EdgeMarket › What Kadensa Capital Ltd reported owning
What Kadensa Capital Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
718.5MPositions
39Quarter
2026-03-31Shown below
39largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 86.2M | 12.0% | 494.4K | 214.72 | +22.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 53.2M | 7.4% | 157.3K | 418.95 | +83.3% |
| TSLA Tesla, Inc. | 50.2M | 7.0% | 135.0K | 362.86 | +12.0% |
| GE GENERAL ELECTRIC CO | 43.3M | 6.0% | 152.5K | 348.37 | +30.7% |
| BABA Alibaba Group Holding Ltd | 38.1M | 5.3% | 304.0K | 119.34 | -0.1% |
| JCI Johnson Controls International plc | 31.6M | 4.4% | 241.6K | 143.05 | +35.0% |
| ORCL ORACLE CORP | 20.7M | 2.9% | 140.9K | 146.47 | -37.7% |
| PLTR Palantir Technologies Inc. | 20.6M | 2.9% | 140.8K | 179.94 | +15.3% |
| HOOD Robinhood Markets, Inc. | 19.8M | 2.7% | 285.0K | 108.13 | +2.6% |
| MSFT MICROSOFT CORP | 19.2M | 2.7% | 51.8K | 483.24 | -4.4% |
| AMD ADVANCED MICRO DEVICES INC | 18.9M | 2.6% | 93.1K | 473.25 | +186.5% |
| META Meta Platforms, Inc. | 18.7M | 2.6% | 32.8K | 549.90 | -26.5% |
| RBLX Roblox Corp | 17.6M | 2.5% | 312.0K | 38.37 | -67.6% |
| GLW CORNING INC /NY | 17.6M | 2.5% | 129.5K | 149.84 | +132.0% |
| TEM Tempus AI, Inc. | 16.8M | 2.3% | 370.9K | 72.69 | -0.8% |
| FLEX FLEX LTD. | 16.4M | 2.3% | 250.0K | 110.45 | +124.9% |
| GEV GE Vernova Inc. | 16.1M | 2.2% | 18.4K | 956.85 | +58.3% |
| TER TERADYNE, INC | 16.1M | 2.2% | 54.2K | 375.74 | +243.1% |
| PWR QUANTA SERVICES, INC. | 15.3M | 2.1% | 27.9K | 639.34 | +70.1% |
| UPST Upstart Holdings, Inc. | 15.1M | 2.1% | 589.9K | 30.30 | -52.6% |
| FORM FORMFACTOR INC | 14.3M | 2.0% | 147.9K | 114.16 | +309.2% |
| ALAB Astera Labs, Inc. | 12.8M | 1.8% | 116.7K | 284.97 | +65.2% |
| HWM Howmet Aerospace Inc. | 12.4M | 1.7% | 53.9K | 271.68 | +58.0% |
| VNET VNET Group, Inc. | 12.0M | 1.7% | 1.4M | 6.72 | -15.8% |
| XPEV XPENG INC. | 11.9M | 1.7% | 694.9K | 12.19 | -40.2% |
| APP AppLovin Corp | 11.9M | 1.7% | 29.8K | 305.77 | -25.9% |
| ALB ALBEMARLE CORP | 9.5M | 1.3% | 52.8K | 143.25 | +83.4% |
| IBIT iShares Bitcoin Trust ETF | 9.1M | 1.3% | 236.0K | 43.68 | -32.7% |
| TAL TAL Education Group | 8.4M | 1.2% | 743.0K | 11.32 | +2.9% |
| EH EHang Holdings Ltd | 8.4M | 1.2% | 867.1K | 5.51 | -68.1% |
| AVAV AeroVironment Inc | 8.0M | 1.1% | 43.9K | 160.22 | -31.0% |
| LITE Lumentum Holdings Inc. | 7.7M | 1.1% | 10.9K | 866.71 | +647.9% |
| NET Cloudflare, Inc. | 7.6M | 1.1% | 37.0K | 293.14 | +51.7% |
| WRD WeRide Inc. | 7.3M | 1.0% | 900.3K | 6.45 | -28.4% |
| MMYT MakeMyTrip Ltd | 7.0M | 1.0% | 187.2K | 60.46 | -40.9% |
| TTMI TTM TECHNOLOGIES INC | 6.8M | 0.9% | 69.9K | 110.54 | +175.9% |
| TME Tencent Music Entertainment Group | 6.7M | 0.9% | 718.6K | 8.80 | -64.9% |
| EEM iShares MSCI Emerging Markets ETF | 3.0M | 0.4% | 53.0K | 67.12 | +34.9% |
| SY So-Young International Inc. | 2.0M | 0.3% | 737.9K | 2.29 | -43.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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