Holdings
International Opportunity Portfolio
As of Jun 30, 2026, International Opportunity Portfolio reported 34 positions worth US$620M. Largest: Sk Hynix Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Samsung Electronics Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sk Hynix Inc. | 39,775 | US$70.2M | −21,106 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 686K | US$54.1M | −62,000 | Jun 30, 2026 |
| Samsung Electronics Co., Ltd. | 220K | US$48.9M | +19,578 | Jun 30, 2026 |
| Asml Holding Nv | 16,097 | US$31.9M | −5,148 | Jun 30, 2026 |
| Spotify Technology S.a. | 62,546 | US$28.7M | −11,747 | Jun 30, 2026 |
| Hermes International Sca | 15,645 | US$28.6M | +5,340 | Jun 30, 2026 |
| Sanrio Co. Ltd. | 3.69M | US$25M | −694K | Jun 30, 2026 |
| Mercadolibre, Inc. | 14,689 | US$24.9M | −2,760 | Jun 30, 2026 |
| Asics Corporation | 795K | US$21.6M | no change | Jun 30, 2026 |
| Dsv A/s | 90,479 | US$21.5M | −16,993 | Jun 30, 2026 |