Kontiki Capital Management (HK) Ltd. Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$1.7B
Holdings
8
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 34,197,238 | $572.5M | 33.28% | |
| 2 | HDBHDFC BANK LTD | 7,362,626 | $269.0M | 15.64% | |
| 3 | YMMFULL TRUCK ALLIANCE CO LTD | 20,380,969 | $218.7M | 12.71% | |
| 4 | HTHTH WORLD GROUP LTD | 3,703,788 | $174.3M | 10.13% | |
| 5 | SESEA LTD | 1,359,992 | $173.5M | 10.09% | |
| 6 | CPNGCOUPANG INC | 7,076,851 | $166.9M | 9.70% | |
| 7 | SIRISIRIUSXM HOLDINGS INC | 5,968,024 | $119.3M | 6.94% | |
| 8 | GLIBKGCI LIBERTY INC | 698,184 | $26.0M | 1.51% |