Fund HoldingsNew Vernon Capital Holdings II LLC

Total Portfolio Value
$210.96M
Total Bought
$8.45M
Total Sold
$24.60M
Net Transaction
-$16.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NU HLDGS LTD(NU)0255,986+255,98604,2852.03%+4,285
ISHARES INC167,809167,809013,44216,3147.73%+2,873
HDFC BANK LTD(HDB)698,118698,118023,84825,50912.09%+1,662
TAIWAN SEMICONDUCTOR MFG LTD(TSM)51,18651,186014,29615,5557.37%+1,259
WISDOMTREE TR(WT)46,56046,56005,9616,7123.18%+751
WISDOMTREE TR(WT)302,875302,875013,38714,0206.65%+633
INFOSYS LTD(INFY)336,718336,71805,4786,0002.84%+522
FERRARI N V
COM
01,394+1,39405150.24%+515
GOLUB CAP BDC INC(GBDC)036,644+36,64404970.24%+497
ENI S P A(E)012,197+12,19704630.22%+463
STELLANTIS N V(STLA)040,674+40,67404430.21%+443
ISHARES TR
MSCI INDIA ETF
196,459196,459010,22810,6195.03%+391
ISHARES INC110,826110,82605,6025,9772.83%+375
TENARIS S A(TS)07,581+7,58102910.14%+291
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)02,867+2,86702380.11%+238
SCIENCE APPLICATIONS INTL CO(SAIC)02,364+2,36402380.11%+238
ISHARES TR
MSCI UK ETF NEW
115,898115,89804,8645,0972.42%+233
IDT CORP(IDT)04,136+4,13602120.10%+212
FRONTDOOR INC(FTDR)5524,122+3,570372380.11%+201
MATCH GROUP INC NEW(MTCH)06,152+6,15201990.09%+199
SIRIUSXM HOLDINGS INC(SIRI)09,764+9,76401960.09%+196
ISHARES INC41,11341,11302,0352,2161.05%+181
BANCO SANTANDER SA(SAN)015,192+15,19201780.08%+178
NOVARTIS AG(NVS)16,91116,91102,1692,3321.11%+163
BANCO BILBAO VIZCAYA ARGENTA(BBVA)05,777+5,77701350.06%+135
ISHARES INC59,98259,98202,8312,9531.40%+122
ISHARES INC157,309157,30904,8774,9982.37%+121
INTERDIGITAL INC(IDCC)320715+3951102280.11%+117
UBS GROUP AG(UBS)18,62718,62707648630.41%+99
GARRETT MOTION INC(GTX)23,17823,17803164040.19%+88
DECKERS OUTDOOR CORP(DECK)1,5922,405+8131612490.12%+88
BARRICK MNG CORP(B)2,5222,5220831510.07%+68
ISHARES INC75,18375,18303,1283,1951.51%+67
IAMGOLD CORP(IAG)6,8136,8130881540.07%+66
SILVERCORP METALS INC(SVM)12,08712,0870761390.07%+63
COLLEGIUM PHARMACEUTICAL INC(COLL)5,3435,34301872470.12%+60
CGI INC(GIB)0473+4730600.03%+60
PEDIATRIX MEDICAL GROUP INC(MD)11,70411,70401962500.12%+54
PTC THERAPEUTICS INC(PTCT)3,6753,668-72262790.13%+53
VANECK ETF TRUST
VANECK VIETNAM
41,85241,85207477990.38%+52
CATALYST PHARMACEUTICALS INC13,52013,52002663160.15%+49
FOX CORP(FOX)4,8424,84203053540.17%+48
ALLIED GOLD CORP(AAUC)3,3213,3210581040.05%+46
KINROSS GOLD CORP(KGC)3,2753,2750811270.06%+45
TELEFONICA S A(TEFOF)011,168+11,1680450.02%+45
HARMONY BIOSCIENCES HLDGS IN(HRMY)4,5414,54101251700.08%+45
LANTHEUS HLDGS INC(LNTH)2,8712,855-161471900.09%+43
