KADENSA CAPITAL Ltd
Top Portfolio Positions
38 positions ·
$715,455,510 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
494,445 | $86,231,208 | 12.05% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
157,331 | $53,170,011 | 7.43% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
135,031 | $50,197,774 | 7.02% |
| GE |
General Electric Co
Industrials
|
152,474 | $43,267,546 | 6.05% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
304,043 | $38,145,234 | 5.33% |
| JCI |
Johnson Controls International plc
Industrials
|
241,611 | $31,638,960 | 4.42% |
| ORCL |
Oracle Corp
Technology
|
140,864 | $20,722,503 | 2.90% |
| PLTR |
Palantir Technologies Inc.
Technology
|
140,832 | $20,600,904 | 2.88% |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
285,000 | $19,750,500 | 2.76% |
| MSFT |
Microsoft Corp
Technology
|
51,783 | $19,168,513 | 2.68% |
Portfolio Trend
Holdings in TAL
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,447,807 | 742,991 | Shares | Sole | 2026-05-15 | |
| 2021-06-30 | $2,706,422 | 107,270 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $19,086,420 | 251,005 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $18,235,304 | 266,676 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $33,545,438 | 629,843 | Shares | Sole | 2020-05-15 | |
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