Kontiki Capital Management (HK) Ltd. Concentrated Active

Name: Kontiki Capital Management (HK) Ltd. Q3 2025 13F Filing | 13F Explorer
Creator: Kontiki Capital Management (HK) Ltd.
Published: 2025-11-14

Location: Hong Kong

CIK: 0001713390 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $1.879B (100.0% shares, 0.0% debt)

Holdings (7)

NU NU HLDGS LTD 32.5%

Value $610M Shares 38,130,796 Est. Cost $8.73 Unrealized +59.7%

SE SEA LTD 18.4%

Value $346M Shares 1,933,887 Est. Cost $71.89 Unrealized —

HDB HDFC BANK LTD 13.5%

Value $253M Shares 7,419,143 Est. Cost $48.80 Unrealized —

CPNG COUPANG INC 11.6%

Value $219M Shares 6,791,698 Est. Cost $16.13 Unrealized +87.4%

YMM FULL TRUCK ALLIANCE CO LTD 10.6%

Value $199M Shares 15,348,790 Est. Cost $12.20 Unrealized —

SIRI SIRIUSXM HOLDINGS INC 8.2%

Value $155M Shares 6,654,289 Est. Cost $21.52 Unrealized +7.5%

HTHT H WORLD GROUP LTD 5.2%

Value $96.8M Shares 2,475,171 Est. Cost $39.11 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	38,130,796	$610M	32.5%	$8.73	+59.7%	ORD SHS CL A	G6683N103
SE	SEA LTD	1,933,887	$346M	18.4%	$71.89	—	SPONSORD ADS	81141R100
HDB	HDFC BANK LTD	7,419,143	$253M	13.5%	$48.80	—	SPONSORED ADS	40415F101
CPNG	COUPANG INC	6,791,698	$219M	11.6%	$16.13	+87.4%	CL A	22266T109
YMM	FULL TRUCK ALLIANCE CO LTD	15,348,790	$199M	10.6%	$12.20	—	SPONSORED ADS	35969L108
SIRI	SIRIUSXM HOLDINGS INC	6,654,289	$155M	8.2%	$21.52	+7.5%	COMMON STOCK	829933100
HTHT	H WORLD GROUP LTD	2,475,171	$96.8M	5.2%	$39.11	—	SPONSORED ADS	44332N106