Fund HoldingsNorthcape Capital Pty Ltd

Total Portfolio Value
$812.9K
Total Bought
$41.2K
Total Sold
$131.0K
Net Transaction
-$89.8K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MERCADOLIBRE INC(MELI)73,01476,797+3,783869711.98%+11
FOMENTO ECONOMICO MEXICANO S(FMX)120,303180,229+59,92613202.42%+6
MICROSOFT5,72010,470+4,750230.41%+1
MARSH & MCLENNAN COS INC(MRSH)19,00424,481+5,477450.57%+1
SALES FORCE INC9,80913,763+3,954230.34%+1
THERMO FISHER SCIENTIFIC INC3,9505,287+1,337230.33%+1
NVIDIA CORP(NVDA)01,114+1,114000.06%0
COLGATE-PALMOLIVE COMPANY(CL)12,67117,121+4,450110.15%0
GRUPO AEROPORTUARIO CTR NORT(PAC)46,57051,896+5,326891.05%0
CBRE GROUP INC5,4187,428+2,010010.07%0
ENPHASE ENERGY5,3107,663+2,353110.11%0
ESTEE LAUDER COMPANIES INC(EL)3,1774,516+1,339110.08%0
SYNOPSYS1,1521,128-24110.06%0
GXO LOGISTICS INC(GXO)36,31838,119+1,801220.28%-0
CHURCH & DWIGHT COMPANY5,1564,846-310100.05%-0
ADVANCED DRAINAGE SYSTEMS8,4876,897-1,590110.10%-0
ZOETIS INC20,27418,948-1,326330.41%-0
ADOBE INC(ADBE)6,8526,066-786330.38%-0
UNITED RENTALS INC(URI)5,6604,973-687320.27%-0
AMERICAN TOWER CORP(AMT)16,13816,762+624330.34%-0
VISA INC(V)16,69415,566-1,128440.44%-0
P T TELEKOMUNIKASI INDONESIA(TLK)339,066355,552+16,486991.05%-0
ELECTRONIC ARTS INC(EA)37,84234,533-3,309540.51%-1
S&P GLOBAL INC(SPGI)12,35710,666-1,691540.48%-1
BECTON DICKINSON AND COMPANY(BDX)18,63614,593-4,043540.46%-1
DOLLAR GENERAL CORP(DG)24,0009,874-14,126410.13%-3
ITAU UNIBANCO HLDG SA(ITUB)8,729,0508,241,119-487,93152445.44%-7
PAYPAL HOLDINGS INC(VTMX)378,7639,776-368,9871210.07%-12
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,282,7282,441,957+159,22923021226.10%-18
HDFC BANK LTD(HDB)2,072,9271,727,679-345,24814410212.54%-43
AMERICA MOVIL SAB DE CV8,357,4216,852,631-1,504,79018111914.60%-62
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