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David Einhorn
Bill Ackman
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Genesis Investment Management, LLP INSTITUTION : Genesis Investment Management, LLP
Genesis Investment Management, LLP Portfolio (reported on 2020-07-09)
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
Alibaba Group Holding LTD    (Sponsored ADS) BABA 873,064,000 4,047,586 26.42%
New Oriental Ed & Tech GRP I SPON    (Spon ADR) EDU 379,806,000 2,916,422 11.49%
Yandex N V    (SHS Class A) YNDX 353,927,000 7,075,705 10.71%
Infosys Ltd.    (Sponsored ADR) INFY 273,483,000 28,310,888 8.27%
58.com Inc    (Spon ADR Rep A) WUBA 260,234,000 4,824,511 7.87%
NetEase Inc    (Sponsored ADS) NTES 248,127,000 577,873 7.51%
Credicorp Ltd    (ORD) BAP 209,398,000 1,566,529 6.33%
Cognizant Technology Solutions    (Class A) CTSH 167,281,000 2,944,059 5.06%
TAL Education Group    (Sponsored ADS) XRS 125,274,000 1,832,027 3.79%
Liberty Latin America LTD    (COM CL C) 105,876,000 11,215,641 3.20%
Bancolombia S A    (SPON ADR PREF) CIB 72,449,000 2,753,681 2.19%
OPERA LTD SPONSORED ADS    (Sponsored ADS) 58,033,000 6,448,067 1.75%
Liberty Latin America LTD    (COM CL A) 46,825,000 4,817,421 1.41%
Sina Corp    (ORD) SINA 42,673,000 1,188,328 1.29%
Itau Unibanco HLDG S A    (SPON ADR REP PDF) ITU 38,037,000 8,110,233 1.15%
HDFC Bank Ltd.    (Sponsored ADS) HDB 25,990,000 571,705 0.78%
America Movil SAB DE CV    (Spon ADR L SHS) AMX 23,091,000 1,819,597 0.69%
Total Value As 2020-06-30: 3,303,568,000 SEC FILING
* Portfolios do not reflect changes after reporting
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