SEC 13F Intelligence

Managers / Q4 2023 · view latest →

Susquehanna International Group Ltd.

CIK 0001765924 · INTERNATIONAL CENTRE, MEMORIAL ROAD,IFSC, DUBLIN, L2, 1 · 353-1-802800

Reported Value
$438M
Q4 2023
Positions
61
Filings on Record
26
2019–present window
Filed
Feb 14, 2024
original filing

Summary

Susquehanna International Group Ltd. reported $438M in U.S.-listed holdings across 61 positions for Q4 2023.

The portfolio is heavily concentrated: CRH alone accounts for 23.1% of reported value.

Compared with Q3 2023, the fund opened 35 new positions and exited 34.

Portfolio Metrics

Turnover
+48.5%
vs prior filed quarter
Top-10 Concentration
+90.1%
share of reported value
Largest Position
+23.1%
Crh
New / Exited
35 / 34
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $119MQ4 ’18Q1 ’19: $42MQ2 ’19: $64MQ3 ’19: $92MQ3 ’19Q4 ’19: $56MQ1 ’20: $122MQ2 ’20: $141MQ2 ’20Q3 ’20: $111MQ4 ’20: $168MQ1 ’21: $247MQ1 ’21Q2 ’21: $293MQ3 ’21: $417MQ4 ’21: $243MQ4 ’21Q1 ’22: $293MQ2 ’22: $419MQ3 ’22: $308MQ3 ’22Q4 ’22: $223MQ1 ’23: $176MQ2 ’23: $124MQ2 ’23Q3 ’23: $425MQ4 ’23: $438MQ1 ’24: $423MQ1 ’24Q2 ’24: $399MQ3 ’24: $472Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 48.9%ETP: 37.8%ADR: 13.1%NY Reg Shrs: 0.2%Other: 0.0%
  • Common Stock · 48.9% · $214M
  • ETP · 37.8% · $165M
  • ADR · 13.1% · $58M
  • NY Reg Shrs · 0.2% · $791,049
  • Other · 0.0% · $16,264

Quarter-over-Quarter Changes full breakdown →

vs Q3 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
EMXCISHARES INCNEW+662.2K662.2K+$37M$37M
EWZISHARES INCNEW+429.5K429.5K+$15M$15M
BABAALIBABA GROUP HLDG LTDNEW+61.0K61.0K+$5M$5M
EWWISHARES INCNEW+58.5K58.5K+$4M$4M
EWHISHARES INCNEW+176.2K176.2K+$3M$3M
SHELSHELL PLCNEW+45.4K45.4K+$3M$3M
JDJD.COM INCNEW+96.8K96.8K+$3M$3M
RIORIO TINTO PLCNEW+34.6K34.6K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

