TT International Asset Management LTD 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
TT International Asset Management LTD disclosed 54 US equity positions worth $669.6m in its Q1 2025 13F filing. The largest position was PAM at 15.2% of the reported book, followed by BMA and BABA. Against the Q4 2024 filing, it opened 16 new positions, added to 22 and reduced 12 among the top 50 holdings.
What did TT International Asset Management LTD own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PAM PAMPA ENERGIA S A | Industrials | 15.2% | $101.9m | 1,319,537 | 9% | added |
| 2 | BMA BANCO MACRO SA | Financial Services | 10.9% | $72.7m | 963,288 | -16% | reduced |
| 3 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 10.1% | $67.4m | 509,354 | 84% | added |
| 4 | MAKEMYTRIP LIMITED MAURITIUS | 7.1% | $47.4m | 483,479 | 58% | added | |
| 5 | BEKE KE HLDGS INC | Real Estate | 7.0% | $46.6m | 2,318,858 | 5856% | added |
| 6 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 6.7% | $45.1m | 969,521 | 20% | added |
| 7 | CTRPUSD TRIP COM GROUP LTD | 6.7% | $45.1m | 709,530 | – | new | |
| 8 | TGS TRANSPORTADORA DE GAS SUR | Energy | 4.9% | $32.5m | 1,227,656 | 3% | added |
| 9 | PDD PDD HOLDINGS INC | Consumer Cyclical | 4.7% | $31.4m | 265,302 | – | new |
| 10 | NTES NETEASE INC | Communication Services | 3.3% | $21.9m | 212,964 | – | new |
| 11 | ITUB ITAU UNIBANCO HLDG S A | Financial Services | 2.7% | $17.8m | 3,241,085 | – | new |
| 12 | TBBB BBB FOODS INC | Consumer Defensive | 2.3% | $15.3m | 571,999 | – | new |
| 13 | JD JD.COM INC | Consumer Cyclical | 2.0% | $13.6m | 330,714 | 112% | added |
| 14 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.9% | $12.9m | 973,824 | -80% | reduced |
| 15 | NVENT ELECTRIC PLC | 1.0% | $6.7m | 127,983 | – | new | |
| 16 | BLD* TOPBUILD CORP | 0.9% | $6.3m | 20,708 | 10% | added | |
| 17 | ICLR ICON PLC | Healthcare | 0.8% | $5.6m | 32,200 | -11% | reduced |
| 18 | ANGLOGOLD ASHANTI PLC | 0.8% | $5.3m | 141,957 | -74% | reduced | |
| 19 | CDLR CADELER A S | 0.7% | $4.9m | 250,202 | 6% | added | |
| 20 | TRU TRANSUNION | Financial Services | 0.7% | $4.8m | 57,796 | 5% | added |
| 21 | H HYATT HOTELS CORP | Consumer Cyclical | 0.7% | $4.5m | 37,017 | 10% | added |
| 22 | LPLA LPL FINL HLDGS INC | Financial Services | 0.6% | $3.9m | 11,963 | -1% | reduced |
| 23 | VRT VERTIV HOLDINGS CO | Industrials | 0.6% | $3.9m | 54,045 | 55% | added |
| 24 | NSIT INSIGHT ENTERPRISES INC | Technology | 0.6% | $3.7m | 24,704 | – | new |
| 25 | SF STIFEL FINL CORP | Financial Services | 0.5% | $3.6m | 38,126 | 47% | added |
| 26 | TKR TIMKEN CO | Industrials | 0.5% | $3.2m | 44,473 | -6% | reduced |
| 27 | COCO VITA COCO CO INC | Consumer Defensive | 0.5% | $3.0m | 99,026 | – | new |
| 28 | VLTO VERALTO CORP | Industrials | 0.4% | $3.0m | 30,606 | 3% | added |
| 29 | GMED GLOBUS MED INC | Healthcare | 0.4% | $2.8m | 38,231 | – | new |
| 30 | DYNATRACE INC | 0.4% | $2.7m | 57,418 | 2728% | added | |
| 31 | AMD ZEBRA TECHNOLOGIES CORPORATI | Technology | 0.4% | $2.6m | 9,191 | -94% | reduced |
| 32 | XYL XYLEM INC | Industrials | 0.4% | $2.4m | 19,794 | -23% | reduced |
| 33 | WCC WESCO INTL INC | Industrials | 0.3% | $2.1m | 13,414 | 12% | added |
| 34 | BANCO BBVA ARGENTINA S A | 0.3% | $2.0m | 112,953 | – | new | |
| 35 | WGO WINNEBAGO INDS INC | Consumer Cyclical | 0.3% | $2.0m | 57,889 | -1% | reduced |
| 36 | BRBR BELLRING BRANDS INC | Consumer Defensive | 0.3% | $1.8m | 24,552 | – | new |
| 37 | RENEW ENERGY GLOBAL PLC | 0.3% | $1.8m | 301,392 | 103% | added | |
| 38 | SUPV GRUPO SUPERVIELLE S.A. | Financial Services | 0.2% | $1.6m | 122,035 | 5% | added |
| 39 | P PURE STORAGE INC | Technology | 0.2% | $1.6m | 35,338 | -20% | reduced |
| 40 | HUBB HUBBELL INC | Industrials | 0.2% | $1.4m | 4,096 | 4719% | added |
| 41 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.2% | $1.4m | 8,133 | -98% | reduced |
| 42 | ORA ORMAT TECHNOLOGIES INC | Utilities | 0.2% | $1.2m | 16,901 | – | new |
| 43 | PTC PTC INC | Technology | 0.2% | $1.1m | 6,952 | 10% | added |
| 44 | FSLR FIRST SOLAR INC | Technology | 0.2% | $1.0m | 8,048 | -16% | reduced |
| 45 | OC OWENS CORNING NEW | Industrials | 0.1% | $994.2k | 6,961 | 15% | added |
| 46 | MIR MIRION TECHNOLOGIES INC | Industrials | 0.1% | $904.0k | 62,346 | – | new |
| 47 | ECL ECOLAB INC | Basic Materials | 0.1% | $836.1k | 3,298 | – | new |
| 48 | CSL CARLISLE COS INC | Industrials | 0.1% | $822.6k | 2,416 | 3% | added |
| 49 | AMGEN INC | 0.1% | $778.9k | 2,500 | – | new | |
| 50 | SE SEA LTD | Consumer Cyclical | 0.1% | $576.9k | 4,421 | – | new |
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.