Holdings
JOHCM Emerging Markets Discovery Fund
As of Jun 30, 2026, JOHCM Emerging Markets Discovery Fund reported 115 positions worth US$84.5M. Largest: Avalon Technologies Limited, Kinsus Interconnect Technology Corp. and Leader Harmonious Drive Systems Co., Ltd. Class A. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Avalon Technologies Limited | 103K | US$1.97M | +43,498 | Jun 30, 2026 |
| Kinsus Interconnect Technology Corp. | 69,800 | US$1.95M | −16,754 | Jun 30, 2026 |
| Leader Harmonious Drive Systems Co., Ltd. Class A | 29,609 | US$1.82M | +6,160 | Jun 30, 2026 |
| Elite Material Co., Ltd. | 8,527 | US$1.44M | −3,954 | Jun 30, 2026 |
| Acutaas Chemicals Ltd | 38,660 | US$1.44M | new | Jun 30, 2026 |
| Kinik Co. | 58,741 | US$1.41M | no change | Jun 30, 2026 |
| Bajaj Consumer Care Limited | 211K | US$1.33M | +37,646 | Jun 30, 2026 |
| Aspeed Technology, Inc. | 2,311 | US$1.2M | −1,143 | Jun 30, 2026 |
| King Slide Works Co., Ltd. | 5,066 | US$1.17M | no change | Jun 30, 2026 |
| Alior Bank Sa | 33,000 | US$1.14M | +2,000 | Jun 30, 2026 |