Black Creek Investment Management Inc. Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$2.1B

Holdings

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (26 positions)

#	Stock	Shares	Value	% Portfolio
1	NSYNICE LTD	1,642,518	$253.2M	11.88%
2	ELANELANCO ANIMAL HEALTH INC	22,042,616	$231.4M	10.86%
3	HOLXHOLOGIC INC	3,195,385	$197.4M	9.26%
4	BIDUNBAIDU INC	2,062,954	$189.9M	8.90%
5	BAHBOOZ ALLEN HAMILTON HLDG COR	1,803,825	$188.6M	8.85%
6	NTRNUTRIEN LTD	3,627,123	$180.0M	8.44%
7	PYPLPAYPAL HLDGS INC	2,724,053	$177.7M	8.34%
8	PSMTPRICESMART INC	1,900,680	$167.0M	7.83%
9	FCNFTI CONSULTING INC	829,163	$136.0M	6.38%
10	FMXFOMENTO ECONOMICO MEXICANO S	991,195	$96.7M	4.54%
11	GRFSGRIFOLS S A	12,690,887	$90.2M	4.23%
12	CDWCDW CORP	312,963	$50.2M	2.35%
13	BF/BBROWN FORMAN CORP	1,296,119	$44.0M	2.06%
14	ARMKARAMARK	688,817	$23.8M	1.12%
15	GOOGLALPHABET INC	124,950	$19.3M	0.91%
16	UBERUBER TECHNOLOGIES INC	246,988	$18.0M	0.84%
17	FISVFISERV INC	73,307	$16.2M	0.76%
18	IBNICICI BANK LIMITED	492,789	$15.5M	0.73%
19	ABGCENCORA INC	50,813	$14.1M	0.66%
20	VREX 4 06/01/25VAREX IMAGING CORP	9,775,000	$9.7M	0.46%
21	FIGSFIGS INC	1,192,995	$5.5M	0.26%
22	BWABORGWARNER INC	76,000	$2.2M	0.10%
23	ARCOARCOS DORADOS HOLDINGS INC	270,000	$2.2M	0.10%
24	LRCXLAM RESEARCH CORP	25,781	$1.9M	0.09%
25	CRTOCRITEO S A	32,233	$1.1M	0.05%
26	BKNG 0.75 05/01/25BOOKING HOLDINGS INC	100,000	$246K	0.01%