# KADENSA CAPITAL Ltd: Form 13F holdings

An institutional investment manager in CENTRAL. SEC CIK 1720980.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $468.6m
- Positions: 28 (28 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1720980/000090514826003686/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $68.1m | 14.5% | 142,610 |  | Reduced −14,721 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $57.9m | 12.4% | 137,670 |  | Added +2,639 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $49.2m | 10.5% | 246,094 |  | Reduced −248,351 |
| JOHNSON CONTROLS INTERNATION | SHS | $31.6m | 6.7% | 216,294 |  | Reduced −25,317 |
| [STMICROELECTRONICS N V (STM)](/companies/stm.md) | NY REGISTRY | $28.0m | 6.0% | 373,702 |  | New +373,702 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $22.2m | 4.7% | 30,840 |  | Added +2,912 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $21.6m | 4.6% | 147,345 |  | Added +6,481 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $21.0m | 4.5% | 17,914 |  | Reduced −535 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $19.2m | 4.1% | 51,423 |  | Reduced −101,051 |
| [AEHR TEST SYS (AEHR)](/companies/aehr.md) | COM | $14.9m | 3.2% | 155,299 |  | New +155,299 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $14.5m | 3.1% | 47,968 |  | New +47,968 |
| [DIGI PWR X INC (DGXX)](/companies/dgxx.md) | COM SUB VTG | $12.7m | 2.7% | 2,336,152 |  | New +2,336,152 |
| [TEMPUS AI INC (TEM)](/companies/tem.md) | CL A | $12.6m | 2.7% | 217,591 |  | Reduced −153,295 |
| [COMFORT SYS USA INC (FIX)](/companies/fix.md) | COM | $12.4m | 2.7% | 6,269 |  | New +6,269 |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $10.6m | 2.3% | 39,595 |  | Reduced −14,255 |
| [ARM HOLDINGS PLC (ARM)](/companies/arm.md) | SPONSORED ADS | $10.6m | 2.3% | 29,799 |  | New +29,799 |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $10.5m | 2.2% | 108,882 |  | Reduced −195,161 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $10.1m | 2.2% | 28,600 |  | New +28,600 |
| [AXT Inc (AXTI)](/companies/axti.md) | AXT INC | $8.3m | 1.8% | 115,053 |  | New +115,053 |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $7.9m | 1.7% | 236,048 |  | Unchanged |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $5.0m | 1.1% | 4,342 |  | New +4,342 |
| [KANZHUN LIMITED (BZ)](/companies/bz.md) | SPONSORED ADS | $5.0m | 1.1% | 385,002 |  | New +385,002 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $4.2m | 0.9% | 8,089 |  | Reduced −21,716 |
| [VISHAY INTERTECHNOLOGY INC (VSH)](/companies/vsh.md) | COM | $3.9m | 0.8% | 72,928 |  | New +72,928 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $2.7m | 0.6% | 8,808 |  | New +8,808 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $1.9m | 0.4% | 11,280 |  | New +11,280 |
| [AEROVIRONMENT INC (AVAV)](/companies/avav.md) | COM | $1.2m | 0.3% | 7,400 |  | Reduced −36,471 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $795.9k | 0.2% | 3,116 |  | Reduced −126,387 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $0 | 0.0% | 0 |  | Sold out −93,141 |
| [ALBEMARLE CORP (ALB)](/companies/alb.md) | COM | $0 | 0.0% | 0 |  | Sold out −52,815 |
| [ASTERA LABS INC (ALAB)](/companies/alab.md) | COM | $0 | 0.0% | 0 |  | Sold out −116,720 |
| [CLOUDFLARE INC (NET)](/companies/net.md) | CL A COM | $0 | 0.0% | 0 |  | Sold out −36,953 |
| [EHANG HLDGS LTD (EH)](/companies/eh.md) | ADS | $0 | 0.0% | 0 |  | Sold out −867,116 |
| FLEXTRONICS INTL LTD | ORD | $0 | 0.0% | 0 |  | Sold out −249,984 |
| [FORMFACTOR INC (FORM)](/companies/form.md) | COM | $0 | 0.0% | 0 |  | Sold out −147,926 |
| ISHARES TR | MSCI EMG MKT ETF | $0 | 0.0% | 0 |  | Sold out −52,987 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,927 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | $0 | 0.0% | 0 |  | Sold out −187,193 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $0 | 0.0% | 0 |  | Sold out −32,772 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $0 | 0.0% | 0 |  | Sold out −51,783 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $0 | 0.0% | 0 |  | Sold out −140,832 |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −285,000 |
| [ROBLOX CORP (RBLX)](/companies/rblx.md) | CL A | $0 | 0.0% | 0 |  | Sold out −311,963 |
| [SO YOUNG INTERNATIONAL INC (SY)](/companies/sy.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −737,949 |
| [TAL ED GROUP (TAL)](/companies/tal.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −742,991 |
| [TENCENT MUSIC ENTMT GROUP (TME)](/companies/tme.md) | SPON ADS | $0 | 0.0% | 0 |  | Sold out −718,645 |
| [TERADYNE INC (TER)](/companies/ter.md) | COM | $0 | 0.0% | 0 |  | Sold out −54,172 |
| [TTM TECHNOLOGIES INC (TTMI)](/companies/ttmi.md) | COM | $0 | 0.0% | 0 |  | Sold out −69,917 |
| [UPSTART HLDGS INC (UPST)](/companies/upst.md) | COM | $0 | 0.0% | 0 |  | Sold out −589,871 |
| [VNET GROUP INC (VNET)](/companies/vnet.md) | SPONSORED ADS A | $0 | 0.0% | 0 |  | Sold out −1,434,531 |
| [WERIDE INC (WRD)](/companies/wrd.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −900,297 |
| [XPENG INC (XPEV)](/companies/xpev.md) | ADS | $0 | 0.0% | 0 |  | Sold out −694,870 |

Source: SEC EDGAR, Form 13F-HR, accession 0000905148-26-003686. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.