Ashoka WhiteOak Capital Pte Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Ashoka WhiteOak Capital Pte Ltd disclosed 17 US equity positions worth $262.6m in its Q4 2025 13F filing. The largest position was IBN at 60.7% of the reported book, followed by HDB and INFY. Against the Q3 2025 filing, it opened 1 new position, added to 16 and reduced 0 among the top 17 holdings.
What did Ashoka WhiteOak Capital Pte Ltd own in Q4 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IBN ICICI BANK LIMITED | Financial Services | 60.7% | $159.3m | 5,338,224 | 29% | added |
| 2 | HDB HDFC BANK LTD | Financial Services | 10.4% | $27.4m | 750,880 | 44% | added |
| 3 | INFY INFOSYS LTD | Technology | 5.6% | $14.6m | 814,500 | 54% | added |
| 4 | ASML ASML HOLDING N V | Technology | 4.0% | $10.5m | 9,784 | 69% | added |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.9% | $10.2m | 5,036 | 169% | added |
| 6 | CPNG COUPANG INC | Consumer Cyclical | 2.9% | $7.6m | 314,383 | 404% | added |
| 7 | SCCO SOUTHERN COPPER CORP | Basic Materials | 2.1% | $5.5m | 37,529 | – | new |
| 8 | TBBB BBB FOODS INC | Consumer Defensive | 1.8% | $4.8m | 143,200 | 148% | added |
| 9 | AUGO AURA MINERALS INC | 1.7% | $4.4m | 87,030 | 270% | added | |
| 10 | GRAB HOLDINGS LIMITED | 1.5% | $3.9m | 772,510 | 132% | added | |
| 11 | HCC WARRIOR MET COAL INC | Basic Materials | 1.4% | $3.8m | 42,722 | 47% | added |
| 12 | BAP CREDICORP LTD | Financial Services | 1.0% | $2.6m | 9,125 | 66% | added |
| 13 | BZ KANZHUN LIMITED | Communication Services | 0.9% | $2.4m | 115,020 | 2% | added |
| 14 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.9% | $2.2m | 126,620 | 2% | added |
| 15 | PAC GRUPO AEROPUERTO DEL PACIFIC | 0.7% | $1.8m | 6,700 | 91% | added | |
| 16 | YUMC YUM CHINA HLDGS INC | Consumer Cyclical | 0.5% | $1.3m | 28,350 | 1% | added |
| 17 | EPAM EPAM SYS INC | Technology | 0.1% | $347.0k | 1,680 | 2% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.