KADENSA CAPITAL Ltd
CIK 1720980 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- SNOW13.60%
- NVDA12.86%
- EXE11.79%
- MSFT10.98%
- CVX10.17%
- MDB6.75%
- ORCL6.54%
- KWEB5.87%
- CAT5.75%
- MRVL4.53%
Share classes counted separately88.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SNOWWeight increased · +10.23 pp3.37% → 13.60%Shares +159.39K (+142.78%)
- CVXWeight increased · +7.42 pp2.75% → 10.17%Shares +187.76K (+226.87%)
- MDBWeight increased · +6.35 pp0.40% → 6.75%Shares +59.72K (+1030.22%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 15
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SNOWSNOWFLAKE INCCL A View history and evidence | $53.93M | 13.60% | 271.02K shares | 3.37% → 13.60%+10.23 pp +159.39K (+142.78%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $51.01M | 12.86% | 103.00K shares | 13.11% → 12.86%-0.25 pp -49.68K (-32.54%) | Reduced | ↗▾ |
| 03 | EXEEXPAND ENERGY CORP View history and evidence | $46.76M | 11.79% | 607.69K shares | 9.81% → 11.79%+1.98 pp +31.37K (+5.44%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $43.56M | 10.98% | 115.85K shares | 12.79% → 10.98%-1.81 pp -89.44K (-43.57%) | Reduced | ↗▾ |
| 05 | CVXCHEVRON CORP View history and evidence | $40.35M | 10.17% | 270.53K shares | 2.75% → 10.17%+7.42 pp +187.76K (+226.87%) | Added | ↗▾ |
| 06 | MDBMONGODB INCCL A View history and evidence | $26.79M | 6.75% | 65.52K shares | 0.40% → 6.75%+6.35 pp +59.72K (+1030.22%) | Added | ↗▾ |
| 07 | ORCLORACLE CORP View history and evidence | $25.93M | 6.54% | 245.96K shares | 5.19% → 6.54%+1.35 pp -2.33K (-0.94%) | Reduced | ↗▾ |
| 08 | KWEBKRANESH CSI CHINA INTERNETCSI CHI INTERNET View history and evidence | $23.29M | 5.87% | 862.55K shares | 2.26% → 5.87%+3.61 pp +443.71K (+105.94%) | Added | ↗▾ |
| 09 | CATCATERPILLAR INC View history and evidence | $22.82M | 5.75% | 77.19K shares | 3.28% → 5.75%+2.47 pp +16.24K (+26.64%) | Added | ↗▾ |
| 10 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $17.96M | 4.53% | 297.82K shares | 7.64% → 4.53%-3.11 pp -417.27K (-58.35%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AAPL APPLE INC | Non-derivative | -249,505 | -$42.72M | SEC filing ↗ | SEC filing ↗ |
| SLB SLB LTD | Non-derivative | -424,582 | -$24.75M | SEC filing ↗ | SEC filing ↗ |
| DDOG DATADOG INC - CLASS A | Non-derivative | -225,614 | -$20.55M | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1720980 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 396618496
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.