KADENSA CAPITAL Ltd Buys Trip.com Group, Freeport-McMoRan Inc, Roblox Corp, Sells Sea, MSCI Inc, GDS Holdings

Investment company KADENSA CAPITAL Ltd (Current Portfolio) buys Trip.com Group, Freeport-McMoRan Inc, Roblox Corp, Vale SA, Kulicke & Soffa Industries Inc, sells Sea, MSCI Inc, GDS Holdings, Alibaba Group Holding, NVIDIA Corp during the 3-months ended 2021Q2, according to the most recent filings of the investment company, KADENSA CAPITAL Ltd. As of 2021Q2, KADENSA CAPITAL Ltd owns 9 stocks with a total value of $65 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. Trip.com Group Ltd (TCOM) - 623,111 shares, 33.79% of the total portfolio. New Position
  2. Freeport-McMoRan Inc (FCX) - 263,830 shares, 14.97% of the total portfolio. New Position
  3. Roblox Corp (RBLX) - 99,620 shares, 13.71% of the total portfolio. New Position
  4. Vale SA (VALE) - 277,298 shares, 9.67% of the total portfolio. New Position
  5. Sea Ltd (SE) - 22,251 shares, 9.34% of the total portfolio. Shares reduced by 88.7%
New Purchase: Trip.com Group Ltd (TCOM)

KADENSA CAPITAL Ltd initiated holding in Trip.com Group Ltd. The purchase prices were between $35.14 and $41.85, with an estimated average price of $38.23. The stock is now traded at around $25.300000. The impact to a portfolio due to this purchase was 33.79%. The holding were 623,111 shares as of 2021-06-30.

New Purchase: Freeport-McMoRan Inc (FCX)

KADENSA CAPITAL Ltd initiated holding in Freeport-McMoRan Inc. The purchase prices were between $32.93 and $44.8, with an estimated average price of $38.85. The stock is now traded at around $34.430000. The impact to a portfolio due to this purchase was 14.97%. The holding were 263,830 shares as of 2021-06-30.

New Purchase: Roblox Corp (RBLX)

KADENSA CAPITAL Ltd initiated holding in Roblox Corp. The purchase prices were between $64 and $99.86, with an estimated average price of $80.07. The stock is now traded at around $83.520000. The impact to a portfolio due to this purchase was 13.71%. The holding were 99,620 shares as of 2021-06-30.

New Purchase: Vale SA (VALE)

KADENSA CAPITAL Ltd initiated holding in Vale SA. The purchase prices were between $17.12 and $22.81, with an estimated average price of $20.81. The stock is now traded at around $19.535000. The impact to a portfolio due to this purchase was 9.67%. The holding were 277,298 shares as of 2021-06-30.

New Purchase: Kulicke & Soffa Industries Inc (KLIC)

KADENSA CAPITAL Ltd initiated holding in Kulicke & Soffa Industries Inc. The purchase prices were between $43.89 and $63.06, with an estimated average price of $53.71. The stock is now traded at around $65.730000. The impact to a portfolio due to this purchase was 5.89%. The holding were 62,947 shares as of 2021-06-30.

New Purchase: New Oriental Education & Technology Group Inc (EDU)

KADENSA CAPITAL Ltd initiated holding in New Oriental Education & Technology Group Inc. The purchase prices were between $7.59 and $16.45, with an estimated average price of $12.17. The stock is now traded at around $1.980000. The impact to a portfolio due to this purchase was 4.49%. The holding were 358,771 shares as of 2021-06-30.

Sold Out: MSCI Inc (MSCI)

KADENSA CAPITAL Ltd sold out a holding in MSCI Inc. The sale prices were between $419.28 and $542.17, with an estimated average price of $474.93.

Sold Out: GDS Holdings Ltd (GDS)

KADENSA CAPITAL Ltd sold out a holding in GDS Holdings Ltd. The sale prices were between $69.34 and $86.9, with an estimated average price of $77.64.

Sold Out: Alibaba Group Holding Ltd (BABA)

KADENSA CAPITAL Ltd sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $206.08 and $244.01, with an estimated average price of $222.15.

Sold Out: NVIDIA Corp (NVDA)

KADENSA CAPITAL Ltd sold out a holding in NVIDIA Corp. The sale prices were between $133.48 and $200.27, with an estimated average price of $159.58.

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

KADENSA CAPITAL Ltd sold out a holding in ZTO Express (Cayman) Inc. The sale prices were between $28.2 and $32.78, with an estimated average price of $30.86.

Sold Out: Bilibili Inc (BILI)

KADENSA CAPITAL Ltd sold out a holding in Bilibili Inc. The sale prices were between $87.49 and $126.85, with an estimated average price of $108.38.



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