EdgeMarket › What Carrhae Capital Llp reported owning
What Carrhae Capital Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.3BPositions
29Quarter
2026-03-31Shown below
21largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 188.9M | 5.7% | 558.9K | 418.95 | +83.3% |
| EMBJ EMBRAER S.A. | 171.4M | 5.1% | 2.9M | 75.95 | +36.5% |
| ITUB Itau Unibanco Holding S.A. | 171.3M | 5.1% | 20.4M | 7.48 | +12.8% |
| EGO ELDORADO GOLD CORP /FI | 168.1M | 5.0% | 4.9M | 45.72 | +102.5% |
| BABA Alibaba Group Holding Ltd | 167.4M | 5.0% | 1.3M | 119.34 | -0.1% |
| IBN ICICI BANK LTD | 130.5M | 3.9% | 5.0M | 29.91 | -9.9% |
| GDS GDS Holdings Ltd | 88.0M | 2.6% | 2.2M | 32.85 | -3.1% |
| CPA Copa Holdings, S.A. | 58.9M | 1.8% | 518.1K | 129.95 | +13.5% |
| PDD PDD Holdings Inc. | 52.7M | 1.6% | 515.3K | 88.38 | -25.1% |
| JBS JBS N.V. | 45.7M | 1.4% | 2.5M | 13.82 | -8.3% |
| HSAI Hesai Group | 30.0M | 0.9% | 1.6M | 19.10 | -26.3% |
| SLB SLB LIMITED/NV | 28.6M | 0.9% | 556.8K | 53.87 | +61.5% |
| AU AngloGold Ashanti PLC | 24.6M | 0.7% | 253.0K | 121.22 | +125.7% |
| HAL HALLIBURTON CO | 23.3M | 0.7% | 597.7K | 35.34 | +67.5% |
| TS TENARIS SA | 19.6M | 0.6% | 337.4K | 52.66 | +47.8% |
| VNET VNET Group, Inc. | 12.7M | 0.4% | 1.5M | 6.72 | -15.8% |
| MT ArcelorMittal | 10.2M | 0.3% | 196.7K | 72.20 | +113.0% |
| NTES NetEase, Inc. | 7.7M | 0.2% | 69.2K | 128.17 | -1.8% |
| VIST Vista Energy, S.A.B. de C.V. | 6.0M | 0.2% | 79.7K | 69.58 | +73.0% |
| RNW ReNew Energy Global plc | 5.8M | 0.2% | 1.3M | 6.81 | -11.6% |
| MMYT MakeMyTrip Ltd | 5.6M | 0.2% | 150.6K | 60.46 | -40.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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