Martin Currie Ltd
- SEC CIK
- 0001094499
- Latest filing
- Aug 12, 2025
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 36
- +1 vs. Q4 2022
- Portfolio value
- $2.80B
- +$238.8M (+9.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,681,316 | $342.4M | 12.2% | +276,525+8.1% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,803,485 | $184.3M | 6.6% | +172,458+10.6% | Added | History |
| LINLinde PLC | Stock | 516,714 | $183.7M | 6.6% | −56,151−9.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 644,700 | $179.1M | 6.4% | −68,676−9.6% | Reduced | History |
| RACEFerrari N.V. | COM | 589,394 | $159.7M | 5.7% | −28,375−4.6% | Reduced | History |
| IBNIcici Bank Ltd | ADR | 7,080,600 | $152.8M | 5.5% | +285,625+4.2% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,184,938 | $145.7M | 5.2% | +69,231+3.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 411,474 | $118.6M | 4.2% | −38,065−8.5% | Reduced | History |
| MASIMasimo Corp | COM | 500,495 | $92.4M | 3.3% | −44,653−8.2% | Reduced | History |
| EPAMEPAM Systems, Inc. | COM | 283,137 | $84.7M | 3.0% | −38,512−12.0% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,925,173 | $84.5M | 3.0% | +200,856+11.6% | Added | History |
| ANSSAnsys Inc | COM | 252,131 | $83.9M | 3.0% | −23,960−8.7% | Reduced | History |
| NKENIKE, Inc. | Stock | 635,185 | $77.9M | 2.8% | −58,778−8.5% | Reduced | History |
| MAMastercard Inc | Stock | 203,433 | $73.9M | 2.6% | −18,416−8.3% | Reduced | History |
| RMDResmed Inc | COM | 334,821 | $73.3M | 2.6% | −15,603−4.5% | Reduced | History |
| ZTSZoetis Inc. | Stock | 436,568 | $72.7M | 2.6% | −41,976−8.8% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 44,670 | $68.4M | 2.4% | −7,203−13.9% | Reduced | History |
| BAPCredicorp Ltd | COM | 499,989 | $66.2M | 2.4% | −178,299−26.3% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 314,010 | $65.4M | 2.3% | −27,842−8.1% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 352,061 | $64.7M | 2.3% | −33,119−8.6% | Reduced | History |
| ADBEAdobe Inc. | Stock | 165,460 | $63.8M | 2.3% | −14,974−8.3% | Reduced | History |
| ILMNIllumina, Inc. | COM | 197,699 | $46.0M | 1.6% | −18,930−8.7% | Reduced | History |
| GLOBGlobant S.A. | COM | 259,011 | $42.5M | 1.5% | +6,676+2.6% | Added | History |
| SESea Ltd | SPONSORD ADS | 484,277 | $41.9M | 1.5% | +24,981+5.4% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 124,416 | $30.7M | 1.1% | −864−0.7% | Reduced | History |
| TERTeradyne, Inc | Stock | 281,411 | $30.3M | 1.1% | −13,259−4.5% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 739,160 | $29.1M | 1.0% | +11,430+1.6% | Added | – |
| CSANCosan S.A. | ADS | 2,448,770 | $28.9M | 1.0% | +221,761+10.0% | Added | History |
| VVisa Inc. | Stock | 122,705 | $27.7M | 1.0% | −5,182−4.1% | Reduced | History |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 712,544 | $27.6M | 1.0% | +6,014+0.9% | Added | – |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 814,494 | $22.2M | 0.8% | +80,124+10.9% | Added | History |
| SBUXStarbucks Corp | Stock | 140,791 | $14.7M | 0.5% | +140,791 | New | History |
| AMZNAmazon Com Inc | Stock | 140,908 | $14.6M | 0.5% | −980−0.7% | Reduced | History |
| iShares Inc464286772 | MSCI STH KOR ETF | 69,095 | $4.23M | 0.2% | +1,121+1.6% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,651 | $519.7K | <0.1% | −411,973−97.5% | Reduced | – |
| TDCX Inc87190U100 | ADS | 38,361 | $341.4K | <0.1% | −25,248−39.7% | Reduced | – |