Fund HoldingsNew Vernon Capital Holdings II LLC

Total Portfolio Value
$4.38M
Total Bought
$116.27M
Total Sold
$26.71M
Net Transaction
+$89.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
HDFC BANK LTD(HDB)023,283,499+23,283,49903508.01%+350
ISHARES INC06,060,093+6,060,09302345.36%+234
ISHARES TR07,949,169+7,949,16902225.07%+222
ISHARES INC01,546,014+1,546,0140420.95%+42
PLAYTIKA HLDG CORP(PLTK)0164,184+164,1840320.73%+32
GARRETT MOTION INC(GTX)0194,000+194,0000230.53%+23
TEGNA INC0330,912+330,9120180.42%+18
ISHARES BITCOIN TRUST ETF(IBIT)0534,149+534,1490110.26%+11
MATCH GROUP INC NEW(MTCH)0326,040+326,0400100.24%+10
GEN DIGITAL INC(GEN)0276,733+276,7330100.24%+10
YETI HLDGS INC(YETI)0218,228+218,228070.15%+7
DESPEGAR COM CORP0120,914+120,914060.15%+6
EXELIXIS INC(EXEL)0225,027+225,027060.14%+6
DIEBOLD NIXDORF INC(DBD)0244,351+244,351060.13%+6
MANPOWERGROUP INC WIS(MAN)0197,313+197,313030.08%+3
VISTEON CORP(VC)0219,897+219,897030.06%+3
NEXSTAR MEDIA GROUP INC(NXST)0335,141+335,141020.04%+2
LEIDOS HOLDINGS INC(LDOS)0221,437+221,437020.04%+2
POWELL INDS INC(POWL)0202,863+202,863010.03%+1
LOGITECH INTL S A
SHS
072,846+72,846010.02%+1
EMCOR GROUP INC(EME)0309,011+309,011010.02%+1
TOPBUILD CORP0247,924+247,924010.02%+1
GLOBAL X FDS
GLBX MSCI COLUM
7000-700160-16
LOGITECH INTL S A
SHS
7660-766630-63
ISHARES INC
MSCI JAPAN ETF
1,18581,244+80,0598010.03%-78
CATALYST PHARMACEUTICALS INC5,822327,860+322,038122140.31%-108
PROTAGONIST THERAPEUTICS NIC3,061348,095+345,03411870.16%-111
INTERPUBLIC GROUP COS INC4,328223,472+219,14412180.19%-113
BLUE BIRD CORP3,188231,510+228,32212370.16%-116
NEXTRACKER INC3,351248,963+245,61212260.14%-117
PERDOCEO ED CORP(PRDO)4,797228,030+223,23312790.21%-118
TERADATA CORP DEL(TDC)4,279212,458+208,17913390.22%-124
KORN FERRY(KFY)2,130255,109+252,97914440.09%-140
INTERDIGITAL INC(IDCC)808204,889+204,08115710.02%-156
ATKORE INC2,0030-2,0031670-167
GETTY IMAGES HOLDINGS INC77,8900-77,8901680-168
ALCON AG(ALC)2,064225,744+223,68017520.05%-173
ORGANON & CO(OGN)13,084243,734+230,650195160.37%-179
OMNICOM GROUP INC(OMC)2,315191,937+189,62219920.05%-197
TRINET GROUP INC(TNET)2,207217,355+215,14820030.06%-198
DELUXE CORP(DLX)9,0260-9,0262040-204
MAXIMUS INC(MMS)2,865195,364+192,49921430.07%-211
INNOVIVA INC(INVA)13,122237,902+224,780228130.30%-215
JANUS INTERNATIONAL GROUP IN34,983251,878+216,895257350.80%-222
LANTHEUS HLDGS INC(LNTH)2,6850-2,6852400-240
CRICUT INC(CRCT)46,2280-46,2282640-263
NORTHROP GRUMMAN CORP(NOC)5990-5992810-281
ABERCROMBIE & FITCH CO1,976150,907+148,93129520.05%-293
DILLARDS INC(DDS)697186,228+185,53130110.01%-300
GENERAL DYNAMICS CORP(GD)1,1450-1,1453020-302
LOCKHEED MARTIN CORP(LMT)6310-6313070-307
LAUREATE EDUCATION INC(LAUR)17,842364,869+347,027326180.41%-308
AXCELIS TECHNOLOGIES INC4,4200-4,4203090-309
SIRIUS XM HOLDINGS INC(SIRI)14,8680-14,8683390-339
FRONTDOOR INC(FTDR)6,386245,350+238,96434960.15%-343
ARGAN INC2,5740-2,5743530-353
BATH & BODY WORKS INC9,349283,462+274,11336290.21%-353
VANECK ETF TRUST
VANECK VIETNAM
34,601431,820+397,219397350.79%-363
UBS GROUP AG(UBS)12,1140-12,1143670-367
INTERNATIONAL GAME TECHNOLOG(BRSL)21,1200-21,1203730-373
RTX CORPORATION(RTX)3,4160-3,4163950-395
PVH CORPORATION(PVH)3,8340-3,8344050-405
TAPESTRY INC(TPR)6,308407,463+401,15541260.13%-406
FOX CORP(FOX)8,772496,495+487,72342690.20%-417
HARMONY BIOSCIENCES HLDGS IN(HRMY)14,716488,424+473,708506150.34%-492
MUELLER INDS INC(MLI)6,8340-6,8345420-542
BLOCK H&R INC11,314621,252+609,938598110.26%-587
ALLISON TRANSMISSION HLDGS I(ALSN)5,4770-5,4775920-592
HP INC(HPQ)22,322618,096+595,774728220.51%-706
CROCS INC(CROX)6,773719,293+712,52074270.15%-735
ALTRIA GROUP INC(MO)14,9080-14,9087800-780
ISHARES TR
MSCI UK ETF NEW
25,0821,723,320+1,698,238850461.05%-804
BUCKLE INC(BKE)17,517671,251+653,734890180.40%-873
UNITED THERAPEUTICS CORP DEL(UTHR)2,6970-2,6979520-952
NOVARTIS AG(NVS)10,8371,383,244+1,372,4071,055120.28%-1,042
ISHARES INC23,9941,420,928+1,396,9341,221260.60%-1,195
WISDOMTREE TR(WT)17,36622,267,142+22,249,7761,91550911.64%-1,406
ISHARES INC69,6984,121,700+4,052,0022,8091012.31%-2,708
ISHARES INC
MSCI SINGPOR ETF
241,3107,693,749+7,452,4395,2733247.40%-4,949
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
99,9555,673,452+5,573,4975,4871012.31%-5,385
MAKEMYTRIP LIMITED MAURITIUS
SHS
52,4885,143,299+5,090,8115,893521.20%-5,841
VANGUARD INTL EQUITY INDEX F151,7248,864,578+8,712,8546,6821964.48%-6,486
ISHARES INC
MSCI TAIWAN ETF
144,4035,216,485+5,072,0827,4741102.51%-7,364
TAIWAN SEMICONDUCTOR MFG LTD(TSM)40,4046,707,064+6,666,6607,979400.92%-7,939
INFOSYS LTD(INFY)601,21712,617,101+12,015,88413,17969115.80%-12,487
WISDOMTREE TR(WT)426,2290-426,22919,2950-19,295
ICICI BANK LIMITED(IBN)761,23126,159,740+25,398,50922,73083018.97%-21,900
ISHARES TR45,98324,775,295+24,729,31227,069441.01%-27,025
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