Holdings
Carrhae Capital LLP
As of Jun 30, 2026, Carrhae Capital LLP reported 15 positions worth US$1.1B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Embraer S.a. and Eldorado Gold Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 415K | US$198M | −144K | Jun 30, 2026 |
| Embraer S.a. | 2.03M | US$129M | −859K | Jun 30, 2026 |
| Eldorado Gold Corporation | 3.91M | US$122M | −989K | Jun 30, 2026 |
| Icici Bank Limited | 3.5M | US$101M | −1.54M | Jun 30, 2026 |
| Gds Holdings Ltd. | 3.3M | US$99.1M | +1.12M | Jun 30, 2026 |
| Petroleo Brasileiro Sa | 5.41M | US$87.5M | new | Jun 30, 2026 |
| Itau Unibanco Holding S.a. | 9.64M | US$78.8M | −10.8M | Jun 30, 2026 |
| Asml Holding Nv | 32,056 | US$63.8M | new | Jun 30, 2026 |
| Copa Holdings, S.a. | 400K | US$62.3M | −118K | Jun 30, 2026 |
| Pilgrim's Pride Corporation | 1.86M | US$52.2M | new | Jun 30, 2026 |