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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 $1,751,677,857 across 6 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-000948

Period
2025-06-30
Reported value
$1.75B
Holdings
6
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SIRInew+6,740,536$155M
YMMadded+9,180,373$108M
NUadded+6,049,060$83M
CPNGadded+671,279$20.1M
HDBadded+23,820$1.83M

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
SEreduced-1,143,661-$183M
TCOMexited-1,929,847-$123M
LLYVKexited-44,594-$3.04M
LLYVAexited-8,529-$573K

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, Q2 2025

Share positions as resolved from 13F-HR 0000899140-25-000948, largest first. % of portfolio is the value over $1,751,677,857, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,368,325 shares; 2024Q4: 21,110,025 shares; 2025Q1: 32,575,725 shares; 2025Q2: 38,624,785 shares 38,624,785$530M30.25%+6,049,060Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563,116 shares; 2024Q4: 3,277,116 shares; 2025Q1: 3,388,516 shares; 2025Q2: 2,244,855 shares 2,244,855$359M20.5%-1,143,661Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256,821 shares; 2024Q4: 3,611,169 shares; 2025Q1: 3,733,854 shares; 2025Q2: 3,757,674 shares 3,757,674$288M16.45%+23,820Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,827,068 shares; 2024Q4: 6,973,468 shares; 2025Q1: 7,210,768 shares; 2025Q2: 7,882,047 shares 7,882,047$236M13.48%+671,279Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,368,026 shares; 2025Q2: 15,548,399 shares 15,548,399$184M10.48%+9,180,373Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,740,536 shares 6,740,536$155M8.84%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
TCOMTRIP COM GROUP LTD1,929,847$123Mshares
LLYVKLIBERTY MEDIA CORP DEL44,594$3.04Mshares
LLYVALIBERTY MEDIA CORP8,529$573Kshares

How Q2 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 0000899140-25-000948 base2025-08-13acceptance time not in the bulk data set