Black Creek Investment Management Inc. Q1 2023 Filing
Filed May 9, 2023
Portfolio Value
$2.7T
Holdings
38
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IPGINTERPUBLIC GROUP COS INC | 10,797,311 | $402.1B | 14.80% | |
| 2 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 854,410 | $271.7B | 10.00% | |
| 3 | PYPLPAYPAL HLDGS INC | 3,516,377 | $267.0B | 9.83% | |
| 4 | BIDUNBAIDU INC | 1,620,026 | $244.5B | 9.00% | |
| 5 | SRCLSTERICYCLE INC | 5,507,710 | $240.2B | 8.84% | |
| 6 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,985,243 | $184.0B | 6.77% | |
| 7 | NTRNUTRIEN LTD | 2,378,383 | $175.4B | 6.46% | |
| 8 | NSYNICE LTD | 743,250 | $170.1B | 6.26% | |
| 9 | PSMTPRICESMART INC | 1,643,748 | $117.5B | 4.33% | |
| 10 | FCNFTI CONSULTING INC | 524,136 | $103.4B | 3.81% | |
| 11 | ELANELANCO ANIMAL HEALTH INC | 10,245,894 | $96.3B | 3.55% | |
| 12 | HAINHAIN CELESTIAL GROUP INC | 5,323,234 | $91.3B | 3.36% | |
| 13 | FMXFOMENTO ECONOMICO MEXICANO S | 864,636 | $82.3B | 3.03% | |
| 14 | GRFSGRIFOLS S A | 7,522,380 | $55.4B | 2.04% | |
| 15 | IBNICICI BANK LIMITED | 2,147,509 | $46.3B | 1.71% | |
| 16 | TMUST-MOBILE US INC | 190,500 | $27.6B | 1.02% | |
| 17 | CCOCAMECO CORP | 1,015,000 | $26.6B | 0.98% | |
| 18 | IPGPIPG PHOTONICS CORP | 150,400 | $18.5B | 0.68% | |
| 19 | ARMKARAMARK | 453,481 | $16.2B | 0.60% | |
| 20 | BABAALIBABA GROUP HLDG LTD | 137,000 | $14.0B | 0.52% | |
| 21 | VREX 4 06/01/25VAREX IMAGING CORP | 9,775,000 | $10.8B | 0.40% | |
| 22 | ALVAUTOLIV INC | 111,000 | $10.4B | 0.38% | |
| 23 | BBDBANCO BRADESCO S A | 3,720,000 | $9.7B | 0.36% | |
| 24 | ABXBARRICK GOLD CORP | 510,000 | $9.5B | 0.35% | |
| 25 | MRKMERCK & CO INC | 43,500 | $4.6B | 0.17% | |
| 26 | ABGAMERISOURCEBERGEN CORP | 27,274 | $4.4B | 0.16% | |
| 27 | DLTRDOLLAR TREE INC | 22,884 | $3.3B | 0.12% | |
| 28 | SABRSABRE CORP | 630,000 | $2.7B | 0.10% | |
| 29 | ARCOARCOS DORADOS HOLDINGS INC | 260,000 | $2.0B | 0.07% | |
| 30 | BWABORGWARNER INC | 38,500 | $1.9B | 0.07% | |
| 31 | WWDWOODWARD INC | 15,000 | $1.5B | 0.05% | |
| 32 | MORNMORNINGSTAR INC | 6,200 | $1.3B | 0.05% | |
| 33 | CRTOCRITEO S A | 36,233 | $1.1B | 0.04% | |
| 34 | PBIPITNEY BOWES INC | 233,000 | $906.4M | 0.03% | |
| 35 | GOOGLALPHABET INC | 7,500 | $778.0M | 0.03% | |
| 36 | PIIMPINJ INC | 5,000 | $677.6M | 0.02% | |
| 37 | BKNG 0.75 05/01/25BOOKING HOLDINGS INC | 100,000 | $149.7M | 0.01% | |
| 38 | PAGSPAGSEGURO DIGITAL LTD | 10,032 | $86.0M | 0.00% |