Martin Currie Ltd
- SEC CIK
- 0001094499
- Latest filing
- Aug 12, 2025
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 51
- 0 vs. Q4 2023
- Portfolio value
- $3.25B
- +$202.6M (+6.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,802,325 | $381.3M | 11.7% | −819,171−22.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 299,378 | $270.5M | 8.3% | −143,764−32.4% | Reduced | History |
| RACEFerrari N.V. | COM | 526,046 | $229.3M | 7.1% | −11,435−2.1% | Reduced | History |
| LINLinde PLC | Stock | 490,598 | $227.8M | 7.0% | −861−0.2% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,400,589 | $190.3M | 5.9% | +81,276+2.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 368,881 | $155.2M | 4.8% | +20.0% | Added | History |
| IBNIcici Bank Ltd | ADR | 5,484,601 | $144.8M | 4.5% | +96,095+1.8% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,909,022 | $138.1M | 4.2% | +90,484+5.0% | Added | History |
| MTDMettler Toledo International Inc | COM | 86,002 | $114.5M | 3.5% | −128−0.1% | Reduced | History |
| MAMastercard Inc | Stock | 219,929 | $105.9M | 3.3% | +1,184+0.5% | Added | History |
| ILMNIllumina, Inc. | COM | 753,668 | $103.5M | 3.2% | +1,756+0.2% | Added | History |
| GLOBGlobant S.A. | COM | 489,948 | $98.9M | 3.0% | +11,694+2.4% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 314,636 | $97.9M | 3.0% | +104,649+49.8% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 580,813 | $89.5M | 2.8% | +157,400+37.2% | Added | History |
| MELIMercadolibre Inc | COM | 51,271 | $77.5M | 2.4% | +50,650+8,156.2% | Added | History |
| VEEVVeeva Systems Inc | Stock | 330,633 | $76.6M | 2.4% | +968+0.3% | Added | History |
| ADSKAutodesk, Inc. | COM | 293,185 | $76.4M | 2.3% | −302−0.1% | Reduced | History |
| ZTSZoetis Inc. | Stock | 401,707 | $68.0M | 2.1% | +3,393+0.9% | Added | History |
| RMDResmed Inc | COM | 305,432 | $60.5M | 1.9% | +3,290+1.1% | Added | History |
| NKENIKE, Inc. | Stock | 615,096 | $57.8M | 1.8% | +5,211+0.9% | Added | History |
| BAPCredicorp Ltd | COM | 329,124 | $55.8M | 1.7% | −98,137−23.0% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,983,109 | $54.3M | 1.7% | +70,827+3.7% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 95,525 | $51.6M | 1.6% | +1,322+1.4% | Added | History |
| EPAMEPAM Systems, Inc. | COM | 171,875 | $47.5M | 1.5% | +5,372+3.2% | Added | History |
| CRHCRH Public Ltd Co | ORD | 492,500 | $42.5M | 1.3% | −277,200−36.0% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 704,416 | $36.3M | 1.1% | +12,162+1.8% | Added | – |
| CSANCosan S.A. | ADS | 2,656,322 | $34.4M | 1.1% | −45,730−1.7% | Reduced | History |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 755,042 | $33.3M | 1.0% | +85,015+12.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 165,180 | $29.8M | 0.9% | +1,744+1.1% | Added | History |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 878,272 | $19.6M | 0.6% | +3,757+0.4% | Added | History |
| INFYInfosys Ltd | SPONSORED ADR | 1,018,304 | $18.3M | 0.6% | +252,911+33.0% | Added | History |
| VVisa Inc. | Stock | 62,762 | $17.5M | 0.5% | +4,000+6.8% | Added | History |
| ANSSAnsys Inc | COM | 46,774 | $16.2M | 0.5% | −24,146−34.0% | Reduced | History |
| SBUXStarbucks Corp | Stock | 151,686 | $13.9M | 0.4% | +9,400+6.6% | Added | History |
| iShares Inc464286772 | MSCI STH KOR ETF | 85,128 | $5.71M | 0.2% | −955−1.1% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,092 | $1.23M | <0.1% | −523−14.5% | Reduced | History |
| XYLXylem Inc. | COM | 8,969 | $1.16M | <0.1% | −1,126−11.2% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 18,624 | $1.00M | <0.1% | +6,519+53.9% | Added | History |
| ECLEcolab Inc. | Stock | 4,180 | $965.2K | <0.1% | +38+0.9% | Added | History |
| RVTYRevvity, Inc. | COM | 9,117 | $957.3K | <0.1% | +82+0.9% | Added | History |
| DEDeere & Co | Stock | 1,974 | $810.8K | <0.1% | +17+0.9% | Added | History |
| VMIValmont Industries Inc | COM | 3,538 | $807.7K | <0.1% | +31+0.9% | Added | History |
| MASIMasimo Corp | COM | 5,041 | $740.3K | <0.1% | +44+0.9% | Added | History |
| TYLTyler Technologies Inc | COM | 1,378 | $585.7K | <0.1% | +1,378 | New | History |
| VRRMVerra Mobility Corp | CL A COM STK | 13,689 | $341.8K | <0.1% | +120+0.9% | Added | History |
| LRNStride, Inc. | COM | 4,971 | $313.4K | <0.1% | +43+0.9% | Added | History |
| PLNTPlanet Fitness, Inc. | CL A | 4,588 | $287.4K | <0.1% | +40+0.9% | Added | History |
| Franklin Templeton ETF Tr35473P587 | FTSE SAUDI ARB | 6,987 | $264.8K | <0.1% | −3,056−30.4% | Reduced | – |
| COURCoursera, Inc. | COM | 18,214 | $255.4K | <0.1% | +159+0.9% | Added | History |
| ERIIEnergy Recovery, Inc. | COM | 14,777 | $233.3K | <0.1% | +129+0.9% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 527 | $27.2K | <0.1% | −192,774−99.7% | Reduced | – |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.