KADENSA CAPITAL Ltd
CIK: 1720980
Holdings (28)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- TSM
TAIWAN SEMICONDUCTOR MANUFAC
$68.11M
142,610 sh14.53%-9.4% - TSLA
TESLA INC
$57.9M
137,670 sh12.36%+1.9% - NVDA
NVIDIA CORPORATION
$49.24M
246,094 sh10.51%-50.2% - JCI
JOHNSON CONTROLS INTERNATION
$31.6M
216,294 sh6.74%-10.5% - STM
STMICROELECTRONICS N V
$27.99M
373,702 sh5.97%New - PWR
QUANTA SVCS INC
$22.21M
30,840 sh4.74%+10.4% - ORCL
ORACLE CORP
$21.59M
147,345 sh4.61%+4.6% - GEV
GE VERNOVA INC
$21.05M
17,914 sh4.49%-2.9% - GE
GE AEROSPACE
$19.22M
51,423 sh4.10%-66.3% - AEHR
AEHR TEST SYS
$14.92M
155,299 sh3.18%New - KLAC
KLA CORP
$14.47M
47,968 sh3.09%New - DGXX
DIGI PWR X INC
$12.73M
2.34M sh2.72%New - TEM
TEMPUS AI INC
$12.61M
217,591 sh2.69%-41.3% - FIX
COMFORT SYS USA INC
$12.42M
6,269 sh2.65%New - HWM
HOWMET AEROSPACE INC
$10.65M
39,595 sh2.27%-26.5% - ARM
ARM HOLDINGS PLC
$10.57M
29,799 sh2.25%New - BABA
ALIBABA GROUP HLDG LTD
$10.45M
108,882 sh2.23%-64.2% - GOOG
ALPHABET INC
$10.11M
28,600 sh2.16%New - AXTI
AXT Inc
$8.29M
115,053 sh1.77%New - IBIT
ISHARES BITCOIN TRUST ETF
$7.86M
236,048 sh1.68%+0.0% - MU
MICRON TECHNOLOGY INC
$5.01M
4,342 sh1.07%New - BZ
KANZHUN LIMITED
$4.95M
385,002 sh1.06%New - APP
APPLOVIN CORP
$4.17M
8,089 sh0.89%-72.9% - VSH
VISHAY INTERTECHNOLOGY INC
$3.92M
72,928 sh0.84%New - BE
BLOOM ENERGY CORP
$2.67M
8,808 sh0.57%New - SPCX
SPACE EXPLORATION TECHN CORP
$1.93M
11,280 sh0.41%New - AVAV
AEROVIRONMENT INC
$1.22M
7,400 sh0.26%-83.1% - GLW
CORNING INC
$796K
3,116 sh0.17%-97.6%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 142,610 | $68.11M | -9.4% | 14.53% | Q2 2026 |
 TSLA TESLA INC | 137,670 | $57.9M | +1.9% | 12.36% | Q2 2026 |
 NVDA NVIDIA CORPORATION | 246,094 | $49.24M | -50.2% | 10.51% | Q2 2026 |
 JCI JOHNSON CONTROLS INTERNATION | 216,294 | $31.6M | -10.5% | 6.74% | Q2 2026 |
 STM STMICROELECTRONICS N V | 373,702 | $27.99M | New | 5.97% | Q2 2026 |
 PWR QUANTA SVCS INC | 30,840 | $22.21M | +10.4% | 4.74% | Q2 2026 |
 ORCL ORACLE CORP | 147,345 | $21.59M | +4.6% | 4.61% | Q2 2026 |
 GEV GE VERNOVA INC | 17,914 | $21.05M | -2.9% | 4.49% | Q2 2026 |
 GE GE AEROSPACE | 51,423 | $19.22M | -66.3% | 4.10% | Q2 2026 |
 AEHR AEHR TEST SYS | 155,299 | $14.92M | New | 3.18% | Q2 2026 |
 KLAC KLA CORP | 47,968 | $14.47M | New | 3.09% | Q2 2026 |
 DGXX DIGI PWR X INC | 2.34M | $12.73M | New | 2.72% | Q2 2026 |
 TEM TEMPUS AI INC | 217,591 | $12.61M | -41.3% | 2.69% | Q2 2026 |
 FIX COMFORT SYS USA INC | 6,269 | $12.42M | New | 2.65% | Q2 2026 |
 HWM HOWMET AEROSPACE INC | 39,595 | $10.65M | -26.5% | 2.27% | Q2 2026 |
 ARM ARM HOLDINGS PLC | 29,799 | $10.57M | New | 2.25% | Q2 2026 |
 BABA ALIBABA GROUP HLDG LTD | 108,882 | $10.45M | -64.2% | 2.23% | Q2 2026 |
 GOOG ALPHABET INC | 28,600 | $10.11M | New | 2.16% | Q2 2026 |
 AXTI AXT Inc | 115,053 | $8.29M | New | 1.77% | Q2 2026 |
 IBIT ISHARES BITCOIN TRUST ETF | 236,048 | $7.86M | +0.0% | 1.68% | Q2 2026 |
 MU MICRON TECHNOLOGY INC | 4,342 | $5.01M | New | 1.07% | Q2 2026 |
 BZ KANZHUN LIMITED | 385,002 | $4.95M | New | 1.06% | Q2 2026 |
 APP APPLOVIN CORP | 8,089 | $4.17M | -72.9% | 0.89% | Q2 2026 |
 VSH VISHAY INTERTECHNOLOGY INC | 72,928 | $3.92M | New | 0.84% | Q2 2026 |
 BE BLOOM ENERGY CORP | 8,808 | $2.67M | New | 0.57% | Q2 2026 |
 SPCX SPACE EXPLORATION TECHN CORP | 11,280 | $1.93M | New | 0.41% | Q2 2026 |
 AVAV AEROVIRONMENT INC | 7,400 | $1.22M | -83.1% | 0.26% | Q2 2026 |
 GLW CORNING INC | 3,116 | $796K | -97.6% | 0.17% | Q2 2026 |
1-28 of 28 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About KADENSA CAPITAL Ltd
KADENSA CAPITAL Ltd is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1720980). Signal8 holds 20 13F filings from it.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 28 securities, not counting options, down from 39 in Q1 2026.
Its five largest reported positions, in order, are TAIWAN SEMICONDUCTOR MANUFAC (TSM), TESLA INC (TSLA), NVIDIA CORPORATION (NVDA), JOHNSON CONTROLS INTERNATION (JCI) and STMICROELECTRONICS N V (STM). The next five are QUANTA SVCS INC (PWR), ORACLE CORP (ORCL), GE VERNOVA INC (GEV), GE AEROSPACE (GE) and AEHR TEST SYS (AEHR).
Recent 13F filings by KADENSA CAPITAL Ltd
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 28 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 39 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 43 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 49 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 46 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 57 securities.