StockDriftsStockDriftsTop 17 Ashoka WhiteOak Capital Pte Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PAC | GRUPO AEROPORTUNARIO DEL PAC | 34.23% | 575.0K | $145.6M | +8482.69%(+568.34K) | $246.97(-13.16%) | 2026-06-30 | |
| IBN | ICICI BANK LIMITED | 32.19% | 4.72M | $136.9M | -1.41%(-67.28K) | $29.98(+0.42%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 4.63% | 9.9K | $19.7M | +0.45%(+44) | $842.24(+114.31%) | 2026-06-30 | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 4.29% | 471.5K | $18.3M | +2.46%(+11.30K) | $71.64(-18.56%) | 2026-06-30 | |
| HDB | HDFC BANK LTD | 3.78% | 622.9K | $16.1M | +0.00%(+0) | $33.42(-29.20%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 3.35% | 8.5K | $14.2M | +27.79%(+1.84K) | $1977.83(-4.28%) | 2026-06-30 | |
| HCC | WARRIOR MET COAL INC | 2.68% | 141.0K | $11.4M | +7.44%(+9.77K) | $81.30(+18.76%) | 2026-06-30 | |
| GLNG | GOLAR LNG LTD | 2.68% | 229.2K | $11.4M | +0.61%(+1.38K) | $45.70(+10.62%) | 2026-06-30 | |
| TBBB | BBB FOODS INC | 2.56% | 262.5K | $10.9M | +30.25%(+60.96K) | $32.36(+27.19%) | 2026-06-30 | |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 2.43% | 160.6K | $10.3M | +1.17%(+1.85K) | $62.16(+9.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -8.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.30% |
Ashoka WhiteOak Capital Pte Ltd reports $425.28M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are PAC (34.2%), IBN (32.2%) and ASML (4.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -8.34% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ashoka WhiteOak Capital Pte Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031708). View Ashoka WhiteOak Capital Pte Ltd’s 13F filings on SEC