13F HOLDINGS REPORT
Kontiki Capital Management (HK) Ltd.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000899140-25-001307
Total Value
$1.88B
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 38,130,796 | $610.5M | 32.49% |
| 2 | SEA LTD | SE | 1,933,887 | $345.6M | 18.40% |
| 3 | HDFC BANK LTD | HDB | 7,419,143 | $253.4M | 13.49% |
| 4 | COUPANG INC | CPNG | 6,791,698 | $218.7M | 11.64% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 15,348,790 | $199.1M | 10.59% |
| 6 | SIRIUSXM HOLDINGS INC | 829933100 | 6,654,289 | $154.9M | 8.24% |
| 7 | H WORLD GROUP LTD | HWLDF | 2,475,171 | $96.8M | 5.15% |