Fund HoldingsRWC ASSET ADVISORS (US) LLC

Total Portfolio Value
$1.27B
Total Bought
$431.87M
Total Sold
$421.63M
Net Transaction
+$10.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)01,137,013+1,137,013082,2746.46%+82,274
TRIP COM GROUP LTD(TCOM)402,2501,675,033+1,272,78314,48573,5175.77%+59,032
LI AUTO INC(LI)01,835,968+1,835,968055,5934.36%+55,593
GRUPO FINANCIERO GALICIA S.A(GGAL)01,978,450+1,978,450050,2923.95%+50,292
CEMEX SAB DE CV(CX)8,494,20211,758,909+3,264,70765,830105,9488.32%+40,118
YPF SOCIEDAD ANONIMA(YPF)01,945,328+1,945,328038,5173.02%+38,517
GOLD FIELDS LTD(GFI)12,810,69913,718,283+907,584185,243217,98417.11%+32,741
SOUTHERN COPPER CORP(SCCO)528,503700,026+171,52345,48874,5675.85%+29,079
KANZHUN LIMITED(BZ)1,777,5573,170,461+1,392,90429,52555,5784.36%+26,053
NEW ORIENTAL ED & TECHNOLOGY(EDU)0111,954+111,95409,7200.76%+9,720
TELECOM ARGENTINA SA(TEO)309,3571,218,582+909,2252,2129,6880.76%+7,476
KOSMOS ENERGY LTD(KOS)7,599,3258,718,455+1,119,13050,99151,9624.08%+971
GRAN TIERRA ENERGY INC314,423314,42301,7742,2500.18%+476
CORPORACION AMER ARPTS S A
COM
135,260135,26002,1722,2720.18%+100
BANCO SANTANDER CHILE NEW(BSAC)97,98497,98401,9101,9430.15%+33
DR REDDYS LABS LTD(RDY)8,1748,17405696000.05%+31
LOMA NEGRA C I A S A MTN 14160,349160,34901,1371,0710.08%-66
ICICI BANK LIMITED(IBN)119,2670-119,2672,8430-2,843
MERCADOLIBRE INC(MELI)59,56658,378-1,18893,61088,2656.93%-5,345
PETROLEO BRASILEIRO SA PETRO(PBR)6,811,7836,724,331-87,452108,784102,2778.03%-6,507
BAIDU INC1,164,713782,764-381,949138,70682,4096.47%-56,296
XPENG INC(XPEV)4,434,3920-4,434,39264,6980-64,698
VALE S A10,837,1036,836,013-4,001,090171,87683,3316.54%-88,545
PDD HOLDINGS INC(PDD)1,923,791723,197-1,200,594281,47084,0726.60%-197,398
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