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Portfolio (Quarterly) Guide ↗

Aubrey Capital Management Ltd

· CIK 0001730754
13F Portfolio $160M AUM 39 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 4 Added 14 Reduced 33 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SAMSUNG ELECTRONICS CO LTD 1,515.0 $8.2M 5.12% +765.0 +102.0% $5390.00
2 TSM TAIWAN SEMICONDUCTOR Technology 16,000.0 $7.6M 4.79% +14K +700.0% $477.57 -12.6%
3 SNEX STONEX GROUP INC Financial Services 58,050.0 $4.6M 2.87% +15K +34.7% $79.00 -13.1%
4 ICICI BANK LTD 52,600.0 $1.5M 0.96% +44K +511.6% $29.03

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
Industrials 35.6%
Technology 25.8%
Consumer Defensive 11.5%
Financial Services 6.8%
Consumer Cyclical 6.6%
Healthcare 6.3%
Energy 4.7%
Communication Services 2.8%