New Vernon Capital Holdings II LLC — 13F holdings

New Vernon Capital Holdings II LLC reported 73 holdings worth $181M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $24.4M (13.5%)
2. VWO VANGUARD INTL EQUITY INDEX F — $19.0M (10.5%)
3. IBN ICICI BANK LIMITED — $16.5M (9.1%)
4. EWS ISHARES INC — $15.4M (8.5%)
5. EPI WISDOMTREE TR — $14.3M (7.9%)
6. EWT ISHARES INC — $13.5M (7.5%)
7. HDB HDFC BANK LTD — $10.3M (5.7%)
8. DXJ WISDOMTREE TR — $10.00M (5.5%)
9. KLAC KLA CORP — $6.57M (3.6%)
10. EWC ISHARES INC — $6.39M (3.5%)