RWC ASSET ADVISORS (US) LLC — 13F holdings

RWC ASSET ADVISORS (US) LLC reported 14 holdings worth $377M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. PBR PETROLEO BRASILEIRO SA PETRO — $92.0M (24.4%)
2. GFI GOLD FIELDS LTD — $48.0M (12.7%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $39.5M (10.5%)
4. VALE VALE S A — $32.3M (8.6%)
5. BABA ALIBABA GROUP HLDG LTD — $30.0M (8.0%)
6. VIST VISTA ENERGY S.A.B. DE C.V. — $29.8M (7.9%)
7. EMBJ EMBRAER S.A. — $28.6M (7.6%)
8. INFY INFOSYS LTD — $23.5M (6.2%)
9. MELI MERCADOLIBRE INC — $18.0M (4.8%)
10. SCCO SOUTHERN COPPER CORP — $15.7M (4.2%)