13F HOLDINGS REPORT
Carrhae Capital LLP
Quarter ended Q3 2024 · Filed November 27, 2024 · Accession 0001172661-24-005374
Total Value
$97.6M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YANDEX N V | NBIS | 925,070 | $36.5M | 37.39% |
| 2 | GERDAU S A | GGB | 5,683,785 | $26.5M | 27.14% |
| 3 | GOLAR LNG LTD BERMUDA | GLNG | 642,900 | $17.6M | 18.02% |
| 4 | LOMA NEGRA CORP | 54150E104 | 633,396 | $13.5M | 13.84% |
| 5 | CEMEX SAB DE CV | CXMSF | 372,900 | $2.5M | 2.53% |
| 6 | JD COM INC | JDCMF | 26,100 | $1.1M | 1.08% |