Kontiki Capital Management (HK) Ltd.

Est. AUM

$1.43B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NU HLDGS LTD	ORD SHS CL A	$469.1M	32644738	32.89%	SOLE
2	COUPANG INC	CL A	$223.9M	11859311	15.70%	SOLE
3	H WORLD GROUP LTD	SPONSORED ADS	$177.8M	3535388	12.47%	SOLE
4	SEA LTD	SPONSORD ADS	$175.9M	2124312	12.34%	SOLE
5	HDFC BANK LTD	SPONSORED ADS	$174.9M	7028262	12.26%	SOLE
6	SIRIUSXM HOLDINGS INC	COMMON STOCK	$131.5M	5696724	9.22%	SOLE
7	GCI LIBERTY INC	COM SER C	$73.0M	1962339	5.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.