Fund HoldingsNorthcape Capital Pty Ltd

Total Portfolio Value
$625.3K
Total Bought
$55.4K
Total Sold
$59.3K
Net Transaction
-$3.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
HDFC BANK LTD(HDB)2,296,4602,700,346+403,88614417227.58%+29
GRUPO AEROPORTUARIO CTR NORT(PAC)164,368171,841+7,47329304.81%+1
SYNOPSYS02,692+2,692010.21%+1
ADOBE INC(ADBE)3,5705,155+1,585220.37%0
MARSH & MCLENNAN COS INC(MRSH)9,20110,648+1,447220.36%0
HOME DEPOT INC(HD)1,6351,879+244110.12%0
CLEAN HARBORS INC(CLH)9,61310,381+768220.38%0
COLGATE-PALMOLIVE COMPANY(CL)5,7306,012+282110.09%-0
ADVANCED DRAINAGE SYSTEMS12,49316,509+4,016220.31%-0
CME GROUP INC13,50412,244-1,260330.45%-0
CHURCH & DWIGHT COMPANY6,5665,230-1,336110.09%-0
ALPHABET INC(GOOG)29,75725,295-4,462550.77%-0
ESTEE LAUDER COMPANIES INC(EL)5,7275,227-500100.06%-0
SALES FORCE INC13,52210,491-3,031440.56%-0
INTUITIVE SURGICAL INC1,119638-481100.05%-0
ELECTRONIC ARTS INC(EA)10,9179,210-1,707210.22%-0
P T TELEKOMUNIKASI INDONESIA(TLK)452,210529,865+77,655991.39%-0
ENPHASE ENERGY3,1860-3,18600-0
PAYPAL HOLDINGS INC(VTMX)21,08814,575-6,513210.20%-0
MICROSOFT8,7647,898-866430.53%-0
GXO LOGISTICS INC(GXO)28,09523,310-4,785110.16%-0
VISA INC(V)12,8969,438-3,458430.48%-1
BECTON DICKINSON AND COMPANY(BDX)9,9577,834-2,123220.28%-1
NVIDIA CORP(NVDA)53,63643,712-9,924760.94%-1
NIKE INC(NKE)7,7870-7,78710-1
ZOETIS INC16,74015,389-1,351330.40%-1
DEERE & COMPANY(DE)2,2220-2,22210-1
AMERICAN TOWER CORP(AMT)10,3267,870-2,456210.23%-1
THERMO FISHER SCIENTIFIC INC1,5700-1,57010-1
UNITED RENTALS INC(URI)2,1961,095-1,101210.12%-1
S&P GLOBAL INC(SPGI)6,2677,068+80130-3
FOMENTO ECONOMICO MEXICANO S(FMX)346,169340,036-6,13334294.65%-5
AMERICA MOVIL SAB DE CV10,270,11811,231,418+961,30016816125.70%-7
ITAU UNIBANCO HLDG SA(ITUB)9,122,0179,765,549+643,53261487.75%-12
MERCADOLIBRE INC(MELI)84,72376,262-8,46117413020.74%-44
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