51 positions
#IssuerClass% PortfolioValueShares
1CRHCRH PLChistory →ORD23.08%$101M1.46M
2CNHCNH INDL N Vhistory →SHS21.40%$94M7.70M
3EMBISHARES TRJPMORGAN USD EMG · CHINA LG-CAP ETF · CORE US AGGBD ET · MSCI SAUDI ARBIA20.69%$91M1.35M
4EMXCISHARES INCMSCI EMRG CHN · MSCI BRAZIL ETF · MSCI STH KOR ETF · MSCI MEXICO ETF · MSCI HONG KG ETF · MSCI MLY ETF NEW · MSCI TAIWAN ETF15.23%$67M1.52M
5TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS4.27%$19M180.0K
6RACEFERRARI N Vhistory →COM2.19%$10M28.3K
7BABAALIBABA GROUP HLDG LTDhistory →SPONSORED ADS1.08%$5M61.0K
8LITGLOBAL X FDSLITHIUM BTRY ETF0.81%$4M69.9K
9SHELSHELL PLCSPON ADS0.68%$3M45.4K
10JDJD.COM INCSPON ADR CL A0.64%$3M96.8K
11WESTROCK COCOM0.62%$3M65.8K
12NEMNEWMONT CORPCOM0.60%$3M63.9K
13RIORIO TINTO PLCSPONSORED ADR0.59%$3M34.6K
14NTESNETEASE INCSPONSORED ADS0.56%$2M26.2K
15EQNREQUINOR ASASPONSORED ADR0.54%$2M74.3K
16LILI AUTO INCSPONSORED ADS0.51%$2M59.1K
17BCSBARCLAYS PLCADR0.50%$2M276.2K
18BIDUBAIDU INCSPON ADR REP A0.46%$2M17.1K
19BPBP PLCSPONSORED ADR0.42%$2M52.4K
20CDLRCADELER A SSPON ADR0.39%$2M93.0K
21KRANESHARES TRCSI CHI INTERNET0.39%$2M63.1K
22SMFGSUMITOMO MITSUI FINL GROUP ISPONSORED ADR0.39%$2M175.6K
23RYAAYRYANAIR HOLDINGS PLCSPONSORED ADS0.33%$1M10.7K
24INGING GROEP N.V.SPONSORED ADR0.32%$1M94.6K
25XLFSELECT SECTOR SPDR TRFINANCIAL · SBI MATERIALS0.32%$1M31.5K
26XPEVXPENG INCADS0.31%$1M91.8K
27NVSNOVARTIS AGSPONSORED ADR0.25%$1M11.0K
28BIOBIO RAD LABS INCCL A0.22%$968,6703.0K
29VFCV F CORPCOM0.22%$966,32051.4K
30GDXVANECK ETF TRUSTGOLD MINERS ETF0.21%$930,30030.0K
31SONYSONY GROUP CORPSPONSORED ADR0.15%$650,9946.9K
32NWGNATWEST GROUP PLCSPONS ADR0.14%$623,568110.8K
33AZNNASTRAZENECA PLCSPONSORED ADR0.14%$621,0349.2K
34MTARCELORMITTAL SA LUXEMBOURGNY REGISTRY SH0.14%$618,24921.8K
35FROFRONTLINE PLCCOM0.13%$564,26728.1K
36INFYINFOSYS LTDSPONSORED ADR0.13%$551,40030.0K
37HSBCHSBC HLDGS PLCSPON ADR NEW0.13%$551,38513.6K
38LINLINDE PLCSHS0.11%$496,9591.2K
39BABOEING COCOM0.10%$453,8091.7K
40ERICTELEFONAKTIEBOLAGET LM ERICSADR B SEK 100.10%$419,77566.6K
41LIVENT CORPCOM0.09%$390,58021.7K
42BUDANHEUSER BUSCH INBEV SA/NVSPONSORED ADR0.07%$323,1005.0K
43EXMOCEXXON MOBIL CORPCOM0.06%$279,2442.8K
44BILIBILIBILI INCSPONS ADS REP Z0.06%$262,22721.5K
45IMVPINVESCO INDIA EXCHANGE-TRADEINDIA ETF0.06%$243,3289.5K
46LOGILOGITECH INTL S ASHS0.05%$224,1512.4K
47EPIWISDOMTREE TRINDIA ERNGS FD0.05%$217,1775.3K
48AEGAEGON LTDAMER REG 1 CERT0.04%$172,80030.0K
49GRABGRAB HOLDINGS LIMITEDCLASS A ORD0.03%$115,65534.3K
50OPKOPKO HEALTH INCCOM0.01%$38,17925.3K
51ICECURE MEDICAL LTD CAESAREASHS NEW0.00%$16,26415.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$472M108Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$399M79Aug 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$423M77May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$438M61Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$425M60Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$124M56Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$176M53May 16, 202313F-HRchanges · EDGAR ↗
Q4 2022$223M46Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$308M56Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$419M85Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$293M63May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$243M63Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$417M79Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$293M65Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$247M110May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$168M51Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$111M29Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$141M24Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$122M33May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$56M24Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019REVEALED$92M50Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019REVEALED$64M43Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$42M28May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$119M36Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.