AC
AMANSA Capital Portfolio holdings
AUM
$386M
This Quarter Return
+28.03%
1 Year Return
+19.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$291M
AUM Growth
+$291M
(+56%)
Cap. Flow
+$51.8M
Cap. Flow
% of AUM
17.8%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
2
Reduced
–
Closed
–
Top Buys
| 1 |
ICICI Bank
IBN
|
$37.2M |
| 2 |
Cognizant
CTSH
|
$14.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 47.77% |
| 2 | Financials | 37.12% |
| 3 | Technology | 15.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
MakeMyTrip
MMYT
$9.4B
| $139M | 47.77% |
1,957,320
| – | – |
|
|
2
ICICI Bank
IBN
$113B
| $108M | 37.12% |
4,092,159
+1,407,509
| +52% | +$37.2M |
|
|
3
Cognizant
CTSH
$35.3B
| $44M | 15.11% |
600,000
+200,000
| +50% | +$14.7M |
|