Fund HoldingsNew Vernon Capital Holdings II LLC

Total Portfolio Value
$208.39M
Total Bought
$26.92M
Total Sold
$177.42M
Net Transaction
-$150.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ICICI BANK LIMITED(IBN)26,159,740824,343-25,335,39783027,73113.31%+26,901
HDFC BANK LTD(HDB)23,283,499349,059-22,934,44035026,76212.84%+26,412
VANGUARD INTL EQUITY INDEX F8,864,578284,473-8,580,10519614,0706.75%+13,874
WISDOMTREE TR(WT)22,267,142302,875-21,964,26750914,3776.90%+13,868
ISHARES TR
MSCI INDIA ETF
0241,387+241,387013,4406.45%+13,440
INFOSYS LTD(INFY)12,617,101675,880-11,941,22169112,5246.01%+11,833
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,707,06451,186-6,655,8784011,5935.56%+11,553
ISHARES INC1,420,928157,066-1,263,8622611,2745.41%+11,248
ISHARES TR
MSCI SINGPOR ETF
7,693,749411,817-7,281,93232410,6995.13%+10,375
ISHARES TR
MSCI TAIWAN ETF
5,216,485136,776-5,079,7091107,8513.77%+7,741
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
5,673,452110,864-5,562,5881016,8493.29%+6,748
ISHARES TR7,949,169165,634-7,783,5352226,0892.92%+5,867
ISHARES INC4,121,700110,826-4,010,8741015,1202.46%+5,019
ISHARES TR
MSCI UK ETF NEW
1,723,320115,898-1,607,422464,6032.21%+4,557
ISHARES INC6,060,093157,309-5,902,7842344,5382.18%+4,304
ISHARES INC1,546,01475,183-1,470,831423,1811.53%+3,139
ISHARES INC059,982+59,98202,7441.32%+2,744
MERCADOLIBRE INC(MELI)01,020+1,02002,6661.28%+2,666
MAKEMYTRIP LIMITED MAURITIUS
SHS
5,143,29927,295-5,116,004522,6751.28%+2,623
WISDOMTREE TR(WT)022,015+22,01502,5161.21%+2,516
SEA LTD(SE)015,698+15,69802,5111.20%+2,511
NOVARTIS AG(NVS)1,383,24416,911-1,366,333122,0460.98%+2,034
ISHARES TR015,674+15,67401,6670.80%+1,667
ISHARES BITCOIN TRUST ETF(IBIT)534,14911,411-522,738116980.34%+687
CROCS INC(CROX)719,2936,773-712,52076860.33%+679
VANECK ETF TRUST
VANECK VIETNAM
431,82041,852-389,968355750.28%+541
HP INC(HPQ)618,09622,322-595,774225460.26%+524
HARMONY BIOSCIENCES HLDGS IN(HRMY)488,42414,716-473,708154650.22%+450
EMCOR GROUP INC(EME)309,011836-308,17514470.21%+446
LAUREATE EDUCATION INC(LAUR)364,86917,842-347,027184170.20%+399
PROTAGONIST THERAPEUTICS NIC348,0957,198-340,89773980.19%+391
TAPESTRY INC(TPR)407,4633,856-403,60763390.16%+333
NEXSTAR MEDIA GROUP INC(NXST)335,1411,870-333,27123230.16%+322
CRICUT INC(CRCT)046,869+46,86903170.15%+317
NEXTRACKER INC248,9635,908-243,05563210.15%+315
BLUE BIRD CORP231,5107,152-224,35873090.15%+302
PERDOCEO ED CORP(PRDO)228,0309,056-218,97492960.14%+287
TEGNA INC330,91218,162-312,750183040.15%+286
CATALYST PHARMACEUTICALS INC327,86013,520-314,340142930.14%+280
KORN FERRY(KFY)255,1093,761-251,34842760.13%+272
FOX CORP(FOX)496,4954,842-491,65392710.13%+263
EXELON CORP(EXEL)225,0276,095-218,93262690.13%+263
LEIDOS HOLDINGS INC(LDOS)221,4371,641-219,79622590.12%+257
INNOVIVA INC(INVA)237,90213,122-224,780132640.13%+250
HARMONIC INC(HLIT)026,405+26,40502500.12%+250
POWELL INDS INC(POWL)202,8631,191-201,67212510.12%+249
JANUS INTERNATIONAL GROUP IN251,87832,545-219,333352650.13%+230
GARRETT MOTION INC(GTX)194,00023,178-170,822232440.12%+220
FRONTDOOR INC(FTDR)245,3503,134-242,21661850.09%+178
ISHARES INC04,154+4,15401780.09%+178
OMNICOM GROUP INC(OMC)191,9372,315-189,62221670.08%+164
ABERCROMBIE & FITCH CO150,9071,976-148,93121640.08%+162
TRINET GROUP INC(TNET)217,3552,213-215,14231620.08%+159
BATH & BODY WORKS INC283,4624,674-278,78891400.07%+131
PLAYTIKA HLDG CORP(PLTK)164,18431,757-132,427321500.07%+118
BAUSCH HEALTH COS INC010,951+10,9510730.04%+73
MAGNA INTL INC(MGA)01,397+1,3970540.03%+54
GILDAN ACTIVEWEAR INC(GIL)01,072+1,0720530.03%+53
BARRICK MNG CORP(B)02,522+2,5220530.03%+53
OPEN TEXT CORP(OTEX)01,791+1,7910520.03%+52
SILVERCORP METALS INC(SVM)012,087+12,0870510.02%+51
KINROSS GOLD CORP(KGC)03,275+3,2750510.02%+51
IAMGOLD CORP(IAG)06,813+6,8130500.02%+50
FORTUNA MNG CORP(FSM)07,475+7,4750490.02%+49
CANADA GOOSE HLDGS INC(GOOS)04,367+4,3670490.02%+49
RESTAURANT BRANDS INTL INC(QSR)0707+7070470.02%+47
ALLIED GOLD CORP(AAUC)03,321+3,3210450.02%+45
INTERDIGITAL INC(IDCC)204,88935-204,854180.00%+7
DILLARDS INC(DDS)186,2280-186,22810-1
TOPBUILD CORP247,9240-247,92410-1
LOGITECH INTL S A
SHS
72,8460-72,84610-1
ISHARES INC
MSCI JAPAN ETF
81,2440-81,24410-1
ALCON AG(ALC)225,7440-225,74420-2
VISTEON CORP(VC)219,8970-219,89730-3
MAXIMUS INC(MMS)195,3640-195,36430-3
MANPOWERGROUP INC WIS(MAN)197,3130-197,31330-3
DIEBOLD NIXDORF INC(DBD)244,3510-244,35160-6
DESPEGAR COM CORP120,9140-120,91460-6
YETI HLDGS INC(YETI)218,2280-218,22870-7
INTERPUBLIC GROUP COS INC223,4720-223,47280-8
TERADATA CORP DEL(TDC)212,4580-212,45890-9
GEN DIGITAL INC(GEN)276,7330-276,733100-10
MATCH GROUP INC NEW(MTCH)326,0400-326,040100-10
BLOCK H&R INC621,2520-621,252110-11
ORGANON & CO(OGN)243,7340-243,734160-16
BUCKLE INC(BKE)671,2510-671,251180-18
ISHARES TR24,775,2950-24,775,295440-44
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