# EDGAR Filing Document

**Accession Number:** 0001720980
**File Stem:** 0000905148-25-002954
**Filing Date:** 2025-8
**Character Count:** 8423
**Document Hash:** cafe743a169ba8f65080e06a66879d95
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000905148-25-002954.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0000905148-25-002954

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KADENSA CAPITAL Ltd
- **CENTRAL INDEX KEY:** 0001720980

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** K3

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18541
- **FILM NUMBER:** 251220005

**BUSINESS ADDRESS:**
- **STREET 1:** SUITE 1501 YORK HOUSE, THE LANDMARK,
- **STREET 2:** 15 QUEEN'S ROAD CENTRAL
- **CITY:** CENTRAL
- **STATE:** K3
- **ZIP:** 00000
- **BUSINESS PHONE:** 852-3589-6738

**MAIL ADDRESS:**
- **STREET 1:** SUITE 1501 YORK HOUSE, THE LANDMARK,
- **STREET 2:** 15 QUEEN'S ROAD CENTRAL
- **CITY:** CENTRAL
- **STATE:** K3
- **ZIP:** 00000

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** KADENSA CAPITAL Ltd<br>**Address:** SUITE 1501 YORK HOUSE THE LANDMARK<br>15 QUEEN'S ROAD CENTRAL<br>CENTRAL, K3 00000

**Form 13F File Number:** 028-18541

**CRD Number (if applicable):** 000285524

**SEC File Number (if applicable):** 802-110605

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Derek Chung<br>**Title:** Chief Operating Officer<br>**Phone:** 852-3589-6738

**Signature, Place, and Date of Signing:**

/s/ Derek Chung  Central, K3  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 46

**Form 13F Information Table Value Total:** $628086379

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 57251863 | 504822 | SH |  | SOLE |  | 504822 | 0 | 0 |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 04965M106 |  | 10757949 | 330912 | SH |  | SOLE |  | 330912 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 14007917 | 16919 | SH |  | SOLE |  | 16919 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 15604747 | 74475 | SH |  | SOLE |  | 74475 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 20027075 | 72654 | SH |  | SOLE |  | 72654 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 2801700 | 9092 | SH |  | SOLE |  | 9092 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 250675 | 3377 | SH |  | SOLE |  | 3377 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 11258332 | 83811 | SH |  | SOLE |  | 83811 | 0 | 0 |
| EHANG HLDGS LTD | ADS | 26853E102 |  | 18469946 | 1063937 | SH |  | SOLE |  | 1063937 | 0 | 0 |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 |  | 23389244 | 1980461 | SH |  | SOLE |  | 1980461 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 45839872 | 178095 | SH |  | SOLE |  | 178095 | 0 | 0 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 7262793 | 39020 | SH |  | SOLE |  | 39020 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 11084641 | 181092 | SH |  | SOLE |  | 181092 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 3684345 | 58352 | SH |  | SOLE |  | 58352 | 0 | 0 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 |  | 7914822 | 110265 | SH |  | SOLE |  | 110265 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 13270029 | 160150 | SH |  | SOLE |  | 160150 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 5090755 | 21327 | SH |  | SOLE |  | 21327 | 0 | 0 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 10694568 | 56693 | SH |  | SOLE |  | 56693 | 0 | 0 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 16548225 | 156677 | SH |  | SOLE |  | 156677 | 0 | 0 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 |  | 16628603 | 169645 | SH |  | SOLE |  | 169645 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1843011 | 2497 | SH |  | SOLE |  | 2497 | 0 | 0 |
| NEW ORIENTAL ED  TECHNOLOGY | SPON ADR | 647581206 |  | 1002769 | 18587 | SH |  | SOLE |  | 18587 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 16128725 | 102087 | SH |  | SOLE |  | 102087 | 0 | 0 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 17918160 | 344249 | SH |  | SOLE |  | 344249 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 991050 | 4533 | SH |  | SOLE |  | 4533 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 4478956 | 21887 | SH |  | SOLE |  | 21887 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 25993594 | 142720 | SH |  | SOLE |  | 142720 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 7580753 | 80965 | SH |  | SOLE |  | 80965 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 7026949 | 25769 | SH |  | SOLE |  | 25769 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 8099202 | 50639 | SH |  | SOLE |  | 50639 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 7320958 | 7121 | SH |  | SOLE |  | 7121 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 13028129 | 42739 | SH |  | SOLE |  | 42739 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 13014854 | 16961 | SH |  | SOLE |  | 16961 | 0 | 0 |
| STRIDE INC | COM | 86333M108 |  | 32877840 | 226447 | SH |  | SOLE |  | 226447 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 15604954 | 30438 | SH |  | SOLE |  | 30438 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 7401693 | 32680 | SH |  | SOLE |  | 32680 | 0 | 0 |
| TEMPUS AI INC | CL A | 88023B103 |  | 19231207 | 302663 | SH |  | SOLE |  | 302663 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 18426504 | 58007 | SH |  | SOLE |  | 58007 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 10686084 | 86534 | SH |  | SOLE |  | 86534 | 0 | 0 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 |  | 10215749 | 1335392 | SH |  | SOLE |  | 1335392 | 0 | 0 |
| UPSTART HLDGS INC | COM | 91680M107 |  | 19017925 | 294031 | SH |  | SOLE |  | 294031 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 504009 | 3925 | SH |  | SOLE |  | 3925 | 0 | 0 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 |  | 31983965 | 600187 | SH |  | SOLE |  | 600187 | 0 | 0 |
| VNET GROUP INC | SPONSORED ADS A | 90138A103 |  | 16812561 | 2436603 | SH |  | SOLE |  | 2436603 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 2725017 | 11909 | SH |  | SOLE |  | 11909 | 0 | 0 |
| WERIDE INC | SPONSORED ADS | 950915108 |  | 6333660 | 803764 | SH |  | SOLE |  | 803764 | 0 | 0 |

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