Titelia

Holdings of Aubrey Capital Management Ltd

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Net assets
-
Positions
40 in 9 countries
Top ten
61.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Embraer SA 260,60815.5M $
2Alibaba Group Holding Ltd 117,60014.8M $
3Latam Airlines Group SA 292,25314.4M $
4H World Group Ltd 277,10013.9M $
5New Oriental Education & Technology Group Inc 174,6009.9M $
6Laureate Education Inc 268,0059.3M $
7Comfort Systems USA Inc 4,0005.5M $
8StoneX Group Inc 63,0005.1M $
9InterDigital Inc 16,7005M $
10Taiwan Semiconductor Manufacturing Co Ltd 14,5604.9M $
11Samsung Electronics Co Ltd 1,6854.8M $
12Broadcom Inc 13,6804.2M $
13Karman Holdings Inc 50,4004M $
14Vertiv Holdings Co 15,9004M $
15Construction Partners Inc 34,2003.8M $
16BWX Technologies Inc 18,5003.8M $
17Alphabet Inc 13,0003.7M $
18Woodward Inc 9,3003.3M $
19Arista Networks Inc 26,7003.3M $
20Natera Inc 15,7003.1M $
21NVIDIA Corp 18,0003.1M $
22Axogen Inc 87,0002.9M $
23Goldman Sachs Group Inc/The 3,0802.6M $
24Dycom Industries Inc 7,5602.6M $
25FirstCash Holdings Inc 12,8002.4M $
26RBC Bearings Inc 4,4002.4M $
27PriceSmart Inc 13,3002M $
28Banco de Chile 31,5001.2M $
29ICICI Bank Ltd 31,600818.4K $
30AGNC Investment Corp 60,000602.1K $
31iShares Trust 10,287481.8K $
32HDFC Bank Ltd 19,200477.5K $
33Vista Energy SAB de CV 6,000452.7K $
34Starwood Property Trust Inc 25,000430.6K $
35BioMarin Pharmaceutical Inc 7,500423.6K $
36Royal Gold Inc 1,600407.2K $
37Expand Energy Corp 3,300362.2K $
38AeroVironment Inc 1,600293K $
39NAC Kazatomprom JSC 3,600281.2K $
40Autolus Therapeutics PLC 130,000180.1K $

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Sector breakdown

  • Technology 12.7 %
  • Industrials 10.3 %
  • Consumer discretionary 9.2 %
  • Financials 2.4 %
  • Communication 2.3 %
  • Health care 2.0 %
  • Funds 0.3 %
  • Materials 0.3 %
  • Energy 0.2 %
  • Unattributed 60.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 68.1 %
  • Chile 9.7 %
  • China 8.7 %
  • Cayman Islands 6.1 %
  • Taiwan 3.1 %
  • South Korea 3.0 %
  • India 0.8 %
  • United Kingdom 0.3 %
  • Mexico 0.3 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States29109.5M $68.08 %
2Chile215.6M $9.71 %
3China113.9M $8.66 %
4Cayman Islands19.9M $6.15 %
5Taiwan14.9M $3.06 %
6South Korea14.8M $2.97 %
7India21.3M $0.81 %
8United Kingdom2461.2K $0.29 %
9Mexico1452.7K $0.28 %
Cite this page

Titelia. "Holdings of Aubrey Capital Management Ltd". https://titelia.com/en/funds/US13F1730754