Carrhae Capital LLP Purchases and Sells in Q3 2024

Carrhae Capital LLP

$876 Billion
Q3 2024

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PDD	335K + 296.15%	$89.17 - $151.11 $29.9M - $50.6M	448K $60.4B
ERJ	2.91K + 0.16%	$25.9 - $36.95 $75.4K - $108K	1.8M $63.8B
TSM	70.2K + 23.97%	$147.95 - $191.05 $10.4M - $13.4M	363K $63.1B
FNV	89.4K + 66.34%	$116.95 - $131.12 $10.5M - $11.7M	224K $27.8B
EDU	160K + 30.49%	$59.17 - $82.38 $9.46M - $13.2M	684K $51.9B
FMX	139K + 45.95%	$98.71 - $118.83 $13.7M - $16.5M	440K $43.4B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CPA	556K New	$81.5 - $96.88 $45.3M - $53.9M	556K $52.2B
SE	549K New	$59.94 - $94.83 $32.9M - $52.1M	549K $51.8B
GDX	1.08M New	$33.89 - $41.64 $36.7M - $45M	1.08M $43.1B
BAP	155K New	$158.09 - $185.0 $24.4M - $28.6M	155K $28B
FCX	463K New	$39.52 - $51.92 $18.3M - $24.1M	463K $23.1B
YUMC	470K New	$29.24 - $45.37 $13.8M - $21.3M	470K $21.2B

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBN	-895K - 40.31%	$27.58 - $31.38 $24.7M - $28.1M	1.33M $39.6B
ANGLOGOLD ASHANTI PLC	-377K - 22.74%	N/A	1.28M $34.1B
VALE	-461K - 20.85%	$9.9 - $11.8 $4.56M - $5.44M	1.75M $20.4B
EGO	-692K - 11.54%	$14.68 - $18.48 $10.2M - $12.8M	5.3M $92.1B
BABA	-276K - 27.59%	$72.18 - $107.33 $19.9M - $29.6M	725K $76.9B

Activity Summary All Purchases 16 New Holdings 7 Increased Positions 9 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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