Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PACGrupo Aeroportunario Del Pac | $145.6M | 34.2% | +8482.7% |
| IBNIcici Bank Limited | $136.9M | 32.2% | −1.4% |
| Asml Hldg NvCUSIP N07059210 | $19.7M | 4.6% | |
| CTSHCognizant Technology Solutio | $18.3M | 4.3% | +2.5% |
| HDBHdfc Bank Ltd | $16.1M | 3.8% | |
| MELIMercadolibre Inc | $14.2M | 3.3% | +27.8% |
| HCCWarrior Met Coal Inc | $11.4M | 2.7% | +7.4% |
| Golar Lng LtdCUSIP G9456A100 | $11.4M | 2.7% | |
| Bbb Foods IncCUSIP G0896C103 | $10.9M | 2.6% | +30.2% |
| VISTVista Energy S.a.b. De C.v. | $10.3M | 2.4% | +1.2% |
| CPNGCoupang Inc | $8.0M | 1.9% | +117.2% |
| Aura Minerals IncCUSIP G06973112 | $6.0M | 1.4% | +117.1% |
| SCCOSouthern Copper Corp | $5.1M | 1.2% | +2.3% |
| Grab Holdings LimitedCUSIP G4124C109 | $4.7M | 1.1% | +61.1% |
| Credicorp LtdCUSIP G2519Y108 | $3.6M | 0.8% | |
| BZKanzhun Limited | $1.8M | 0.4% | +109.0% |
| YUMCYum China Hldgs Inc | $1.2M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Asml Hldg NvCUSIP N07059210 | December 31, 2024 | +187.0% | $19.7M |
| Credicorp LtdCUSIP G2519Y108 | December 31, 2024 | +112.5% | $3.6M |
| Aura Minerals IncCUSIP G06973112 | September 30, 2025 | +69.2% | $6.0M |
| HCCWarrior Met Coal Inc | December 31, 2024 | +49.6% | $11.4M |
| Bbb Foods IncCUSIP G0896C103 | December 31, 2024 | +47.3% | $10.9M |
| SCCOSouthern Copper Corp | December 31, 2025 | +21.5% | $5.1M |
| PACGrupo Aeroportunario Del Pac | June 30, 2025 | +10.3% | $145.6M |
| MELIMercadolibre Inc | December 31, 2024 | −0.2% | $14.2M |
| IBNIcici Bank Limited | December 31, 2024 | −2.8% | $136.9M |
| BZKanzhun Limited | December 31, 2024 | −6.7% | $1.8M |
Sold off last quarter
- INFYInfosys Ltd was $8.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.2% | +14.8% |
| March 31, 2026 | −12.2% | −4.6% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | +3.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ashoka WhiteOak Capital Pte Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2031708&type=13F-HR&dateb=&owner=include&count=40CIK 2031708
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2031708/000117266126003136/Filed August 7, 2026 · accession 0001172661-26-003136