Fund HoldingsCarrhae Capital LLP

Total Portfolio Value
$505.98M
Total Bought
$288.89M
Total Sold
$74.07M
Net Transaction
+$214.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
XP INC(XP)01,661,511+1,661,511043,3168.56%+43,316
ANGLOGOLD ASHANTI PLC(AU)01,874,406+1,874,406035,0336.92%+35,033
ELDORADO GOLD CORP NEW(EGO)5,055,4825,483,881+428,39945,04471,12614.06%+26,082
RIO TINTO PLC(RIO)0336,737+336,737025,0734.96%+25,073
TENARIS S A(TS)0678,747+678,747023,5934.66%+23,593
NETEASE INC(NTES)0205,205+205,205019,1173.78%+19,117
BAIDU INC0152,173+152,173018,1223.58%+18,122
INVESCO QQQ TR038,952+38,952015,9523.15%+15,952
COPA HOLDINGS SA(CPA)0126,622+126,622013,4612.66%+13,461
PDD HOLDINGS INC(PDD)091,974+91,974013,4572.66%+13,457
NU HLDGS LTD(NU)01,397,013+1,397,013011,6372.30%+11,637
FOMENTO ECONOMICO MEXICANO S(FMX)240,100277,674+37,57426,20736,1957.15%+9,988
NEW ORIENTAL ED & TECHNOLOGY(EDU)199,498284,426+84,92811,68120,8434.12%+9,162
CREDICORP LTD(BAP)047,668+47,66807,1471.41%+7,147
FRANCO NEV CORP(FNV)057,768+57,76806,4011.27%+6,401
ICICI BANK LIMITED(IBN)1,809,3421,999,574+190,23241,83247,6709.42%+5,838
RENEW ENERGY GLOBAL PLC(RNW)1,588,5961,836,579+247,9838,62614,0682.78%+5,442
RENEW ENERGY GLOBAL PLC(RNW)064,966+64,9660710.01%+71
RENEW ENERGY GLOBAL PLC(RNW)(Call)64,9650-64,9653530-353
BP PLC(BP)33,7530-33,7531,3070-1,307
BHP GROUP LTD55,4470-55,4473,1540-3,154
FULL TRUCK ALLIANCE CO LTD(YMM)452,1400-452,1403,1830-3,183
YPF SOCIEDAD ANONIMA(YPF)327,3450-327,3454,0100-4,010
TENCENT MUSIC ENTMT GROUP(TME)2,670,7901,338,475-1,332,31517,04012,0602.38%-4,980
ISHARES TR84,6310-84,6317,5060-7,506
MAKEMYTRIP LIMITED MAURITIUS
SHS
272,0420-272,04211,0230-11,023
TAIWAN SEMICONDUCTOR MFG LTD(TSM)735,226468,010-267,21663,89148,6739.62%-15,218
ALIBABA GROUP HLDG LTD(BABA)533,825296,283-237,54246,30422,9654.54%-23,339
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