KADENSA CAPITAL Ltd
CENTRAL, K3 · CIK 1720980 · 13F filing filed 2026-08-14
Exempt reporting adviser since 2017 · corporation
- Private funds1 (1 hedge) · $1.3bn gross assets
- Websitekadensacapital.com
- Form ADV · 2026-03-30SEC adviser record
- Legal entityKadensa Capital Limited (HK)
- Kindhedge funds, futures
As an employer
- Offices in1 country
- Private fundshedge 1
$468.6m
reported value
-34.8% vs Q1 2026
28positions
71.2%in top 10
13 new
3 added
11 reduced
24 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $68.1m14.53% | Reduced -14.7k |
| TESLA INC TSLA | $57.9m12.36% | Added +2.6k |
| NVIDIA CORPORATION NVDA | $49.2m10.51% | Reduced -248.4k |
| JOHNSON CTLS INTL PLC JCI | $31.6m6.74% | Reduced -25.3k |
| STMICROELECTRONICS N V STM | $28.0m5.97% | New |
| QUANTA SVCS INC PWR | $22.2m4.74% | Added +2.9k |
| ORACLE CORP ORCL | $21.6m4.61% | Added +6.5k |
| GE VERNOVA INC GEV | $21.0m4.49% | Reduced -535 |
| GE AEROSPACE GE | $19.2m4.10% | Reduced -101.1k |
| AEHR TEST SYS AEHR | $14.9m3.18% | New |
| KLA CORP KLAC | $14.5m3.09% | New |
| DIGI PWR X INC DGXX | $12.7m2.72% | New |
| TEMPUS AI INC TEM | $12.6m2.69% | Reduced -153.3k |
| COMFORT SYS USA INC FIX | $12.4m2.65% | New |
| HOWMET AEROSPACE INC HWM | $10.6m2.27% | Reduced -14.3k |
| ARM HOLDINGS PLC ARM | $10.6m2.25% | New |
| ALIBABA GROUP HLDG LTD BABA | $10.5m2.23% | Reduced -195.2k |
| ALPHABET INC GOOG | $10.1m2.16% | New |
| AXT INC AXTI | $8.3m1.77% | New |
| ISHARES BITCOIN TRUST ETF IBIT | $7.9m1.68% | Unchanged |
| MICRON TECHNOLOGY INC MU | $5.0m1.07% | New |
| KANZHUN LIMITED BZ | $5.0m1.06% | New |
| APPLOVIN CORP APP | $4.2m0.89% | Reduced -21.7k |
| VISHAY INTERTECHNOLOGY INC VSH | $3.9m0.84% | New |
| BLOOM ENERGY CORP BE | $2.7m0.57% | New |
| SPACE EXPLORATION TECHN CORP SPCX | $1.9m0.41% | New |
| AEROVIRONMENT INC AVAV | $1.2m0.26% | Reduced -36.5k |
| CORNING INC GLW | $795.9k0.17% | Reduced -126.4k |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| PALANTIR TECHNOLOGIES INC PLTR | $20.6m140.8k shares |
| ROBINHOOD MKTS INC HOOD | $19.8m285.0k shares |
| MICROSOFT CORP MSFT | $19.2m51.8k shares |
| ADVANCED MICRO DEVICES INC AMD | $18.9m93.1k shares |
| META PLATFORMS INC META | $18.7m32.8k shares |
| ROBLOX CORP RBLX | $17.6m312.0k shares |
| FLEX LTD FLEX | $16.4m250.0k shares |
| TERADYNE INC TER | $16.1m54.2k shares |
| UPSTART HLDGS INC UPST | $15.1m589.9k shares |
| FORMFACTOR INC FORM | $14.3m147.9k shares |
| ASTERA LABS INC ALAB | $12.8m116.7k shares |
| VNET GROUP INC VNET | $12.0m1.4m shares |
| XPENG INC XPEV | $11.9m694.9k shares |
| ALBEMARLE CORP ALB | $9.5m52.8k shares |
| TAL EDUCATION GROUP TAL | $8.4m743.0k shares |
| EHANG HLDGS LTD EH | $8.4m867.1k shares |
| LUMENTUM HLDGS INC LITE | $7.7m10.9k shares |
| CLOUDFLARE INC NET | $7.6m37.0k shares |
| WERIDE INC WRD | $7.3m900.3k shares |
| MAKEMYTRIP LIMITED MAURITIUS MMYT | $7.0m187.2k shares |
| TTM TECHNOLOGIES INC TTMI | $6.8m69.9k shares |
| TENCENT MUSIC ENTMT GROUP TME | $6.7m718.6k shares |
| ISHARES TR EEM | $3.0m53.0k shares |
| SO YOUNG INTERNATIONAL INC SY | $2.0m737.9k shares |