Fund HoldingsNorthcape Capital Pty Ltd

Total Portfolio Value
$741.77M
Total Bought
$16.82M
Total Sold
$136.81M
Net Transaction
-$119.98M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
HDFC BANK LTD(HDB)4,693,6494,978,603+284,954116,778128,59717.34%+11,819
FOMENTO ECONOMICO MEXICANO S(FMX)494,108448,912-45,19654,87657,4167.74%+2,540
S&P GLOBAL INC(SPGI)6,3034,829-1,4742,6811,9670.27%-714
GRUPO AEROPORTUARIO CTR NORT(PAC)191,049173,611-17,43847,16443,9515.93%-3,213
P T TELEKOMUNIKASI INDONESIA(TLK)1,077,2881,125,872+48,58420,12415,1202.04%-5,003
ITAU UNIBANCO HLDG SA(ITUB)12,941,0178,878,020-4,062,997108,44672,5339.78%-35,912
MERCADOLIBRE INC(MELI)122,587101,246-21,341211,955171,85423.17%-40,101
AMERICA MOVIL SAB DE CV11,956,8199,631,955-2,324,864304,660250,33533.75%-54,325
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