Holdings
International Portfolio
As of Jun 30, 2026, International Portfolio reported 113 positions worth US$3.16B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Asml Holding Nv and Mercadolibre, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3.37M | US$266M | −421K | Jun 30, 2026 |
| Asml Holding Nv | 71,068 | US$141M | −11,561 | Jun 30, 2026 |
| Mercadolibre, Inc. | 56,252 | US$95.5M | −3,044 | Jun 30, 2026 |
| Spotify Technology S.a. | 182K | US$83.5M | −67 | Jun 30, 2026 |
| Sk Hynix Inc. | 43,405 | US$76.6M | −20,165 | Jun 30, 2026 |
| Keyence Corporation | 146K | US$73.8M | −20,800 | Jun 30, 2026 |
| Atlas Copco Ab Class A | 3.27M | US$66.2M | −248K | Jun 30, 2026 |
| Tencent Holdings Ltd | 1.16M | US$63.8M | −18,900 | Jun 30, 2026 |
| Contemporary Amperex Technology Co., Limited Class A | 1.07M | US$62.4M | +13,600 | Jun 30, 2026 |
| Roche Holding Ltd | 151K | US$62M | +67,335 | Jun 30, 2026 |