CARRHAE CAPITAL LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BBD | 16.19M | $53.90M |
 | NU | 4.94M | $82.73M |
 | EGO | 4.01M | $144.05M |
 | YMM | 3.81M | $40.85M |
 | JBS | 3.65M | $52.62M |
 | RNW | 2.46M | $13.89M |
 | WRD | 2.42M | $21.02M |
 | GDS | 2.17M | $75.64M |
 | TECK | 2.06M | $98.84M |
 | IBN | 1.99M | $59.38M |
 | ERJ | 1.15M | $73.85M |
 | SE | 844K | $107.61M |
 | VIST | 830K | $40.40M |
 | HBM | 803K | $15.93M |
 | GGAL | 795K | $42.89M |
 | MMYT | 751K | $61.67M |
 | EQT | 745K | $39.95M |
 | TSM | 588K | $178.83M |
 | BIDU | 342K | $44.65M |
 | BABA | 309K | $45.24M |
Banco Bradesco S.A.
BBD
Shares Held
16.19M
Value
$53.90M
Nu Holdings Ltd.
NU
Shares Held
4.94M
Value
$82.73M
Eldorado Gold Corporation
EGO
Shares Held
4.01M
Value
$144.05M
Full Truck Alliance Co. Ltd.
YMM
Shares Held
3.81M
Value
$40.85M
JBS N.V.
JBS
Shares Held
3.65M
Value
$52.62M
ReNew Energy Global Plc
RNW
Shares Held
2.46M
Value
$13.89M
WeRide Inc.
WRD
Shares Held
2.42M
Value
$21.02M
GDS Holdings Limited
GDS
Shares Held
2.17M
Value
$75.64M
Teck Resources Limited
TECK
Shares Held
2.06M
Value
$98.84M
ICICI Bank Limited
IBN
Shares Held
1.99M
Value
$59.38M
Embraer S.A.
ERJ
Shares Held
1.15M
Value
$73.85M
Sea Limited
SE
Shares Held
844K
Value
$107.61M
Vista Energy, S.A.B. de C.V.
VIST
Shares Held
830K
Value
$40.40M
Hudbay Minerals Inc.
HBM
Shares Held
803K
Value
$15.93M
Grupo Financiero Galicia S.A.
GGAL
Shares Held
795K
Value
$42.89M
MakeMyTrip Limited
MMYT
Shares Held
751K
Value
$61.67M
EQT Corporation
EQT
Shares Held
745K
Value
$39.95M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
588K
Value
$178.83M
Baidu, Inc.
BIDU
Shares Held
342K
Value
$44.65M
Alibaba Group Holding Limited
BABA
Shares Held
309K
Value
$45.24M