<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>SEEM filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of SEEM compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>SEEM: filing for 2026-06-30 -- 54 added, 26 dropped, turnover 23.1%</title><link>https://themulden.com/funds/seem/</link><guid isPermaLink="true">https://themulden.com/funds/seem/</guid><description>236 positions became 264: 54 added (10.3% of the fund), 26 dropped (5.36%). Turnover proxy 23.1%. Largest increases: Samsung Electronics Co., Ltd. 4.72% to 7.11%; SK hynix Inc. 2.95% to 4.94%; SK Square Co., Ltd. 0.54% to 2.25%; SK Inc. 0.19% to 1.04%; MediaTek Inc. 0.75% to 1.57%; YAGEO CORPORATION 0.46% to 1.19%. Largest decreases: Tencent Holdings Limited 3.78% to 2.69%; Samsung Electronics Co., Ltd. 1.68% to 0.61%; Alibaba Group Holding Limited 2.34% to 1.38%; Taiwan Semiconductor Manufacturing Company Limited 12.33% to 11.47%; Petroleo Brasileiro S.A. (Petrobras) 1.29% to 0.83%; Haier Smart Home Co., Ltd. 0.62% to 0.18%. New: Novatek Microelectronics Corporation (0.49%), MTN GROUP LIMITED (0.47%), JD LOGISTICS, INC. (0.29%), ACCTON TECHNOLOGY CORPORATION (0.28%), PSK INC. (0.27%), Lenovo Group Limited (0.26%). Gone: CENTRAIS ELETRICAS BRASILEIRAS SA ELETROBRAS (0.5%), INNOVENT BIOLOGICS, INC. (0.46%), BRITANNIA INDUSTRIES LTD (0.32%), PICC Property and Casualty Company Limited (0.3%), Grupo Cibest S.A. (0.3%), ASHOK LEYLAND LIMITED (0.24%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Aug 2026 12:00:00 GMT</pubDate></item><item><title>SEEM: filing for 2026-03-31 -- 38 added, 35 dropped, turnover 19.4%</title><link>https://themulden.com/funds/seem/</link><guid isPermaLink="true">https://themulden.com/funds/seem/</guid><description>233 positions became 236: 38 added (10.24% of the fund), 35 dropped (7.48%). Turnover proxy 19.4%. Largest increases: Taiwan Semiconductor Manufacturing Company Limited 11.56% to 12.33%; BANK POLSKA KASA OPIEKI - SPOLKA AKCYJNA 0.22% to 0.93%; SK hynix Inc. 2.49% to 2.95%; Samsung Electronics Co., Ltd. 4.31% to 4.72%; DELTA ELECTRONICS, INC. 1.02% to 1.41%; Samsung Electronics Co., Ltd. 1.31% to 1.68%. Largest decreases: Tencent Holdings Limited 4.81% to 3.78%; Alibaba Group Holding Limited 3.26% to 2.34%; OTP Bank Nyrt. 1.58% to 0.88%; MARUTI SUZUKI INDIA LIMITED 0.88% to 0.24%; HDFC BANK LIMITED 0.81% to 0.38%; EMIRATES NBD BANK (P.J.S.C) 0.72% to 0.37%. New: iShares Core MSCI Emerging Markets ETF (1.96%), CENTRAIS ELETRICAS BRASILEIRAS SA ELETROBRAS (0.5%), INNOVENT BIOLOGICS, INC. (0.46%), NEW ORIENTAL EDUCATION &amp;amp; TECHNOLOGY GROUP INC. (0.45%), ANGLOGOLD ASHANTI PLC (0.37%), Riyad Bank SJSC (0.32%). Gone: VALE S.A. (0.65%), COROMANDEL INTERNATIONAL LIMITED (0.34%), Ardentec Corporation (0.28%), Companhia de Saneamento Basico do Estado de Sao Paulo - SABE (0.27%), Magyar Telekom Tavkozlesi Nyilvanosan Mukodo Reszvenytarsasa (0.24%), Jiangsu Hengrui Pharmaceuticals Co.,Ltd (0.