Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RWC ASSET ADVISORS (US) LLC (CIK 1638081) reported $464.4M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SQM ($84.9M, 18.29%), PBR ($82.5M, 17.76%), VALE ($76.8M, 16.53%), ERJ ($54.1M, 11.65%), GFI ($48.3M, 10.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $84.9M | 18.29% | 1.0M | Trimmed |
| 2 | PBR | PETROLEO BRASILEIRO S A | $82.5M | 17.76% | 4.0M | New |
| 3 | VALE | VALE S A | $76.8M | 16.53% | 4.8M | Trimmed |
| 4 | ERJ | EMBRAER S.A. | $54.1M | 11.65% | 911,414 | Trimmed |
| 5 | GFI | GOLD FIELDS LTD | $48.3M | 10.41% | 1.1M | Trimmed |
| 6 | BZ | KANZHUN LIMITED | $38.9M | 8.38% | 2.9M | Added |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.0M | 6.25% | 85,944 | New |
| 8 | BABA | ALIBABA GROUP HLDG LTD | $25.5M | 5.49% | 203,190 | Trimmed |
| 9 | GGAL | GRUPO FINANCIERO GALICIA S.A | $15.9M | 3.42% | 339,966 | Trimmed |
| 10 | CAAP | CORPORACION AMER ARPTS S A | $2.1M | 0.45% | 82,327 | Hold |
| 11 | PDD | PDD HOLDINGS INC | $2.0M | 0.43% | 19,727 | Trimmed |
| 12 | LOMA | LOMA NEGRA C I A S A MTN 14 | $1.6M | 0.34% | 144,315 | Hold |
| 13 | SCCO | SOUTHERN COPPER CORP | $1.5M | 0.32% | 8,527 | Trimmed |
| 14 | GRUPO AEROMEXICO SAB DE CV | $1.3M | 0.28% | 92,412 | Hold | |
| 15 | MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31