Nipun Capital, L.P.
Net buyer this quarter
$215M
4
+$8.51M
21.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $40.7M | 18.98% | 0.00% | +16.0% | Q4 2023 |
 PDD | $2.14M | 1.00% | 0.00% | Not reported | Q1 2024 |
 CMRE | $2.11M | 0.99% | 0.13% | Not reported | Q4 2025 |
 IFS | $1.13M | 0.53% | 0.02% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| TSM | $24.8M | 12.29% | 0.00% | +0.2% | Q4 2023 |
| PDD | $2.86M | 1.42% | 0.00% | Not reported | Q1 2024 |
 TEN | $292K | 0.14% | 0.02% | -29.5% | Q4 2025 |
| GASS | $105K | 0.05% | 0.03% | -42.9% | Q2 2025 |
| Q4 2025 | |||||
| TSM | $22.3M | 10.17% | 0.00% | +753.0% | Q4 2023 |
| PDD | $3.17M | 1.45% | 0.00% | +65.7% | Q1 2024 |
| IFS | $867K | 0.40% | 0.02% | Not reported | Q4 2024 |
| TEN | $235K | 0.11% | 0.03% | New | Q4 2025 |
| CMRE | $172K | 0.08% | 0.01% | New | Q4 2025 |
| GASS | $141K | 0.06% | 0.05% | Not reported | Q2 2025 |
| IMPP | $110K | 0.05% | 0.07% | New | Q4 2025 |
| Q3 2025 | |||||
| PDD | $2.28M | 1.44% | 0.00% | -35.0% | Q1 2024 |
| TSM | $1.49M | 0.94% | 0.00% | Not reported | Q4 2023 |