CARRHAE CAPITAL LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ITUB | 20.44M | $171.31M |
 | IBN | 5.04M | $130.53M |
 | EGO | 4.90M | $168.14M |
 | JBS | 2.55M | $45.73M |
 | GDS | 2.18M | $88.02M |
 | HSAI | 1.57M | $29.99M |
 | VNET | 1.51M | $12.69M |
 | BABA | 1.33M | $167.37M |
 | RNW | 1.28M | $5.85M |
 | HAL | 598K | $23.31M |
 | TSM | 559K | $188.87M |
 | SLB | 557K | $28.61M |
 | CPA | 518K | $58.86M |
 | PDD | 515K | $52.65M |
 | TS | 337K | $19.63M |
 | AU | 253K | $24.63M |
 | MT | 197K | $10.22M |
 | MMYT | 151K | $5.61M |
 | VIST | 80K | $6.01M |
 | NTES | 69K | $7.74M |
Itaú Unibanco Holding S.A.
ITUB
Shares Held
20.44M
Value
$171.31M
ICICI Bank Limited
IBN
Shares Held
5.04M
Value
$130.53M
Eldorado Gold Corporation
EGO
Shares Held
4.90M
Value
$168.14M
Jbs N.V.
JBS
Shares Held
2.55M
Value
$45.73M
GDS Holdings Limited
GDS
Shares Held
2.18M
Value
$88.02M
Hesai Group
HSAI
Shares Held
1.57M
Value
$29.99M
VNET Group, Inc.
VNET
Shares Held
1.51M
Value
$12.69M
Alibaba Group Holding Limited
BABA
Shares Held
1.33M
Value
$167.37M
ReNew Energy Global Plc
RNW
Shares Held
1.28M
Value
$5.85M
Halliburton Company
HAL
Shares Held
598K
Value
$23.31M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
559K
Value
$188.87M
Slb N.V.
SLB
Shares Held
557K
Value
$28.61M
Copa Holdings, S.A.
CPA
Shares Held
518K
Value
$58.86M
PDD Holdings Inc.
PDD
Shares Held
515K
Value
$52.65M
Tenaris S.A.
TS
Shares Held
337K
Value
$19.63M
AngloGold Ashanti plc
AU
Shares Held
253K
Value
$24.63M
ArcelorMittal S.A.
MT
Shares Held
197K
Value
$10.22M
MakeMyTrip Limited
MMYT
Shares Held
151K
Value
$5.61M
Vista Energy, S.A.B. de C.V.
VIST
Shares Held
80K
Value
$6.01M
NetEase, Inc.
NTES
Shares Held
69K
Value
$7.74M