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Kontiki Capital Management (HK) Ltd.

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13F filer, CIK 1713390, Hong Kong, Hong Kong

Kontiki Capital Management (HK) Ltd. reported $1,389,583,768 across 8 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-000590

Period
2025-03-31
Reported value
$1.39B
Holdings
8
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+11,465,700$117M
YMMnew+6,368,026$81.3M
SEadded+111,400$14.5M
HDBadded+122,685$8.15M
CPNGadded+237,300$5.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FWONKexited-587,813-$54.5M
FWONAexited-125,255-$10.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000899140-25-000590, largest first. % of portfolio is the value over $1,389,583,768, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563,116 shares; 2024Q4: 3,277,116 shares; 2025Q1: 3,388,516 shares 3,388,516$442M31.82%+111,400Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,368,325 shares; 2024Q4: 21,110,025 shares; 2025Q1: 32,575,725 shares 32,575,725$334M24.01%+11,465,700Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256,821 shares; 2024Q4: 3,611,169 shares; 2025Q1: 3,733,854 shares 3,733,854$248M17.85%+122,685Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,827,068 shares; 2024Q4: 6,973,468 shares; 2025Q1: 7,210,768 shares 7,210,768$158M11.38%+237,300Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791,146 shares; 2024Q4: 1,866,440 shares; 2025Q1: 1,929,847 shares 1,929,847$123M8.83%+63,407Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,368,026 shares 6,368,026$81.3M5.85%newTimeline
LLYVKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,464 shares; 2024Q4: 43,124 shares; 2025Q1: 44,594 shares 44,594$3.04M0.22%+1,470Timeline
LLYVALIBERTY MEDIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 8,249 shares; 2025Q1: 8,529 shares 8,529$573K0.04%+280Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FWONKLIBERTY MEDIA CORP DEL587,813$54.5Mshares
FWONALIBERTY MEDIA CORP DEL125,255$10.5Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000899140-25-000590 base2025-05-12acceptance time not in the bulk data set