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 May 2026 12:00:00 GMT</pubDate></item><item><title>SEEM: filing for 2025-12-31 -- 44 added, 56 dropped, turnover 22.2%</title><link>https://themulden.com/funds/seem/</link><guid isPermaLink="true">https://themulden.com/funds/seem/</guid><description>245 positions became 233: 44 added (11.12% of the fund), 56 dropped (12.97%). Turnover proxy 22.2%. Largest increases: Taiwan Semiconductor Manufacturing Co., Ltd. 10.28% to 11.56%; Samsung Electronics Co., Ltd. 3.22% to 4.31%; SK hynix Inc. 1.43% to 2.49%; Samsung Electronics Co., Ltd. 0.33% to 1.31%; EMIRATES NBD BANK (P.J.S.C) 0.45% to 0.72%; VALE S.A. 0.38% to 0.65%. Largest decreases: Alibaba Group Holding Limited 4.58% to 3.26%; XIAOMI CORPORATION 1.2% to 0.18%; Tencent Holdings Limited 5.49% to 4.81%; ICICI BANK LIMITED 0.94% to 0.41%; MediaTek Inc. 0.95% to 0.56%; SINO BIOPHARMACEUTICAL LIMITED 0.51% to 0.19%. New: NASPERS LIMITED (0.93%), HERO MOTOCORP LIMITED (0.63%), HON HAI PRECISION INDUSTRY CO., LTD. (0.48%), Eurobank S.A. (0.48%), EICHER MOTORS LIMITED (0.42%), FIRST ABU DHABI BANK P.J.S.C. (0.29%). Gone: NASPERS LTD-N SHS (1.1%), iShares Core MSCI Emerging Markets ETF (0.95%), Accton Technology Corp. (0.38%), EUROBANK ERGASIAS SERVICES AND HOLDINGS S.A. (0.37%), HYUNDAI GLOVIS Co., LTD. (0.31%), HDFC Asset Management Company Ltd (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 02 Mar 2026 12:00:00 GMT</pubDate></item><item><title>SEEM: filing for 2025-09-30 -- 47 added, 53 dropped, turnover 21.5%</title><link>https://themulden.com/funds/seem/</link><guid isPermaLink="true">https://themulden.com/funds/seem/</guid><description>251 positions became 245: 47 added (10.46% of the fund), 53 dropped (12.02%). Turnover proxy 21.5%. Largest increases: Alibaba Group Holding Limited 3.13% to 4.58%; Samsung Electronics Co., Ltd. 2.04% to 3.22%; Tencent Holdings Limited 4.42% to 5.49%; DELTA ELECTRONICS, INC. 0.53% to 1.24%; Taiwan Semiconductor Manufacturing Co., Ltd. 9.61% to 10.28%; MARUTI SUZUKI INDIA LIMITED 0.18% to 0.67%. Largest decreases: MEITUAN 0.58% to 0.21%; BHARTI AIRTEL LIMITED 0.53% to 0.19%; POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA 0.51% to 0.18%; Nedbank Group Limited 0.51% to 0.2%; CHINA CITIC BANK CORPORATION LIMITED 0.46% to 0.18%; XIAOMI CORPORATION 1.47% to 1.2%. New: INFOSYS LIMITED (0.53%), SHINHAN FINANCIAL GROUP CO.,LTD (0.46%), Chunghwa Telecom Co., Ltd. (0.41%), HANSOH PHARMACEUTICAL GROUP COMPANY LIMITED (0.3%), Banco del Bajio S.A., Institucion de Banca Multiple (0.29%), HDFC Asset Management Company Ltd (0.29%). Gone: BYD COMPANY LIMITED (0.52%), Coca-Cola FEMSA, S.A.B. de C.V. (0.39%), SHRIRAM FINANCE LIMITED (0.36%), NAVER Corporation (0.35%), Korea Investment Holdings Co., Ltd (0.34%), 3SBio Inc. (0.34%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Nov 2025 12:00:00 GMT</pubDate></item><item><title>SEEM: filing for 2025-06-30 -- 58 added, 