Kadensa Capital Ltd
- SEC CIK
- 0001720980
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 20
- +8 vs. Q3 2021
- Portfolio value
- $326.8M
- +$155.3M (+90.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 190,297 | $64.0M | 19.6% | +174,160+1,079.3% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 408,196 | $48.5M | 14.8% | +408,196 | New | History |
| GOOGAlphabet Inc. | Stock | 13,047 | $37.8M | 11.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 95,814 | $32.2M | 9.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 9,006 | $30.0M | 9.2% | 00.0% | Unchanged | History |
| TCOMTrip.com Group Ltd | ADS | 858,856 | $21.1M | 6.5% | +190,111+28.4% | Added | History |
| SESea Ltd | SPONSORD ADS | 91,935 | $20.6M | 6.3% | +72,658+376.9% | Added | History |
| TUYATuya Inc. | SPONSERED ADS | 1,798,423 | $11.2M | 3.4% | +886,739+97.3% | Added | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 4,719,300 | $9.91M | 3.0% | +3,312,547+235.5% | Added | History |
| NIONIO Inc. | ADR | 247,158 | $7.83M | 2.4% | +247,158 | New | History |
| INFYInfosys Ltd | SPONSORED ADR | 221,043 | $5.59M | 1.7% | +221,043 | New | History |
| UXINUxin Ltd | ADS | 3,481,027 | $5.50M | 1.7% | +952,982+37.7% | Added | History |
| IBNIcici Bank Ltd | ADR | 263,296 | $5.21M | 1.6% | +263,296 | New | History |
| MSCIMSCI Inc. | Stock | 8,125 | $4.98M | 1.5% | +8,125 | New | History |
| XPEVXpeng Inc. | ADS | 97,352 | $4.90M | 1.5% | +97,352 | New | History |
| LILi Auto Inc. | SPONSORED ADS | 145,012 | $4.66M | 1.4% | +145,012 | New | History |
| ELEstee Lauder Companies Inc | CL A | 10,544 | $3.90M | 1.2% | +10,544 | New | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 73,997 | $3.43M | 1.1% | −23,288−23.9% | Reduced | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 108,821 | $3.07M | 0.9% | +108,821 | New | History |
| RBLXRoblox Corp | Stock | 22,483 | $2.32M | 0.7% | −98,414−81.4% | Reduced | History |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.