Fund HoldingsRWC ASSET ADVISORS (US) LLC

Total Portfolio Value
$1.26B
Total Bought
$310.01M
Total Sold
$94.62M
Net Transaction
+$215.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PDD HOLDINGS INC(PDD)1,883,7091,923,791+40,082184,735281,47022.28%+96,735
GOLD FIELDS LTD(GFI)10,740,27212,810,699+2,070,427116,639185,24314.66%+68,603
XPENG INC(XPEV)1,640,8424,434,392+2,793,55029,83064,6985.12%+34,868
MERCADOLIBRE INC(MELI)50,75359,566+8,81364,34993,6107.41%+29,262
VALE S A10,761,37710,837,103+75,726144,202171,87613.61%+27,674
PETROLEO BRASILEIRO SA PETRO(PBR)5,666,7626,811,783+1,145,02184,945108,7848.61%+23,839
KANZHUN LIMITED(BZ)900,7331,777,557+876,82413,66429,5252.34%+15,861
CEMEX SAB DE CV(CX)8,615,3658,494,202-121,16356,00065,8305.21%+9,830
TELECOM ARGENTINA SA(TEO)0309,357+309,35702,2120.18%+2,212
SOUTHERN COPPER CORP(SCCO)576,049528,503-47,54643,37145,4883.60%+2,118
DR REDDYS LABS LTD(RDY)08,174+8,17405690.05%+569
TRIP COM GROUP LTD(TCOM)400,021402,250+2,22913,98914,4851.15%+496
CORPORACION AMER ARPTS S A
COM
135,260135,26001,8042,1720.17%+368
LOMA NEGRA C I A S A MTN 14160,349160,34909671,1370.09%+170
BANCO SANTANDER CHILE NEW(BSAC)111,66297,984-13,6782,0481,9100.15%-138
GRAN TIERRA ENERGY INC314,423314,42302,1911,7740.14%-417
ICICI BANK LIMITED(IBN)163,339119,267-44,0723,7762,8430.23%-933
ISHARES TR
MSCI SAUDI ARBIA
60,4240-60,4242,3410-2,341
BAIDU INC1,106,0271,164,713+58,686148,595138,70610.98%-9,889
KOSMOS ENERGY LTD(KOS)7,716,5277,599,325-117,20263,12150,9914.04%-12,130
ALIBABA GROUP HLDG LTD(BABA)773,9580-773,95867,1330-67,133
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