Kadensa Capital

Kadensa Capital as of June 30, 2026

Portfolio Holdings for Kadensa Capital

Kadensa Capital holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 14.5 $68M 143k 477.57
Tesla Motors (TSLA) 12.4 $58M 138k 420.60
NVIDIA Corporation (NVDA) 10.5 $49M 246k 200.09
Johnson Controls Internation SHS (JCI) 6.7 $32M 216k 146.11
Stmicroelectronics N V Ny Registry (STM) 6.0 $28M 374k 74.89
Quanta Services (PWR) 4.7 $22M 31k 720.04
Oracle Corporation (ORCL) 4.6 $22M 147k 146.55
Ge Vernova (GEV) 4.5 $21M 18k 1174.86
Ge Aerospace Com New (GE) 4.1 $19M 51k 373.73
Aehr Test Systems (AEHR) 3.2 $15M 155k 96.06
Kla Corp Com New (KLAC) 3.1 $15M 48k 301.71
Digi Pwr X Com Sub Vtg (DGXX) 2.7 $13M 2.3M 5.45
Tempus Ai Cl A (TEM) 2.7 $13M 218k 57.93
Comfort Systems USA (FIX) 2.7 $12M 6.3k 1981.95
Howmet Aerospace (HWM) 2.3 $11M 40k 268.86
Arm Holdings Sponsored Ads (ARM) 2.3 $11M 30k 354.57
Alibaba Group Hldg Sponsored Ads (BABA) 2.2 $11M 109k 95.98
Alphabet Cap Stk Cl C (GOOG) 2.2 $10M 29k 353.33
Axt Axt Inc (AXTI) 1.8 $8.3M 115k 72.08
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.7 $7.9M 236k 33.29
Micron Technology (MU) 1.1 $5.0M 4.3k 1154.29
Kanzhun Sponsored Ads (BZ) 1.1 $5.0M 385k 12.87
Applovin Corp Com Cl A (APP) 0.9 $4.2M 8.1k 515.23
Vishay Intertechnology (VSH) 0.8 $3.9M 73k 53.78
Bloom Energy Corp Com Cl A (BE) 0.6 $2.7M 8.8k 302.70
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.4 $1.9M 11k 170.86
AeroVironment (AVAV) 0.3 $1.2M 7.4k 165.07
Corning Incorporated (GLW) 0.2 $796k 3.1k 255.43