KADENSA CAPITAL LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UMC | 1.34M | $10.50M |
 | EH | 1.05M | $13.85M |
 | SY | 1.02M | $2.62M |
 | WRD | 900K | $7.81M |
 | TME | 712K | $12.48M |
 | XPEV | 527K | $10.69M |
 | NVDA | 522K | $97.38M |
 | UPST | 521K | $22.78M |
 | AMBQ | 395K | $11.26M |
 | BABA | 370K | $54.29M |
 | TEM | 365K | $21.55M |
 | FLEX | 357K | $21.60M |
 | RBLX | 273K | $22.13M |
 | ATAT | 222K | $8.74M |
 | JCI | 219K | $26.17M |
 | TTMI | 198K | $13.66M |
 | TSM | 198K | $60.04M |
 | HOOD | 192K | $21.71M |
 | VIK | 183K | $13.07M |
 | MMYT | 173K | $14.23M |
United Microelectronics Corporation
UMC
Shares Held
1.34M
Value
$10.50M
EHang Holdings Limited
EH
Shares Held
1.05M
Value
$13.85M
So-Young International Inc.
SY
Shares Held
1.02M
Value
$2.62M
WeRide Inc.
WRD
Shares Held
900K
Value
$7.81M
Tencent Music Entertainment Group
TME
Shares Held
712K
Value
$12.48M
XPeng Inc.
XPEV
Shares Held
527K
Value
$10.69M
NVIDIA Corporation
NVDA
Shares Held
522K
Value
$97.38M
Upstart Holdings, Inc.
UPST
Shares Held
521K
Value
$22.78M
Ambiq Micro, Inc.
AMBQ
Shares Held
395K
Value
$11.26M
Alibaba Group Holding Limited
BABA
Shares Held
370K
Value
$54.29M
Tempus AI, Inc.
TEM
Shares Held
365K
Value
$21.55M
Flex Ltd.
FLEX
Shares Held
357K
Value
$21.60M
Roblox Corporation
RBLX
Shares Held
273K
Value
$22.13M
Atour Lifestyle Holdings Limited
ATAT
Shares Held
222K
Value
$8.74M
Johnson Controls International plc
JCI
Shares Held
219K
Value
$26.17M
TTM Technologies, Inc.
TTMI
Shares Held
198K
Value
$13.66M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
198K
Value
$60.04M
Robinhood Markets, Inc.
HOOD
Shares Held
192K
Value
$21.71M
Viking Holdings Ltd
VIK
Shares Held
183K
Value
$13.07M
MakeMyTrip Limited
MMYT
Shares Held
173K
Value
$14.23M