Fund HoldingsNew Vernon Capital Holdings II LLC

Total Portfolio Value
$181.42M
Total Bought
$62.27M
Total Sold
$24.88M
Net Transaction
+$37.39M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
HDFC BANK LTD(HDB)0400,241+400,241010,3385.70%+10,338
TAIWAN SEMICONDUCTOR MFG LTD(TSM)51,18651,186017,29824,44513.47%+7,147
WISDOMTREE TR(WT)177,278334,978+157,7007,23314,3307.90%+7,097
KLA CORP(KLAC)021,760+21,76006,5653.62%+6,565
ICICI BANK LIMITED(IBN)386,631569,499+182,86810,01416,5339.11%+6,519
ISHARES INC
MSCI SINGPOR ETF
357,994521,660+163,66610,10315,4468.51%+5,344
MICRON TECHNOLOGY INC(MU)04,559+4,55905,2622.90%+5,262
ISHARES TR
MSCI INDIA ETF
0103,114+103,11405,0932.81%+5,093
ISHARES INC
MSCI TAIWAN ETF
120,222124,587+4,3658,52613,5317.46%+5,005
VANGUARD INTL EQUITY INDEX F284,473319,003+34,53015,37619,04110.50%+3,666
ISHARES INC14,40057,319+42,9199994,1452.28%+3,146
WISDOMTREE TR(WT)46,56057,605+11,0457,3839,9965.51%+2,612
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
71,56371,56304,9315,3892.97%+458
BHP BILLITON LIMITED04,640+4,64003870.21%+387
WOODSIDE ENERGY GROUP LTD(WDS)017,927+17,92703460.19%+346
ISHARES INC110,826110,82606,0726,3883.52%+316
UBS GROUP AG(UBS)16,08616,08606287970.44%+169
PITNEY BOWES INC(PBI)19,84219,84202193480.19%+128
ATKORE INC01,778+1,77801100.06%+110
CENTERRA GOLD INC(CGAU)8417,528+6,687151190.07%+104
FRONTDOOR INC(FTDR)4,1224,12202183200.18%+102
LANTHEUS HLDGS INC(LNTH)2,8552,85502173170.17%+100
B2GOLD CORP(BTG)2,45929,510+27,051111110.06%+100
CATALYST PHARMACEUTICALS INC13,52013,521+13354250.23%+90
OCEANAGOLD CORP(OGC)03,369+3,3690840.05%+84
ISHARES INC57,96257,96202,8242,8971.60%+73
AGNICO EAGLE MINES LTD(AEM)0470+4700730.04%+73
TRINET GROUP INC(TNET)5,5115,51102012730.15%+72
ORLA MNG LTD NEW(ORLA)07,278+7,2780710.04%+71
GALIANO GOLD INC036,900+36,9000690.04%+69
CGI INC(GIB)4731,552+1,079351000.06%+66
SIRIUSXM HOLDINGS INC(SIRI)9,7949,79402262890.16%+63
PHOENIX ED PARTNERS INC(PXED)01,849+1,8490610.03%+61
NOVARTIS AG(NVS)14,73314,73302,2502,3091.27%+58
WILEY JOHN & SONS INC(WLY)5,3735,37302052610.14%+56
ISHARES TR
MSCI UK ETF NEW
93,34393,34304,2534,3072.37%+54
PTC THERAPEUTICS INC(PTCT)3,6683,66802502990.16%+49
ISHARES INC9,5689,56805205680.31%+49
VANECK ETF TRUST
VANECK VIETNAM
41,85241,85207247730.43%+49
FORTUNA MNG CORP(FSM)7,47514,456+6,981741220.07%+48
FERRARI N V
COM
1,3941,39404725190.29%+47
PEDIATRIX MEDICAL GROUP INC(MD)11,70411,70402502960.16%+46
MATCH GROUP INC NEW(MTCH)6,1526,15201892340.13%+45
GEN DIGITAL INC(GEN)6,5166,51601231620.09%+39
BANCO SANTANDER SA(SAN)15,19215,19201712100.12%+38
HARMONY BIOSCIENCES HLDGS IN(HRMY)4,5414,54101271650.09%+38
SCIENCE APPLICATIONS INTL CO(SAIC)2,3642,36402242610.14%+37
TERADATA CORP DEL(TDC)4,0284,02801031400.08%+36
HP INC(HPQ)10,83210,83202082380.13%+30
BLOCK H & R INC3,7633,76301191430.08%+24
BANCO BILBAO VIZCAYA ARGENTA(BBVA)5,7775,77701251450.08%+20
COVISTA INC(CVSA)2,0702,07002392580.14%+19
OPEN TEXT CORP(OTEX)3,5824,424+84280980.05%+18
COLLEGIUM PHARMACEUTICAL INC(COLL)5,3435,34301771930.11%+17
KORN FERRY(KFY)3,7613,76102372500.14%+14
THE CIGNA GROUP(CI)79579502122190.12%+7
HUDBAY MINERALS INC(HBM)660660014160.01%+2
DECKERS OUTDOOR CORP(DECK)2,4052,40502412390.13%-2
INTERDIGITAL INC(IDCC)285285086810.04%-5
INNOVIVA INC(INVA)13,12213,12203062980.16%-8
ALLISON TRANSMISSION HLDGS I(ALSN)1,8371,83702152070.11%-8
BARRICK MNG CORP(B)2,5222,5220103930.05%-10
IAMGOLD CORP(IAG)6,8136,81301281080.06%-20
TENARIS S A(TS)7,5817,58104414210.23%-20
KINROSS GOLD CORP(KGC)3,2753,2750100780.04%-23
ADOBE INC(ADBE)60960901481250.07%-23
HARMONIC INC(HLIT)4,2570-4,257380-38
PERDOCEO ED CORP(PRDO)9,0569,05603372900.16%-47
CANADA GOOSE HLDGS INC(GOOS)4,3670-4,367480-48
TELEFONICA S A(TEFOF)11,1680-11,168480-48
STELLANTIS N V(STLA)40,67440,67402882330.13%-55
BAUSCH HEALTH COS INC10,9510-10,951590-59
GILDAN ACTIVEWEAR INC(GIL)1,0720-1,072600-60
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)2,8672,86701761110.06%-65
UPWORK INC(UPWK)27,77827,77803042320.13%-72
ALLIED GOLD CORP(AAUC)3,3210-3,3211030-103
RESTAURANT BRANDS INTL INC(QSR)1,4140-1,4141050-105
ENI S P A(E)12,19712,19706905720.32%-119
YELP INC(YELP)5,5560-5,5561370-137
MAGNA INTL INC(MGA)2,7940-2,7941560-156
AMDOCS LTD(DOX)3,0620-3,0622000-200
BLUE BIRD CORP3,9640-3,9642250-225
SILVERCORP METALS INC(SVM)24,1740-24,1742600-260
EXELIXIS INC(EXEL)6,0950-6,0952610-261
FOX CORP(FOX)4,8420-4,8422830-283
ISHARES BITCOIN TRUST ETF(IBIT)8,8580-8,8583400-340
INFOSYS LTD(INFY)166,718166,71802,2521,7490.96%-503
ISHARES INC157,3090-157,3096,0390-6,039
ISHARES INC139,9803,458-136,52217,2196980.38%-16,521
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