Kadensa Capital as of Sept. 30, 2018
Portfolio Holdings for Kadensa Capital
Kadensa Capital holds 10 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 41.5 | $21M | 127k | 164.76 | |
| Taiwan Semiconductor Mfg (TSM) | 22.5 | $11M | 258k | 44.16 | |
| Cisco Systems (CSCO) | 12.9 | $6.5M | 135k | 48.65 | |
| Vishay Intertechnology (VSH) | 8.3 | $4.2M | 206k | 20.35 | |
| Iqiyi (IQ) | 5.5 | $2.8M | 103k | 27.07 | |
| Peabody Energy (BTU) | 3.4 | $1.7M | 47k | 35.63 | |
| Skyworks Solutions (SWKS) | 2.8 | $1.4M | 16k | 90.72 | |
| Huya Inc ads rep shs a (HUYA) | 1.2 | $586k | 25k | 23.57 | |
| Advanced Semiconductor Engineering (ASX) | 1.0 | $519k | 107k | 4.83 | |
| Marvell Technology Group | 0.9 | $471k | 24k | 19.28 |
