Fund HoldingsTT International Asset Management LTD

Total Portfolio Value
$783.35M
Total Bought
$396.61M
Total Sold
$503.71M
Net Transaction
-$107.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ONTO INNOVATION INC(ONTO)0262,038+262,038092,07011.75%+92,070
CREDICORP LTD(BAP)160,498355,496+194,99854,438137,57717.56%+83,139
ICICI BANK LIMITED(IBN)209,8332,541,098+2,331,2655,43573,6169.40%+68,181
TAIWAN SEMICONDUCTOR MANUFAC(TSM)94,917220,407+125,49032,07797,91112.50%+65,834
ASE TECHNOLOGY HLDG CO LTD(ASX)42,887907,813+864,92693040,9615.23%+40,031
ELDORADO GOLD CORP NEW(EGO)1,973,8172,666,361+692,54467,76182,90210.58%+15,141
CRH PLC
ORD
039,733+39,73304,1800.53%+4,180
KRANESHARES TRUST069,993+69,99302,2640.29%+2,264
MAKEMYTRIP LIMITED MAURITIUS
SHS
78,58076,962-1,6182,9304,4780.57%+1,548
FTAI AVIATION LTD(FTAI)05,460+5,46001,4300.18%+1,430
CENTRAIS ELET BRAS SA(AXIA)152,771275,447+122,6761,7232,9090.37%+1,185
LATAM AIRLINES GROUP SA(LTM)019,894+19,89401,1590.15%+1,159
FUTU HLDGS LTD(FUTU)8,56523,061+14,4961,1712,3040.29%+1,133
APPLIED MATLS INC01,467+1,46709550.12%+955
SLB LIMITED(SLB)021,000+21,00009470.12%+947
MERCADOLIBRE INC(MELI)0538+53809370.12%+937
CEMEX SA EURO MTN BE 144A(CX)061,116+61,11607330.09%+733
HUBBELL INC(HUBB)01,234+1,23406050.08%+605
GRUPO AEROMEXICO SAB DE CV(AERO)033,490+33,49006030.08%+603
SOUTHERN COPPER CORP(SCCO)03,303+3,30305580.07%+558
NETEASE COM INC(NTES)1,9084,344+2,4362145570.07%+343
SPROUTS FMRS MKT INC(SFM)12,42313,896+1,4739581,2050.15%+247
GRAB HOLDINGS LIMITED
CLASS A ORD
60,717115,627+54,9102224500.06%+228
DYNATRACE INC(DT)27,55327,209-3441,0191,1950.15%+176
TRANSUNION(TRU)19,40519,607+2021,3431,4600.19%+118
SILVERCORP METALS INC(SVM)70,00079,000+9,0007527980.10%+46
RAYMOND JAMES FINL INC(RJF)8,0227,483-5391,1621,1840.15%+22
TRIMBLE INC(TRMB)14,99218,987+3,9959789980.13%+20
CDW CORP(CDW)4,7144,115-5995705700.07%-1
LPL FINL HLDGS INC(LPLA)3,9883,952-361,2001,1590.15%-41
QXO INC(QXO)40,37140,836+4657847060.09%-78
WISDOMTREE INC(WT)52,71838,661-14,0577686550.08%-113
STIFEL FINL CORP(SF)12,47210,637-1,8359227640.10%-158
BUILDERS FIRSTSOURCE INC(BLDR)9,6017,247-2,3547906140.08%-176
AECOM(ACM)13,26212,563-6991,1258770.11%-248
MERCK & CO INC(MRK)2,1000-2,1002530-253
MKS INC.(MKSI)3,7631,349-2,4148655550.07%-310
BANCO BBVA ARGENTINA S A118,70270,980-47,7221,9061,3920.18%-514
TRIP COM GROUP LTD(TCOM)24,77714,534-10,2431,2345970.08%-637
BELLRING BRANDS INC(BRBR)41,6920-41,6926710-671
SEA LTD(SE)49,79533,147-16,6484,1243,3920.43%-732
TOPBUILD COR2,1320-2,1327490-749
PAN AMERN SILVER CORP(PAAS)13,7700-13,7707520-752
MARVELL TECHNOLOGY INC(MRVL)11,0260-11,0261,0920-1,092
FTI CONSULTING INC(FCN)6,5710-6,5711,1620-1,162
NICE LTD(NICE)20,4629,083-11,3792,2568250.11%-1,431
PETROLEO BRASILEIRO S A(PBR)1,070,5341,228,346+157,81222,21419,6412.51%-2,572
BANCO DE CHILE696,900499,453-197,44725,81319,3992.48%-6,414
BANCO SANTANDER CHILE NEW(BSAC)795,280617,131-178,14926,56220,1002.57%-6,462
ARIS MINING CORPORATION(ARIS)4,142,6224,363,339+220,71776,92865,0578.31%-11,871
ITAU UNIBANCO HLDG S A(ITUB)9,533,1228,104,719-1,428,40379,88865,8918.41%-13,996
GRUPO FINANCIERO GALICIA S.A(GGAL)841,858430,323-411,53539,32321,5292.75%-17,794
TRANSPORTADORA DE GAS DEL SU(TGS)608,4750-608,47521,0590-21,059
PAMPA ENERGIA SA(PAM)336,3880-336,38829,7700-29,770
BANCO MACRO S A(BMA)480,00914,711-465,29837,1381,3620.17%-35,776
B2GOLD CORP(BTG)9,469,4810-9,469,48142,8970-42,897
YPF SOCIEDAD ANONIMA(YPF)1,289,5970-1,289,59759,6050-59,605
BAIDU INC627,5770-627,57769,9250-69,925
VISTA ENERGY S.A.B. DE C.V.(VIST)982,92911,000-971,92974,1827020.09%-73,480
ALIBABA GROUP HLDG LTD(BABA)927,5356,436-921,099116,3696180.08%-115,751
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