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 |