MAGNA INTL INC(MGA)1,3971,3970661020.05%+36
TERADATA CORP DEL(TDC)4,0284,0280871230.06%+36
BAUSCH HEALTH COS INC10,95110,9510701040.05%+34
FORTUNA MNG CORP(FSM)7,4757,4750671010.05%+34
GILDAN ACTIVEWEAR INC(GIL)1,0721,072062920.04%+30
ALLISON TRANSMISSION HLDGS I(ALSN)1,8371,83701561800.09%+24
INNOVIVA INC(INVA)13,12213,12202392620.12%+23
RESTAURANT BRANDS INTL INC(QSR)707707045660.03%+21
HUDBAY MINERALS INC(HBM)0660+6600180.01%+18
CANADA GOOSE HLDGS INC(GOOS)4,3674,367060780.04%+18
POWELL INDS INC(POWL)1,1911,19103633800.18%+17
CENTERRA GOLD INC(CGAU)0841+8410170.01%+17
EXELON CORP(EXEL)6,0956,09502522670.13%+15
B2GOLD CORP(BTG)02,459+2,4590150.01%+15
ALCON AG(ALC)3,3263,32602482620.12%+14
OPENDOOR TECHNOLOGIES INC(OTEX)1,7911,791067800.04%+13
PLAYTIKA HLDG CORP(PLTK)54,03654,03602102130.10%+3
OMNICOM GROUP INC(OMC)2,8322,83202312290.11%-2
YELP INC(YELP)5,5825,556-261741690.08%-5
THE CIGNA GROUP(CI)79579502292190.10%-10
LOGITECH INTL S A
SHS
1,2611,26101381260.06%-12
ISHARES INC
MSCI TAIWAN ETF
147,778147,77809,4029,3884.45%-13
LEIDOS HOLDINGS INC(LDOS)1,6411,64103102960.14%-14
KORN FERRY(KFY)3,7613,76102632480.12%-15
TEGNA INC18,16218,16203693530.17%-17
BLOCK H & R INC3,7633,76301901640.08%-26
EMCOR GROUP INC(EME)83683605435110.24%-32
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
122,763122,76308,1428,0913.84%-50
HP INC(HPQ)10,83210,83202952410.11%-54
CRICUT INC(CRCT)46,86946,86902952320.11%-63
PERDOCEO ED CORP(PRDO)9,0569,05603412660.13%-75
RESIDEO TECHNOLOGIES INC(REZI)2,4310-2,4311050-105
PROTAGANIST THERAPEUTICS INC7,1984,137-3,0614783610.17%-117
VANGUARD INTL EQUITY INDEX F284,473284,473015,41315,2937.25%-119
BATH & BODY WORKS INC4,6740-4,6741200-120
V2X INC(VVX)3,0990-3,0991800-180
NEXTPOWER INC5,9082,557-3,3514372230.11%-214
BLUE BIRD CORP7,1523,964-3,1884121860.09%-225
HARMONIC INC(HLIT)26,4054,257-22,148269420.02%-227
LAUREATE EDUCATION INC(LAUR)8,4280-8,4282660-266
ISHARES BITCOIN TRUST ETF(IBIT)11,4118,858-2,5537424400.21%-302
JANUS INTERNATIONAL GROUP IN32,5450-32,5453210-321
TAPESTRY INC(TPR)3,0220-3,0223420-342
ISHARES INC
MSCI SINGPOR ETF
418,734418,734011,86711,5195.46%-348
ISHARES TR
MSCI POLAND ETF
23,6000-23,6007600-760
ISHARES TR15,6740-15,6741,6740-1,674
MAKEMYTRIP LIMITED MAURITIUS
SHS
27,2959,213-18,0822,5557570.36%-1,798
MERCADOLIBRE INC(MELI)1,0200-1,0202,3840-2,384
SEA LTD(SE)15,6980-15,6982,8060-2,806
ISHARES INC
MSCI ITALY ETF
63,9140-63,9143,3200-3,320
ISHARES TR216,499113,830-102,6698,9074,3592.07%-4,548
ICICI BANK LIMITED(IBN)824,343675,644-148,69924,92020,1349.54%-4,786
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