Kadensa Capital

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