Artha Capital Management

Artha Capital Management as of June 30, 2012

Portfolio Holdings for Artha Capital Management

Artha Capital Management holds 10 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Grupo Televisa (TV) 36.9 $58M 2.7M 21.48
SPDR Gold Trust (GLD) 21.0 $33M 212k 155.19
Vale (VALE) 8.9 $14M 705k 19.85
America Movil Sab De Cv spon adr l 8.7 $14M 521k 26.06
Tim Participacoes Sa- 7.2 $11M 409k 27.46
Baidu (BIDU) 6.2 $9.7M 85k 114.99
Cognizant Technology Solutions (CTSH) 4.6 $7.2M 120k 60.00
Telefonica Brasil Sa 3.2 $5.0M 204k 24.74
Market Vectors Gold Miners ETF 3.1 $4.8M 107k 44.77
Spdr S&p 500 Etf (SPY) 0.2 $264k 4.1k 64.26