Kontiki Capital Management (HK) Ltd.
Net buyer this quarter
$1.52B
7
+$140M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NU | $521M | 34.20% | Not reported | +19.6% | Q1 2022 |
 CPNG | $227M | 14.87% | Not reported | +10.0% | Q1 2022 |
 HDB | $218M | 14.27% | 0.05% | +19.9% | Q2 2024 |
 SE | $182M | 11.92% | 1.07% | -10.7% | Q4 2019 |
 SIRI | $180M | 11.78% | 1.81% | +6.8% | Q2 2025 |
 HTHT | $157M | 10.33% | 0.12% | +6.8% | Q3 2025 |
 GLIBK | $40.2M | 2.64% | Not reported | -5.0% | Q4 2025 |
| Q1 2026 | |||||
| NU | $469M | 32.89% | Not reported | -4.5% | Q1 2022 |
| CPNG | $224M | 15.70% | Not reported | +67.6% | Q1 2022 |
| HTHT | $178M | 12.47% | 0.12% | -4.6% | Q3 2025 |
| SE | $176M | 12.34% | 1.20% | +56.2% | Q4 2019 |
| HDB | $175M | 12.26% | 0.05% | -4.5% | Q2 2024 |
| SIRI | $131M | 9.22% | 1.70% | -4.6% | Q2 2025 |
| GLIBK | $73M | 5.12% | Not reported | +181.1% | Q4 2025 |
| Q4 2025 | |||||
| NU | $572M | 33.28% | Not reported | -10.3% | Q1 2022 |
| HDB | $269M | 15.64% | 0.05% | -0.8% | Q2 2024 |
 YMM | $219M | 12.71% | Not reported | +32.8% | Q1 2025 |
| HTHT | $174M | 10.13% | 0.12% | +49.6% | Q3 2025 |
| SE | $173M | 10.09% | 0.77% | -29.7% | Q4 2019 |
| CPNG | $167M | 9.70% | Not reported | +4.2% | Q1 2022 |
| SIRI | $119M | 6.94% | 1.78% | -10.3% | Q2 2025 |
| GLIBK | $26M | 1.51% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| NU | $610M | 32.49% | Not reported | -1.3% | Q1 2022 |
| SE | $346M | 18.40% | 1.10% | -13.9% | Q4 2019 |
| HDB | $253M | 13.49% | 0.05% | -1.3% | Q2 2024 |
| CPNG | $219M | 11.64% | Not reported | -13.8% | Q1 2022 |
| YMM | $199M | 10.59% | Not reported | -1.3% | Q1 2025 |
| SIRI | $155M | 8.24% | 1.97% | -1.3% | Q2 2025 |
| HTHT | $96.8M | 5.15% | 0.08% | New | Q3 2025 |