Q1 2026 Holdings
Filed 2026-05-05 | 4 holdings | $344.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Epam Systems Inc(EPAM) | Common Stock | 29414B104 | $123.3M | 910,615 | 35.8% |
| Dr. Reddy's Laboratories Limited(RDY) | ADR | 256135203 | $110.8M | 7,999,796 | 32.1% |
| Hdfc Bank Limited(HDB) | ADR | 40415F101 | $102.6M | 4,123,527 | 29.8% |
| Infosys Ltd(INFY) | ADR | 456788108 | $8.1M | 596,346 | 2.3% |