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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 $1,720,190,301 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-26-000157

Period
2025-12-31
Reported value
$1.72B
Holdings
8
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HTHTadded+1,228,617$57.8M
YMMadded+5,032,179$54M
GLIBKnew+698,184$26M
CPNGadded+285,153$6.73M

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-573,895-$73.2M
NUreduced-3,933,558-$65.8M
SIRIreduced-686,265-$13.7M
HDBreduced-56,517-$2.07M

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, Q4 2025

Share positions as resolved from 13F-HR 0000899140-26-000157, largest first. % of portfolio is the value over $1,720,190,301, 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; 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; 2025Q4: 34,197,238 shares 34,197,238$572M33.28%-3,933,558Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,362,626 shares 7,362,626$269M15.64%-56,517Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 20,380,969 shares 20,380,969$219M12.71%+5,032,179Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,475,171 shares; 2025Q4: 3,703,788 shares 3,703,788$174M10.13%+1,228,617Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,359,992 shares 1,359,992$173M10.09%-573,895Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,076,851 shares 7,076,851$167M9.7%+285,153Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,740,536 shares; 2025Q3: 6,654,289 shares; 2025Q4: 5,968,024 shares 5,968,024$119M6.94%-686,265Timeline
GLIBKLIBERTY CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 698,184 shares 698,184$26M1.51%newTimeline

How Q4 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 0000899140-26-000157 base2026-02-11acceptance time not in the bulk data set