13F HOLDINGS REPORT
Kontiki Capital Management (HK) Ltd.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000899140-25-000948
Total Value
$1.75B
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 38,624,785 | $529.9M | 30.25% |
| 2 | SEA LTD | SE | 2,244,855 | $359.0M | 20.50% |
| 3 | HDFC BANK LTD | HDB | 3,757,674 | $288.1M | 16.45% |
| 4 | COUPANG INC | CPNG | 7,882,047 | $236.1M | 13.48% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 15,548,399 | $183.6M | 10.48% |
| 6 | SIRIUSXM HOLDINGS INC | 829933100 | 6,740,536 | $154.8M | 8.84% |