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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 $1,524,856,302 across 7 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-26-000804

Period
2026-06-30
Reported value
$1.52B
Holdings
7
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+6,387,644$85.3M
HDBadded+1,396,238$36.1M
CPNGadded+1,190,858$20.7M
SIRIadded+386,100$11.4M
HTHTadded+239,270$9.98M

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-227,748-$21.8M
GLIBKreduced-98,502-$2.12M

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 2026

Share positions as resolved from 13F-HR 0000899140-26-000804, largest first. % of portfolio is the value over $1,524,856,302, 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; 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; 2026Q1: 32,644,738 shares; 2026Q2: 39,032,382 shares 39,032,382$521M34.2%+6,387,644Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,859,311 shares; 2026Q2: 13,050,169 shares 13,050,169$227M14.87%+1,190,858Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,028,262 shares; 2026Q2: 8,424,500 shares 8,424,500$218M14.27%+1,396,238Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,124,312 shares; 2026Q2: 1,896,564 shares 1,896,564$182M11.92%-227,748Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,740,536 shares; 2025Q3: 6,654,289 shares; 2025Q4: 5,968,024 shares; 2026Q1: 5,696,724 shares; 2026Q2: 6,082,824 shares 6,082,824$180M11.78%+386,100Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,475,171 shares; 2025Q4: 3,703,788 shares; 2026Q1: 3,535,388 shares; 2026Q2: 3,774,658 shares 3,774,658$157M10.33%+239,270Timeline
GLIBKLIBERTY CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 698,184 shares; 2026Q1: 1,962,339 shares; 2026Q2: 1,863,837 shares 1,863,837$40.2M2.64%-98,502Timeline

How Q2 2026 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 0000899140-26-000804 base2026-08-12acceptance time not in the bulk data set