Fund HoldingsRWC ASSET ADVISORS (US) LLC

Total Portfolio Value
$1.04B
Total Bought
$324.38M
Total Sold
$272.06M
Net Transaction
+$52.32M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VALE S A4,100,46010,761,377+6,660,91755,028144,20213.82%+89,174
PDD HOLDINGS INC(PDD)1,824,7561,883,709+58,953126,164184,73517.70%+58,572
PETROLEO BRASILEIRO SA PETRO(PBR)2,608,9645,666,762+3,057,79836,08284,9458.14%+48,863
XPENG INC(XPEV)01,640,842+1,640,842029,8302.86%+29,830
KOSMOS ENERGY LTD(KOS)6,896,1967,716,527+820,33141,30863,1216.05%+21,813
ALIBABA GROUP HLDG LTD(BABA)587,633773,958+186,32548,97967,1336.43%+18,154
KANZHUN LIMITED(BZ)0900,733+900,733013,6641.31%+13,664
MERCADOLIBRE INC(MELI)45,67650,753+5,07754,10864,3496.17%+10,241
ICICI BANK LIMITED(IBN)0163,339+163,33903,7760.36%+3,776
ISHARES TR
MSCI SAUDI ARBIA
060,424+60,42402,3410.22%+2,341
GRAN TIERRA ENERGY INC314,423314,42301,5402,1910.21%+651
LOMA NEGRA C I A S A MTN 14110,177160,349+50,1727499670.09%+218
CORPORACION AMER ARPTS S A
COM
176,415135,260-41,1552,0451,8040.17%-240
CEMEX SAB DE CV(CX)7,946,9408,615,365+668,42556,26456,0005.37%-264
BANCO SANTANDER CHILE NEW(BSAC)144,151111,662-32,4892,7172,0480.20%-669
SOUTHERN COPPER CORP(SCCO)635,282576,049-59,23345,57543,3714.16%-2,204
GOLD FIELDS LTD(GFI)10,420,20610,740,272+320,066144,111116,63911.18%-27,472
TRIP COM GROUP LTD(TCOM)1,466,497400,021-1,066,47651,32713,9891.34%-37,339
BAIDU INC1,385,7301,106,027-279,703189,720148,59514.24%-41,126
LI AUTO INC(LI)2,248,8940-2,248,89478,9360-78,936
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,105,2610-1,105,261111,5430-111,543
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