Fund HoldingsTT International Asset Management LTD

Total Portfolio Value
$669.63M
Total Bought
$359.54M
Total Sold
$367.47M
Net Transaction
-$7.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)0509,354+509,354067,35210.06%+67,352
KE HLDGS INC(BEKE)38,9362,318,858+2,279,92271746,5866.96%+45,869
VISTA ENERGY S.A.B. DE C.V.(VIST)0969,521+969,521045,1416.74%+45,141
TRIP COM GROUP LTD0709,530+709,530045,1126.74%+45,112
PDD HOLDINGS INC(PDD)0265,302+265,302031,3984.69%+31,398
NETEASE INC(NTES)0212,964+212,964021,9183.27%+21,918
ITAU UNIBANCO HLDG S A(ITUB)03,241,085+3,241,085017,8262.66%+17,826
BBB FOODS INC(TBBB)0571,999+571,999015,2612.28%+15,261
MAKEMYTRIP LIMITED MAURITIUS305,582483,479+177,89734,31147,3767.07%+13,065
JD.COM INC(JD)155,913330,714+174,8015,40613,5992.03%+8,193
NVENT ELECTRIC PLC0127,983+127,98306,7091.00%+6,709
CADELER A S(CDLR)0250,202+250,20204,9190.73%+4,919
INSIGHT ENTERPRISES INC(NSIT)024,704+24,70403,7050.55%+3,705
VITA COCO CO INC(COCO)099,026+99,02603,0350.45%+3,035
GLOBUS MED INC(GMED)038,231+38,23102,7990.42%+2,799
DYNATRACE INC057,418+57,41802,7070.40%+2,707
ZEBRA TECHNOLOGIES CORPORATI(AMD)09,191+9,19102,5970.39%+2,597
BANCO BBVA ARGENTINA S A0112,953+112,95302,0470.31%+2,047
BELLRING BRANDS INC(BRBR)024,552+24,55201,8280.27%+1,828
GRUPO SUPERVIELLE S.A.(SUPV)0122,035+122,03501,5940.24%+1,594
HUBBELL INC(HUBB)854,096+4,011361,3550.20%+1,320
ORMAT TECHNOLOGIES INC(ORA)016,901+16,90101,1960.18%+1,196
RENEW ENERGY GLOBAL PLC(RNW)99,521301,392+201,8716801,7750.27%+1,095
MIRION TECHNOLOGIES INC(MIR)062,346+62,34609040.14%+904
ECOLAB INC(ECL)03,298+3,29808360.12%+836
STIFEL FINL CORP(SF)26,01838,126+12,1082,7603,5940.54%+834
AMGEN INC02,500+2,50007790.12%+779
SEA LTD(SE)04,421+4,42105770.09%+577
TOPBUILD CORP18,78120,708+1,9275,8476,3150.94%+468
COHERENT CORP
COM STK
04,335+4,33502820.04%+282
GILEAD SCIENCES INC(GILD)4,6754,67504325240.08%+92
ASE TECHNOLOGY HLDG CO LTD(ASX)04,501+4,5010390.01%+39
LPL FINL HLDGS INC(LPLA)12,04311,963-803,9323,9140.58%-19
OWENS CORNING NEW(OC)6,0396,961+9221,0299940.15%-34
VERALTO CORP(VLTO)29,67830,606+9283,0232,9830.45%-40
CARLISLE COS INC(CSL)2,3432,416+738648230.12%-42
VERTIV HOLDINGS CO(VRT)34,83354,045+19,2123,9573,9020.58%-55
WESCO INTL INC(WCC)11,93213,414+1,4822,1592,0830.31%-76
PTC INC(PTC)6,3286,952+6241,1641,0770.16%-86
TETRA TECH INC NEW(TTEK)16,47816,993+5156564970.07%-159
TIMKEN CO(TKR)47,18744,473-2,7143,3683,1960.48%-171
RYANAIR HOLDINGS PLC(AU)4,1530-4,1531810-181
MILLICOM INTL CELLULAR S A
COM STK
10,1040-10,1042530-253
PALANTIR TECHNOLOGIES INC(PLTR)3,5000-3,5002650-265
TRANSUNION(TRU)54,79457,796+3,0025,0804,7960.72%-283
MERCADOLIBRE INC(MELI)2120-2123600-360
COHERENT CORP(COHR)4,3350-4,3354110-411
EPAM SYS INC2,0300-2,0304750-475
C3 AI INC(AI)14,0000-14,0004820-482
ENPHASE ENERGY INC(ENPH)7,0500-7,0504840-484
CREDICORP LTD(BAP)2,7000-2,7004950-495
XYLEM INC(XYL)25,65319,794-5,8592,9762,3650.35%-612
FIRST SOLAR INC(FSLR)9,5788,048-1,5301,6881,0180.15%-671
HYATT HOTELS CORP(H)33,65737,017+3,3605,2834,5350.68%-749
WINNEBAGO INDS INC(WGO)58,67657,889-7872,8041,9950.30%-809
ECOLAB INC(ICLR)3,5950-3,5958420-842
AMGEN INC(AMGN)3,6490-3,6499510-951
ON SEMICONDUCTOR CORP(ON)16,5230-16,5231,0420-1,042
PURE STORAGE INC(P)44,40035,338-9,0622,7271,5640.23%-1,163
ICON PLC(ICLR)32,52332,200-3236,8205,6350.84%-1,186
ICICI BANK LIMITED(IBN)48,8300-48,8301,4580-1,458
HERC HLDGS INC(HRI)7,7980-7,7981,4760-1,476
GRUPO SUPERVIELLE S.A.(SUPV)116,0860-116,0861,7540-1,754
TRANSPORTADORA DE GAS SUR(TGS)1,190,5731,227,656+37,08334,84832,4844.85%-2,364
H & E EQUIPMENT SERVICES INC53,4200-53,4202,6150-2,615
ISHARES INC74,1310-74,1312,6580-2,658
BANCO BBVA ARGENTINA S A171,1340-171,1343,2620-3,262
AECOM(ACM)33,5010-33,5013,5790-3,579
DYNATRACE INC(DT)69,2840-69,2843,7660-3,766
GLOBUS MED INC(RNW)49,1800-49,1804,0680-4,068
PAMPA ENERGIA S A(PAM)1,206,6031,319,537+112,934106,109101,86815.21%-4,240
CADELER A S(CDLR)236,3960-236,3965,2790-5,279
VITA COCO CO INC(AMD)156,4950-156,4956,2330-6,233
NVENT ELECTRIC PLC(NVT)108,3950-108,3957,3880-7,388
ANGLOGOLD ASHANTI PLC554,637141,957-412,68012,8015,2690.79%-7,532
ALIBABA GROUP HLDG LTD(BABA)276,5620-276,56223,4500-23,450
NETEASE INC(HTHT)357,9150-357,91531,9300-31,930
TAL EDUCATION GROUP(TAL)4,896,911973,824-3,923,08749,06712,8641.92%-36,203
BANCO MACRO SA(BMA)1,141,086963,288-177,798110,41172,73810.86%-37,674
VISTA ENERGY S.A.B. DE C.V.(VIST)810,1770-810,17743,8390-43,839
YPF SOCIEDAD ANONIMA(YPF)1,252,4480-1,252,44853,2420-53,242
TAIWAN SEMICONDUCTOR MFG LTD(TSM)407,8328,133-399,69980,5431,3500.20%-79,193
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