Fund HoldingsNew Vernon Capital Holdings II LLC

Total Portfolio Value
$185.90M
Total Bought
$23.72M
Total Sold
$26.75M
Net Transaction
-$3.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INFOSYS LTD(INFY)415,946687,872+271,9267,74515,3198.24%+7,574
KRANESHARES TRUST0124,560+124,56004,2382.28%+4,238
ISHARES TR58,51361,314+2,80132,02035,36719.02%+3,347
NOVARTIS AG(NVS)013,364+13,36401,5370.83%+1,537
ISHARES INC
MSCI SINGPOR ETF
281,475295,038+13,5635,4046,5353.52%+1,131
WISDOMTREE TR(WT)426,229426,229020,57821,50811.57%+929
ICICI BANK LIMITED(IBN)677,647677,647019,52320,22810.88%+705
VANGUARD INTL EQUITY INDEX F151,724151,72406,6397,2603.91%+621
ISHARES INC81,39385,358+3,9653,0193,5441.91%+525
UBS GROUP AG(UBS)014,767+14,76704560.25%+456
ISHARES INC
MSCI TAIWAN ETF
167,419175,624+8,2059,0729,4615.09%+388
PVH CORPORATION(PVH)03,834+3,83403870.21%+387
INTERNATIONAL GAME TECHNOLOG(BRSL)5,59121,120+15,5291144500.24%+335
CRICUT INC(CRCT)046,228+46,22803200.17%+320
VONTIER CORPORATION(VNT)08,974+8,97403030.16%+303
LAUREATE EDUCATION INC(LAUR)017,842+17,84202960.16%+296
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
99,95599,95505,6405,9253.19%+285
FRONTDOOR INC(FTDR)8136,386+5,573273060.16%+279
ABERCROMBIE & FITCH CO01,976+1,97602760.15%+276
ALCON AG(ALC)02,596+2,59602600.14%+260
DILLARDS INC(DDS)61697+636272670.14%+241
BATH & BODY WORKS INC1,6659,349+7,684652980.16%+233
ALLISON TRANSMISSION HLDGS I(ALSN)10,99110,99108341,0560.57%+222
TAPESTRY INC(TPR)2,4526,308+3,8561052960.16%+191
LANTHEUS HLDGS INC(LNTH)1,4092,685+1,2761132950.16%+182
INNOVIVA INC(INVA)5,03613,122+8,086832530.14%+171
SIRIUS XM HOLDINGS INC(SIRI)64,34314,868-49,4751823520.19%+170
HARMONY BIOSCIENCES HLDGS IN(HRMY)14,71614,71604445890.32%+145
ATKORE INC2212,003+1,782301700.09%+140
OMNICOM GROUP INC(OMC)1,1172,315+1,1981002390.13%+139
ORGANON & CO(OGN)5,39813,084+7,6861122500.13%+139
ISHARES TR
MSCI UK ETF NEW
28,77630,310+1,5341,0041,1340.61%+130
BUCKLE INC(BKE)17,51717,51706477700.41%+123
INTERDIGITAL INC(IDCC)4,6384,63805416570.35%+116
UNITED THERAPEUTICS CORP DEL(UTHR)2,6972,69708599660.52%+107
BLOCK H & R INC11,31411,31406147190.39%+105
LOCKHEED MARTIN CORP(LMT)703738+353284310.23%+103
RTX CORPORATION(RTX)3,7483,914+1663764740.26%+98
LOGITECH INTL S A
SHS
0967+9670870.05%+87
NORTHROP GRUMMAN CORP(NOC)678718+402963790.20%+84
ALTRIA GROUP INC(MO)14,90814,90806797610.41%+82
ARGAN INC2,5742,57401882610.14%+73
FOX CORP(FOX)8,7728,77203013710.20%+70
KORN FERRY(KFY)1,6732,130+4571121600.09%+48
GENERAL DYNAMICS CORP(GD)1,2811,351+703724080.22%+37
INTERPUBLIC GROUP COS INC12,74212,74203714030.22%+32
VECTOR GROUP LTD38,20829,118-9,0904044340.23%+31
HEIDRICK & STRUGGLES INTL IN3,7983,79801201480.08%+28
TRINET GROUP INC(TNET)1,8892,207+3181892140.12%+25
COLLEGIUM PHARMACEUTICAL INC(COLL)3,4003,40001091310.07%+22
VANECK ETF TRUST
VANECK VIETNAM
34,60134,60104214420.24%+21
HP INC(HPQ)22,32222,32207828010.43%+19
GLOBAL MED REIT INC0700+7000160.01%+16
MUELLER INDS INC(MLI)13,52710,603-2,9247707860.42%+15
ISHARES INC
MSCI JAPAN ETF
4,5224,325-1973093090.17%+1
TAIWAN SEMICONDUCTOR MFG LTD(TSM)40,40440,40407,0237,0173.77%-6
CROCS INC(CROX)6,7736,77309889810.53%-8
AMC NETWORKS INC1,9710-1,971190-19
GILEAD SCIENCES INC(GILD)3430-343240-24
EMBECTA CORP3,0870-3,087390-39
BOISE CASCADE CO DEL(BCC)4580-458550-55
PREMIER INC3,9670-3,967740-74
PEABODY ENERGY CORP(BTU)3,3720-3,372750-75
ZIPRECRUITER INC8,2300-8,230750-75
JANUS INTERNATIONAL GROUP IN37,65037,65004763810.20%-95
TARGET HOSPITALITY CORP(TH)11,8090-11,8091030-103
AMN HEALTHCARE SVCS INC2,1470-2,1471100-110
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)1,6640-1,6641130-113
RESIDEO TECHNOLOGIES INC(REZI)5,7900-5,7901130-113
CATALYST PHARMACEUTICALS INC7,8640-7,8641220-122
PERDOCEO ED CORP(PRDO)6,2710-6,2711340-134
IRONWOOD PHARMACEUTICALS INC21,5720-21,5721410-141
ALPHA METALLURGICAL RESOUR I6530-6531830-183
WILLIAMS-SONOMA INC(WSM)8380-8382370-237
WARRIOR MET COAL INC(HCC)3,8240-3,8242400-240
BLUE OWL CAPITAL CORPORATION(OBDC)27,3930-27,3934210-421
MANPOWERGROUP INC WIS(MAN)6,1250-6,1254280-428
HDFC BANK LTD(HDB)283,938283,938018,26617,7639.56%-503
GOLUB CAP BDC INC(GBDC)49,5590-49,5597790-779
ISHARES INC141,53649,158-92,3784,3341,6640.89%-2,670
ISHARES INC120,29959,990-60,3097,9513,8372.06%-4,114
MAKEMYTRIP LIMITED MAURITIUS
SHS
86,46133,477-52,9847,2713,1121.67%-4,160
WISDOMTREE TR(WT)53,98617,366-36,6206,0911,8410.99%-4,250
ISHARES INC162,9600-162,9607,8560-7,856
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