KADENSA CAPITAL Ltd
Top Portfolio Positions
40 positions ·
$912,134,310 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
522,158 | $97,382,467 | 10.68% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
134,868 | $60,652,836 | 6.65% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
197,568 | $60,038,939 | 6.58% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
370,388 | $54,291,473 | 5.95% |
| GE |
General Electric Co
Industrials
|
158,078 | $48,692,766 | 5.34% |
| AVGO |
Broadcom Inc.
Technology
|
129,743 | $44,904,052 | 4.92% |
| PWR |
Quanta Services, Inc.
Industrials
|
78,901 | $33,300,956 | 3.65% |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
74,005 | $25,166,880 | 2.76% |
| MSFT |
Microsoft Corp
Technology
|
48,468 | $23,440,094 | 2.57% |
| GEV |
GE Vernova Inc.
Industrials
|
35,654 | $23,302,384 | 2.55% |
Portfolio Trend
Holdings in SY
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,617,064 | 1,022,291 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,956,266 | 1,022,291 | Shares | Sole | 2025-11-14 | |
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