KADENSA CAPITAL LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DECK | 118K | $11.96M |
 | CCJ | 113K | $9.47M |
 | TSLA | 112K | $49.77M |
 | HWM | 108K | $21.09M |
 | PLTR | 107K | $19.54M |
 | AVGO | 98K | $32.47M |
 | HII | 98K | $28.16M |
 | LITE | 93K | $15.15M |
 | ORCL | 93K | $26.08M |
 | BE | 75K | $6.35M |
 | AVAV | 74K | $23.35M |
 | WM | 73K | $16.18M |
 | PSIX | 60K | $5.86M |
 | PWR | 52K | $21.40M |
 | BA | 44K | $9.56M |
 | FN | 44K | $16.15M |
 | MSFT | 42K | $21.56M |
 | TT | 38K | $15.86M |
 | KTOS | 30K | $2.73M |
 | AXON | 28K | $20.15M |
Deckers Outdoor Corporation
DECK
Shares Held
118K
Value
$11.96M
Cameco Corporation
CCJ
Shares Held
113K
Value
$9.47M
Tesla, Inc.
TSLA
Shares Held
112K
Value
$49.77M
Howmet Aerospace Inc.
HWM
Shares Held
108K
Value
$21.09M
Palantir Technologies Inc.
PLTR
Shares Held
107K
Value
$19.54M
Broadcom Inc.
AVGO
Shares Held
98K
Value
$32.47M
Huntington Ingalls Industries, Inc.
HII
Shares Held
98K
Value
$28.16M
Lumentum Holdings Inc.
LITE
Shares Held
93K
Value
$15.15M
Oracle Corporation
ORCL
Shares Held
93K
Value
$26.08M
Bloom Energy Corporation
BE
Shares Held
75K
Value
$6.35M
AeroVironment, Inc.
AVAV
Shares Held
74K
Value
$23.35M
Waste Management, Inc.
WM
Shares Held
73K
Value
$16.18M
Power Solutions International, Inc.
PSIX
Shares Held
60K
Value
$5.86M
Quanta Services, Inc.
PWR
Shares Held
52K
Value
$21.40M
The Boeing Company
BA
Shares Held
44K
Value
$9.56M
Fabrinet
FN
Shares Held
44K
Value
$16.15M
Microsoft Corporation
MSFT
Shares Held
42K
Value
$21.56M
Trane Technologies plc
TT
Shares Held
38K
Value
$15.86M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
30K
Value
$2.73M
Axon Enterprise, Inc.
AXON
Shares Held
28K
Value
$20.15M