Stock Taper

KADENSA CAPITAL LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Corning IncGLW3.12K$795.92K
Micron Technology, Inc.MU4.34K$5.01M
Comfort Systems USA, Inc.FIX6.27K$12.42M
AeroVironment, Inc.AVAV7.4K$1.22M
AppLovin CorporationAPP8.09K$4.17M
Bloom Energy CorporationBE8.81K$2.67M
Space Exploration Technologies Corp.SPCX11.28K$1.93M
GE Vernova Inc.GEV17.91K$21.05M
Alphabet Inc.GOOG28.6K$10.11M
Arm Holdings plc American Depositary SharesARM29.8K$10.57M
Quanta Services, Inc.PWR30.84K$22.21M
Howmet Aerospace Inc.HWM39.59K$10.65M
KLA CorporationKLAC47.97K$14.47M
GE AerospaceGE51.42K$19.22M
Vishay Intertechnology, Inc.VSH72.93K$3.92M
Alibaba Group Holding LimitedBABA108.88K$10.45M
AXT, Inc.AXTI115.05K$8.29M
Tesla, Inc.TSLA137.67K$57.9M
Taiwan Semiconductor Manufacturing Company LimitedTSM142.61K$68.11M
Oracle CorporationORCL147.34K$21.59M