KADENSA CAPITAL LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VNET | 1.43M | $12.04M |
 | WRD | 900K | $7.28M |
 | EH | 867K | $8.42M |
 | TAL | 743K | $8.45M |
 | SY | 738K | $2.01M |
 | TME | 719K | $6.67M |
 | XPEV | 695K | $11.89M |
 | UPST | 590K | $15.13M |
 | NVDA | 494K | $86.23M |
 | TEM | 371K | $16.77M |
 | RBLX | 312K | $17.64M |
 | BABA | 304K | $38.15M |
 | HOOD | 285K | $19.75M |
 | FLEX | 250K | $16.36M |
 | JCI | 242K | $31.64M |
 | MMYT | 187K | $6.98M |
 | TSM | 157K | $53.17M |
 | GE | 152K | $43.27M |
 | FORM | 148K | $14.35M |
 | ORCL | 141K | $20.72M |
VNET Group, Inc.
VNET
Shares Held
1.43M
Value
$12.04M
WeRide Inc.
WRD
Shares Held
900K
Value
$7.28M
EHang Holdings Limited
EH
Shares Held
867K
Value
$8.42M
TAL Education Group
TAL
Shares Held
743K
Value
$8.45M
So-Young International Inc.
SY
Shares Held
738K
Value
$2.01M
Tencent Music Entertainment Group
TME
Shares Held
719K
Value
$6.67M
XPeng Inc.
XPEV
Shares Held
695K
Value
$11.89M
Upstart Holdings, Inc.
UPST
Shares Held
590K
Value
$15.13M
NVIDIA Corporation
NVDA
Shares Held
494K
Value
$86.23M
Tempus AI, Inc.
TEM
Shares Held
371K
Value
$16.77M
Roblox Corporation
RBLX
Shares Held
312K
Value
$17.64M
Alibaba Group Holding Limited
BABA
Shares Held
304K
Value
$38.15M
Robinhood Markets, Inc.
HOOD
Shares Held
285K
Value
$19.75M
Flex Ltd.
FLEX
Shares Held
250K
Value
$16.36M
Johnson Controls International plc
JCI
Shares Held
242K
Value
$31.64M
MakeMyTrip Limited
MMYT
Shares Held
187K
Value
$6.98M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
157K
Value
$53.17M
GE Aerospace
GE
Shares Held
152K
Value
$43.27M
FormFactor, Inc.
FORM
Shares Held
148K
Value
$14.35M
Oracle Corporation
ORCL
Shares Held
141K
Value
$20.72M