Fund HoldingsRWC ASSET ADVISORS (US) LLC

Total Portfolio Value
$414.61M
Total Bought
$27.73M
Total Sold
$154.06M
Net Transaction
-$126.33M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
COUPANG INC(CPNG)0546,241+546,241016,3653.95%+16,365
EMBRAER S.A.(EMBJ)418,035425,674+7,63919,31324,2255.84%+4,912
MERCADOLIBRE INC(MELI)24,56019,258-5,30247,91350,33312.14%+2,420
GRAN TIERRA ENERGY INC251,274226,147-25,1271,2271,0770.26%-150
LOMA NEGRA C I A S A MTN 14160,349144,315-16,0341,7621,5830.38%-179
CORPORACION AMER ARPTS S A
COM
112,22682,327-29,8992,0541,6680.40%-386
BANCO SANTANDER CHILE NEW(BSAC)77,65348,506-29,1471,7701,2230.30%-547
SOUTHERN COPPER CORP(SCCO)258,276232,309-25,96724,13823,5035.67%-636
YPF SOCIEDAD ANONIMA(YPF)133,298104,183-29,1154,6713,2770.79%-1,394
BANCOLOMBIA S A39,1080-39,1081,5720-1,572
NETEASE INC(NTES)22,7790-22,7792,3440-2,344
KOSMOS ENERGY LTD(KOS)2,891,7632,255,539-636,2246,5933,8800.94%-2,714
GRUPO FINANCIERO GALICIA S.A(GGAL)227,470162,452-65,01812,3908,1861.97%-4,204
PETROLEO BRASILEIRO SA PETRO(PBR)4,588,1504,743,523+155,37365,79459,34114.31%-6,453
TELECOM ARGENTINA SA(TEO)763,8290-763,8297,7830-7,783
LI AUTO INC(LI)2,974,0012,449,915-524,08674,94566,41716.02%-8,528
SOCIEDAD QUIMICA Y MINERA DE(SQM)935,557580,405-355,15237,17020,4714.94%-16,699
ALIBABA GROUP HLDG LTD(BABA)615,165488,630-126,53581,34355,41613.37%-25,928
GOLD FIELDS LTD(GFI)5,058,3023,280,386-1,777,916111,73877,64718.73%-34,091
PDD HOLDINGS INC(PDD)375,8570-375,85744,4830-44,483
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