Fund HoldingsNipun Capital, L.P.

Total Portfolio Value
$219.12M
Total Bought
$73.27M
Total Sold
$7.39M
Net Transaction
+$65.88M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR538,4501,203,450+665,00017,11246,08021.03%+28,968
TAIWAN SEMICONDUCTOR MFG LTD(TSM)8,60073,360+64,7601,49422,29310.17%+20,800
ISHARES TR
MSCI CHINA ETF
721,500837,600+116,10036,73250,31522.96%+13,583
VANGUARD INTL EQUITY INDEX F092,200+92,20004,9572.26%+4,957
PDD HOLDINGS INC(PDD)16,90028,000+11,1002,2783,1751.45%+897
INTERCORP FINL SVCS INC
SHS
020,470+20,47008670.40%+867
TSAKOS ENERGY NAVIGATION LTD(TEN)010,500+10,50002350.11%+235
COSTAMARE INC(CMRE)010,900+10,90001720.08%+172
STEALTHGAS INC020,055+20,05501410.06%+141
IMPERIAL PETE INC
COM NEW
030,300+30,30001100.05%+110
ISHARES TR
MSCI INDIA ETF
1,594,3451,679,555+85,21093,31790,78041.43%-2,537
ISHARES TR
MSCI INDIA SM CP
39,9540-39,9543,4360-3,436
ISHARES TR86,2000-86,2003,9530-3,953
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