CARRHAE CAPITAL LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EGO | 4.99M | $144.30M |
 | IBN | 4.00M | $121.00M |
 | RNW | 2.77M | $21.31M |
 | YMM | 2.67M | $34.69M |
 | GDS | 1.65M | $63.79M |
 | WRD | 1.63M | $16.15M |
 | ERJ | 1.18M | $71.25M |
 | AU | 1.10M | $77.65M |
 | VIST | 688K | $23.68M |
 | FCX | 644K | $25.27M |
 | SE | 533K | $95.27M |
 | EQT | 520K | $28.31M |
 | BABA | 498K | $89.05M |
 | JBS | 405K | $6.04M |
 | PDD | 387K | $51.14M |
 | MMYT | 378K | $35.39M |
 | GGAL | 316K | $8.70M |
 | PONY | 297K | $6.69M |
 | TSM | 196K | $54.83M |
 | FNV | 112K | $24.98M |
Eldorado Gold Corporation
EGO
Shares Held
4.99M
Value
$144.30M
ICICI Bank Limited
IBN
Shares Held
4.00M
Value
$121.00M
ReNew Energy Global Plc
RNW
Shares Held
2.77M
Value
$21.31M
Full Truck Alliance Co. Ltd.
YMM
Shares Held
2.67M
Value
$34.69M
GDS Holdings Limited
GDS
Shares Held
1.65M
Value
$63.79M
WeRide Inc.
WRD
Shares Held
1.63M
Value
$16.15M
Embraer S.A.
ERJ
Shares Held
1.18M
Value
$71.25M
AngloGold Ashanti Plc
AU
Shares Held
1.10M
Value
$77.65M
Vista Energy, S.A.B. de C.V.
VIST
Shares Held
688K
Value
$23.68M
Freeport-McMoRan Inc.
FCX
Shares Held
644K
Value
$25.27M
Sea Limited
SE
Shares Held
533K
Value
$95.27M
EQT Corporation
EQT
Shares Held
520K
Value
$28.31M
Alibaba Group Holding Limited
BABA
Shares Held
498K
Value
$89.05M
JBS N.V.
JBS
Shares Held
405K
Value
$6.04M
PDD Holdings Inc.
PDD
Shares Held
387K
Value
$51.14M
MakeMyTrip Limited
MMYT
Shares Held
378K
Value
$35.39M
Grupo Financiero Galicia S.A.
GGAL
Shares Held
316K
Value
$8.70M
Pony AI Inc. American Depositary Shares
PONY
Shares Held
297K
Value
$6.69M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
196K
Value
$54.83M
Franco-Nevada Corporation
FNV
Shares Held
112K
Value
$24.98M