KADENSA CAPITAL Ltd
CENTRAL K3 · SEC CIK 0001720980
$4.69亿2026Q2 申报市值
28持仓数
71.2%前十大占比 · 第一大 14.5%
12 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
STM 新建仓+$2,798.65万
AEHR 新建仓+$1,491.80万
KLAC 新建仓+$1,447.24万
DGXX 新建仓+$1,273.20万
FIX 新建仓+$1,242.48万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$4,969.26万
GE 减仓-$3,776.58万
BE 重新持有-$3,472.12万
GLW 减仓-$3,228.30万
PLTR 清仓-$2,060.09万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -140,832 | -100.0% | -$2,060.09万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -285,000 | -100.0% | -$1,975.05万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -51,783 | -100.0% | -$1,916.85万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -93,141 | -100.0% | -$1,894.77万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -32,772 | -100.0% | -$1,874.98万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -311,963 | -100.0% | -$1,764.46万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -249,984 | -100.0% | -$1,636.40万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -54,172 | -100.0% | -$1,605.98万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -589,871 | -100.0% | -$1,513.02万 | 清仓 |
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -147,926 | -100.0% | -$1,434.73万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -116,720 | -100.0% | -$1,279.25万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -1,434,531 | -100.0% | -$1,203.57万 | 清仓 |
| XPEV | XPENG INC | $0 | 0.00% | 0 | -694,870 | -100.0% | -$1,188.92万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -52,815 | -100.0% | -$948.19万 | 清仓 |
| TAL | TAL ED GROUP | $0 | 0.00% | 0 | -742,991 | -100.0% | -$844.78万 | 清仓 |
| EH | EHANG HLDGS LTD | $0 | 0.00% | 0 | -867,116 | -100.0% | -$841.97万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -10,927 | -100.0% | -$767.91万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -36,953 | -100.0% | -$762.49万 | 清仓 |
| WRD | WERIDE INC | $0 | 0.00% | 0 | -900,297 | -100.0% | -$728.34万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -187,193 | -100.0% | -$698.04万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -69,917 | -100.0% | -$681.13万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -718,645 | -100.0% | -$666.90万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -52,987 | -100.0% | -$300.91万 | 清仓 |
| — | SO YOUNG INTERNATIONAL INC | $0 | 0.00% | 0 | -737,949 | -100.0% | -$201.46万 | 清仓 |
| GLW | CORNING INC | $79.59万 | 0.17% | 3,116 | -126,387 | -97.6% | -$3,228.30万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $122.15万 | 0.26% | 7,400 | -36,471 | -83.1% | -$602.03万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $192.73万 | 0.41% | 11,280 | 11,280 | — | $192.73万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $266.62万 | 0.57% | 8,808 | -114,705 | -92.9% | -$3,472.12万 | 重新持有 |
| VSH | VISHAY INTERTECHNOLOGY INC | $392.21万 | 0.84% | 72,928 | 72,928 | — | $392.21万 | 新建仓 |
| APP | APPLOVIN CORP | $416.77万 | 0.89% | 8,089 | -21,716 | -72.9% | -$1,118.87万 | 减仓 |
| BZ | KANZHUN LIMITED | $495.50万 | 1.06% | 385,002 | 385,002 | — | $495.50万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $501.19万 | 1.07% | 4,342 | 4,342 | — | $501.19万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $785.80万 | 1.68% | 236,048 | 0 | 0.0% | — | 不变 |
| AXTI | AXT Inc | $829.30万 | 1.77% | 115,053 | 115,053 | — | $829.30万 | 新建仓 |
| GOOG | ALPHABET INC | $1,010.52万 | 2.16% | 28,600 | 28,600 | — | $1,010.52万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,045.05万 | 2.23% | 108,882 | -195,161 | -64.2% | -$1,873.16万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1,056.58万 | 2.25% | 29,799 | 29,799 | — | $1,056.58万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $1,064.55万 | 2.27% | 39,595 | -14,255 | -26.5% | -$383.26万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1,242.48万 | 2.65% | 6,269 | 6,269 | — | $1,242.48万 | 新建仓 |
| TEM | TEMPUS AI INC | $1,260.50万 | 2.69% | 217,591 | -153,295 | -41.3% | -$888.04万 | 减仓 |
| DGXX | DIGI PWR X INC | $1,273.20万 | 2.72% | 2,336,152 | 2,336,152 | — | $1,273.20万 | 新建仓 |
| KLAC | KLA CORP | $1,447.24万 | 3.09% | 47,968 | 47,968 | — | $1,447.24万 | 新建仓 |
| AEHR | AEHR TEST SYS | $1,491.80万 | 3.18% | 155,299 | 155,299 | — | $1,491.80万 | 新建仓 |
| GE | GE AEROSPACE | $1,921.83万 | 4.10% | 51,423 | -101,051 | -66.3% | -$3,776.58万 | 减仓 |
| GEV | GE VERNOVA INC | $2,104.64万 | 4.49% | 17,914 | -535 | -2.9% | -$62.86万 | 减仓 |
| ORCL | ORACLE CORP | $2,159.34万 | 4.61% | 147,345 | 6,481 | 4.6% | $94.98万 | 加仓 |
| PWR | QUANTA SVCS INC | $2,220.60万 | 4.74% | 30,840 | 2,912 | 10.4% | $209.68万 | 加仓 |
| STM | STMICROELECTRONICS N V | $2,798.65万 | 5.97% | 373,702 | 373,702 | — | $2,798.65万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3,160.27万 | 6.74% | 216,294 | -25,317 | -10.5% | -$369.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,924.09万 | 10.51% | 246,094 | -248,351 | -50.2% | -$4,969.26万 | 减仓 |
| TSLA | TESLA INC | $5,790.40万 | 12.36% | 137,670 | 2,639 | 2.0% | $111.00万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,810.63万 | 14.53% | 142,610 | -14,721 | -9.4% | -$703.03万 | 减仓 |