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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 $1,879,004,589 across 7 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-001307

Period
2025-09-30
Reported value
$1.88B
Holdings
7
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HDBadded+3,661,469$125M
HTHTnew+2,475,171$96.8M

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-310,968-$55.6M
CPNGreduced-1,090,349-$35.1M
NUreduced-493,989-$7.91M
YMMreduced-199,609-$2.59M
SIRIreduced-86,247-$2.01M

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, Q3 2025

Share positions as resolved from 13F-HR 0000899140-25-001307, largest first. % of portfolio is the value over $1,879,004,589, 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; 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; 2025Q3: 38,130,796 shares 38,130,796$610M32.49%-493,989Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,933,887 shares 1,933,887$346M18.4%-310,968Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,419,143 shares 7,419,143$253M13.49%+3,661,469Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,791,698 shares 6,791,698$219M11.64%-1,090,349Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,368,026 shares; 2025Q2: 15,548,399 shares; 2025Q3: 15,348,790 shares 15,348,790$199M10.59%-199,609Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,740,536 shares; 2025Q3: 6,654,289 shares 6,654,289$155M8.24%-86,247Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,475,171 shares 2,475,171$96.8M5.15%newTimeline

How Q3 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 0000899140-25-001307 base2025-11-14acceptance time not in the bulk data set