Nipun Capital, L.P. — 13F holdings

Nipun Capital, L.P. reported 9 holdings worth $220M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

1. INDA ISHARES TR — $71.3M (32.4%)
2. MCHI ISHARES TR — $42.2M (19.2%)
3. FXI ISHARES TR — $39.2M (17.9%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $31.1M (14.2%)
5. KSA ISHARES TR — $15.0M (6.8%)
6. IEMG ISHARES INC — $12.7M (5.8%)
7. VWO VANGUARD INTL EQUITY INDEX F — $5.47M (2.5%)
8. PDD PDD HOLDINGS INC — $2.18M (1.0%)
9. IFS INTERCORP FINL SVCS INC — $555K (0.3%)