Q4 2025 Holdings
Filed 2026-02-02 | 4 holdings | $441.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hdfc Bank Limited(HDB) | ADR | 40415F101 | $172.8M | 4,729,768 | 39.2% |
| Epam Systems Inc(EPAM) | Common Stock | 29414B104 | $156.5M | 763,798 | 35.5% |
| Dr. Reddy's Laboratories Limited(RDY) | ADR | 256135203 | $103.0M | 7,338,525 | 23.4% |
| Infosys Ltd(INFY) | ADR | 456788108 | $8.6M | 483,104 | 2.0% |