Black Creek Investment Management Inc. Q2 2023 Filing

Filed August 10, 2023

Portfolio Value

$2.9B

Holdings

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (38 positions)

#	Stock	Shares	Value	% Portfolio
1	IPGINTERPUBLIC GROUP COS INC	8,517,933	$328.6M	11.50%
2	BIDUNBAIDU INC	2,026,064	$277.4M	9.71%
3	ZBRAZEBRA TECHNOLOGIES CORPORATI	933,530	$276.2M	9.67%
4	NTRNUTRIEN LTD	4,595,418	$271.6M	9.51%
5	PYPLPAYPAL HLDGS INC	4,043,453	$269.8M	9.45%
6	SRCLSTERICYCLE INC	5,431,382	$252.2M	8.83%
7	BAHBOOZ ALLEN HAMILTON HLDG COR	2,111,896	$235.7M	8.25%
8	NSYNICE LTD	937,758	$193.6M	6.78%
9	ELANELANCO ANIMAL HEALTH INC	13,763,901	$138.5M	4.85%
10	PSMTPRICESMART INC	1,644,061	$121.8M	4.26%
11	FCNFTI CONSULTING INC	471,829	$89.7M	3.14%
12	FMXFOMENTO ECONOMICO MEXICANO S	703,532	$78.0M	2.73%
13	GRFSGRIFOLS S A	8,223,388	$75.3M	2.64%
14	IBNICICI BANK LIMITED	2,149,102	$49.6M	1.74%
15	TMUST-MOBILE US INC	222,000	$30.8M	1.08%
16	ABXBARRICK GOLD CORP	1,592,000	$27.0M	0.94%
17	MRKMERCK & CO INC	182,700	$21.1M	0.74%
18	CCOCAMECO CORP	585,000	$18.3M	0.64%
19	IPGPIPG PHOTONICS CORP	132,000	$17.9M	0.63%
20	ARMKARAMARK	354,580	$15.3M	0.53%
21	VREX 4 06/01/25VAREX IMAGING CORP	9,775,000	$12.5M	0.44%
22	BBDBANCO BRADESCO S A	2,775,000	$9.6M	0.34%
23	HAINHAIN CELESTIAL GROUP INC	716,463	$9.0M	0.31%
24	ALVAUTOLIV INC	102,400	$8.7M	0.30%
25	BABAALIBABA GROUP HLDG LTD	67,500	$5.6M	0.20%
26	ABGAMERISOURCEBERGEN CORP	26,338	$5.1M	0.18%
27	DLTRDOLLAR TREE INC	24,884	$3.6M	0.13%
28	SABRSABRE CORP	960,000	$3.1M	0.11%
29	ARCOARCOS DORADOS HOLDINGS INC	190,000	$1.9M	0.07%
30	BWABORGWARNER INC	38,000	$1.9M	0.07%
31	WWDWOODWARD INC	12,000	$1.4M	0.05%
32	MORNMORNINGSTAR INC	7,000	$1.4M	0.05%
33	CRTOCRITEO S A	37,733	$1.3M	0.04%
34	PIIMPINJ INC	11,000	$986K	0.03%
35	PBIPITNEY BOWES INC	275,000	$974K	0.03%
36	GOOGLALPHABET INC	7,500	$898K	0.03%
37	BKNG 0.75 05/01/25BOOKING HOLDINGS INC	100,000	$150K	0.01%
38	PAGSPAGSEGURO DIGITAL LTD	10,032	$95K	0.00%