Carrhae Capital as of Sept. 30, 2022
Portfolio Holdings for Carrhae Capital
Carrhae Capital holds 14 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 18.8 | $26M | 323k | 79.99 | |
| Schlumberger Com Stk (SLB) | 14.5 | $20M | 555k | 35.90 | |
| Icici Bank Adr (IBN) | 14.2 | $20M | 933k | 20.97 | |
| Ego (EGO) | 14.0 | $19M | 3.2M | 6.03 | |
| Renew Energy Global Cl A Shs Call Option (RNW) | 7.7 | $11M | 1.8M | 6.02 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 6.7 | $9.2M | 301k | 30.70 | |
| Yum China Holdings (YUMC) | 6.7 | $9.1M | 193k | 47.33 | |
| Jd.com Spon Adr Cl A (JD) | 6.1 | $8.3M | 166k | 50.30 | |
| Baker Hughes Company Cl A (BKR) | 4.7 | $6.5M | 309k | 20.96 | |
| Anglogold Ashanti Sponsored Adr | 2.0 | $2.7M | 196k | 13.82 | |
| Micron Technology (MU) | 1.7 | $2.4M | 48k | 50.10 | |
| Kosmos Energy (KOS) | 1.7 | $2.3M | 453k | 5.17 | |
| Shell Spon Ads (SHEL) | 1.2 | $1.6M | 32k | 49.76 | |
| Cian Ads (CANPY) | 0.1 | $86k | 88k | 0.97 |
