Data as of Q4 2025 (Dec 31, 2025)

Ashoka WhiteOak Capital Pte Ltd

โ€ขCIK: 2031708โ€ขFiling: Q4 2025

**White Oak Capital Partners Pte. Ltd.** manages $263M across a concentrated portfolio of 17 positions. The fund exhibits a significant overweighting in IBN, representing $159.3M of its total assets. Notable secondary allocations include HDB at $27.4M and INFY at $14.6M, suggesting targeted exposure across key sectors. This structure indicates a conviction-driven approach with substantial capital deployed into select, high-conviction names.

Total AUM
$262.6M
QoQ Performance
+2.2%
Positions
17
Top 10 Concentration
94.5%
Latest Filing
Q4 2025

Top Holdings Allocation

IBN
HDB
INFY
IBN60.7%
HDB10.4%
INFY5.6%
ASML4.0%
MLB13.9%
CPNG2.9%
SCCO2.1%
BBB1.8%

๐Ÿ“ˆ Biggest Buys

IBN
ICICI BANK LIMITED
+28.9%
60.7% of portfolio
HDB
HDFC BANK LTD
+44.1%
10.4% of portfolio
MLB1
MERCADOLIBRE INC
+169.3%
3.9% of portfolio
CPNG
COUPANG INC
+404.1%
2.9% of portfolio
SCCO
SOUTHERN COPPER CORP
NEW
2.1% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%

Changes from Q3 2025

NEW1 new position
โ†‘16 increased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024