CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK: 0001034546SEC EDGAR →

Portfolio Value

$1.3B

Holdings

87

As of

Q4 2025

New Positions

17

Closed Positions

15

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TAIWAN FUND

2,252,935$120.3M
9.01%
2

MS CHINA A SHARE

6,116,700$106.2M
7.96%
3

TEMPLETON DRAGON FUND

8,695,510$97.9M
7.34%
4

ISHARES MSCI KOREA

919,724$89.4M
6.70%
5

ABRDN EMERGING MARKETS EX CHINA

11,368,507$79.6M
5.96%
6

NVIDIA CORP

409,716$76.4M
5.73%
7

TEMPLETON EMERGING MARKETS FD

4,184,623$71.3M
5.34%
8

MEXICO FUND

3,296,675$66.4M
4.98%
9

ISHARES MSCI TAIWAN

1,016,502$64.6M
4.84%
10

KOREA FUND

1,605,335$58.3M
4.37%

Quarterly Changes

Top Buys

EWY↑ Increased
$29.8M
MSFT↑ Increased
$16.7M
KF↑ Increased
$13.8M
IFN↑ Increased
$11.9M
KYN↑ Increased
$6.4M

Top Sells

XXCHNXXCLOSED
$50.2M
FXI↓ Decreased
$22.2M
IEMGCLOSED
$19.3M
EMXCCLOSED
$16.6M
AAPL↓ Decreased
$13.3M

New Positions (14)

$3.9M · 42K shares
$2.6M · 44K shares
$2.6M · 408K shares
$2.3M · 186K shares
$2.3M · 190K shares
$849K · 21K shares
$634K · 4K shares
$290K · 20K shares
$270K · 20K shares
$264K · 8K shares
$252K · 13K shares
$206K · 16K shares
$138K · 21K shares
$113K · 10K shares

Closed Positions (10)

$50.2M · 2.7M shares
$19.3M · 293K shares
$16.6M · 247K shares
$4.3M · 55K shares
$3.0M · 14K shares
$2.1M · 209K shares
$833K · 85K shares
$489K · 2K shares
$434K · 46K shares
$390K · 14K shares

Sector Breakdown

Sector# HoldingsValue%
Technology42$821.0M61.5%
Financial Services37$353.1M26.5%
Unknown7$125.8M9.4%
Communication Services1$34.4M2.6%