TT International Asset Management LTD 13F 持仓 · 2026年Q2
TT International Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 7.83 亿美元。前几大持仓：BAP（17.56%）、TSM（12.50%）、ONTO（11.75%）。本季前 25 大持仓中：新建仓 5 只、增持 10 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BAP | CREDICORP LTD | $137.6M | 17.56% | 355,496 | 增持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $97.9M | 12.50% | 220,407 | 增持 |
| 3 | ONTO | ONTO INNOVATION INC | $92.1M | 11.75% | 262,038 | 新建仓 |
| 4 | EGO | ELDORADO GOLD CORP NEW | $82.9M | 10.58% | 2.7M | 增持 |
| 5 | IBN | ICICI BANK LIMITED | $73.6M | 9.40% | 2.5M | 增持 |
| 6 | ITUB | ITAU UNIBANCO HLDG S A | $65.9M | 8.41% | 8.1M | 减持 |
| 7 | ARIS | ARIS MINING CORPORATION | $65.1M | 8.31% | 4.4M | 增持 |
| 8 | ASX | ASE TECHNOLOGY HLDG CO LTD | $41.0M | 5.23% | 907,813 | 增持 |
| 9 | GGAL | GRUPO FINANCIERO GALICIA S.A | $21.5M | 2.75% | 430,323 | 减持 |
| 10 | BSAC | BANCO SANTANDER CHILE NEW | $20.1M | 2.57% | 617,131 | 减持 |
| 11 | PBR | PETROLEO BRASILEIRO S A | $19.6M | 2.51% | 1.2M | 增持 |
| 12 | BCH | BANCO DE CHILE | $19.4M | 2.48% | 499,453 | 减持 |
| 13 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $4.5M | 0.57% | 76,962 | 减持 |
| 14 | CRH | CRH PLC | $4.2M | 0.53% | 39,733 | 新建仓 |
| 15 | SE | SEA LTD | $3.4M | 0.43% | 33,147 | 减持 |
| 16 | AXIAY | CENTRAIS ELET BRAS SA | $2.9M | 0.37% | 275,447 | 增持 |
| 17 | FUTU | FUTU HLDGS LTD | $2.3M | 0.29% | 23,061 | 增持 |
| 18 | KSTR | KRANESHARES TRUST | $2.3M | 0.29% | 69,993 | 新建仓 |
| 19 | TRU | TRANSUNION | $1.5M | 0.19% | 19,607 | 增持 |
| 20 | BBAR | BANCO BBVA ARGENTINA S A | $1.4M | 0.18% | 70,980 | 减持 |
| 21 | FTAI | FTAI AVIATION LTD | $1.4M | 0.18% | 5,460 | 新建仓 |
| 22 | BMA | BANCO MACRO S A | $1.4M | 0.17% | 14,711 | 减持 |
| 23 | DT | DYNATRACE INC | $1.2M | 0.15% | 27,209 | 减持 |
| 24 | LPLA | LPL FINL HLDGS INC | $1.2M | 0.15% | 3,952 | 减持 |
| 25 | LTM | LATAM AIRLINES GROUP SA | $1.2M | 0.15% | 19,894 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR