StockDriftsStockDriftsTop 21 Carrhae Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 13.33% | 558.9K | $188.9M | -5.03%(-29.58K) | $234.37(+78.23%) | 2026-03-31 | |
| EMBJ | EMBRAER S.A. | 12.1% | 2.89M | $171.4M | +151.79%(+1.74M) | $48.53(+20.99%) | 2026-03-31 | |
| ITUB | ITAU UNIBANCO HLDG S A | 12.09% | 20.44M | $171.3M | new | $7.77(+4.25%) | 2026-03-31 | |
| EGO | ELDORADO GOLD CORP NEW | 11.86% | 4.90M | $168.1M | +22.13%(+887.54K) | $16.35(+110.27%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 11.81% | 1.33M | $167.4M | +332.24%(+1.03M) | $121.93(+15.74%) | 2026-03-31 | |
| IBN | ICICI BANK LIMITED | 9.21% | 5.04M | $130.5M | +152.90%(+3.05M) | $27.96(-6.38%) | 2026-03-31 | |
| GDS | GDS HLDGS LTD | 6.21% | 2.18M | $88.0M | +0.81%(+17.46K) | $33.89(+32.05%) | 2026-03-31 | |
| CPA | COPA HOLDINGS SA | 4.15% | 518.1K | $58.9M | +315.43%(+393.40K) | $111.53(+21.50%) | 2026-03-31 | |
| PDD | PDD HOLDINGS INC | 3.72% | 515.3K | $52.7M | +131.42%(+292.62K) | $110.23(-13.29%) | 2026-03-31 | |
| JBS | JBS N.V. | 3.23% | 2.55M | $45.7M | -30.22%(-1.10M) | $14.69(-4.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.20% | +120.71% |
| Top 20 Holdings Unweighted | +26.07% | +100.36% |
Sign up free to track Carrhae Capital LLP, compare funds side by side, and get alerts the moment positions change.