Institutions / Carrhae Capital LLP
Carrhae Capital LLP
CIK 1555254 · Institution · as of Dec 31, 2025
Portfolio value
$1.50B
Positions
28
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 28 →
| Company | Value | % of portfolio |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co LtdTSM | $178.83M | 11.9% |
| Eldorado Gold Corp New | $144.05M | 9.6% |
| Sea Ltd | $107.61M | 7.2% |
| Teck Resources Ltd | $98.84M | 6.6% |
| Nu Hldgs Ltd | $82.73M | 5.5% |
| GDS Holdings LtdGDS | $75.64M | 5.0% |
| Embraer S.A.EMBJ | $73.85M | 4.9% |
| Makemytrip Limited Mauritius | $61.67M | 4.1% |
| Franco Nev Corp | $60.89M | 4.1% |
| Icici Bank LtdIBN | $59.38M | 4.0% |
| Bank BradescoBBD | $53.90M | 3.6% |
| Jbs N.V. | $52.62M | 3.5% |
| Credicorp Ltd. | $48.33M | 3.2% |
| Alibaba Group Holding LtdBABA | $45.24M | 3.0% |
| Synopsys Inc | $44.79M | 3.0% |
| Baidu, Inc.BIDU | $44.65M | 3.0% |
| Grupo Financiero Galicia SAGGAL | $42.89M | 2.9% |
| Full Truck Alliance Co. Ltd.YMM | $40.85M | 2.7% |
| Vista Energy, S.A.B. de C.V.VIST | $40.40M | 2.7% |
| EQT Corp | $39.95M | 2.7% |
| PDD Holdings Inc.PDD | $25.25M | 1.7% |
| WeRide Inc. | $21.02M | 1.4% |
| Hudbay Minerals Inc. | $15.93M | 1.1% |
| Copa Holdings, S.A. | $15.04M | 1.0% |
| Renew Energy Global PLC | $13.89M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.