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Aubrey Capital Management LTD

CIK:0001730754
Asset Manager
$964M AUM
46 holdings
Edinburgh, United Kingdom
Founded:2006
29 employees
Latest filing:Jun 30, 2025

Aubrey Capital Management Limited is an independent asset manager headquartered in Edinburgh, United Kingdom. The firm was founded in 2006 and focuses primarily on providing investment management services to high net worth individuals, pooled investment vehicles, and pension plans. As of June 2025, Aubrey Capital Management manages approximately $963.6 million in assets and employs around 29 people, 38% of whom are investment professionals. The firm has a global client base with a majority of assets managed for non-US clients.

Investment Strategy

Aubrey Capital Management Ltd specializes in active, high-conviction growth investing, focusing on global equities with an emphasis on emerging markets and select thematic opportunities. Their approach involves rigorous research to identify companies with strong growth prospects, sound management, and robust financial characteristics. Aubrey manages diversified portfolios often concentrated in sectors and regions with favorable long-term trends, maintaining a disciplined, fundamental approach to stock selection and risk management.

Top Buys
F
FUTUFUTU HOLDINGS LTD
+$10.3M
T
TMETENCENT MUSIC ENTERTAINMENT GROUP
+$9.9M
E
ERJEMBRAER SA
+$6.9M
L
LTMLATAM AIRLINES GROUP SA
+$4.8M
S
SESEA LTD-ADR
+$4.5M
Top Sells
T
TCOMTRIP.COM GROUP LTD
-$20.4M
M
MMYTMAKEMYTRIP LTD
-$13.5M
P
PGRTHE PROGRESSIVE CORP
-$3.8M
M
METAMETA PLATFORMS INC
-$3.5M
D
DUOLDUOLINGO INC
-$3.3M

Top Holdings

M
MELIMERCADOLIBRE INC
+11.8%$32.6M
S
SESEA LTD-ADR
+11.4%$31.4M
G
GRABGRAB HOLDINGS LTD
+7.1%$19.5M
I
IBNICICI BANK LTD
+6.7%$18.6M
L
LTMLATAM AIRLINES GROUP SA
+4.9%$13.6M

Equity Positions (44)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MELI
MERCADOLIBRE INC11.84%$32.6M12,483$1394.30$2613.63+$3.8M
S
SE
SEA LTD-ADR11.41%$31.4M196,501$96.00$159.94+$4.5M
G
GRAB
GRAB HOLDINGS LTD7.09%$19.5M3,883,258$4.72$5.03+$1.3M
I
IBN
ICICI BANK LTD6.75%$18.6M552,512$23.05$33.64+$3.2M
L
LTM
LATAM AIRLINES GROUP SA4.94%$13.6M335,153$32.78$40.64+$4.8M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+25.6%
SERVICES-MISCELLANEOUS BUSINESS SERVICES
+11.4%
COMMERCIAL BANKS, NEC
+7.4%
RADIO BROADCASTING STATIONS
+5.6%
AIRCRAFT
+4.8%