Fund HoldingsNorthcape Capital Pty Ltd

Total Portfolio Value
$870.3K
Total Bought
$65.8K
Total Sold
$42.2K
Net Transaction
+$23.6K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AMERICA MOVIL SAB DE CV7,676,3078,882,456+1,206,14914216619.04%+24
FOMENTO ECONOMICO MEXICANO S(FMX)187,015335,406+148,39124445.02%+19
GRUPO AEROPORTUARIO CTR NORT(PAC)96,758162,439+65,68117273.05%+10
P T TELEKOMUNIKASI INDONESIA(TLK)326,943572,516+245,5738131.46%+4
ALPHABET INC(GOOG)023,528+23,528040.41%+4
NVIDIA CORP(NVDA)4,0835,903+1,820250.61%+3
ITAU UNIBANCO HLDG SA(ITUB)8,954,5499,044,815+90,26662637.20%0
CBRE GROUP INC04,374+4,374000.05%0
CME GROUP INC12,71314,088+1,375330.35%0
SALES FORCE INC12,23811,869-369340.41%0
UNITED RENTALS INC(URI)4,5373,982-555330.33%0
ENPHASE ENERGY14,29417,718+3,424220.25%0
MARSH & MCLENNAN COS INC(MRSH)21,32120,756-565440.49%0
PAYPAL HOLDINGS INC(VTMX)11,76213,764+2,002110.11%0
ADVANCED DRAINAGE SYSTEMS6,4816,382-99110.13%0
AMERICAN TOWER CORP(AMT)14,78217,088+2,306330.39%0
MICROSOFT10,1019,366-735440.45%0
COLGATE-PALMOLIVE COMPANY(CL)14,36213,944-418110.14%0
VISA INC(V)13,95313,257-696440.43%0
CHURCH & DWIGHT COMPANY5,9805,792-188110.07%0
THERMO FISHER SCIENTIFIC INC3,6933,220-473220.21%-0
S&P GLOBAL INC(SPGI)8,5208,325-195440.41%-0
BECTON DICKINSON AND COMPANY(BDX)14,68913,527-1,162430.38%-0
ZOETIS INC18,65419,896+1,242430.39%-0
SYNOPSYS1,0380-1,03810-1
ELECTRONIC ARTS INC(EA)31,16626,932-4,234440.41%-1
ESTEE LAUDER COMPANIES INC(EL)5,1000-5,10010-1
GXO LOGISTICS INC(GXO)37,17025,520-11,650210.16%-1
ADOBE INC(ADBE)5,7393,833-1,906320.22%-1
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,466,2361,857,160-609,07625625329.03%-4
MERCADOLIBRE INC(MELI)84,78584,517-26813312814.68%-5
HDFC BANK LTD(HDB)2,176,0192,132,766-43,25314611913.72%-27
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