Fund Holdings — New Vernon Capital Holdings II LLC

Total Portfolio Value
$135.61M
Total Bought
$2.88M
Total Sold
$83.15M
Net Transaction
-$80.27M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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TAIWAN SEMICONDUCTOR MFG LTD(TSM)51,18651,186015,55517,29812.76%+1,743
ISHARES INC157,309157,30904,9986,0394.45%+1,041
ISHARES INC014,400+14,40009990.74%+999
ISHARES INC167,809139,980-27,82916,31417,21912.70%+905
WISDOMTREE TR(WT)46,56046,56006,7127,3835.44%+671
UPWORK INC(UPWK)027,778+27,77803040.22%+304
COVISTA INC(CVSA)02,070+2,07002390.18%+239
ENI S P A(E)12,19712,19704636900.51%+228
PITNEY BOWES INC(PBI)019,842+19,84202190.16%+219
WILEY JOHN & SONS INC(WLY)05,373+5,37302050.15%+205
TRINET GROUP INC(TNET)05,511+5,51102010.15%+201
AMDOCS LTD(DOX)03,062+3,06202000.15%+200
TENARIS S A(TS)7,5817,58102914410.33%+150
ADOBE INC(ADBE)0609+60901480.11%+148
GEN DIGITAL INC(GEN)06,516+6,51601230.09%+123
SILVERCORP METALS INC(SVM)12,08724,174+12,0871392600.19%+121
ISHARES INC110,826110,82605,9776,0724.48%+95
VANGUARD INTL EQUITY INDEX F284,473284,473015,29315,37611.34%+82
PERDOCEO ED CORP(PRDO)9,0569,05602663370.25%+71
MAGNA INTL INC(MGA)1,3972,794+1,3971021560.12%+54
INNOVIVA INC(INVA)13,12213,12202623060.23%+43
BLUE BIRD CORP3,9643,96401862250.17%+39
RESTAURANT BRANDS INTL INC(QSR)7071,414+707661050.08%+38
ALLISON TRANSMISSION HLDGS I(ALSN)1,8371,83701802150.16%+35
SIRIUSXM HOLDINGS INC(SIRI)9,7649,794+301962260.17%+30
LANTHEUS HLDGS INC(LNTH)2,8552,85501902170.16%+27
CATALYST PHARMACEUTICALS INC13,52013,52003163350.25%+19
TELEFONICA S A(TEFOF)11,16811,168045480.04%+3
PEDIATRIX MEDICAL GROUP INC(MD)11,70411,70402502500.18%0
OPEN TEXT CORP(OTEX)1,7913,582+1,79180800.06%-0
ALLIED GOLD CORP(AAUC)3,3213,32101041030.08%-2
CENTERRA GOLD INC(CGAU)841841017150.01%-2
HARMONIC INC(HLIT)4,2574,257042380.03%-4
B2GOLD CORP(BTG)2,4592,459015110.01%-4
HUDBAY MINERALS INC(HBM)660660018140.01%-4
EXELIXIS INC(EXEL)6,0956,09502672610.19%-6
THE CIGNA GROUP(CI)79579502192120.16%-7
BANCO SANTANDER SA(SAN)15,19215,19201781710.13%-7
DECKERS OUTDOOR CORP(DECK)2,4052,40502492410.18%-9
BANCO BILBAO VIZCAYA ARGENTA(BBVA)5,7775,77701351250.09%-10
MATCH GROUP INC NEW(MTCH)6,1526,15201991890.14%-10
KORN FERRY(KFY)3,7613,76102482370.17%-12
SCIENCE APPLICATIONS INTL CO(SAIC)2,3642,36402382240.17%-14
TERADATA CORP DEL(TDC)4,0284,02801231030.08%-19
FRONTDOOR INC(FTDR)4,1224,12202382180.16%-20
CGI INC(GIB)473473060350.03%-25
IAMGOLD CORP(IAG)6,8136,81301541280.09%-26
FORTUNA MNG CORP(FSM)7,4757,4750101740.05%-26
