Kontiki Capital Management (HK) Ltd..

AUM · $1.5B (13F)Positions · 7Turnover · n/a · Q2Filed · Aug 12, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

No new positions

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 12, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	NU	NU HLDGS LTD	39.03M	$521M	34.2%	+20%
2	CPNG	COUPANG INC	13.05M	$227M	14.9%	+10%
3	HDB	HDFC BANK LTD	8.42M	$218M	14.3%	+20%
4	SE	SEA LTD	1.90M	$182M	11.9%	−11%
5	SIRI	SIRIUSXM HOLDINGS INC	6.08M	$180M	11.8%	+7%
6	HTHT	H WORLD GROUP LTD	3.77M	$157M	10.3%	+7%
7	GLIBK	LIBERTY CAP CORP	1.86M	$40M	2.6%	−5%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE KONTIKI SIGNAL

Kontiki Capital Management (HK) Ltd. is a Other fund managing $1.5 billion in assets. The fund runs a focused portfolio of just 7 positions.