Kontiki Capital Management (HK) Ltd. Concentrated Active

Name: Kontiki Capital Management (HK) Ltd. Q1 2026 13F Filing | 13F Explorer
Creator: Kontiki Capital Management (HK) Ltd.
Published: 2026-05-15

Location: Hong Kong

CIK: 0001713390 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $1.426B (100.0% shares, 0.0% debt)

Holdings (7)

NU NU HLDGS LTD 32.9%

Value $469M Shares 32,644,738 Est. Cost $8.73 Unrealized +98.5%

CPNG COUPANG INC 15.7%

Value $224M Shares 11,859,311 Est. Cost $17.93 Unrealized +10.8%

HTHT H WORLD GROUP LTD 12.5%

Value $178M Shares 3,535,388 Est. Cost $41.74 Unrealized —

SE SEA LTD 12.3%

Value $176M Shares 2,124,312 Est. Cost $75.82 Unrealized —

HDB HDFC BANK LTD 12.3%

Value $175M Shares 7,028,262 Est. Cost $48.80 Unrealized —

SIRI SIRIUSXM HOLDINGS INC 9.2%

Value $131M Shares 5,696,724 Est. Cost $21.52 Unrealized -2.7%

GLIBK GCI LIBERTY INC 5.1%

Value $73.02M Shares 1,962,339 Est. Cost $37.07 Unrealized +2.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	32,644,738	$469M	32.9%	$8.73	+98.5%	ORD SHS CL A	G6683N103
CPNG	COUPANG INC	11,859,311	$224M	15.7%	$17.93	+10.8%	CL A	22266T109
HTHT	H WORLD GROUP LTD	3,535,388	$178M	12.5%	$41.74	—	SPONSORED ADS	44332N106
SE	SEA LTD	2,124,312	$176M	12.3%	$75.82	—	SPONSORD ADS	81141R100
HDB	HDFC BANK LTD	7,028,262	$175M	12.3%	$48.80	—	SPONSORED ADS	40415F101
SIRI	SIRIUSXM HOLDINGS INC	5,696,724	$131M	9.2%	$21.52	-2.7%	COMMON STOCK	829933100
GLIBK	GCI LIBERTY INC	1,962,339	$73.02M	5.1%	$37.07	+2.9%	COM SER C	36164V800