Black Creek Investment Management Inc. Q2 2023 Filing

Filed August 10, 2023

Portfolio Value

$2856.5T

Holdings

38

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (38 positions)

#StockSharesValue% PortfolioType
1
IPGINTERPUBLIC GROUP COS INC
8,517,933$328.6T11.50%
2
BIDUNBAIDU INC
2,026,064$277.4T9.71%
3
ZBRAZEBRA TECHNOLOGIES CORPORATI
933,530$276.2T9.67%
4
NTRNUTRIEN LTD
4,595,418$271.6T9.51%
5
PYPLPAYPAL HLDGS INC
4,043,453$269.8T9.45%
6
SRCLSTERICYCLE INC
5,431,382$252.2T8.83%
7
BAHBOOZ ALLEN HAMILTON HLDG COR
2,111,896$235.7T8.25%
8
NSYNICE LTD
937,758$193.6T6.78%
9
ELANELANCO ANIMAL HEALTH INC
13,763,901$138.5T4.85%
10
PSMTPRICESMART INC
1,644,061$121.8T4.26%
11
FCNFTI CONSULTING INC
471,829$89.7T3.14%
12
FMXFOMENTO ECONOMICO MEXICANO S
703,532$78.0T2.73%
13
GRFSGRIFOLS S A
8,223,388$75.3T2.64%
14
IBNICICI BANK LIMITED
2,149,102$49.6T1.74%
15
TMUST-MOBILE US INC
222,000$30.8T1.08%
16
ABXBARRICK GOLD CORP
1,592,000$27.0T0.94%
17
MRKMERCK & CO INC
182,700$21.1T0.74%
18
CCOCAMECO CORP
585,000$18.3T0.64%
19
IPGPIPG PHOTONICS CORP
132,000$17.9T0.63%
20
ARMKARAMARK
354,580$15.3T0.53%
21
VREX 4 06/01/25VAREX IMAGING CORP
9,775,000$12.5T0.44%
22
BBDBANCO BRADESCO S A
2,775,000$9.6T0.34%
23
HAINHAIN CELESTIAL GROUP INC
716,463$9.0T0.31%
24
ALVAUTOLIV INC
102,400$8.7T0.30%
25
BABAALIBABA GROUP HLDG LTD
67,500$5.6T0.20%
26
ABGAMERISOURCEBERGEN CORP
26,338$5.1T0.18%
27
DLTRDOLLAR TREE INC
24,884$3.6T0.13%
28
SABRSABRE CORP
960,000$3.1T0.11%
29
ARCOARCOS DORADOS HOLDINGS INC
190,000$1.9T0.07%
30
BWABORGWARNER INC
38,000$1.9T0.07%
31
WWDWOODWARD INC
12,000$1.4T0.05%
32
MORNMORNINGSTAR INC
7,000$1.4T0.05%
33
CRTOCRITEO S A
37,733$1.3T0.04%
34
PIIMPINJ INC
11,000$986.1B0.03%
35
PBIPITNEY BOWES INC
275,000$973.5B0.03%
36
GOOGLALPHABET INC
7,500$897.8B0.03%
37
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
100,000$149.9B0.01%
38
PAGSPAGSEGURO DIGITAL LTD
10,032$94.7B0.00%