New Vernon Capital Holdings II as of March 31, 2026
Portfolio Holdings for New Vernon Capital Holdings II
New Vernon Capital Holdings II holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 12.8 | $17M | 51k | 337.95 | |
| Ishares Msci Sth Kor Etf (EWY) | 12.7 | $17M | 140k | 123.01 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 11.3 | $15M | 285k | 54.05 | |
| Ishares Msci Singpor Etf (EWS) | 7.4 | $10M | 358k | 28.22 | |
| Icici Bank Adr (IBN) | 7.4 | $10M | 387k | 25.90 | |
| Ishares Msci Taiwan Etf (EWT) | 6.3 | $8.5M | 120k | 70.92 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 5.4 | $7.4M | 47k | 158.58 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 5.3 | $7.2M | 177k | 40.80 | |
| Ishares Msci Cda Etf (EWC) | 4.5 | $6.1M | 111k | 54.79 | |
| Ishares Msci Brazil Etf (EWZ) | 4.5 | $6.0M | 157k | 38.39 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 3.6 | $4.9M | 72k | 68.91 | |
| Ishares Tr Msci Uk Etf New (EWU) | 3.1 | $4.3M | 93k | 45.56 | |
| Ishares Msci Sweden Etf (EWD) | 2.1 | $2.8M | 58k | 48.72 | |
| Infosys Sponsored Adr (INFY) | 1.7 | $2.3M | 167k | 13.51 | |
| Novartis Sponsored Adr (NVS) | 1.7 | $2.3M | 15k | 152.75 | |
| Ishares Msci Thailand Etf (THD) | 0.7 | $999k | 14k | 69.38 | |
| Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.5 | $725k | 42k | 17.31 | |
| Eni S P A Sponsored Adr (E) | 0.5 | $691k | 12k | 56.61 | |
| Ubs Group SHS (UBS) | 0.5 | $629k | 16k | 39.07 | |
| Ishares Msci Spain Etf (EWP) | 0.4 | $520k | 9.6k | 54.31 | |
| Ferrari Nv Ord (RACE) | 0.3 | $472k | 1.4k | 338.45 | |
| Tenaris S A Sponsored Ads (TS) | 0.3 | $441k | 7.6k | 58.18 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $340k | 8.9k | 38.42 | |
| Perdoceo Ed Corp (PRDO) | 0.2 | $337k | 9.1k | 37.21 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.2 | $335k | 14k | 24.76 | |
| Innoviva (INVA) | 0.2 | $306k | 13k | 23.30 | |
| Upwork (UPWK) | 0.2 | $304k | 28k | 10.96 | |
| Stellantis N V SHS (STLA) | 0.2 | $288k | 41k | 7.09 | |
| Fox Corp Cl A Com (FOXA) | 0.2 | $283k | 4.8k | 58.40 | |
| Exelixis (EXEL) | 0.2 | $261k | 6.1k | 42.89 | |
| Silvercorp Metals (SVM) | 0.2 | $260k | 24k | 10.75 | |
| Mednax (MD) | 0.2 | $250k | 12k | 21.39 | |
| Ptc Therapeutics I (PTCT) | 0.2 | $250k | 3.7k | 68.13 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $241k | 2.4k | 100.09 | |
| Adtalem Global Ed (CVSA) | 0.2 | $239k | 2.1k | 115.25 | |
| Korn Ferry Com New (KFY) | 0.2 | $237k | 3.8k | 62.95 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.2 | $226k | 9.8k | 23.08 | |
| Blue Bird Corp (BLBD) | 0.2 | $225k | 4.0k | 56.79 | |
| Science App Int'l (SAIC) | 0.2 | $224k | 2.4k | 94.92 | |
| Pitney Bowes (PBI) | 0.2 | $219k | 20k | 11.05 | |
| Frontdoor (FTDR) | 0.2 | $218k | 4.1k | 52.86 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $217k | 2.9k | 75.85 | |
| Allison Transmission Hldngs I (ALSN) | 0.2 | $215k | 1.8k | 117.06 | |
| Cigna Corp (CI) | 0.2 | $212k | 795.00 | 266.75 | |
| Hp (HPQ) | 0.2 | $208k | 11k | 19.21 | |
| Wiley John & Sons Cl A (WLY) | 0.2 | $205k | 5.4k | 38.10 | |
| Trinet (TNET) | 0.1 | $201k | 5.5k | 36.43 | |
| Amdocs SHS (DOX) | 0.1 | $200k | 3.1k | 65.26 | |
| Match Group (MTCH) | 0.1 | $189k | 6.2k | 30.71 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.1 | $177k | 5.3k | 33.07 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $176k | 2.9k | 61.35 | |
| Banco Santander Sa Adr (SAN) | 0.1 | $171k | 15k | 11.28 | |
| Magna Intl Inc cl a (MGA) | 0.1 | $156k | 2.8k | 55.84 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $148k | 609.00 | 243.08 | |
| Ye Cl A (YELP) | 0.1 | $138k | 5.6k | 24.74 | |
| Iamgold Corp (IAG) | 0.1 | $128k | 6.8k | 18.80 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.1 | $127k | 4.5k | 28.01 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $125k | 5.8k | 21.66 | |
| Nortonlifelock (GEN) | 0.1 | $123k | 6.5k | 18.83 | |
| H&R Block (HRB) | 0.1 | $119k | 3.8k | 31.74 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $105k | 1.4k | 73.99 | |
| Teradata Corporation (TDC) | 0.1 | $103k | 4.0k | 25.63 | |
| Barrick Mng Corp Com Shs (B) | 0.1 | $103k | 2.5k | 40.86 | |
| Allied Gold Corp Com New (AAUC) | 0.1 | $103k | 3.3k | 30.99 | |
| Kinross Gold Corp (KGC) | 0.1 | $100k | 3.3k | 30.57 | |
| InterDigital (IDCC) | 0.1 | $86k | 285.00 | 302.00 | |
| Open Text Corp (OTEX) | 0.1 | $80k | 3.6k | 22.28 | |
| Fortuna Mng Corp Com New (FSM) | 0.1 | $74k | 7.5k | 9.94 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $60k | 1.1k | 55.69 | |
| Bausch Health Companies (BHC) | 0.0 | $59k | 11k | 5.41 | |
| Telefonica S A Sponsored Adr (TELFY) | 0.0 | $49k | 11k | 4.34 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.0 | $48k | 4.4k | 10.98 | |
| Harmonic (HLIT) | 0.0 | $38k | 4.3k | 8.98 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $35k | 473.00 | 73.10 | |
| Centerra Gold (CGAU) | 0.0 | $15k | 841.00 | 17.78 | |
| HudBay Minerals (HBM) | 0.0 | $14k | 660.00 | 20.94 | |
| B2gold Corp (BTG) | 0.0 | $11k | 2.5k | 4.54 |