Genesis Investment Management, LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Genesis Investment Management, LLP reported 14 stock positions worth $91.1 million. Its top holding was PDD (PDD) at 19.7% of the portfolio, followed by Credicorp (BAP, 14.7%) and Iqiyi Inc.-ADR (IQ, 8.7%). Compared with Q3 2024, it sold out of 1 and reduced 14. The biggest sale was an exit from Nu Holdings Ltd./Cayman Isl-A (NU).
- Most Recent 13F
- Q3 2025
- Location
- London, X0
- CIK
- 0001300979
- Portfolio Value
- $91.1M (Q4 2024)
- SEC Filing
- 0001172661-25-000224 ↗ filed Jan 16, 2025
Holdings Value
Holdings 14 stocks · $91.1M
| PDD PDD Holdings Inc. | 19.68% | 184,792 | $17.9M | Reduce -79.2% |
| BAP Credicorp Ltd. | 14.70% | 73,044 | $13.4M | Reduce -79.3% |
| IQ Iqiyi Inc.-ADR | 8.65% | 3,921,494 | $7.9M | Reduce -76.3% |
| NTES Netease Inc.-ADR | 8.44% | 86,209 | $7.7M | Reduce -76.3% |
| CTSH Cognizant Tech Solutions-A | 7.86% | 93,047 | $7.2M | Reduce -74.0% |
| INFY Infosys Ltd.-SP ADR | 7.28% | 302,408 | $6.6M | Reduce -79.2% |
| UMC United Microelectron-SP ADR | 7.19% | 1,009,031 | $6.5M | Reduce -76.8% |
| CCU Cia Cervecerias Uni-Spon ADR filed as COMPANIA CERVECERIAS UNIDAS | 5.35% | 430,325 | $4.9M | Reduce -72.9% |
| JD Jd.com Inc.-ADR | 5.22% | 137,029 | $4.8M | Reduce -76.2% |
| BABA Alibaba Group Holding-SP ADR | 4.60% | 49,452 | $4.2M | Reduce -76.1% |
| LILAK Liberty Latin Americ Class C | 3.93% | 564,420 | $3.6M | Reduce -76.8% |
| IBN Icici Bank Ltd.-Spon ADR | 3.78% | 115,289 | $3.4M | Reduce -83.0% |
| HDB HDFC Bank Ltd.-ADR | 2.32% | 33,120 | $2.1M | Reduce -73.5% |
| LILA Liberty Latin Americ Class A | 0.99% | 142,048 | $903K | Reduce -76.7% |
Portfolio Sells Q3 2024 → Q4 2024
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −6.78 |
| PDD PDD Holdings Inc. | Reduce -79.2% | 19.68% | −3.46 |
| LILAK Liberty Latin Americ Class C | Reduce -76.8% | 3.93% | −0.53 |
| IQ Iqiyi Inc.-ADR | Reduce -76.3% | 8.65% | −0.51 |
| LILA Liberty Latin Americ Class A | Reduce -76.7% | 0.99% | −0.14 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -83.0% | 3.78% | −0.13 |
| UMC United Microelectron-SP ADR | Reduce -76.8% | 7.19% | +0.10 |
| BABA Alibaba Group Holding-SP ADR | Reduce -76.1% | 4.60% | +0.35 |
| JD Jd.com Inc.-ADR | Reduce -76.2% | 5.22% | +0.76 |
| HDB HDFC Bank Ltd.-ADR | Reduce -73.5% | 2.32% | +0.81 |
| INFY Infosys Ltd.-SP ADR | Reduce -79.2% | 7.28% | +1.03 |
| CCU Cia Cervecerias Uni-Spon ADR | Reduce -72.9% | 5.35% | +1.78 |
| NTES Netease Inc.-ADR | Reduce -76.3% | 8.44% | +1.86 |
| BAP Credicorp Ltd. | Reduce -79.3% | 14.70% | +2.34 |
| CTSH Cognizant Tech Solutions-A | Reduce -74.0% | 7.86% | +2.53 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||