Fund HoldingsRWC Asset Management LLP

Total Portfolio Value
$1.53B
Total Bought
$181.08M
Total Sold
$564.35M
Net Transaction
-$383.28M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VALE S A1,249,8463,216,553+1,966,70716,77343,1022.81%+26,329
AIRBNB INC(ABNB)000018,5271.21%+18,527
PETROLEO BRASILEIRO SA PETRO(PBR)1,193,9372,147,676+953,73916,51232,1942.10%+15,682
PDD HOLDINGS INC(PDD)599,962558,301-41,66141,48154,7533.57%+13,271
FORD MTR CO DEL(F)00009,5530.62%+9,553
XPENG INC(XPEV)0456,075+456,07508,2910.54%+8,291
VISTA ENERGY S.A.B. DE C.V.(VIST)0228,085+228,08506,9320.45%+6,932
DROPBOX INC(DBX)00006,7990.44%+6,799
CISCO SYS INC(CSCO)1,707,8521,755,387+47,53588,36494,3706.15%+6,005
ENPHASE ENERGY INC(ENPH)00004,9750.32%+4,975
HALOZYME THERAPEUTICS INC(HALO)00004,9660.32%+4,966
KOSMOS ENERGY LTD(KOS)3,117,5042,889,154-228,35018,67423,6331.54%+4,959
ALIBABA GROUP HLDG LTD(BABA)145,455195,640+50,18512,12416,9701.11%+4,846
SAREPTA THERAPEUTICS INC(SRPT)00004,8220.31%+4,822
PRICESMART INC(PSMT)064,190+64,19004,7780.31%+4,778
LOMA NEGRA C I A S A MTN 14470,4791,259,956+789,4773,1997,5980.50%+4,398
NICE LTD(NICE)00003,9970.26%+3,997
INSULET CORP(PODD)00003,9170.26%+3,917
LIBERTY MEDIA CORP DEL(FWONA)00003,9100.25%+3,910
KANZHUN LIMITED(BZ)0329,516+329,51604,9990.33%+4,999
SOLAREDGE TECHNOLOGIES INC(SEDG)00003,6590.24%+3,659
CINEMARK HLDGS INC(CNK)00003,5210.23%+3,521
GRAN TIERRA ENERGY INC0772,507+772,50705,3820.35%+5,382
ALNYLAM PHARMACEUTICALS INC(ALNY)00002,9720.19%+2,972
BANCO SANTANDER CHILE NEW(BSAC)333,275495,671+162,3966,2829,0910.59%+2,808
POST HLDGS INC(POST)00002,6800.17%+2,680
INFOSYS LTD(INFY)1,497,0721,550,848+53,77624,05826,5351.73%+2,477
GRUPO FINANCIERO GALICIA S.A(GGAL)0398,414+398,41405,1990.34%+5,199
UBER TECHNOLOGIES INC(UBER)0006,4198,4200.55%+2,001
WAYFAIR INC(W)00001,8120.12%+1,812
ARRAY TECHNOLOGIES INC00001,7140.11%+1,714
PAYCHEX INC(PAYX)231,282237,875+6,59325,87427,4341.79%+1,561
CEMEX SAB DE CV(CX)3,145,0253,647,258+502,23322,26723,7071.55%+1,440
DEXCOM INC(DXCM)00011,42812,8530.84%+1,424
WOLFSPEED INC(WOLF)0006,7518,1740.53%+1,423
COPA HOLDINGS SA(CPA)34,05257,506+23,4543,7655,1250.33%+1,359
MERCADOLIBRE INC(MELI)21,74221,340-40225,75627,0571.76%+1,301
TAL EDUCATION GROUP(TAL)0133,991+133,99101,2210.08%+1,221
ZTO EXPRESS CAYMAN INC(ZTO)00009700.06%+970
ON SEMICONDUCTOR CORP(ON)00009080.06%+908
LITHIUM AMERS CORP NEW0124,410+124,41002,1240.14%+2,124
CORPORACION AMER ARPTS S A
COM
615,416585,815-29,6017,1337,8150.51%+682
ENPHASE ENERGY INC(ENPH)00005290.03%+529
