Carrhae Capital LLP
All holdings · as of Dec 31, 2025
| 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% |
| ANGLOGOLD ASHANTI PLC | $8.38M | 0.6% |
| Joint Stock Co Kaspi.kzKSPI | $3.96M | 0.3% |
| RENEW ENERGY GLOBAL PLC | $526 | 0.0% |