Kontiki Capital Management (Hk) Ltd. Portfolio Stock Holdings

Kontiki Capital Management (Hk) Ltd. disclosed 7 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include NU HLDGS LTD, COUPANG INC, and H WORLD GROUP LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
7
Portfolio Value
$1.4B
Holdings by Sector
Kontiki Capital Management (Hk) Ltd. Portfolio Holdings in Q1 2026

6 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NU HLDGS LTDG6683N103Other32.89%32,644,738-1,552,500-4.54%$469,104,885
COUPANG INCCPNGConsumer Cyclical15.70%11,859,311+4,782,460+67.58%$223,903,792
H WORLD GROUP LTDHTHTConsumer Cyclical12.47%3,535,388-168,400-4.55%$177,794,663
SEA LTDSEConsumer Cyclical12.34%2,124,312+764,320+56.20%$175,914,277
HDFC BANK LTDHDBFinancial Services12.26%7,028,262-334,364-4.54%$174,863,159
SIRIUSXM HOLDINGS INCSIRIConsumer Discretionary9.22%5,696,724-271,300-4.55%$131,480,390