Kontiki Capital Management (HK) Ltd.
Kontiki Capital Management (HK) Ltd. reported 7 US-listed holdings worth $1.52 billion in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Nu Holdings Ltd. (34.2%), Coupang Inc. Class A (14.9%) and HDFC Bank Limited (14.3%). Against the quarter before, it opened 0 positions, added to 5, trimmed 2 and sold out of 0.
Reported holdings$1.52B+6.9% on Q1 2026
Positions7as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
Added toTrimmed
The 7 largest of its 7 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 5Trimmed 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 5
- Nu Holdings Ltd. NU+6.4 million shares · +20%
- HDFC Bank Limited HDB+1.4 million shares · +20%
- Coupang Inc. Class A CPNG+1.2 million shares · +10%
- Siriusxm Holdings Inc. SIRI+386,100 shares · +7%
- H World Group Ltd HTHT+239,270 shares · +7%
Trimmed 2
- Sea Limited SE-227,748 shares · -11%
- Gci Liberty Inc. GLIBK-98,502 shares · -5%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Nu Holdings Ltd. NU | 39,032,382 | $521.5 million | 34.20% | +6,387,644 |
| Coupang Inc. Class A CPNG | 13,050,169 | $226.7 million | 14.87% | +1,190,858 |
| HDFC Bank Limited HDB | 8,424,500 | $217.6 million | 14.27% | +1,396,238 |
| Sea Limited SE | 1,896,564 | $181.7 million | 11.92% | -227,748 |
| Siriusxm Holdings Inc. SIRI | 6,082,824 | $179.7 million | 11.78% | +386,100 |
| H World Group Ltd HTHT | 3,774,658 | $157.5 million | 10.33% | +239,270 |
| Gci Liberty Inc. GLIBK | 1,863,837 | $40.2 million | 2.64% | -98,502 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.