KINROSS GOLD CORP(KGC)3,2753,27501271000.07%-26
PTC THERAPEUTICS INC(PTCT)3,6683,66802792500.18%-29
CANADA GOOSE HLDGS INC(GOOS)4,3674,367078480.04%-30
YELP INC(YELP)5,5565,55601691370.10%-31
GILDAN ACTIVEWEAR INC(GIL)1,0721,072092600.04%-32
HP INC(HPQ)10,83210,83202412080.15%-33
HARMONY BIOSCIENCES HLDGS IN(HRMY)4,5414,54101701270.09%-43
FERRARI N V
COM
1,3941,39405154720.35%-43
BLOCK H & R INC3,7633,76301641190.09%-45
BAUSCH HEALTH COS INC10,95110,9510104590.04%-45
BARRICK MNG CORP(B)2,5222,52201511030.08%-48
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)2,8672,86702381760.13%-62
COLLEGIUM PHARMACEUTICAL INC(COLL)5,3435,34302471770.13%-71
FOX CORP(FOX)4,8424,84203542830.21%-71
VANECK ETF TRUST
VANECK VIETNAM
41,85241,85207997240.53%-74
NOVARTIS AG(NVS)16,91114,733-2,1782,3322,2501.66%-81
ISHARES BITCOIN TRUST ETF(IBIT)8,8588,85804403400.25%-99
LOGITECH INTL S A
SHS
1,2610-1,2611260—-126
ISHARES INC59,98257,962-2,0202,9532,8242.08%-129
INTERDIGITAL INC(IDCC)715285-430228860.06%-142
STELLANTIS N V(STLA)40,67440,67404432880.21%-155
IDT CORP(IDT)4,1360-4,1362120—-212
PLAYTIKA HLDG CORP(PLTK)54,0360-54,0362130—-213
NEXTPOWER INC2,5570-2,5572230—-223
OMNICOM GROUP INC(OMC)2,8320-2,8322290—-229
CRICUT INC(CRCT)46,8690-46,8692320—-232
UBS GROUP AG(UBS)18,62716,086-2,5418636280.46%-234
ALCON AG(ALC)3,3260-3,3262620—-262
LEIDOS HOLDINGS INC(LDOS)1,6410-1,6412960—-296
TEGNA INC18,1620-18,1623530—-353
PROTAGANIST THERAPEUTICS INC4,1370-4,1373610—-361
POWELL INDS INC(POWL)1,1910-1,1913800—-380
GARRETT MOTION INC(GTX)23,1780-23,1784040—-404
GOLUB CAP BDC INC(GBDC)36,6440-36,6444970—-497
EMCOR GROUP INC(EME)8360-8365110—-511
MAKEMYTRIP LIMITED MAURITIUS
SHS
9,2130-9,2137570—-757
ISHARES TR
MSCI UK ETF NEW
115,89893,343-22,5555,0974,2533.14%-844
ISHARES INC
MSCI TAIWAN ETF
147,778120,222-27,5569,3888,5266.29%-862
ISHARES INC
MSCI SINGPOR ETF
418,734357,994-60,74011,51910,1037.45%-1,417
ISHARES INC41,1139,568-31,5452,2165200.38%-1,697
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
122,76371,563-51,2008,0914,9313.64%-3,160
ISHARES INC75,1830-75,1833,1950—-3,195
INFOSYS LTD(INFY)336,718166,718-170,0006,0002,2521.66%-3,748
NU HLDGS LTD(NU)255,9860-255,9864,2850—-4,285
ISHARES TR113,8300-113,8304,3590—-4,359
WISDOMTREE TR(WT)302,875177,278-125,59714,0207,2335.33%-6,787
ICICI BANK LIMITED(IBN)675,644386,631-289,01320,13410,0147.38%-10,120
ISHARES TR
MSCI INDIA ETF
196,4590-196,45910,6190—-10,619
HDFC BANK LTD(HDB)698,1180-698,11825,5090—-25,509
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New Vernon Capital Holdings II LLC — 13F Holdings — Q1 2026 | TickerTrail