GUARDCAP ASSET MANAGEMENT Ltd
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ADOBE INC | 462,921 | 663,251 | +200,330 | 163,295,383 | 232,097,484 | +68,802,101 |
| ILLUMINA INC | 1,851,798 | 1,576,637 | -275,161 | 175,865,256 | 206,937,778 | +31,072,522 |
| WATERS CORP | 625,544 | 530,654 | -94,890 | 187,544,347 | 201,750,423 | +14,206,076 |
| HDFC BANK LTD | 128,600 | 126,900 | -1,700 | 4,392,976 | 4,636,926 | +243,950 |
| GLOBANT S A | 15,272 | 13,672 | -1,600 | 876,307 | 893,739 | +17,432 |
| NOVO-NORDISK A S | 25,335 | 25,221 | -114 | 1,405,839 | 1,283,244 | -122,595 |
| INFOSYS LTD | 124,400 | 105,600 | -18,800 | 2,023,988 | 1,881,792 | -142,196 |
| ITAU UNIBANCO HLDG S A | 253,600 | 229,484 | -24,116 | 1,861,424 | 1,643,105 | -218,319 |
| SEA LTD | 5,895 | 5,095 | -800 | 1,053,613 | 649,969 | -403,644 |
| TRIP COM GROUP LTD | 35,530 | 31,130 | -4,400 | 2,671,856 | 2,238,558 | -433,298 |
| NETEASE INC | 19,710 | 16,415 | -3,295 | 2,995,723 | 2,259,032 | -736,691 |
| TAIWAN SEMICONDUCTOR MFG LTD | 29,828 | 23,778 | -6,050 | 8,330,662 | 7,225,896 | -1,104,766 |
| ALIBABA GROUP HLDG LTD | 22,955 | 19,500 | -3,455 | 4,102,747 | 2,858,310 | -1,244,437 |
| MERCADOLIBRE INC | 2,275 | 1,965 | -310 | 5,316,539 | 3,958,021 | -1,358,518 |
| SMITH A O CORP | 98,456 | 60,555 | -37,901 | 7,227,655 | 4,141,976 | -3,085,679 |
| ACCENTURE PLC IRELAND | 716,624 | 605,644 | -110,980 | 176,719,478 | 162,571,348 | -14,148,130 |
| YUM CHINA HLDGS INC | 8,796,889 | 7,538,993 | -1,257,896 | 377,562,476 | 359,911,526 | -17,650,950 |
| MARKETAXESS HLDGS INC | 1,361,264 | 1,153,578 | -207,686 | 237,200,252 | 208,976,430 | -28,223,822 |
| VERISK ANALYTICS INC | 596,644 | 499,677 | -96,967 | 150,061,932 | 111,693,153 | -38,368,779 |
| COLGATE PALMOLIVE CO | 3,515,478 | 2,979,811 | -535,667 | 281,027,311 | 235,418,945 | -45,608,366 |
| AUTOMATIC DATA PROCESSING IN | 656,802 | 556,909 | -99,893 | 192,771,387 | 143,296,830 | -49,474,557 |
| NIKE INC | 3,642,400 | 3,083,426 | -558,974 | 253,984,552 | 196,600,298 | -57,384,254 |
| UNITEDHEALTH GROUP INC | 980,269 | 829,546 | -150,723 | 338,486,886 | 273,850,959 | -64,635,927 |
| MICROSOFT CORP | 666,915 | 555,230 | -111,685 | 345,428,624 | 268,501,509 | -76,927,115 |
| BOOKING HOLDINGS INC | 75,283 | 59,346 | -15,937 | 406,473,243 | 317,764,188 | -88,709,055 |
| CME GROUP INC | 2,243,586 | 1,882,244 | -361,342 | 606,194,501 | 513,826,488 | -92,368,013 |
| MASTERCARD INCORPORATED | 667,616 | 483,452 | -184,164 | 379,746,657 | 275,622,286 | -104,124,371 |