Institutional Manager · CIK 0001660773
AMANSA CAPITAL PTE. LTD.
RAFFLES CITY TOWER, U0 · File #028-22902
Latest AUM
$272.1M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ICICI BANK LIMITED | IBN | -1,000,000 | -$29.8M | -$2.6M |
| REDUCE | MAKEMYTRIP LIMITED MAURITIUS | MMYT | -100,693 | -$8.3M | -$18.4M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $272.1M
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $331.2M
- 13F HOLDINGS REPORTQ/E Jun 20252 pos · $385.6M
- 13F HOLDINGS REPORTQ/E Mar 20252 pos · $371.1M
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $405.2M
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $390.6M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $380.9M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $291.1M
- 13F HOLDINGS REPORTQ/E Dec 20231 pos · $79.3M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ICICI BANK LIMITED | IBN | 5,000,000 | $149.0M | 54.75% |
| 2 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 1,499,580 | $123.1M | 45.25% |