KADENSA CAPITAL Ltd: 13F holdings
CIK 17209802026Q2
| Positions | 28 |
|---|
| Reported value | $468.6m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 28 (-11 vs prior quarter) |
|---|
| Reported value | $468.6m (-34.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 142,610 | $68.1m | 14.5% |
| TSLA TESLA INC | 137,670 | $57.9m | 12.4% |
| NVDA NVIDIA CORPORATION | 246,094 | $49.2m | 10.5% |
| JOHNSON CONTROLS INTERNATION | 216,294 | $31.6m | 6.7% |
| STM STMICROELECTRONICS N V | 373,702 | $28.0m | 6.0% |
| PWR QUANTA SVCS INC | 30,840 | $22.2m | 4.7% |
| ORCL ORACLE CORP | 147,345 | $21.6m | 4.6% |
| GEV GE VERNOVA INC | 17,914 | $21.0m | 4.5% |
| GE GE AEROSPACE | 51,423 | $19.2m | 4.1% |
| AEHR AEHR TEST SYS | 155,299 | $14.9m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1720980")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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