Fund HoldingsNorthcape Capital Pty Ltd

Total Portfolio Value
$844.5K
Total Bought
$184.6K
Total Sold
$6.1K
Net Transaction
+$178.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,441,9572,466,236+24,27921225630.37%+44
HDFC BANK LTD(HDB)1,727,6792,176,019+448,34010214617.29%+44
MERCADOLIBRE INC(MELI)76,79784,785+7,9889713315.78%+36
AMERICA MOVIL SAB DE CV6,852,6317,676,307+823,67611914216.83%+23
ITAU UNIBANCO HLDG SA(ITUB)8,241,1198,954,549+713,43044627.37%+18
GRUPO AEROPORTUARIO CTR NORT(PAC)51,89696,758+44,8629172.01%+8
FOMENTO ECONOMICO MEXICANO S(FMX)180,229187,015+6,78620242.89%+5
CME GROUP INC012,713+12,713030.32%+3
NVIDIA CORP(NVDA)1,1144,083+2,969020.24%+2
ENPHASE ENERGY7,66314,294+6,631120.22%+1
MICROSOFT10,47010,101-369340.45%0
AMERICAN TOWER CORP(AMT)16,76214,782-1,980330.38%0
SALES FORCE INC13,76312,238-1,525330.38%0
UNITED RENTALS INC(URI)4,9734,537-436230.31%0
ZOETIS INC18,94818,654-294340.44%0
ADOBE INC(ADBE)6,0665,739-327330.41%0
PAYPAL HOLDINGS INC(VTMX)9,77611,762+1,986110.09%0
ADVANCED DRAINAGE SYSTEMS6,8976,481-416110.11%0
CHURCH & DWIGHT COMPANY4,8465,980+1,134010.07%0
ELECTRONIC ARTS INC(EA)34,53331,166-3,367440.50%0
ESTEE LAUDER COMPANIES INC(EL)4,5165,100+584110.09%0
VISA INC(V)15,56613,953-1,613440.43%0
GXO LOGISTICS INC(GXO)38,11937,170-949220.27%0
SYNOPSYS1,1281,038-90110.06%0
COLGATE-PALMOLIVE COMPANY(CL)17,12114,362-2,759110.14%-0
S&P GLOBAL INC(SPGI)10,6668,520-2,146440.44%-0
P T TELEKOMUNIKASI INDONESIA(TLK)355,552326,943-28,609981.00%-0
BECTON DICKINSON AND COMPANY(BDX)14,59314,689+96440.42%-0
CBRE GROUP INC7,4280-7,42810-1
MARSH & MCLENNAN COS INC(MRSH)24,48121,321-3,160540.48%-1
THERMO FISHER SCIENTIFIC INC5,2873,693-1,594320.23%-1
DOLLAR GENERAL CORP(DG)9,8740-9,87410-1
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