Long-term investor
Kadensa Capital LTD @kadensacapitalltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001720980).
Record
- Tracked since 2025-06-30 (449 days), 179 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +27.0% · 1 year n/a · all +29.5%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 14.5% · long · since 2025-06-30
- TSLA · 12.4% · long · since 2025-06-30
- NVDA · 10.5% · long · since 2025-06-30
- G51502105 · 6.7% · long · since 2025-06-30
- STM · 6.0% · long · since 2026-06-30
- PWR · 4.7% · long · since 2025-09-30
- ORCL · 4.6% · long · since 2025-06-30
- GEV · 4.5% · long · since 2025-09-30
- 369604301 · 4.1% · long · since 2025-06-30
- AEHR · 3.2% · long · since 2026-06-30
- KLAC · 3.1% · long · since 2026-06-30
- 25380B102 · 2.7% · long · since 2026-06-30