account_balance
Investment manager · 13F filer · SEC CIK 1638081
RWC Asset Advisors (us) LLC
Reported value$464Mas of Mar 31, 2026
Positions14
Top 10 weight98.6%SQM alone is 18%
FiledApr 2727 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
SQMSociedad Quimica Y Minera de
18.3%
PBRPetroleo Brasileiro S A
17.8%
VALEVale S A
16.5%
EMBJEmbraer S.a.
11.6%
GFIGold Fields Ltd
10.4%
BZKanzhun Limited
8.4%
TSMTaiwan Semiconductor Manufac
6.3%
BABAAlibaba Group HLDG Ltd
5.5%
GGALGrupo Financiero Galicia S.a
3.4%
CAAP0.4%PDD0.4%LOMASQMSociedad Quimica Y Minera de
18.3%
PBRPetroleo Brasileiro S A
17.8%
VALEVale S A
16.5%
EMBJEmbraer S.a.
11.6%
GFI10.4%BZ8.4%TSM6.3%BABA5.5%GGAL3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SQM Sociedad Quimica Y Minera de 18.3% PBR Petroleo Brasileiro S A 17.8% VALE Vale S A 16.5% EMBJ Embraer S.a. 11.6% GFI Gold Fields Ltd 10.4% BZ Kanzhun Limited 8.4% TSM Taiwan Semiconductor Manufac 6.3% BABA Alibaba Group HLDG Ltd 5.5% GGAL Grupo Financiero Galicia S.a 3.4% CAAP Corporacion Amer Arpts S A 0.4% PDD PDD Holdings Inc 0.4% LOMA Loma Negra C I A S A MTN 14 0.3%