Back to KADENSA CAPITAL Ltd
Q2 2026 13F filing
Updated 27 days ago28 disclosed positions worth $468.6M
Portfolio value
$468.6M
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $68.1M | 142.6K | 14.53% | — |
| 2 | T TSLA TESLA INC | $57.9M | 137.7K | 12.36% | — |
| 3 | N NVDA NVIDIA CORPORATION | $49.2M | 246.1K | 10.51% | — |
| 4 | J JCI JOHNSON CONTROLS INTERNATION | $31.6M | 216.3K | 6.74% | — |
| 5 | S STMEF STMICROELECTRONICS N V | $28M | 373.7K | 5.97% | — |
| 6 | P PWR QUANTA SVCS INC | $22.2M | 30.8K | 4.74% | — |
| 7 | O ORCL-PD ORACLE CORP | $21.6M | 147.3K | 4.61% | — |
| 8 | G GEV GE VERNOVA INC | $21M | 17.9K | 4.49% | — |
| 9 | G GE GE AEROSPACE | $19.2M | 51.4K | 4.10% | — |
| 10 | A AEHR AEHR TEST SYS | $14.9M | 155.3K | 3.18% | — |
| 11 | K KLAC KLA CORP | $14.5M | 48.0K | 3.09% | — |
| 12 | D DGXX DIGI PWR X INC | $12.7M | 2.34M | 2.72% | — |
| 13 | T TEM TEMPUS AI INC | $12.6M | 217.6K | 2.69% | — |
| 14 | F FIX COMFORT SYS USA INC | $12.4M | 6.3K | 2.65% | — |
| 15 | H HWM HOWMET AEROSPACE INC | $10.6M | 39.6K | 2.27% | — |
| 16 | A ARM ARM HOLDINGS PLC | $10.6M | 29.8K | 2.25% | — |
| 17 | B BBAAY ALIBABA GROUP HLDG LTD | $10.5M | 108.9K | 2.23% | — |
| 18 | G GOOGN ALPHABET INC | $10.1M | 28.6K | 2.16% | — |
| 19 | A AXTI AXT Inc | $8.3M | 115.1K | 1.77% | — |
| 20 | I IBIT ISHARES BITCOIN TRUST ETF | $7.9M | 236.0K | 1.68% | — |
| 21 | M MU MICRON TECHNOLOGY INC | $5M | 4.3K | 1.07% | — |
| 22 | B BZ KANZHUN LIMITED | $5M | 385.0K | 1.06% | — |
| 23 | A APP APPLOVIN CORP | $4.2M | 8.1K | 0.89% | — |
| 24 | V VSH VISHAY INTERTECHNOLOGY INC | $3.9M | 72.9K | 0.84% | — |
| 25 | B BE BLOOM ENERGY CORP | $2.7M | 8.8K | 0.57% | — |
| 26 | S SPCX SPACE EXPLORATION TECHN CORP | $1.9M | 11.3K | 0.41% | — |
| 27 | A AVAV AEROVIRONMENT INC | $1.2M | 7.4K | 0.26% | — |
| 28 | G GLW CORNING INC | $796K | 3.1K | 0.17% | — |