Kadensa Capital LTD - Q42025 Holdings

Kadensa Capital LTD holds 43 stocks with a total portfolio value of $ 963.02M as of Q42025. In Q42025, Kadensa Capital LTD added 5 new positions, increased stakes in 24 stocks, reduced 10 holdings, and fully exited 11 positions. The largest holding is Nvidia Corporation (NVDA), representing 10.11% of the total portfolio.