Vault-13

Nipun Capital, L.P.

Foster City, CA · CIK 1781566 · 13F filing filed 2026-07-08

SEC-registered investment adviser since 2013 · limited partnership

As an employer

US visa salary filings

Job titleFilingsMedianRange
Assistant Portfolio ManagerFoster City, CA 1 $180,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: NIPUN CAPITAL, LP.

$214.5m reported value +6.1% vs Q1 2026
8positions
100.0%in top 10
2 new 1 added 1 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ISHARES TR MSCI INDIA ETF INDA INDA 1,663,155 $82.1m38.29% 38.29% ReducedShares held: Q3 2025 1.6m, Q4 2025 1.7m, Q1 2026 1.7m, Q2 2026 1.7m -17.8k -17,800 -1.1%
2 ISHARES TR MSCI CHINA ETF MCHI MCHI 837,800 $42.7m19.93% 19.93% UnchangedShares held: Q3 2025 721.5k, Q4 2025 837.6k, Q1 2026 837.8k, Q2 2026 837.8k
3 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 85,280 $40.7m18.98% 18.98% AddedShares held: Q3 2025 8.6k, Q4 2025 73.4k, Q1 2026 73.5k, Q2 2026 85.3k +11.8k +11,760 16.0%
4 ISHARES TR CHINA LG-CAP ETF FXI FXI 1,203,650 $38.0m17.72% 17.72% UnchangedShares held: Q3 2025 538.5k, Q4 2025 1.2m, Q1 2026 1.2m, Q2 2026 1.2m
5 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO VWO 92,200 $5.5m2.57% 2.57% UnchangedShares held: Q3 2025 0, Q4 2025 92.2k, Q1 2026 92.2k, Q2 2026 92.2k
6 PDD HOLDINGS INC SPONSORED ADS PDD PDD 28,000 $2.1m1.00% 1.00% UnchangedShares held: Q3 2025 16.9k, Q4 2025 28.0k, Q1 2026 28.0k, Q2 2026 28.0k
7 COSTAMARE INC SHS CMRE CMRE 150,800 $2.1m0.99% 0.99% NewShares held: Q3 2025 0, Q4 2025 10.9k, Q1 2026 0, Q2 2026 150.8k
8 INTERCORP FINL SVCS INC SHS IFS IFS 19,900 $1.1m0.53% 0.53% NewShares held: Q3 2025 0, Q4 2025 20.5k, Q1 2026 0, Q2 2026 19.9k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
TSAKOS ENERGY NAVIGATION LTD TEN TEN 7,400 $292.0k7.4k shares
STEALTHGAS INC GASS GASS 11,455 $105.2k11.5k shares