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Exploring Wasatch International Growth (Trades, Portfolio)'s Recent Portfolio Adjustments

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Wasatch International Growth (Trades, Portfolio) recently submitted its N-PORT filing for the second quarter of 2025, offering a glimpse into its strategic investment decisions during this period. Established on June 28, 2002, the Wasatch International Growth (Trades, Portfolio) Fund (WAIGX) is dedicated to identifying high-quality small-cap growth companies outside the U.S. The fund employs a comprehensive sector and country approach, focusing on companies with potential for significant revenue and earnings growth, experienced management, high return on capital, and sustainable competitive advantages. Wasatch's investment strategy involves a bottom-up process of fundamental analysis, screening financial databases, conducting deep due diligence, building proprietary earnings models, and assessing valuation metrics to evaluate potential returns and risks.Wasatch International Growth's Strategic Moves: Ryohin Keikaku Co Ltd Sees Significant Reduction

Summary of New Buy

Wasatch International Growth (Trades, Portfolio) added a total of 7 stocks, among them:

The most significant addition was OEM International AB (OSTO:OEM B), with 249,783 shares, accounting for 1.65% of the portfolio and a total value of kr3,688,720 million. The second largest addition to the portfolio was KFin Technologies Ltd (NSE:KFINTECH), consisting of 120,290 shares, representing approximately 0.85% of the portfolio, with a total value of ?1,891,900. The third largest addition was Alzchem Group AG (XTER:ACT), with 10,669 shares, accounting for 0.78% of the portfolio and a total value of 1,746,770.

Key Position Increases

Wasatch International Growth (Trades, Portfolio) also increased stakes in a total of 20 stocks, among them:

The most notable increase was Rightmove PLC (LSE:RMV), with an additional 182,585 shares, bringing the total to 419,420 shares. This adjustment represents a significant 77.09% increase in share count, a 0.88% impact on the current portfolio, with a total value of 4,539,560. The second largest increase was Grupo Aeroportuario del Centro Norte SAB de CV (MEX:OMAB), with an additional 124,350 shares, bringing the total to 372,818. This adjustment represents a significant 50.05% increase in share count, with a total value of MXN4,897,530.

Summary of Sold Out

Wasatch International Growth (Trades, Portfolio) completely exited 5 holdings in the second quarter of 2025, as detailed below:

Persistent Systems Ltd (NSE:PERSISTENT): Wasatch International Growth (Trades, Portfolio) sold all 15,683 shares, resulting in a -0.51% impact on the portfolio. Elgi Equipments Ltd (NSE:ELGIEQUIP): Wasatch International Growth (Trades, Portfolio) liquidated all 135,467 shares, causing a -0.38% impact on the portfolio.

Story Continues

Key Position Reduces

Wasatch International Growth (Trades, Portfolio) also reduced positions in 34 stocks. The most significant changes include:

Reduced Ryohin Keikaku Co Ltd (TSE:7453) by 170,400 shares, resulting in a -64.96% decrease in shares and a -2.35% impact on the portfolio. The stock traded at an average price of ?5,306.8 during the quarter and has returned 37.05% over the past 3 months and 98.68% year-to-date. Reduced BayCurrent Inc (TSE:6532) by 87,900 shares, resulting in a -41.42% reduction in shares and a -1.93% impact on the portfolio. The stock traded at an average price of ?7,496.82 during the quarter and has returned 3.97% over the past 3 months and 56.97% year-to-date.

Portfolio Overview

At the second quarter of 2025, Wasatch International Growth (Trades, Portfolio)'s portfolio included 62 stocks. The top holdings included 4.08% in Definity Financial Corp (TSX:DFY), 3.79% in MonotaRO Co Ltd (TSE:3064), 3.36% in Cholamandalam Financial Holdings Ltd (NSE:CHOLAHLDNG), 3.22% in Scout24 SE (XTER:G24), and 2.9% in Halma PLC (LSE:HLMA).

The holdings are mainly concentrated in 8 of the 11 industries: Technology, Industrials, Financial Services, Communication Services, Healthcare, Consumer Cyclical, Real Estate, and Basic Materials.

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.

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