Fund HoldingsNorthcape Capital Pty Ltd

Total Portfolio Value
$672.8K
Total Bought
$91.4K
Total Sold
$262.1K
Net Transaction
-$170.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
HDFC BANK LTD(HDB)2,132,7662,395,533+262,76711915422.91%+35
MERCADOLIBRE INC(MELI)84,51795,397+10,88012815723.30%+29
AMERICA MOVIL SAB DE CV8,882,45610,030,969+1,148,51316617125.35%+5
ALPHABET INC(GOOG)23,52828,720+5,192450.78%+2
NVIDIA CORP(NVDA)5,90355,127+49,224571.01%+1
INTUITIVE SURGICAL INC01,795+1,795010.12%+1
ADVANCED DRAINAGE SYSTEMS6,38211,749+5,367120.28%+1
DEERE & COMPANY(DE)01,894+1,894010.11%+1
ZOETIS INC19,89623,499+3,603340.61%+1
NIKE INC(NKE)09,169+9,169010.10%+1
SALES FORCE INC11,86915,966+4,097440.61%+1
VISA INC(V)13,25715,997+2,740440.62%0
GXO LOGISTICS INC(GXO)25,52033,794+8,274120.25%0
THERMO FISHER SCIENTIFIC INC3,2203,987+767220.33%0
ADOBE INC(ADBE)3,8333,964+131220.33%0
PAYPAL HOLDINGS INC(VTMX)13,76419,730+5,966110.17%0
CHURCH & DWIGHT COMPANY5,7927,746+1,954110.12%0
MICROSOFT9,3669,240-126440.61%0
CME GROUP INC14,08815,708+1,620330.46%0
S&P GLOBAL INC(SPGI)8,3257,497-828430.50%-0
COLGATE-PALMOLIVE COMPANY(CL)13,9448,861-5,083110.13%-0
AMERICAN TOWER CORP(AMT)17,08815,232-1,856330.44%-0
CBRE GROUP INC4,3740-4,37400-0
BECTON DICKINSON AND COMPANY(BDX)13,52712,153-1,374330.42%-1
MARSH & MCLENNAN COS INC(MRSH)20,75617,767-2,989440.56%-1
UNITED RENTALS INC(URI)3,9823,549-433320.34%-1
GRUPO AEROPORTUARIO CTR NORT(PAC)162,439161,811-62827253.75%-1
ENPHASE ENERGY17,7188,005-9,713210.12%-1
ELECTRONIC ARTS INC(EA)26,93215,680-11,252420.32%-1
P T TELEKOMUNIKASI INDONESIA(TLK)572,516566,082-6,43413111.57%-2
FOMENTO ECONOMICO MEXICANO S(FMX)335,406343,044+7,63844375.49%-7
ITAU UNIBANCO HLDG SA(ITUB)9,044,8159,564,344+519,52963568.30%-7
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,857,1600-1,857,1602530-253
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