Fund Holdings — New Vernon Capital Holdings II LLC

Total Portfolio Value
$217.31M
Total Bought
$24.89M
Total Sold
$12.66M
Net Transaction
+$12.22M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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WISDOMTREE TR(WT)22,01546,560+24,5452,5165,9612.74%+3,445
ISHARES INC
MSCI ITALY ETF
063,914+63,91403,3201.53%+3,320
ISHARES TR165,634216,499+50,8656,0898,9074.10%+2,818
TAIWAN SEMICONDUCTOR MFG LTD(TSM)51,18651,186011,59314,2966.58%+2,703
ISHARES INC157,066167,809+10,74311,27413,4426.19%+2,167
ISHARES INC041,113+41,11302,0350.94%+2,035
ISHARES TR
MSCI TAIWAN ETF
136,776147,778+11,0027,8519,4024.33%+1,551
VANGUARD INTL EQUITY INDEX F284,473284,473014,07015,4137.09%+1,343
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
110,864122,763+11,8996,8498,1423.75%+1,292
ISHARES INC
MSCI SINGPOR ETF
411,817418,734+6,91710,69911,8675.46%+1,168
UBS GROUP AG(UBS)018,627+18,62707640.35%+764
ISHARES TR
MSCI POLAND ETF
023,600+23,60007600.35%+760
ISHARES INC110,826110,82605,1205,6022.58%+482
ISHARES INC157,309157,30904,5384,8772.24%+338
SEA LTD(SE)15,69815,69802,5112,8061.29%+295
ISHARES TR
MSCI UK ETF NEW
115,898115,89804,6034,8642.24%+261
ALCON AG(ALC)03,326+3,32602480.11%+248
THE CIGNA GROUP(CI)0795+79502290.11%+229
PTC THERAPEUTICS INC(PTCT)03,675+3,67502260.10%+226
PEDIATRIX MEDICAL GROUP INC(MD)011,704+11,70401960.09%+196
BLOCK H & R INC03,763+3,76301900.09%+190
COLLEGIUM PHARMACEUTICALS INC(COLL)05,343+5,34301870.09%+187
V2X INC(VVX)03,099+3,09901800.08%+180
YELP INC(YELP)05,582+5,58201740.08%+174
VANECK ETF TRUST
VANECK VIETNAM
41,85241,85205757470.34%+171
DECKERS OUTDOOR CORP(DECK)01,592+1,59201610.07%+161
ALLISON TRANSMISSION HLDGS I(ALSN)01,837+1,83701560.07%+156
LANTHEUS HLDGS INC(LNTH)02,871+2,87101470.07%+147
LOGITECH INTL S A
SHS
01,261+1,26101380.06%+138
NOVARTIS AG(NVS)16,91116,91102,0462,1691.00%+122
NEXTRACKER INC5,9085,90803214370.20%+116
POWELL INDS INC(POWL)1,1911,19102513630.17%+112
RESIDEO TECHNOLOGIES INC(REZI)02,431+2,43101050.05%+105
BLUE BIRD CORP7,1527,15203094120.19%+103
INTERDIGITAL INC(IDCC)35320+28581100.05%+103
EMCOR GROUP INC(EME)83683604475430.25%+96
ISHARES INC59,98259,98202,7442,8311.30%+88
TERADATA CORP DEL(TDC)04,028+4,0280870.04%+87
PROTAGONIST THERAPEUTICS INC7,1987,19803984780.22%+80
GARRETT MOTION INC(GTX)23,17823,17802443160.15%+72
TEGNA INC18,16218,16203043690.17%+65
OMNICOM GROUP INC(OMC)2,3152,832+5171672310.11%+64
PLAYTIKA HLDG CORP(PLTK)31,75754,036+22,2791502100.10%+60
JANUS INTERNATIONAL GROUP IN(JBI)32,54532,54502653210.15%+56
LEIDOS HOLDINGS INC(LDOS)1,6411,64102593100.14%+51
PERDOCEO ED CORP(PRDO)9,0569,05602963410.16%+45
ISHARES BITCOIN TRUST ETF(IBIT)11,41111,41106987420.34%+43
IAMGOLD CORP(IAG)6,8136,813050880.04%+38
FOX CORP(FOX)4,8424,84202713050.14%+34
BARRICK MNG CORP(B)2,5222,522053830.04%+30
KINROSS GOLD CORP(KGC)3,2753,275051810.04%+30
SILVERCORP METALS INC(SVM)12,08712,087051760.04%+25
HARMONIC INC(HLIT)26,40526,40502502690.12%+19
FORTUNA MNG CORP(FSM)7,4757,475049670.03%+18
OPEN TEXT CORP(OTEX)1,7911,791052670.03%+15
ALLIED GOLD CORP(AAUC)3,3213,321045580.03%+13
MAGNA INTL INC(MGA)1,3971,397054660.03%+12
CANADA GOOSE HLDGS INC(GOOS)4,3674,367049600.03%+11
GILDAN ACTIVEWEAR INC(GIL)1,0721,072053620.03%+9
ISHARES TR15,67415,67401,6671,6740.77%+7
TAPESTRY INC(TPR)3,8563,022-8343393420.16%+4
RESTAURANT BRANDS INTL INC(QSR)707707047450.02%-2
BAUSCH HEALTH COS INC10,95110,951073700.03%-3
KORN FERRY(KFY)3,7613,76102762630.12%-13
EXELIXIS INC(EXEL)6,0956,09502692520.12%-17
BATH & BODY WORKS INC4,6744,67401401200.06%-20
CRICUT INC(CRCT)46,86946,86903172950.14%-22
INNOVIVA INC(INVA)13,12213,12202642390.11%-24
CATALYST PHARMACEUTICALS INC13,52013,52002932660.12%-27
ISHARES INC75,18375,18303,1813,1281.44%-53
MAKEMYTRIP LIMITED MAURITIUS
SHS
27,29527,29502,6752,5551.18%-121
FRONTDOOR INC(FTDR)3,134552-2,582185370.02%-148
LAUREATE EDUCATION INC(LAUR)17,8428,428-9,4144172660.12%-151
TRINET GROUP INC(TNET)2,2130-2,2131620—-162
ABERCROMBIE & FITCH CO1,9760-1,9761640—-164
ISHARES INC4,1540-4,1541780—-178
HP INC(HPQ)22,32210,832-11,4905462950.14%-251
MERCADOLIBRE INC(MELI)1,0201,02002,6662,3841.10%-282
NEXSTAR MEDIA GROUP INC(NXST)1,8700-1,8703230—-323
HARMONY BIOSCIENCES HLDGS IN(HRMY)14,7164,541-10,1754651250.06%-340
CROCS INC(CROX)6,7730-6,7736860—-686
WISDOMTREE TR(WT)302,875302,875014,37713,3876.16%-990
ICICI BANK LIMITED(IBN)824,343824,343027,73124,92011.47%-2,811
HDFC BANK LTD(HDB)349,059698,118+349,05926,76223,84810.97%-2,915
ISHARES TR
MSCI INDIA ETF
241,387196,459-44,92813,44010,2284.71%-3,213
INFOSYS LTD(INFY)675,880336,718-339,16212,5245,4782.52%-7,046
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New Vernon Capital Holdings II LLC — 13F Holdings — Q3 2025 | TickerTrail