49 dropped, turnover 21.8%</title><link>https://themulden.com/funds/seem/</link><guid isPermaLink="true">https://themulden.com/funds/seem/</guid><description>242 positions became 251: 58 added (12.89% of the fund), 49 dropped (10.6%). Turnover proxy 21.8%. Largest increases: Taiwan Semiconductor Manufacturing Co., Ltd. 8.26% to 9.61%; SK hynix Inc. 0.86% to 1.38%; BHARAT PETROLEUM CORPORATION LIMITED 0.27% to 0.71%; Hana Financial Group Inc. 0.58% to 0.94%; DELTA ELECTRONICS, INC. 0.19% to 0.53%; BHARTI AIRTEL LIMITED 0.2% to 0.53%. Largest decreases: Petroleo Brasileiro S.A. (Petrobras) 1.69% to 0.92%; MEITUAN 1.32% to 0.58%; Alibaba Group Holding Limited 3.84% to 3.13%; Tencent Holdings Limited 5.01% to 4.42%; Ping An Insurance (Group) Company of China, Ltd. 1.11% to 0.63%; VEDANTA LIMITED 0.81% to 0.35%. New: ASHOK LEYLAND LIMITED (0.6%), Saudi Arabian Oil Company (0.49%), Companhia de Saneamento Basico do Estado de Sao Paulo - SABE (0.45%), Advanced Info Service Public Company Limited (0.41%), C&amp;amp;A Modas S.A. (0.31%), NEW CHINA LIFE INSURANCE COMPANY LTD. (0.28%). Gone: INFOSYS LIMITED (0.83%), PetroChina Company Limited (0.45%), Advanced Info Service Public Company Limited (0.45%), BB Seguridade Participacoes S.A. (0.32%), YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD. (0.28%), THE UNITED LABORATORIES INTERNATIONAL HOLDINGS LIMITED (0.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Aug 2025 12:00:00 GMT</pubDate></item><item><title>SEEM: filing for 2025-03-31 -- 48 added, 42 dropped, turnover 20%</title><link>https://themulden.com/funds/seem/</link><guid isPermaLink="true">https://themulden.com/funds/seem/</guid><description>236 positions became 242: 48 added (10.11% of the fund), 42 dropped (9.89%). Turnover proxy 20%. Largest increases: Alibaba Group Holding Limited 2.89% to 3.84%; Tencent Holdings Limited 4.4% to 5.01%; SK hynix Inc. 0.33% to 0.86%; NETEASE, INC. 0.32% to 0.78%; LARGAN Precision Co Ltd 0.27% to 0.68%; iShares Core MSCI Emerging Markets ETF 0.51% to 0.92%. Largest decreases: Taiwan Semiconductor Manufacturing Co., Ltd. 10.14% to 8.26%; EMAAR PROPERTIES (P.J.S.C) 2.09% to 1.53%; YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD. 0.81% to 0.28%; VALE S.A. 0.95% to 0.44%; HCL TECHNOLOGIES LIMITED 0.88% to 0.53%; TATA CONSULTANCY SERVICES LIMITED 0.92% to 0.59%. New: SHRIRAM FINANCE LIMITED (0.64%), Advanced Info Service Public Company Limited (0.45%), CHINA CITIC BANK CORPORATION LIMITED (0.33%), ALDAR PROPERTIES PJSC (0.31%), PGE POLSKA GRUPA ENERGETYCZNA SPOLKA AKCYJNA (0.27%), Komercni banka, a.s. (0.26%). Gone: SHRIRAM FINANCE LIMITED (0.7%), HDFC Asset Management Company Ltd (0.51%), DB INSURANCE CO.,LTD (0.4%), Colgate-Palmolive (India) Ltd (0.36%), INTERNATIONAL CONTAINER TERMINAL SERVICES, INC. (0.34%), Industries Qatar Q.P.S.C (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 30 May 2025 12:00:00 GMT</pubDate></item></channel></rss>