Carrhae Capital LLP 13F Holdings
CIK 0001555254 · London, X0
As of Sep 30, 2025, Carrhae Capital LLP reported 26 positions worth $3.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | ASHR | — | 13,736,000 | $453.0M | 13.34% |
| ISHARES SILVER TRUST | SLV | — | 10,042,800 | $425.5M | 12.53% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 1,202,864 | $335.9M | 9.89% |
| ELDORADO GOLD CORP | EGO | Basic Materials | 9,989,476 | $288.6M | 8.50% |
| ICICI BANK LTD | IBN | Financial Services | 8,005,106 | $242.0M | 7.13% |
| SEA LTD | SE | Consumer Cyclical | 1,066,120 |