Fund HoldingsNorthcape Capital Pty Ltd

Total Portfolio Value
$675.3K
Total Bought
$13.3K
Total Sold
$43.4K
Net Transaction
-$30.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
MERCADOLIBRE INC(MELI)95,39784,723-10,67415717425.74%+17
ITAU UNIBANCO HLDG SA(ITUB)9,564,3449,122,017-442,32756618.98%+5
GRUPO AEROPORTUARIO CTR NORT(PAC)161,811164,368+2,55725294.24%+3
CLEAN HARBORS INC(CLH)09,613+9,613020.34%+2
HOME DEPOT INC(HD)01,635+1,635010.10%+1
ESTEE LAUDER COMPANIES INC(EL)05,727+5,727010.08%+1
PAYPAL HOLDINGS INC(VTMX)19,73021,088+1,358120.24%+1
DEERE & COMPANY(DE)1,8942,222+328110.14%0
ADVANCED DRAINAGE SYSTEMS11,74912,493+744220.29%0
NIKE INC(NKE)9,1697,787-1,382110.10%-0
S&P GLOBAL INC(SPGI)7,4976,267-1,230330.48%-0
CME GROUP INC15,70813,504-2,204330.44%-0
CHURCH & DWIGHT COMPANY7,7466,566-1,180110.10%-0
GXO LOGISTICS INC(GXO)33,79428,095-5,699210.22%-0
INTUITIVE SURGICAL INC1,7951,119-676110.08%-0
COLGATE-PALMOLIVE COMPANY(CL)8,8615,730-3,131110.09%-0
ALPHABET INC(GOOG)28,72029,757+1,037550.73%-0
NVIDIA CORP(NVDA)55,12753,636-1,491770.96%-0
ADOBE INC(ADBE)3,9643,570-394220.27%-0
MICROSOFT9,2408,764-476440.56%-0
SALES FORCE INC15,96613,522-2,444440.55%-0
ENPHASE ENERGY8,0053,186-4,819100.05%-0
BECTON DICKINSON AND COMPANY(BDX)12,1539,957-2,196320.36%-0
UNITED RENTALS INC(URI)3,5492,196-1,353220.26%-1
AMERICAN TOWER CORP(AMT)15,23210,326-4,906320.36%-1
ELECTRONIC ARTS INC(EA)15,68010,917-4,763220.23%-1
VISA INC(V)15,99712,896-3,101440.53%-1
ZOETIS INC23,49916,740-6,759430.48%-1
THERMO FISHER SCIENTIFIC INC3,9871,570-2,417210.14%-1
P T TELEKOMUNIKASI INDONESIA(TLK)566,082452,210-113,8721191.32%-2
MARSH & MCLENNAN COS INC(MRSH)17,7679,201-8,566420.30%-2
AMERICA MOVIL SAB DE CV10,030,96910,270,118+239,14917116824.88%-3
FOMENTO ECONOMICO MEXICANO S(FMX)343,044346,169+3,12537345.06%-3
HDFC BANK LTD(HDB)2,395,5332,296,460-99,07315414421.27%-10
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