London, X0CIK 15552545 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
28 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 588.5K | $178.83M | 11.9% | +392.1K | Added |
| 2 | Eldorado Gold Corp New | 4.01M | $144.05M | 9.6% | −984.5K | Reduced |
| 3 | Sea Ltd | 843.6K | $107.61M | 7.2% | +310.5K | Added |
| 4 | Teck Resources Ltd |
| 2.06M |
| $98.84M |
| 6.6% |
| +2.06M |
| New |
| 5 | Nu Hldgs Ltd | 4.94M | $82.73M | 5.5% | +4.94M | New |
| 6 | Gds Hldgs Ltd | 2.17M | $75.64M | 5.0% | +518.9K | Added |
| 7 | Embraer S.A. | 1.15M | $73.85M | 4.9% | −31.4K | Reduced |
| 8 | Makemytrip Limited Mauritius | 750.9K | $61.67M | 4.1% | +372.8K | Added |
| 9 | Franco Nev Corp | 293.8K | $60.89M | 4.1% | +181.7K | Added |
| 10 | Icici Bank Limited | 1.99M | $59.38M | 4.0% | −2.01M | Reduced |
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