Fund HoldingsTT International Asset Management LTD

Total Portfolio Value
$693.73M
Total Bought
$474.35M
Total Sold
$219.16M
Net Transaction
+$255.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BANCO MACRO SA(BMA)611,4761,141,086+529,61039110,41115.92%+110,373
PAMPA ENERGIA S A(PAM)343,8801,206,603+862,72321106,10915.30%+106,088
TAIWAN SEMICONDUCTOR MFG LTD(TSM)32,729407,832+375,103680,54311.61%+80,537
YPF SOCIEDAD ANONIMA(YPF)5,128,4421,252,448-3,875,99410953,2427.67%+53,133
TAL EDUCATION GROUP(TAL)4,337,8014,896,911+559,1105149,0677.07%+49,016
VISTA ENERGY S.A.B. DE C.V.(VIST)1,933,803810,177-1,123,6268543,8396.32%+43,753
TRANSPORTADORA DE GAS SUR(TGS)1,279,3211,190,573-88,7482334,8485.02%+34,825
MAKEMYTRIP LIMITED MAURITIUS0305,582+305,582034,3114.95%+34,311
NETEASE INC(HTHT)669,771357,915-311,8562531,9304.60%+31,905
ALIBABA GROUP HLDG LTD(BABA)366,871276,562-90,3093923,4503.38%+23,411
ANGLOGOLD ASHANTI PLC0554,637+554,637012,8011.85%+12,801
NVENT ELECTRIC PLC(NVT)90,019108,395+18,37667,3881.06%+7,382
ICON PLC(ICLR)25,97632,523+6,54776,8200.98%+6,813
VITA COCO CO INC(AMD)8,000156,495+148,49516,2330.90%+6,231
TOPBUILD CORP14,08718,781+4,69465,8470.84%+5,842
JD.COM INC(JD)392,539155,913-236,626165,4060.78%+5,390
HYATT HOTELS CORP(H)033,657+33,65705,2830.76%+5,283
CADELER A S(CDLR)246,173236,396-9,77775,2790.76%+5,272
TRANSUNION(TRU)26,85354,794+27,94135,0800.73%+5,077
GLOBUS MED INC(RNW)049,180+49,18004,0680.59%+4,068
VERTIV HOLDINGS CO(VRT)50,09834,833-15,26553,9570.57%+3,952
LPL FINL HLDGS INC(LPLA)11,26612,043+77733,9320.57%+3,930
DYNATRACE INC(DT)91,16369,284-21,87953,7660.54%+3,761
AECOM(ACM)033,501+33,50103,5790.52%+3,579
TIMKEN CO(TKR)39,27447,187+7,91333,3680.49%+3,364
BANCO BBVA ARGENTINA S A0171,134+171,13403,2620.47%+3,262
VERALTO CORP(VLTO)24,98329,678+4,69533,0230.44%+3,020
XYLEM INC(XYL)15,04525,653+10,60822,9760.43%+2,974
WINNEBAGO INDS INC(WGO)52,90358,676+5,77332,8040.40%+2,800
STIFEL FINL CORP(SF)026,018+26,01802,7600.40%+2,760
PURE STORAGE INC(P)73,08544,400-28,68542,7270.39%+2,724
ISHARES INC074,131+74,13102,6580.38%+2,658
H & E EQUIPMENT SERVICES INC54,78353,420-1,36332,6150.38%+2,613
WESCO INTL INC(WCC)011,932+11,93202,1590.31%+2,159
GRUPO SUPERVIELLE S.A.(SUPV)18,140116,086+97,94601,7540.25%+1,754
FIRST SOLAR INC(FSLR)2,9779,578+6,60111,6880.24%+1,687
HERC HLDGS INC(HRI)14,3467,798-6,54821,4760.21%+1,474
ICICI BANK LIMITED(IBN)171,89248,830-123,06251,4580.21%+1,453
PTC INC(PTC)6,3276,328+111,1640.17%+1,162
ON SEMICONDUCTOR CORP(ON)18,83116,523-2,30811,0420.15%+1,040
OWENS CORNING NEW(OC)11,6046,039-5,56521,0290.15%+1,027
AMGEN INC(AMGN)03,649+3,64909510.14%+951
CARLISLE COS INC(CSL)3,5452,343-1,20228640.12%+863
ECOLAB INC(ICLR)03,595+3,59508420.12%+842
KE HLDGS INC(BEKE)038,936+38,93607170.10%+717
RENEW ENERGY GLOBAL PLC(RNW)209,21299,521-109,69116800.10%+678
TETRA TECH INC NEW(TTEK)21,23316,478-4,75516560.09%+655
ENPHASE ENERGY INC(ENPH)07,050+7,05004840.07%+484
C3 AI INC(AI)014,000+14,00004820.07%+482
EPAM SYS INC02,030+2,03004750.07%+475
CREDICORP LTD(BAP)138,5932,700-135,893254950.07%+470
GILEAD SCIENCES INC(GILD)15,0004,675-10,32514320.06%+431
COHERENT CORP(COHR)04,335+4,33504110.06%+411
MERCADOLIBRE INC(MELI)0212+21203600.05%+360
PALANTIR TECHNOLOGIES INC(PLTR)03,500+3,50002650.04%+265
MILLICOM INTL CELLULAR S A
COM STK
010,104+10,10402530.04%+253
RYANAIR HOLDINGS PLC(AU)04,153+4,15301810.03%+181
HUBBELL INC(HUBB)1,68585-1,6001360.01%+35
RENEW ENERGY GLOBAL PLC(RNW)31,9380-31,93800-0
LOMA NEGRA C I A S A MTN 1447,8970-47,89700-0
GOLAR LNG LTD
SHS
21,1500-21,15010-1
ECOLAB INC(ECL)3,6970-3,69710-1
RYANAIR HOLDINGS PLC(RYAAY)49,6520-49,65220-2
HDFC BANK LTD(HDB)42,3040-42,30430-3
GLOBUS MED INC(GMED)44,3090-44,30930-3
NEWMONT CORP(NEM)60,0000-60,00030-3
CYBERARK SOFTWARE LTD11,0580-11,05830-3
COPA HOLDINGS SA(CPA)50,3400-50,34050-5
VITA COCO CO INC(COCO)181,1880-181,18850-5
QIFU TECHNOLOGY INC(QFIN)255,0810-255,08180-8
DESPEGAR COM CORP706,7040-706,70490-9
ASE TECHNOLOGY HLDG CO LTD(ASX)2,063,5350-2,063,535200-20
EMBRAER S.A.(EMBJ)628,9290-628,929220-22
NETEASE INC(NTES)276,1690-276,169260-26
ISHARES TR
MSCI CHINA ETF
703,3440-703,344360-36
PDD HOLDINGS INC(PDD)552,1160-552,116740-74
ANGLOGOLD ASHANTI PLC(AU)2,836,1100-2,836,110760-76
Page 1 of 1