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Midas Edge

13-F holdings, Q2 2026

KADENSA CAPITAL Ltd

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$468.6M
Positions
28
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. TSM$68.1M
    142,610 shares14.5% of the book
  2. TSLA$57.9M
    137,670 shares12.4% of the book
  3. NVDA$49.2M
    246,094 shares10.5% of the book
  4. JCI$31.6M
    216,294 shares6.7% of the book
  5. STM$28M
    373,702 shares6% of the book
  6. PWR$22.2M
    30,840 shares4.7% of the book
  7. ORCL$21.6M
    147,345 shares4.6% of the book
  8. GEV$21M
    17,914 shares4.5% of the book
  9. GE$19.2M
    51,423 shares4.1% of the book
  10. AEHR$14.9M
    155,299 shares3.2% of the book

What changed this quarter

12 new positions and 24 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • STM

    STMICROELECTRONICS N V

    +$28M

    New

  • AEHR

    AEHR TEST SYS

    +$14.9M

    New

  • KLAC

    KLA CORP

    +$14.5M

    New

  • DGXX

    DIGI PWR X INC

    +$12.7M

    New

  • FIX

    COMFORT SYS USA INC

    +$12.4M

    New

Largest sells

  • NVDA

    NVIDIA CORPORATION

    −$49.7M

    -50.2% shares

  • GE

    GE AEROSPACE

    −$37.8M

    -66.3% shares

  • GLW

    CORNING INC

    −$32.3M

    -97.6% shares

  • PLTR

    PALANTIR TECHNOLOGIES INC

    −$20.6M

    Sold out, was 2.9% of the book

  • HOOD

    ROBINHOOD MKTS INC

    −$19.8M

    Sold out, was 2.7% of the book

What was sold out, by size

  • 24 real positions, 0.25% of the book or more

Not counted as trades: SPCX (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.