Fund HoldingsKontiki Capital Management (HK) Ltd.

Total Portfolio Value
$1.43B
Total Bought
$106.42M
Total Sold
$431.89M
Net Transaction
-$325.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
COUPANG INC(CPNG)7,076,85111,859,311+4,782,460166,943223,90415.70%+56,961
GCI LIBERTY INC(GLIBA)698,1841,962,339+1,264,15525,97973,0195.12%+47,039
SIRIUSXM HOLDINGS INC(SIRI)5,968,0245,696,724-271,300119,331131,4809.22%+12,150
H WORLD GROUP LTD(HTHT)3,703,7883,535,388-168,400174,263177,79512.47%+3,531
SEA LTD(SE)1,359,9922,124,312+764,320173,494175,91412.34%+2,420
HDFC BANK LTD(HDB)7,362,6267,028,262-334,364269,030174,86312.26%-94,167
NU HLDGS LTD(NU)34,197,23832,644,738-1,552,500572,462469,10532.89%-103,357
FULL TRUCK ALLIANCE CO LTD(YMM)20,380,9690-20,380,969218,6880-218,688
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