Fund HoldingsGenesis Investment Management, LLP

Total Portfolio Value
$922.50M
Total Bought
$656.77M
Total Sold
$265.75M
Net Transaction
+$391.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
PDD HOLDINGS INC(PDD)02,437,587+2,437,5870183,78219.92%+183,782
NU HLDGS LTD(NU)17,394,68218,747,746+1,353,06483147,68516.01%+147,602
MERCADOLIBRE INC(MELI)120,08696,328-23,758158113,78512.33%+113,627
NETEASE INC(NTES)0992,783+992,7830101,93211.05%+101,932
CREDICORP LTD(BAP)0655,378+655,378099,96010.84%+99,960
INFOSYS LTD(INFY)04,156,694+4,156,694069,9907.59%+69,990
JD.COM INC(JD)1,505,7411,300,030-205,7116647,3505.13%+47,284
ALIBABA GROUP HLDG LTD(BABA)0458,788+458,788041,1344.46%+41,134
LIBERTY LATIN AMERICA LTD(LILA)6,453,6264,775,866-1,677,7605339,5664.29%+39,512
ZAI LAB LTD(ZLAB)1,569,7641,352,222-217,5425237,4214.06%+37,368
ICICI BANK LIMITED(IBN)1,217,058639,153-577,9052615,2311.65%+15,205
HDFC BANK LTD(HDB)0175,307+175,307012,3681.34%+12,368
LIBERTY LATIN AMERICA LTD(LILA)1,959,5711,465,356-494,2151612,3001.33%+12,283
YANDEX N V(NBIS)03,602,532+3,602,532000
OZON HLDGS PLC2,147,1310-2,147,131000
Yandex N V3,755,4320-3,755,432000
Agora Inc1,292,6440-1,292,64450-5
HDFC Bank Ltd.339,7100-339,710230-23
Infosys Ltd.1,438,1260-1,438,126250-25
Alibaba Group Holding LTD531,9970-531,997540-54
Credicorp Ltd652,0270-652,027860-86
NetEase Inc1,148,9090-1,148,9091020-102
PDD HOLDINGS INC2,251,1030-2,251,1031710-171
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