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Kontiki Capital Management (HK) Ltd. 13F Holdings · Q2 2026

Kontiki Capital Management (HK) Ltd. reported 7 securities worth $1.52B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NU (34.20%), CPNG (14.87%), HDB (14.27%). Among its top 25 positions this quarter: 5 added, 2 trimmed.

RankTickerCompanyValue% PortfolioSharesAction
1NUNU HLDGS LTD$521.5M34.20%39.0MAdded
2CPNGCOUPANG INC$226.7M14.87%13.1MAdded
3HDBHDFC BANK LTD$217.6M14.27%8.4MAdded
4SESEA LTD$181.7M11.92%1.9MTrimmed
5SIRISIRIUSXM HOLDINGS INC$179.7M11.78%6.1MAdded
6HTHTH WORLD GROUP LTD$157.5M10.33%3.8MAdded
7GLIBKLIBERTY CAP CORP$40.2M2.64%1.9MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR