New Vernon Capital Holdings II LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$217.3B

Holdings

81

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (81 positions)

#StockSharesValue% PortfolioType
1
IBNICICI BANK LIMITED
824,343$24.9B11.47%
2
HDBHDFC BANK LTD
698,118$23.8B10.97%
3
VWOVANGUARD INTL EQUITY INDEX F
284,473$15.4B7.09%
4
TSMTAIWAN SEMICONDUCTOR MFG LTD
51,186$14.3B6.58%
5
EWYISHARES INC
167,809$13.4B6.19%
6
EPIWISDOMTREE TR
302,875$13.4B6.16%
7
EWSISHARES INC
418,734$11.9B5.46%
8
INDAISHARES TR
196,459$10.2B4.71%
9
EWTISHARES TR
147,778$9.4B4.33%
10
FXIISHARES TR
216,499$8.9B4.10%
11
BBJPJ P MORGAN EXCHANGE TRADED F
122,763$8.1B3.75%
12
DXJWISDOMTREE TR
46,560$6.0B2.74%
13
EWCISHARES INC
110,826$5.6B2.58%
14
INFYINFOSYS LTD
336,718$5.5B2.52%
15
EWZISHARES INC
157,309$4.9B2.24%
16
EWUISHARES TR
115,898$4.9B2.24%
17
EWIISHARES INC
63,914$3.3B1.53%
18
EWGISHARES INC
75,183$3.1B1.44%
19
EWDISHARES INC
59,982$2.8B1.30%
20
SESEA LTD
15,698$2.8B1.29%
21
MMYTMAKEMYTRIP LIMITED MAURITIUS
27,295$2.6B1.18%
22
MLB1MERCADOLIBRE INC
1,020$2.4B1.10%
23
NVSNNOVARTIS AG
16,911$2.2B1.00%
24
EWPISHARES INC
41,113$2.0B0.94%
25
SUBISHARES TR
15,674$1.7B0.77%
26
UBSUBS GROUP AG
18,627$763.7M0.35%
27
EPOLISHARES TR
23,600$759.9M0.35%
28
VNMVANECK ETF TRUST
41,852$746.6M0.34%
29
IBITISHARES BITCOIN TRUST ETF
11,411$741.7M0.34%
30
EMEEMCOR GROUP INC
836$543.0M0.25%
31
PTGXPROTAGONIST THERAPEUTICS INC
7,198$478.2M0.22%
32
NXTNEXTRACKER INC
5,908$437.1M0.20%
33
BLBDBLUE BIRD CORP
7,152$411.6M0.19%
34
TGNATEGNA INC
18,162$369.2M0.17%
35
POWLPOWELL INDS INC
1,191$363.0M0.17%
36
TPRTAPESTRY INC
3,022$342.2M0.16%
37
PRDOPERDOCEO ED CORP
9,056$341.0M0.16%
38
JBIJANUS INTERNATIONAL GROUP IN
32,545$321.2M0.15%
39
GTXGARRETT MOTION INC
23,178$315.7M0.15%
40
LDOSLEIDOS HOLDINGS INC
1,641$310.1M0.14%
41
FOXAFOX CORP
4,842$305.3M0.14%
42
7HPHP INC
10,832$295.0M0.14%
43
CRCTCRICUT INC
46,869$294.8M0.14%
44
HLITHARMONIC INC
26,405$268.8M0.12%
45
CPRXCATALYST PHARMACEUTICALS INC
13,520$266.3M0.12%
46
LAURLAUREATE EDUCATION INC
8,428$265.8M0.12%
47
KFYKORN FERRY
3,761$263.2M0.12%
48
EX9EXELIXIS INC
6,095$251.7M0.12%
49
ALCALCON AG
3,326$247.8M0.11%
50
INVAINNOVIVA INC
13,122$239.5M0.11%
51
OMCOMNICOM GROUP INC
2,832$230.9M0.11%
52
CITHE CIGNA GROUP
795$229.2M0.11%
53
PTCTPTC THERAPEUTICS INC
3,675$225.5M0.10%
54
PLTKPLAYTIKA HLDG CORP
54,036$210.2M0.10%
55
MDPEDIATRIX MEDICAL GROUP INC
11,704$196.0M0.09%
56
HRBBLOCK H & R INC
3,763$190.3M0.09%
57
COLLCOLLEGIUM PHARMACEUTICALS INC
5,343$187.0M0.09%
58
VVXV2X INC
3,099$180.0M0.08%
59
YELPYELP INC
5,582$174.2M0.08%
60
DECKDECKERS OUTDOOR CORP
1,592$161.4M0.07%
61
ALSNALLISON TRANSMISSION HLDGS I
1,837$155.9M0.07%
62
LNTHLANTHEUS HLDGS INC
2,871$147.3M0.07%
63
LOGILOGITECH INTL S A
1,261$138.3M0.06%
64
HRMYHARMONY BIOSCIENCES HLDGS IN
4,541$125.2M0.06%
65
BBWIBATH & BODY WORKS INC
4,674$120.4M0.06%
66
IDIINTERDIGITAL INC
320$110.5M0.05%
67
REZIRESIDEO TECHNOLOGIES INC
2,431$105.0M0.05%
68
IMGIAMGOLD CORP
6,813$88.0M0.04%
69
TDCTERADATA CORP DEL
4,028$86.6M0.04%
70
BBARRICK MNG CORP
2,522$82.8M0.04%
71
KGCKINROSS GOLD CORP
3,275$81.3M0.04%
72
SVMSILVERCORP METALS INC
12,087$76.2M0.04%
73
BHCBAUSCH HEALTH COS INC
10,951$70.5M0.03%
74
OTXOPEN TEXT CORP
1,791$66.9M0.03%
75
FVIFORTUNA MNG CORP
7,475$66.9M0.03%
76
MGAMAGNA INTL INC
1,397$66.2M0.03%
77
GILGILDAN ACTIVEWEAR INC
1,072$61.9M0.03%
78
GOOSCANADA GOOSE HLDGS INC
4,367$60.1M0.03%
79
AAUCALLIED GOLD CORP
3,321$58.0M0.03%
80
QSRRESTAURANT BRANDS INTL INC
707$45.3M0.02%
81
FTDRFRONTDOOR INC
552$37.1M0.02%