Kadensa Capital as of Dec. 31, 2019
Portfolio Holdings for Kadensa Capital
Kadensa Capital holds 15 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sea Ltd Adr Isin Us81141r1005 (SE) | 28.6 | $45M | 1.1M | 40.22 | |
Micron Technology (MU) | 17.6 | $27M | 509k | 53.78 | |
Huya Inc ads rep shs a (HUYA) | 11.4 | $18M | 995k | 17.95 | |
TAL Education (TAL) | 10.1 | $16M | 328k | 48.20 | |
JinkoSolar Holding (JKS) | 7.9 | $12M | 547k | 22.49 | |
Pinduoduo (PDD) | 5.7 | $8.8M | 233k | 37.82 | |
Canada Goose Holdings Inc shs sub vtg (GOOS) | 4.8 | $7.4M | 205k | 36.24 | |
Baidu (BIDU) | 3.5 | $5.4M | 43k | 126.39 | |
Advanced Micro Devices (AMD) | 2.7 | $4.2M | 92k | 45.86 | |
Applied Optoelectronics (AAOI) | 2.5 | $3.9M | 325k | 11.88 | |
Ii-vi | 2.0 | $3.1M | 91k | 33.67 | |
Baozun (BZUN) | 1.9 | $2.9M | 88k | 33.12 | |
Jd (JD) | 0.7 | $1.0M | 29k | 35.23 | |
Huazhu Group (HTHT) | 0.6 | $936k | 23k | 40.05 | |
Futu Hldgs (FUTU) | 0.2 | $393k | 38k | 10.32 |