Fund HoldingsNew Vernon Capital Holdings II LLC

Total Portfolio Value
$145.38M
Total Bought
$24.40M
Total Sold
$64.54M
Net Transaction
-$40.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
WISDOMTREE TR(WT)17,366426,229+408,8631,84119,29513.27%+17,455
MAKEMYTRIP LIMITED MAURITIUS
SHS
33,47752,488+19,0113,1125,8934.05%+2,782
ICICI BANK LIMITED(IBN)677,647761,231+83,58420,22822,73015.64%+2,503
TAIWAN SEMICONDUCTOR MFG LTD(TSM)40,40440,40407,0177,9795.49%+962
AXCELIS TECHNOLOGIES INC04,420+4,42003090.21%+309
MAXIMUS INC(MMS)02,865+2,86502140.15%+214
DELUXE CORP(DLX)09,026+9,02602040.14%+204
GETTY IMAGES HOLDINGS INC077,890+77,89001680.12%+168
TERADATA CORP DEL(TDC)04,279+4,27901330.09%+133
PERDOCEO ED CORP(PRDO)04,797+4,79701270.09%+127
BLUE BIRD CORP03,188+3,18801230.08%+123
NEXTRACKER INC03,351+3,35101220.08%+122
CATALYST PHARMACEUTICALS INC05,822+5,82201220.08%+122
BUCKLE INC(BKE)17,51717,51707708900.61%+120
PROTAGONIST THERAPEUTICS INC03,061+3,06101180.08%+118
TAPESTRY INC(TPR)6,3086,30802964120.28%+116
ARGAN INC2,5742,57402613530.24%+92
BATH & BODY WORKS INC9,3499,34902983620.25%+64
FOX CORP(FOX)8,7728,77203714260.29%+55
FRONTDOOR INC(FTDR)6,3866,38603063490.24%+43
DILLARDS INC(DDS)69769702673010.21%+33
LAUREATE EDUCATION INC(LAUR)17,84217,84202963260.22%+30
ABERCROMBIE & FITCH CO1,9761,97602762950.20%+19
PVH CORPORATION(PVH)3,8343,83403874050.28%+19
ALTRIA GROUP INC(MO)14,90814,90807617800.54%+19
GLOBAL X FDS
GLBX MSCI COLUM
0700+7000160.01%+16
ATKORE INC2,0032,00301701670.11%-3
SIRIUS XM HOLDINGS INC(SIRI)14,86814,86803523390.23%-13
TRINET GROUP INC(TNET)2,2072,20702142000.14%-14
UNITED THERAPEUTICS CORP DEL(UTHR)2,6972,69709669520.65%-15
GLOBAL MED REIT INC7000-700160-16
KORN FERRY(KFY)2,1302,13001601440.10%-17
LOGITECH INTL S A
SHS
967766-20187630.04%-24
INNOVIVA INC(INVA)13,12213,12202532280.16%-26
OMNICOM GROUP INC(OMC)2,3152,31502391990.14%-40
VANECK ETF TRUST
VANECK VIETNAM
34,60134,60104423970.27%-45
LANTHEUS HLDGS INC(LNTH)2,6852,68502952400.17%-54
ORGANON & CO(OGN)13,08413,08402501950.13%-55
CRICUT INC(CRCT)46,22846,22803202640.18%-57
HP INC(HPQ)22,32222,32208017280.50%-72
INTERNATIONAL GAME TECHNOLOG(BRSL)21,12021,12004503730.26%-77
RTX CORPORATION(RTX)3,9143,416-4984743950.27%-79
HARMONY BIOSCIENCES HLDGS IN(HRMY)14,71614,71605895060.35%-82
ALCON AG(ALC)2,5962,064-5322601750.12%-85
UBS GROUP AG(UBS)14,76712,114-2,6534563670.25%-89
NORTHROP GRUMMAN CORP(NOC)718599-1193792810.19%-98
GENERAL DYNAMICS CORP(GD)1,3511,145-2064083020.21%-107
BLOCK H & R INC11,31411,31407195980.41%-121
JANUS INTERNATIONAL GROUP IN37,65034,983-2,6673812570.18%-124
LOCKHEED MARTIN CORP(LMT)738631-1074313070.21%-125
COLLEGIUM PHARMACEUTICAL INC(COLL)3,4000-3,4001310-131
HEIDRICK & STRUGGLES INTL IN3,7980-3,7981480-148
ISHARES INC
MSCI JAPAN ETF
4,3251,185-3,140309800.05%-230
CROCS INC(CROX)6,7736,77309817420.51%-239
MUELLER INDS INC(MLI)10,6036,834-3,7697865420.37%-243
INTERPUBLIC GROUP COS INC12,7424,328-8,4144031210.08%-282
ISHARES TR
MSCI UK ETF NEW
30,31025,082-5,2281,1348500.58%-284
VONTIER CORPORATION(VNT)8,9740-8,9743030-303
VECTOR GROUP LTD29,1180-29,1184340-434
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
99,95599,95505,9255,4873.77%-439
ALLISON TRANSMISSION HLDGS I(ALSN)10,9915,477-5,5141,0565920.41%-464
NOVARTIS AG(NVS)13,36410,837-2,5271,5371,0550.73%-483
INTERDIGITAL INC(IDCC)4,638808-3,8306571570.11%-500
VANGUARD INTL EQUITY INDEX F151,724151,72407,2606,6824.60%-578
ISHARES INC85,35869,698-15,6603,5442,8091.93%-735
ISHARES INC
MSCI SINGPOR ETF
295,038241,310-53,7286,5355,2733.63%-1,262
ISHARES INC49,1580-49,1581,6640-1,664
ISHARES INC
MSCI TAIWAN ETF
175,624144,403-31,2219,4617,4745.14%-1,987
INFOSYS LTD(INFY)687,872601,217-86,65515,31913,1799.07%-2,140
ISHARES INC59,99023,994-35,9963,8371,2210.84%-2,616
KRANESHARES TRUST124,5600-124,5604,2380-4,238
ISHARES TR61,31445,983-15,33135,36727,06918.62%-8,298
HDFC BANK LTD(HDB)283,9380-283,93817,7630-17,763
WISDOMTREE TR(WT)426,22917,366-408,86321,5081,9151.32%-19,592
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