Kadensa Capital LTD Purchases and Sells in Q2 2025

Kadensa Capital LTD

$546 Million
Q2 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LRN	194K + 591.1%	$124.45 - $160.72 $24.1M - $31.1M	226K $32.9M
GE	82.3K + 85.85%	$166.81 - $257.39 $13.7M - $21.2M	178K $45.8M
PM	79.4K + 125.37%	$149.23 - $184.95 $11.8M - $14.7M	143K $26M
NVDA	46.5K + 83.68%	$94.31 - $157.99 $4.39M - $7.35M	102K $16.1M
VNET	1.44M + 145.61%	$4.74 - $8.12 $6.85M - $11.7M	2.44M $16.8M
ONON	103K + 42.96%	$37.65 - $60.68 $3.89M - $6.28M	344K $17.9M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCI	157K New	$71.14 - $105.62 $11.1M - $16.5M	157K $16.5M
BA	74.5K New	$136.59 - $217.51 $10.2M - $16.2M	74.5K $15.6M
AXON	16.9K New	$497.13 - $827.94 $8.41M - $14M	16.9K $14M
SHY	160K New	$82.21 - $83.12 $13.2M - $13.3M	160K $13.3M
SPOT	17K New	$503.3 - $775.9 $8.54M - $13.2M	17K $13M
ITA	56.7K New	$135.31 - $188.64 $7.67M - $10.7M	56.7K $10.7M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRM	-69.3K - 72.9%	$236.26 - $291.15 $16.4M - $20.2M	25.8K $7.03M
HOOD	-425K - 83.99%	$34.17 - $93.63 $14.5M - $39.8M	81K $7.58M
META	-22.2K - 89.88%	$484.66 - $738.09 $10.8M - $16.4M	2.5K $1.84M
SE	-103K - 67.03%	$105.57 - $170.4 $10.9M - $17.5M	50.6K $8.1M
PANW	-69.1K - 75.96%	$152.44 - $204.64 $10.5M - $14.2M	21.9K $4.48M
AVGO	-113K - 60.79%	$146.29 - $275.65 $16.5M - $31M	72.7K $20M

Activity Summary All Purchases 32 New Holdings 17 Increased Positions 15 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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