13F HOLDINGS REPORT
Kontiki Capital Management (HK) Ltd.
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0000899140-26-000157
Total Value
$1.72B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 34,197,238 | $572.5M | 33.28% |
| 2 | HDFC BANK LTD | HDB | 7,362,626 | $269.0M | 15.64% |
| 3 | FULL TRUCK ALLIANCE CO LTD | YMM | 20,380,969 | $218.7M | 12.71% |
| 4 | H WORLD GROUP LTD | HWLDF | 3,703,788 | $174.3M | 10.13% |
| 5 | SEA LTD | SE | 1,359,992 | $173.5M | 10.09% |
| 6 | COUPANG INC | CPNG | 7,076,851 | $166.9M | 9.70% |
| 7 | SIRIUSXM HOLDINGS INC | 829933100 | 5,968,024 | $119.3M | 6.94% |
| 8 | GCI LIBERTY INC | GLIBK | 698,184 | $26.0M | 1.51% |