KADENSA CAPITAL Ltd Buys GDS Holdings, SPDR Gold Trust, MSCI Inc, Sells Sea, TAL Education Group, JD.com Inc

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Jul 30, 2020
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Investment company KADENSA CAPITAL Ltd (Current Portfolio) buys GDS Holdings, SPDR Gold Trust, MSCI Inc, Apple Inc, Bilibili Inc, sells Sea, TAL Education Group, JD.com Inc, ZTO Express (Cayman) Inc, Vipshop Holdings during the 3-months ended 2020Q2, according to the most recent filings of the investment company, KADENSA CAPITAL Ltd. As of 2020Q2, KADENSA CAPITAL Ltd owns 12 stocks with a total value of $194 million. These are the details of the buys and sells.

For the details of KADENSA CAPITAL Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/kadensa+capital+ltd/current-portfolio/portfolio

These are the top 5 holdings of KADENSA CAPITAL Ltd
  1. GDS Holdings Ltd (GDS) - 718,516 shares, 29.45% of the total portfolio. Shares added by 353.61%
  2. Advanced Micro Devices Inc (AMD) - 634,107 shares, 17.16% of the total portfolio. Shares reduced by 14.26%
  3. JD.com Inc (JD) - 448,797 shares, 13.90% of the total portfolio. Shares reduced by 43.36%
  4. Sea Ltd (SE) - 240,593 shares, 13.27% of the total portfolio. Shares reduced by 81.33%
  5. SPDR Gold Trust (GLD) - 140,692 shares, 12.12% of the total portfolio. Shares added by 186.61%
New Purchase: MSCI Inc (MSCI)

KADENSA CAPITAL Ltd initiated holding in MSCI Inc. The purchase prices were between $270.61 and $347.25, with an estimated average price of $322.9. The stock is now traded at around $372.80. The impact to a portfolio due to this purchase was 1.65%. The holding were 9,595 shares as of .

New Purchase: Apple Inc (AAPL)

KADENSA CAPITAL Ltd initiated holding in Apple Inc. The purchase prices were between $240.91 and $366.53, with an estimated average price of $308.62. The stock is now traded at around $381.87. The impact to a portfolio due to this purchase was 1.41%. The holding were 7,492 shares as of .

New Purchase: Bilibili Inc (BILI)

KADENSA CAPITAL Ltd initiated holding in Bilibili Inc. The purchase prices were between $23.42 and $46.32, with an estimated average price of $32.26. The stock is now traded at around $41.01. The impact to a portfolio due to this purchase was 0.76%. The holding were 31,919 shares as of .

New Purchase: Tencent Music Entertainment Group (TME)

KADENSA CAPITAL Ltd initiated holding in Tencent Music Entertainment Group. The purchase prices were between $10.06 and $13.63, with an estimated average price of $11.8. The stock is now traded at around $15.69. The impact to a portfolio due to this purchase was 0.5%. The holding were 72,412 shares as of .

New Purchase: DouYu International Holdings Ltd (DOYU)

KADENSA CAPITAL Ltd initiated holding in DouYu International Holdings Ltd. The purchase prices were between $6.27 and $11.82, with an estimated average price of $8.29. The stock is now traded at around $12.84. The impact to a portfolio due to this purchase was 0.27%. The holding were 46,275 shares as of .

New Purchase: NVIDIA Corp (NVDA)

KADENSA CAPITAL Ltd initiated holding in NVIDIA Corp. The purchase prices were between $243.07 and $381.07, with an estimated average price of $322.32. The stock is now traded at around $421.40. The impact to a portfolio due to this purchase was 0.13%. The holding were 664 shares as of .

Added: GDS Holdings Ltd (GDS)

KADENSA CAPITAL Ltd added to a holding in GDS Holdings Ltd by 353.61%. The purchase prices were between $50.62 and $81.92, with an estimated average price of $61.56. The stock is now traded at around $80.28. The impact to a portfolio due to this purchase was 22.96%. The holding were 718,516 shares as of .

Added: SPDR Gold Trust (GLD)

KADENSA CAPITAL Ltd added to a holding in SPDR Gold Trust by 186.61%. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $183.21. The impact to a portfolio due to this purchase was 7.89%. The holding were 140,692 shares as of .

Sold Out: ZTO Express (Cayman) Inc (ZTO)

KADENSA CAPITAL Ltd sold out a holding in ZTO Express (Cayman) Inc. The sale prices were between $26.32 and $38.64, with an estimated average price of $31.71.

Sold Out: Vipshop Holdings Ltd (VIPS)

KADENSA CAPITAL Ltd sold out a holding in Vipshop Holdings Ltd. The sale prices were between $14.11 and $21.19, with an estimated average price of $17.09.

Sold Out: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

KADENSA CAPITAL Ltd sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond. The sale prices were between $121.1 and $134.5, with an estimated average price of $129.98.

Sold Out: Daqo New Energy Corp (DQ)

KADENSA CAPITAL Ltd sold out a holding in Daqo New Energy Corp. The sale prices were between $44.66 and $76.32, with an estimated average price of $54.68.



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