Fund HoldingsRWC ASSET ADVISORS (US) LLC

Total Portfolio Value
$980.39M
Total Bought
$159.74M
Total Sold
$442.39M
Net Transaction
-$282.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
KE HLDGS INC(BEKE)05,003,993+5,003,993070,8077.22%+70,807
KANZHUN LIMITED(BZ)3,170,4615,700,186+2,529,72555,578107,22010.94%+51,642
PDD HOLDINGS INC(PDD)723,197863,584+140,38784,072114,81311.71%+30,742
GRAN TIERRA ENERGY INC314,423314,42302,2503,0420.31%+792
MERCADOLIBRE INC(MELI)58,37854,112-4,26688,26588,9289.07%+662
LOMA NEGRA C I A S A MTN 14160,349160,34901,0711,0840.11%+13
CORPORACION AMER ARPTS S A
COM
135,260135,26002,2722,2510.23%-22
BANCO SANTANDER CHILE NEW(BSAC)97,98497,98401,9431,8450.19%-98
DR REDDYS LABS LTD(RDY)8,1740-8,1746000-600
TELECOM ARGENTINA SA(TEO)1,218,5821,157,122-61,4609,6888,3660.85%-1,322
CEMEX SAB DE CV(CX)11,758,90915,555,171+3,796,262105,94899,39810.14%-6,550
NEW ORIENTAL ED & TECHNOLOGY(EDU)111,9540-111,9549,7200-9,720
YPF SOCIEDAD ANONIMA(YPF)1,945,3281,404,947-540,38138,51728,2682.88%-10,250
KOSMOS ENERGY LTD(KOS)8,718,4557,474,571-1,243,88451,96241,4094.22%-10,553
ALIBABA GROUP HLDG LTD(BABA)1,137,013797,212-339,80182,27457,3995.85%-24,875
LI AUTO INC(LI)1,835,9681,708,036-127,93255,59330,5403.12%-25,053
GRUPO FINANCIERO GALICIA S.A(GGAL)1,978,450788,856-1,189,59450,29224,1072.46%-26,185
GOLD FIELDS LTD(GFI)13,718,28312,863,826-854,457217,984191,67119.55%-26,313
PETROLEO BRASILEIRO SA PETRO(PBR)6,724,3314,844,154-1,880,177102,27770,1927.16%-32,085
SOUTHERN COPPER CORP(SCCO)700,026362,435-337,59174,56739,0493.98%-35,518
TRIP COM GROUP LTD(TCOM)1,675,0330-1,675,03373,5170-73,517
BAIDU INC782,7640-782,76482,4090-82,409
VALE S A6,836,0130-6,836,01383,3310-83,331
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