New Vernon Capital Holdings II as of June 30, 2024
Portfolio Holdings for New Vernon Capital Holdings II
New Vernon Capital Holdings II holds 73 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 17.3 | $32M | 59k | 547.23 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 11.1 | $21M | 426k | 48.28 | |
| Icici Bank Adr (IBN) | 10.5 | $20M | 678k | 28.81 | |
| Hdfc Bank Sponsored Ads (HDB) | 9.9 | $18M | 284k | 64.33 | |
| Ishares Msci Taiwan Etf (EWT) | 4.9 | $9.1M | 167k | 54.19 | |
| Ishares Msci Sth Kor Etf (EWY) | 4.3 | $8.0M | 120k | 66.09 | |
| Ishares Msci Switzerland (EWL) | 4.2 | $7.9M | 163k | 48.21 | |
| Infosys Sponsored Adr (INFY) | 4.2 | $7.7M | 416k | 18.62 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 3.9 | $7.3M | 87k | 84.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.8 | $7.0M | 40k | 173.81 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.6 | $6.6M | 152k | 43.76 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 3.3 | $6.1M | 54k | 112.82 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 3.0 | $5.6M | 100k | 56.43 | |
| Ishares Msci Singpor Etf (EWS) | 2.9 | $5.4M | 282k | 19.20 | |
| Ishares Msci Germany Etf (EWG) | 2.3 | $4.3M | 142k | 30.62 | |
| Ishares Msci Cda Etf (EWC) | 1.6 | $3.0M | 81k | 37.09 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.5 | $1.0M | 29k | 34.88 | |
| Crocs (CROX) | 0.5 | $989k | 6.8k | 145.94 | |
| United Therapeutics Corporation (UTHR) | 0.5 | $859k | 2.7k | 318.55 | |
| Allison Transmission Hldngs I (ALSN) | 0.4 | $834k | 11k | 75.90 | |
| Hp (HPQ) | 0.4 | $782k | 22k | 35.02 | |
| Golub Capital BDC (GBDC) | 0.4 | $779k | 50k | 15.71 | |
| Mueller Industries (MLI) | 0.4 | $770k | 14k | 56.94 | |
| Altria (MO) | 0.4 | $679k | 15k | 45.55 | |
| Buckle (BKE) | 0.3 | $647k | 18k | 36.94 | |
| H&R Block (HRB) | 0.3 | $614k | 11k | 54.23 | |
| InterDigital (IDCC) | 0.3 | $541k | 4.6k | 116.56 | |
| Janus International Group In Common Stock (JBI) | 0.3 | $476k | 38k | 12.63 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.2 | $444k | 15k | 30.17 | |
| Manpower (MAN) | 0.2 | $428k | 6.1k | 69.80 | |
| Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.2 | $421k | 35k | 12.17 | |
| Owl Rock Capital Corporation (OBDC) | 0.2 | $421k | 27k | 15.36 | |
| Vector (VGR) | 0.2 | $404k | 38k | 10.57 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $376k | 3.7k | 100.39 | |
| General Dynamics Corporation (GD) | 0.2 | $372k | 1.3k | 290.14 | |
| Interpublic Group of Companies (IPG) | 0.2 | $371k | 13k | 29.09 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $328k | 703.00 | 467.10 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $309k | 4.5k | 68.24 | |
| Fox Corp Cl A Com (FOXA) | 0.2 | $302k | 8.8k | 34.37 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $296k | 678.00 | 435.95 | |
| Warrior Met Coal (HCC) | 0.1 | $240k | 3.8k | 62.77 | |
| Williams-Sonoma (WSM) | 0.1 | $237k | 838.00 | 282.37 | |
| Trinet (TNET) | 0.1 | $189k | 1.9k | 100.00 | |
| Argan (AGX) | 0.1 | $188k | 2.6k | 73.16 | |
| Alpha Metallurgical Resources (AMR) | 0.1 | $183k | 653.00 | 280.53 | |
| Sirius Xm Holdings | 0.1 | $182k | 64k | 2.83 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.1 | $141k | 22k | 6.52 | |
| Perdoceo Ed Corp (PRDO) | 0.1 | $134k | 6.3k | 21.42 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.1 | $122k | 7.9k | 15.49 | |
| Heidrick & Struggles International (HSII) | 0.1 | $120k | 3.8k | 31.58 | |
| International Game Technolog Shs Usd (BRSL) | 0.1 | $114k | 5.6k | 20.46 | |
| Resideo Technologies (REZI) | 0.1 | $113k | 5.8k | 19.56 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $113k | 1.7k | 68.00 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $113k | 1.4k | 80.29 | |
| Korn Ferry Com New (KFY) | 0.1 | $112k | 1.7k | 67.14 | |
| Organon & Co Common Stock (OGN) | 0.1 | $112k | 5.4k | 20.70 | |
| AMN Healthcare Services (AMN) | 0.1 | $110k | 2.1k | 51.23 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.1 | $110k | 3.4k | 32.20 | |
| Tapestry (TPR) | 0.1 | $105k | 2.5k | 42.79 | |
| Target Hospitality Corp (TH) | 0.1 | $103k | 12k | 8.71 | |
| Omni (OMC) | 0.1 | $100k | 1.1k | 89.70 | |
| Innoviva (INVA) | 0.0 | $83k | 5.0k | 16.40 | |
| Ziprecruiter Cl A (ZIP) | 0.0 | $75k | 8.2k | 9.09 | |
| Peabody Energy (BTU) | 0.0 | $75k | 3.4k | 22.12 | |
| Premier (PINC) | 0.0 | $74k | 4.0k | 18.67 | |
| Bath & Body Works In (BBWI) | 0.0 | $65k | 1.7k | 39.05 | |
| Boise Cascade (BCC) | 0.0 | $55k | 458.00 | 119.22 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $39k | 3.1k | 12.50 | |
| Atkore Intl (ATKR) | 0.0 | $30k | 221.00 | 134.93 | |
| Frontdoor (FTDR) | 0.0 | $28k | 813.00 | 33.79 | |
| Dillards Cl A (DDS) | 0.0 | $27k | 61.00 | 440.39 | |
| Gilead Sciences (GILD) | 0.0 | $24k | 343.00 | 68.61 | |
| Amc Networks Cl A (AMCX) | 0.0 | $19k | 2.0k | 9.66 |