Martin Currie Ltd
- SEC CIK
- 0001094499
- Latest filing
- Aug 12, 2025
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 51
- +5 vs. Q3 2023
- Portfolio value
- $3.05B
- +$252.8M (+9.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,621,496 | $376.6M | 12.4% | −144,060−3.8% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,319,313 | $222.8M | 7.3% | −82,673−2.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 443,142 | $219.5M | 7.2% | −32,346−6.8% | Reduced | History |
| LINLinde PLC | Stock | 491,459 | $201.8M | 6.6% | −13,646−2.7% | Reduced | History |
| RACEFerrari N.V. | COM | 537,481 | $181.9M | 6.0% | −22,683−4.0% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,818,538 | $141.0M | 4.6% | −97,829−5.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 368,879 | $138.7M | 4.6% | −29,965−7.5% | Reduced | History |
| IBNIcici Bank Ltd | ADR | 5,388,506 | $128.5M | 4.2% | −151,050−2.7% | Reduced | History |
| GLOBGlobant S.A. | COM | 478,254 | $113.8M | 3.7% | +115,360+31.8% | Added | History |
| ILMNIllumina, Inc. | COM | 751,912 | $104.7M | 3.4% | +557,417+286.6% | Added | History |
| MTDMettler Toledo International Inc | COM | 86,130 | $104.5M | 3.4% | −4,773−5.3% | Reduced | History |
| MAMastercard Inc | Stock | 218,745 | $93.3M | 3.1% | −15,492−6.6% | Reduced | History |
| ZTSZoetis Inc. | Stock | 398,314 | $78.6M | 2.6% | −24,496−5.8% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 293,487 | $71.5M | 2.3% | −18,674−6.0% | Reduced | History |
| NKENIKE, Inc. | Stock | 609,885 | $66.2M | 2.2% | −38,866−6.0% | Reduced | History |
| BAPCredicorp Ltd | COM | 427,261 | $64.1M | 2.1% | −107,715−20.1% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 329,665 | $63.5M | 2.1% | −19,532−5.6% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 423,413 | $61.9M | 2.0% | −25,584−5.7% | Reduced | History |
| CDNSCadence Design Systems Inc | Stock | 209,987 | $57.2M | 1.9% | +209,987 | New | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,912,282 | $55.2M | 1.8% | −57,371−2.9% | Reduced | History |
| CRHCRH Public Ltd Co | ORD | 769,700 | $53.0M | 1.7% | −154,800−16.7% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 94,203 | $52.3M | 1.7% | +94,203 | New | History |
| RMDResmed Inc | COM | 302,142 | $52.0M | 1.7% | −26,349−8.0% | Reduced | History |
| ADBEAdobe Inc. | Stock | 84,949 | $50.7M | 1.7% | −65,466−43.5% | Reduced | History |
| EPAMEPAM Systems, Inc. | COM | 166,503 | $49.5M | 1.6% | −5,860−3.4% | Reduced | History |
| CSANCosan S.A. | ADS | 2,702,052 | $42.3M | 1.4% | −20,373−0.7% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 692,254 | $33.8M | 1.1% | 00.0% | Unchanged | – |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 670,027 | $28.4M | 0.9% | 00.0% | Unchanged | – |
| ANSSAnsys Inc | COM | 70,920 | $25.7M | 0.8% | −172,611−70.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 163,436 | $24.8M | 0.8% | −7,254−4.2% | Reduced | History |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 874,515 | $22.5M | 0.7% | +9,842+1.1% | Added | History |
| VVisa Inc. | Stock | 58,762 | $15.3M | 0.5% | −2,998−4.9% | Reduced | History |
| INFYInfosys Ltd | SPONSORED ADR | 765,393 | $14.1M | 0.5% | +343,763+81.5% | Added | History |
| SBUXStarbucks Corp | Stock | 142,286 | $13.7M | 0.4% | −6,988−4.7% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 193,301 | $9.78M | 0.3% | +181,076+1,481.2% | Added | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 86,083 | $5.64M | 0.2% | −6,356−6.9% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,615 | $1.22M | <0.1% | +1,350+59.6% | Added | History |
| XYLXylem Inc. | COM | 10,095 | $1.15M | <0.1% | +3,765+59.5% | Added | History |
| RVTYRevvity, Inc. | COM | 9,035 | $987.6K | <0.1% | +4,083+82.5% | Added | History |
| MELIMercadolibre Inc | COM | 621 | $975.9K | <0.1% | +231+59.2% | Added | History |
| ECLEcolab Inc. | Stock | 4,142 | $821.6K | <0.1% | +1,121+37.1% | Added | History |
| VMIValmont Industries Inc | COM | 3,507 | $818.9K | <0.1% | +1,307+59.4% | Added | History |
| DEDeere & Co | Stock | 1,957 | $782.5K | <0.1% | +728+59.2% | Added | History |
| MASIMasimo Corp | COM | 4,997 | $585.7K | <0.1% | −490,913−99.0% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 12,105 | $490.3K | <0.1% | 00.0% | Unchanged | History |
| Franklin Templeton ETF Tr35473P587 | FTSE SAUDI ARB | 10,043 | $365.0K | <0.1% | −27,215−73.0% | Reduced | – |
| COURCoursera, Inc. | COM | 18,055 | $349.7K | <0.1% | +6,735+59.5% | Added | History |
| PLNTPlanet Fitness, Inc. | CL A | 4,548 | $332.0K | <0.1% | +4,548 | New | History |
| VRRMVerra Mobility Corp | CL A COM STK | 13,569 | $312.5K | <0.1% | +13,569 | New | History |
| LRNStride, Inc. | COM | 4,928 | $292.6K | <0.1% | +4,928 | New | History |
| ERIIEnergy Recovery, Inc. | COM | 14,648 | $276.0K | <0.1% | +14,648 | New | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.