Fund HoldingsCarrhae Capital LLP

Total Portfolio Value
$291.16M
Total Bought
$112.62M
Total Sold
$48.16M
Net Transaction
+$64.47M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TENCENT MUSIC ENTMT GROUP(TME)02,670,790+2,670,790017,0405.85%+17,040
ICICI BANK LIMITED(IBN)1,129,7871,809,342+679,55526,07541,83214.37%+15,757
ALIBABA GROUP HLDG LTD(BABA)367,183533,825+166,64230,60546,30415.90%+15,699
TAIWAN SEMICONDUCTOR MFG LTD(TSM)497,409735,226+237,81750,19963,89121.94%+13,693
NEW ORIENTAL ED & TECHNOLOGY(EDU)0199,498+199,498011,6814.01%+11,681
FOMENTO ECONOMICO MEXICANO S(FMX)147,561240,100+92,53916,35626,2079.00%+9,851
ELDORADO GOLD CORP NEW(EGO)3,495,1175,055,482+1,560,36535,30145,04415.47%+9,744
ISHARES TR084,631+84,63107,5062.58%+7,506
YPF SOCIEDAD ANONIMA(YPF)0327,345+327,34504,0101.38%+4,010
FULL TRUCK ALLIANCE CO LTD(YMM)0452,140+452,14003,1831.09%+3,183
BHP GROUP LTD055,447+55,44703,1541.08%+3,154
BP PLC(BP)033,753+33,75301,3070.45%+1,307
RENEW ENERGY GLOBAL PLC(RNW)(Call)64,96564,9650356353-3
RENEW ENERGY GLOBAL PLC(RNW)1,588,5961,588,59608,7068,6262.96%-79
MAKEMYTRIP LIMITED MAURITIUS
SHS
434,209272,042-162,16711,71511,0233.79%-692
FREEPORT-MCMORAN INC(FCX)54,3980-54,3982,1760-2,176
ALBEMARLE CORP(ALB)20,4280-20,4284,5570-4,557
KOSMOS ENERGY LTD(KOS)1,028,6840-1,028,6846,1620-6,162
ANGLOGOLD ASHANTI LIMITED364,8150-364,8157,6940-7,694
BAKER HUGHES COMPANY(BKR)274,2020-274,2028,6680-8,668
SOCIEDAD QUIMICA Y MINERA DE(SQM)250,7500-250,75018,2090-18,209
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