本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
RWC ASSET ADVISORS (US) LLC (CIK 1638081) reported $449.6M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($72.4M, 16.10%), SQM ($71.9M, 16.00%), PBR ($60.5M, 13.47%), EMBJ ($52.9M, 11.76%), VALE ($46.9M, 10.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.4M | 16.10% | 151,606 | Added |
| 2 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $71.9M | 16.00% | 971,447 | Trimmed |
| 3 | PBR | PETROLEO BRASILEIRO S A | $60.5M | 13.47% | 3.7M | Trimmed |
| 4 | EMBJ | EMBRAER S.A. | $52.9M | 11.76% | 828,621 | Trimmed |
| 5 | VALE | VALE S A | $46.9M | 10.43% | 3.1M | Trimmed |
| 6 | GFI | GOLD FIELDS LTD | $31.9M | 7.09% | 948,432 | Trimmed |
| 7 | GGAL | GRUPO FINANCIERO GALICIA S.A | $25.9M | 5.76% | 517,540 | Added |
| 8 | VIST | VISTA ENERGY S.A.B. DE C.V. | $23.3M | 5.19% | 365,929 | New |
| 9 | INFY | INFOSYS LTD | $21.8M | 4.84% | 2.1M | New |
| 10 | BABA | ALIBABA GROUP HLDG LTD | $18.2M | 4.04% | 189,415 | Trimmed |
| 11 | YPF | YPF SOCIEDAD ANONIMA | $12.2M | 2.72% | 268,671 | New |
| 12 | BZ | KANZHUN LIMITED | $5.3M | 1.19% | 415,558 | Trimmed |
| 13 | CAAP | CORPORACION AMER ARPTS S A | $2.1M | 0.46% | 82,327 | Hold |
| 14 | AERO | GRUPO AEROMEXICO SAB DE CV | $1.7M | 0.37% | 92,412 | Hold |
| 15 | LOMA | LOMA NEGRA C I A S A MTN 14 | $1.7M | 0.37% | 144,315 | Hold |
| 16 | SCCO | SOUTHERN COPPER CORP | $974,810 | 0.22% | 5,594 | Trimmed |
| 17 | PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30