Carrhae Capital LLP: 13F holdings
CIK 15552542026Q2
| Positions | 28 |
|---|
| Reported value | $3.6bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 28 (+1 vs prior quarter) |
|---|
| Reported value | $3.6bn (+8.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 414,556 | $198.0m | 5.5% |
| SE SEA LTD | 1,466,148 | $140.5m | 3.9% |
| EMBJ EMBRAER S.A. | 2,029,766 | $129.5m | 3.6% |
| EGO ELDORADO GOLD CORP NEW | 3,909,137 | $121.5m | 3.4% |
| IBN ICICI BANK LIMITED | 3,496,179 | $101.5m | 2.8% |
| GDS GDS HLDGS LTD | 3,300,419 | $99.1m | 2.7% |
| PBR PETROLEO BRASILEIRO S A | 5,411,909 | $87.5m | 2.4% |
| ITUB ITAU UNIBANCO HLDG S A | 9,643,006 | $78.8m | 2.2% |
| GGAL GRUPO FINANCIERO GALICIA S.A | 1,360,220 | $68.1m | 1.9% |
| ASML HLDG NV | 32,056 | $63.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1555254")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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