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Portfolio (Quarterly) Guide ↗

INCA Investments LLC

· CIK 0001513137
13F Portfolio $286M AUM 9 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BAP CREDICORP LTD Financial Services 228,233.0 $65.5M 22.91% NEW $287.00 +33.4%
2 GGAL GRUPO FINANCIERO GALICIA S A Financial Services 940,056.0 $50.7M 17.74% NEW $53.94 +4.5%
3 LTM LATAM AIRLINES GROUP SA Industrials 807,079.0 $43.6M 15.25% NEW $54.01 +3.4%
4 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 395,261.0 $39.9M 13.97% NEW $101.07 +25.1%
5 BSAC BANCO SANTANDER CHILE NEW Financial Services 1,064,274.0 $33.1M 11.58% NEW $31.11 +4.9%
6 NU NU HLDGS LTD Financial Services 1,534,540.0 $25.7M 8.98% NEW $16.74 -24.1%
7 MELI MERCADOLIBRE INC Consumer Cyclical 7,467.0 $15.0M 5.26% NEW $2014.26 -18.8%
8 ITUB ITAU UNIBANCO HLDG SA Financial Services 911,377.0 $6.5M 2.28% NEW $7.16 +8.8%
9 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 788,001.0 $5.8M 2.02% NEW $7.34 +16.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 63.5%
Industrials 15.2%
Consumer Defensive 14.0%
Consumer Cyclical 7.3%