VERIZON COMMUNICATIONS INC(VZ)015,121+15,12104900.03%+490
ORMAT TECHNOLOGIES INC(ORA)00003890.03%+389
VALARIS LTD(VAL)04,771+4,77103580.02%+358
SPOTIFY USA INC(SPOT)00003410.02%+341
BOX INC(BOX)00003250.02%+325
INSMED INC(INSM)00001,9860.13%+1,986
ZSCALER INC(ZS)0007,8118,0620.53%+251
WESTERN DIGITAL CORP.(WDC)00011,47311,6660.76%+193
SPLUNK INC0005,2125,3810.35%+169
AKAMAI TECHNOLOGIES INC(AKAM)00001,0450.07%+1,045
JAZZ INVESTMENTS I LTD(JAZZ)0006,8416,8600.45%+19
NRG ENERGY INC(NRG)0006,8846,8850.45%+1
MICROSTRATEGY INC(MSTR)00001,6290.11%+1,629
WOLFSPEED INC(WOLF)00002030.01%+203
QIFU TECHNOLOGY INC(QFIN)041,078+41,07806310.04%+631
PALO ALTO NETWORKS INC(PANW)00009430.06%+943
NCL CORP LTD(NCLH)0004,9434,7730.31%-170
SHIFT4 PMTS INC(FOUR)0006,2166,0400.39%-176
BILL HOLDINGS INC(BILL)0004,7124,5250.29%-187
HANNON ARMSTRONG SUST INFR C(HASI)000000
PROCTER AND GAMBLE CO(PG)164,735169,910+5,17524,99724,7831.62%-214
MICROCHIP TECHNOLOGY INC.(MCHP)0003,9773,6490.24%-328
SPOTIFY USA INC(SPOT)000000
BOX INC(BOX)000000
MIDDLEBY CORP(MIDD)0003,7423,3640.22%-378
BRIXMOR PPTY GROUP INC(BRX)893,884925,330+31,44619,66519,2281.25%-437
ZAI LAB LTD(ZLAB)000000
WEIBO CORP(WB)000000
BILIBILI INC000000
ETSY INC(ETSY)0003,9173,3590.22%-558
FEDERAL RLTY INVT TR NEW(FRT)188,720195,278+6,55818,26217,6981.15%-564
DADA NEXUS LTD099,002+99,00204410.03%+441
INTERDIGITAL INC(IDCC)00001,7650.12%+1,765
PDD HOLDINGS INC(PDD)000000
EXELON CORP(EXC)571,678592,364+20,68623,29022,3851.46%-905
SHOPIFY INC(SHOP)00004460.03%+446
TDCX INC000000
PHILIP MORRIS INTL INC(PM)275,240278,805+3,56526,86925,8121.68%-1,057
AMERICAN AIRLINES GROUP INC(AAL)0006,8005,6650.37%-1,135
BIOMARIN PHARMACEUTICAL INC(BMRN)00010,8489,7090.63%-1,139
ON SEMICONDUCTOR CORP(ON)000000
DATADOG INC(DDOG)0005,5944,3610.28%-1,233
JOHNSON & JOHNSON(JNJ)257,922266,118+8,19642,69141,4482.70%-1,243
CONMED CORP(CNMD)0003,9192,6720.17%-1,247
ZILLOW GROUP INC(Z)0008,9317,5920.49%-1,339
TYLER TEX INDPT SCH DIST(TYL)0006,3254,8550.32%-1,470
EXPEDIA GROUP INC(EXPE)000000
LENNAR CORP(LEN)04,083+4,08304170.03%+417
CYBERARK SOFTWARE LTD0007,6305,7760.38%-1,854
CMS ENERGY CORP(CMS)401,673406,853+5,18023,59821,6081.41%-1,990
BLOCK INC(XYZ)0003,7821,5770.10%-2,205
PEPSICO INC(PEP)223,347230,046+6,69941,36838,9792.54%-2,389
FIVE9 INC(FIVN)000000
MERCK & CO INC(MRK)281,856289,596+7,74032,52329,8141.94%-2,709
SYNCHRONY FINANCIAL(SYF)010,189+10,18903110.02%+311
CITIGROUP INC(C)595,142597,363+2,22127,40024,5701.60%-2,831
IONIS PHARMACEUTICALS INC(IONS)000000
Page 1 of 1