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Portfolio (Quarterly) Guide ↗

Ashoka WhiteOak Capital Pte Ltd

· CIK 0002031708
13F Portfolio $425M AUM 17 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 17 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 575,040.0 $145.6M 34.23% NEW $253.16 -14.7%
2 ICICI BANK LIMITED 4,715,543.0 $136.9M 32.19% NEW $29.03
3 ASML ASML HLDG NV Technology 9,904.0 $19.7M 4.63% NEW $1989.44 -12.3%
4 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 471,470.0 $18.3M 4.29% NEW $38.73 +60.2%
5 HDB HDFC BANK LTD Financial Services 622,880.0 $16.1M 3.78% NEW $25.83 -9.9%
6 MELI MERCADOLIBRE INC Consumer Cyclical 8,462.0 $14.2M 3.35% NEW $1683.17 +16.2%
7 HCC WARRIOR MET COAL INC Energy 141,002.0 $11.4M 2.68% NEW $80.81 +29.7%
8 GLNG GOLAR LNG LTD Energy 229,210.0 $11.4M 2.68% NEW $49.65 +2.9%
9 BBB FOODS INC 262,488.0 $10.9M 2.56% NEW $41.53
10 VIST VISTA ENERGY S.A.B. DE C.V. Energy 160,635.0 $10.3M 2.43% NEW $64.23 +6.4%
11 CPNG COUPANG INC Consumer Cyclical 456,823.0 $8.0M 1.89% NEW $17.58 -5.3%
12 AUGO AURA MINERALS INC Basic Materials 94,790.0 $6.0M 1.42% NEW $63.65 +41.1%
13 SCCO SOUTHERN COPPER CORP Basic Materials 29,333.0 $5.1M 1.20% NEW $174.26 +22.8%
14 GRAB GRAB HOLDINGS LIMITED Technology 1,268,010.0 $4.7M 1.11% NEW $3.74 -2.5%
15 BAP CREDICORP LTD Financial Services 9,270.0 $3.6M 0.85% NEW $389.58 -1.6%
16 BZ KANZHUN LIMITED Industrials 141,900.0 $1.8M 0.43% NEW $12.97 +45.9%
17 YUMC YUM CHINA HLDGS INC Consumer Cyclical 28,350.0 $1.2M 0.27% NEW $40.74 +16.3%

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 53.1%
Technology 15.4%
Energy 11.9%
Consumer Cyclical 8.4%
Financial Services 7.1%
Basic Materials 4.0%