M | 2.7% |
| Huntington Ingalls Industries, Inc. | $25.17M | 2.6% |
| Microsoft Corp | $23.44M | 2.4% |
| GE Vernova Inc. | $23.30M | 2.4% |
| Palantir Technologies Inc | $23.28M | 2.4% |
| Upstart Holdings, INC. | $22.78M | 2.4% |
| Oracle Corp | $22.39M | 2.3% |
| Axon Enterprise Inc | $22.25M | 2.3% |
| ROBLOX Corp | $22.13M | 2.3% |
| Meta Platforms Inc | $22.03M | 2.3% |
| Robinhood Markets, Inc. | $21.71M | 2.3% |
| Flex Ltd. | $21.60M | 2.2% |
| Tempus AI, Inc. | $21.55M | 2.2% |
| Astera Labs, Inc. | $20.47M | 2.1% |
| Waste Management Inc | $20.36M | 2.1% |
| Howmet Aerospace Inc. | $17.40M | 1.8% |
| Trane Technologies plc | $14.79M | 1.5% |
| AeroVironment Inc | $14.73M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.