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Martin Currie Ltd

SEC CIK
0001094499
Latest filing
Aug 12, 2025

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
53
+2 vs. Q3 2024
Portfolio value
$2.72B
−$99.0M (−3.5%) vs. Q3 2024
Filed
Feb 12, 2025
SEC
Holdings of Martin Currie Ltd in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,923,365$379.8M14.0%−52,563−2.7%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS2,958,274$188.9M6.9%+26,948+0.9%AddedHistory
RACEFerrari N.V.COM365,579$155.9M5.7%−51,442−12.3%ReducedHistory
NVDANVIDIA CorpStock1,149,783$154.4M5.7%−410,252−26.3%ReducedHistory
BABAAlibaba Group Holding LtdADR1,589,007$134.7M5.0%−67,241−4.1%ReducedHistory
IBNIcici Bank LtdADR4,332,806$129.4M4.8%−147,373−3.3%ReducedHistory
LINLinde PLCStock299,385$125.3M4.6%−23,455−7.3%ReducedHistory
MSFTMicrosoft CorpStock252,058$106.2M3.9%−7,794−3.0%ReducedHistory
GLOBGlobant S.A.COM397,309$85.2M3.1%−9,647−2.4%ReducedHistory
MAMastercard IncStock157,479$82.9M3.0%+3,810+2.5%AddedHistory
AAPLApple Inc.Stock323,181$80.9M3.0%−14,396−4.3%ReducedHistory
TCOMTrip.com Group LtdADS1,155,749$79.4M2.9%−23,737−2.0%ReducedHistory
MELIMercadolibre IncCOM42,225$71.8M2.6%−2,221−5.0%ReducedHistory
MTDMettler Toledo International IncCOM55,812$68.3M2.5%−9,512−14.6%ReducedHistory
METAMeta Platforms, Inc.Stock114,033$66.8M2.5%+114,033NewHistory
CDNSCadence Design Systems IncStock208,588$62.7M2.3%−22,124−9.6%ReducedHistory
DECKDeckers Outdoor CorpCOM284,050$57.7M2.1%+284,050NewHistory
JDJD.com, Inc.SPON ADS CL A1,644,281$57.0M2.1%−14,871−0.9%ReducedHistory
ADSKAutodesk, Inc.COM181,056$53.5M2.0%−31,779−14.9%ReducedHistory
VEEVVeeva Systems IncStock246,528$51.8M1.9%+1,029+0.4%AddedHistory
ZTSZoetis Inc.Stock297,442$48.5M1.8%−111,209−27.2%ReducedHistory
AMZNAmazon Com IncStock216,955$47.6M1.8%+95,045+78.0%AddedHistory
MMYTMakeMyTrip LtdStock409,389$46.0M1.7%+409,389NewHistory
VVisa Inc.Stock143,859$45.5M1.7%+94,913+193.9%AddedHistory
EPAMEPAM Systems, Inc.COM149,365$34.9M1.3%−3,747−2.4%ReducedHistory
CMGChipotle Mexican Grill IncCOM554,340$33.4M1.2%+554,340NewHistory
iShares Tr46434V423MSCI SAUDI ARBIA742,559$30.3M1.1%+39,827+5.7%Added–
IDXXIDEXX Laboratories IncCOM72,943$30.2M1.1%−27,481−27.4%ReducedHistory
ILMNIllumina, Inc.COM219,298$29.3M1.1%−266,066−54.8%ReducedHistory
LLYEli Lilly & CoStock37,422$28.9M1.1%+21,689+137.9%AddedHistory
RMDResmed IncCOM114,881$26.3M1.0%−15,646−12.0%ReducedHistory
CRHCRH Public Ltd CoORD281,500$26.1M1.0%−30,500−9.8%ReducedHistory
INFYInfosys LtdSPONSORED ADR883,232$19.4M0.7%+71,045+8.7%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF325,977$17.0M0.6%+308,951+1,814.6%Added–
SNPSSynopsys IncCOM28,664$13.9M0.5%+28,664NewHistory
ANSSAnsys IncCOM32,028$10.8M0.4%−5,597−14.9%ReducedHistory
CPRTCopart IncCOM183,825$10.5M0.4%−32,167−14.9%ReducedHistory
DXCMDexcom IncCOM112,483$8.75M0.3%−19,677−14.9%ReducedHistory
CSANCosan S.A.ADS1,198,508$6.52M0.2%−245,283−17.0%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW3,228$1.68M0.1%+1,139+54.5%AddedHistory
XYLXylem Inc.COM11,120$1.29M<0.1%+3,927+54.6%AddedHistory
RVTYRevvity, Inc.COM11,286$1.26M<0.1%+3,902+52.8%AddedHistory
ECLEcolab Inc.Stock5,067$1.19M<0.1%+1,667+49.0%AddedHistory
VMIValmont Industries IncCOM3,857$1.18M<0.1%+1,006+35.3%AddedHistory
TYLTyler Technologies IncCOM1,807$1.04M<0.1%+606+50.5%AddedHistory
DEDeere & CoStock2,442$1.03M<0.1%+853+53.7%AddedHistory
iShares Inc464286772MSCI STH KOR ETF20,241$1.03M<0.1%−6,659−24.8%Reduced–
VRRMVerra Mobility CorpCL A COM STK29,205$706.2K<0.1%+18,171+164.7%AddedHistory
LRNStride, Inc.COM6,158$640.0K<0.1%+2,152+53.7%AddedHistory
PLNTPlanet Fitness, Inc.CL A5,679$561.5K<0.1%+1,983+53.7%AddedHistory
Franklin Templeton ETF Tr35473P587FTSE SAUDI ARB8,621$303.1K<0.1%+1,523+21.5%Added–
COURCoursera, Inc.COM34,119$290.0K<0.1%+12,047+54.6%AddedHistory
ERIIEnergy Recovery, Inc.COM18,305$269.1K<0.1%+6,394+53.7%AddedHistory

Sold out since Q3 2024 (3)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Martin Currie Ltd sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
ELEstee Lauder Companies IncCL A420,566$39.7M1.4%History
WisdomTree Tr97717W422INDIA ERNGS FD254,979$12.6M0.4%–
SBUXStarbucks CorpStock124,880$11.8M0.4%History