JOEAX
JOHCM Emerging Markets Opportunities Fund
Perpetual Americas Funds Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CITIC Securities Co Ltd (Class A) 0 7,987,295 7,987,295 1.97% $28.11M
NAURA Technology Group Co., Ltd., A Shares 0 351,807 351,807 1.63% $23.21M
PETROCHINA-H 0 13,304,000 13,304,000 1.28% $18.25M
Multiplan Empreendimentos Imobiliarios SA COM NPV 0 2,794,211 2,794,211 1.20% $17.16M
Sungrow Power Supply Co., Ltd., Class A 0 684,794 684,794 1.07% $15.28M
Rede D Or Sao Luiz SA COM NPV 0 1,991,152 1,991,152 1.05% $14.98M
P-Note Contemp Amp 0 245,704 245,704 1.02% $14.58M
Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD 0 128,000 128,000 0.57% $8.09M
Vamos Locacao De Caminhoes Maquinas E Equipamentos SA COM NPV (SUB/RTS 09/04/2026) 0 894,600 894,600 0.00% $5.18K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
China Resources Land Ltd. ORD HKD0.10 5,420,500 0 -5,420,500 0.00% -$18.94M
TSINGTAO BREW-H 2,353,730 0 -2,353,730 0.00% -$14.73M
ICICI Bank Ltd 401,906 0 -401,906 0.00% -$11.98M
President Chain Store Corp. TWD10 383,927 0 -383,927 0.00% -$2.71M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NT-INST TRSR-PRM 37,467,563 46,204,049 8,736,486 3.24% $8.74M
Grupo Financiero Banorte S.A. de C.V. 1,737,556 3,153,156 1,415,600 2.45% $18.86M
China Life Insurance Company Ltd. 5,200,313 9,148,521 3,948,208 2.04% $10.89M
Wal-Mart de Mexico, S.A.B. de C.V., Series V 5,107,946 7,175,746 2,067,800 1.63% $7.38M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SK Hynix Inc. KRW5000 121,468 109,068 -12,400 4.33% $6.87M
ITAU UNIBANCO HLDG SA SPON ADR 5,813,500 5,813,500 -0 3.41% $7.09M
Anglogold Ashanti Plc 559,371 431,833 -127,538 3.02% -$5.31M
BARRICK MINING CORP 1,074,084 866,916 -207,168 2.48% -$11.41M
SK Square Company Ltd. 168,519 83,555 -84,964 1.93% -$15.40M
CEMEX SAB-SP ADR 3,882,146 2,402,146 -1,480,000 1.92% -$17.13M
EMAAR PROPS. PJSC 11,790,833 5,906,913 -5,883,920 1.35% -$25.78M
SAMSUNG ELECTRON 212,457 149,457 -63,000 1.22% -$326.36K
HDFC BANK LTD SPON ADR 920,612 656,612 -264,000 1.14% -$17.30M
LARSEN & TOUBRO 497,157 250,414 -246,743 0.65% -$13.28M
BANK RAKYAT INDO 79,969,754 38,187,854 -41,781,900 0.53% -$9.88M
Ultratech Cement Ltd. INR10 98,931 49,695 -49,236 0.40% -$7.29M
Mahindra & Mahindra Ltd. INR5 236,128 117,788 -118,340 0.26% -$6.05M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TSMC 3,043,816 3,043,816 0 12.33% $25.88M
TENCENT 1,412,584 1,412,584 0 6.24% -$19.63M
Hong Kong Exchanges & Clearing Ltd. NPV 1,043,377 1,043,377 0 3.69% -$2.01M
BCO BTG PAC-UNIT 3,730,653 3,730,653 0 2.84% $4.80M
SAMSUNG LIFE INSURANCE CO LT /KRW/ 0.00000000 269,482 269,482 0 2.72% $9.40M
TRIP.COM GRP. LTD 684,330 684,330 0 2.37% -$14.89M
B3 S.A. - Brasil, Bolsa, Balcao COM NPV 9,460,157 9,460,157 0 2.35% $9.52M
YUANTA FINL. HLDG. CO LTD 23,268,101 23,268,101 0 2.32% $3.97M
Firstrand Ltd ZAR0.01 6,056,293 6,056,293 0 2.17% -$2.18M
PETROLEO BRASILEIRO SPONS ADR 1,449,435 1,449,435 0 2.11% $12.90M
Aldar Properties PJSC AED1 13,383,309 13,383,309 0 2.03% -$2.78M
MERCADOLIBRE INC 13,747 13,747 0 1.66% -$3.92M
ENN Energy Holdings Ltd. HKD0.10 2,839,976 2,839,976 0 1.62% -$2.13M
PT Bank Mandiri Persero Tbk 74,789,803 74,789,803 0 1.47% -$1.81M
XIAOMI CORP-W 4,328,400 4,328,400 0 1.25% -$3.98M
SAMSUNG ELEC VTG GDR REGS 6,144 6,144 0 1.24% $5.07M
SEA LTD ADR 192,708 192,708 0 1.12% -$8.63M
NetEase Inc. USD0.0001 658,100 658,100 0 1.03% -$3.44M
Abu Dhabi Commercial Bank PJSC AED1 3,757,165 3,757,165 0 0.90% -$1.80M
Bilibili Inc., Z Shares 510,560 510,560 0 0.81% -$1.15M
CHINA OILFIELD SERVS. LTD 9,336,288 9,336,288 0 0.75% $2.31M
NASPERS LTD-N SHS /ZAR/ 0.00000000 187,981 187,981 0 0.68% -$2.81M
Mitra Adiperkasa Tbk PT IDR50 132,379,909 132,379,909 0 0.66% $179.10K
H World Group Ltd. USD0.00001 1,567,000 1,567,000 0 0.56% $498.10K
Tencent Music Entertainment Group HKD0.000083 A 1,483,777 1,483,777 0 0.50% -$6.04M
TONGCHENG TRAVEL HOLDINGS LT /HKD/ REG S 0.00000000 3,022,824 3,022,824 0 0.49% -$1.72M
Bolsa Mexicana De Valores Sab De Cv SER'A'NPV 2,762,179 2,762,179 0 0.41% $165.47K
Arcos Dorados Holdings Inc COM NPV CL 'A' 631,773 631,773 0 0.37% $574.91K
HCL TECHS. LTD 351,803 351,803 0 0.35% -$1.29M
TATA CONSULTANCY 185,650 185,650 0 0.33% -$1.95M
Vamos Locacao De Caminhoes Maquinas E Equipamentos SA COM NPV 6,119,118 6,119,118 0 0.31% $809.56K
Kunlun Energy Co Ltd. ORD HKD0.01 4,556,000 4,556,000 0 0.29% -$186.50K
Infosys Ltd. SPONSORED ADR 228,000 228,000 0 0.22% -$982.68K
Samsung Card Co Ltd KRW5000 11,303 11,303 0 0.03% -$36.30K
Public Joint Stock Company Gazprom 306,786 306,786 0 0.00% $0
Globaltrans Investment PLC SPONS GDR RG S 757,185 757,185 0 0.00% $0

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