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KADENSA CAPITAL Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心

KADENSA CAPITAL Ltd

报告期 2026-03-31 · CIK 0001720980

持仓数

39

前50大市值合计

$718.5M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3

25Q2 调仓2025-03-31 → 2025-06-30 · 共 74 项建仓 17增持 15减持 14清仓 28

方向

标的

Δ市值

现股数(环比)

清仓

MSFT MICROSOFT CORP

-$42.9M

0 -100%

增持

LRN STRIDE INC

+$28.7M

226,447 +591%

增持

GE GE AEROSPACE

+$26.7M

178,095 +86%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

MU MICRON TECHNOLOGY INC

-$25.7M

0 -100%

清仓

PLTR PALANTIR TECHNOLOGIES INC

-$24.2M

0 -100%

清仓

LNG CHENIERE ENERGY INC

-$19.6M

0 -100%

减持

CRM SALESFORCE INC

-$18.5M

25,769 -73%

清仓

URNM SPROTT FDS TR

-$18.4M

0 -100%

清仓

INTC INTEL CORP

-$17.7M

0 -100%

清仓

— FLUTTER ENTMT PLC

-$17.2M

0 -100%

建仓

— JOHNSON CTLS INTL PLC

+$16.5M

156,677

增持

PM PHILIP MORRIS INTL INC

+$15.9M

142,720 +125%

清仓

IWM ISHARES TR

-$15.8M

0 -100%

清仓

HON HONEYWELL INTL INC

-$15.6M

0 -100%

建仓

BA BOEING CO

+$15.6M

74,475

清仓

— AMER SPORTS INC

-$15.4M

0 -100%

增持

— VIKING HOLDINGS LTD

+$15.2M

600,187 +42%

建仓

AXON AXON ENTERPRISE INC

+$14.0M

16,919

清仓

SFM SPROUTS FMRS MKT INC

-$13.9M

0 -100%

减持

HOOD ROBINHOOD MKTS INC

-$13.5M

80,965 -84%

建仓

SHY ISHARES TR

+$13.3M

160,150

建仓

— SPOTIFY TECHNOLOGY S A

+$13.0M

16,961

减持

META META PLATFORMS INC

-$12.4M

2,497 -90%

清仓

ANET ARISTA NETWORKS INC

-$12.3M

0 -100%

减持

SE SEA LTD

-$11.9M

50,639 -67%

清仓

BILL BILL HOLDINGS INC

-$11.4M

0 -100%

清仓

PWR QUANTA SVCS INC

-$11.1M

0 -100%

减持

PANW PALO ALTO NETWORKS INC

-$11.1M

21,887 -76%

减持

AVGO BROADCOM INC

-$11.0M

72,654 -61%

建仓

ATAT ATOUR LIFESTYLE HLDGS LTD

+$10.8M

330,912

建仓

ITA ISHARES TR

+$10.7M

56,693

清仓

DECK DECKERS OUTDOOR CORP

-$10.3M

0 -100%

增持

NVDA NVIDIA CORPORATION

+$10.1M

102,087 +84%

清仓

NFLX NETFLIX INC

-$9.3M

0 -100%

清仓

WDC WESTERN DIGITAL CORP

-$9.2M

0 -100%

增持

VNET VNET GROUP INC

+$8.7M

2,436,603 +146%

清仓

IGV ISHARES TR

-$8.0M

0 -100%

建仓

EWY ISHARES INC

+$7.9M

110,265

减持

NOW SERVICENOW INC

-$7.9M

7,121 -63%

减持

WM WASTE MGMT INC DEL

-$7.4M

11,909 -73%

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$7.4M

32,680

增持

— ON HLDG AG

+$7.3M

344,249 +43%

建仓

HWM HOWMET AEROSPACE INC

+$7.3M

39,020

清仓

GEV GE VERNOVA INC

-$7.3M

0 -100%

清仓

MOS MOSAIC CO NEW

-$7.0M

0 -100%

增持

YMM FULL TRUCK ALLIANCE CO LTD

+$6.9M

1,980,461 +54%

减持

IBIT ISHARES BITCOIN TRUST ETF

-$6.8M

181,092 -53%

增持

TJX TJX COS INC NEW

+$6.6M

86,534 +157%

清仓

— EATON CORP PLC

-$6.4M

0 -100%

建仓

WRD WERIDE INC

+$6.3M

803,764

减持

CDNS CADENCE DESIGN SYSTEM INC

-$6.1M

9,092 -74%

清仓

QFIN QIFU TECHNOLOGY INC

-$6.0M

0 -100%

建仓

SOXX ISHARES TR

+$5.1M

21,327

增持

TSLA TESLA INC

+$5.1M

58,007 +13%

清仓

GTLB GITLAB INC

-$5.0M

0 -100%

清仓

COST COSTCO WHSL CORP NEW

-$4.6M

0 -100%

清仓

JBL JABIL INC

-$4.3M

0 -100%

建仓

EMXC ISHARES INC

+$3.7M

58,352

增持

SNPS SYNOPSYS INC

+$3.4M

30,438 +7%

增持

BABA ALIBABA GROUP HLDG LTD

-$3.2M

504,822 +10%

减持

TEM TEMPUS AI INC

-$2.9M

302,663 -34%

增持

GLD SPDR GOLD TR

+$2.8M

42,739 +20%

增持

EH EHANG HLDGS LTD

+$2.6M

1,063,937 +40%

减持

DDOG DATADOG INC

+$2.6M

83,811 -4%

清仓

WH WYNDHAM HOTELS & RESORTS INC

-$2.5M

0 -100%

增持

UMC UNITED MICROELECTRONICS CORP

+$1.8M

1,335,392 +14%

清仓

SITM SITIME CORP

-$1.4M

0 -100%

建仓

EDU NEW ORIENTAL ED & TECHNOLOGY

+$1.0M

18,587

建仓

ORCL ORACLE CORP

+$991.0K

4,533

清仓

ZTO ZTO EXPRESS CAYMAN INC

-$973.0K

0 -100%

减持

— MAKEMYTRIP LIMITED MAURITIUS

-$584.2K

169,645 -3%

建仓

VRT VERTIV HOLDINGS CO

+$504.0K

3,925

建仓

CCJ CAMECO CORP

+$250.7K

3,377

减持

UPST UPSTART HLDGS INC

+$45.7K

294,031 -29%