Skip to main content

Martin Currie Ltd

SEC CIK
0001094499
Latest filing
Aug 12, 2025

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
56
+3 vs. Q4 2024
Portfolio value
$2.48B
−$239.4M (−8.8%) vs. Q4 2024
Filed
May 13, 2025
SEC
Holdings of Martin Currie Ltd in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,302,777$216.3M8.7%−620,588−32.3%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS2,872,652$190.9M7.7%−85,622−2.9%ReducedHistory
BABAAlibaba Group Holding LtdADR1,426,064$188.6M7.6%−162,943−10.3%ReducedHistory
RACEFerrari N.V.COM390,093$166.7M6.7%+24,514+6.7%AddedHistory
LINLinde PLCStock325,305$151.5M6.1%+25,920+8.7%AddedHistory
IBNIcici Bank LtdADR4,176,527$131.6M5.3%−156,279−3.6%ReducedHistory
NVDANVIDIA CorpStock1,062,722$115.2M4.6%−87,061−7.6%ReducedHistory
MSFTMicrosoft CorpStock269,822$101.3M4.1%+17,764+7.0%AddedHistory
MAMastercard IncStock161,364$88.4M3.6%+3,885+2.5%AddedHistory
AAPLApple Inc.Stock342,036$76.0M3.1%+18,855+5.8%AddedHistory
MELIMercadolibre IncCOM37,373$72.9M2.9%−4,852−11.5%ReducedHistory
MTDMettler Toledo International IncCOM57,992$68.5M2.8%+2,180+3.9%AddedHistory
METAMeta Platforms, Inc.Stock118,679$68.4M2.8%+4,646+4.1%AddedHistory
TCOMTrip.com Group LtdADS986,489$62.7M2.5%−169,260−14.6%ReducedHistory
ADSKAutodesk, Inc.COM236,345$61.9M2.5%+55,289+30.5%AddedHistory
JDJD.com, Inc.SPON ADS CL A1,421,908$58.5M2.4%−222,373−13.5%ReducedHistory
VEEVVeeva Systems IncStock248,098$57.5M2.3%+1,570+0.6%AddedHistory
CDNSCadence Design Systems IncStock218,771$55.6M2.2%+10,183+4.9%AddedHistory
ZTSZoetis Inc.Stock303,063$49.9M2.0%+5,621+1.9%AddedHistory
VVisa Inc.Stock136,087$47.7M1.9%−7,772−5.4%ReducedHistory
DECKDeckers Outdoor CorpCOM356,211$39.8M1.6%+72,161+25.4%AddedHistory
AMZNAmazon Com IncStock196,932$37.5M1.5%−20,023−9.2%ReducedHistory
GLOBGlobant S.A.COM295,861$34.8M1.4%−101,448−25.5%ReducedHistory
MMYTMakeMyTrip LtdStock349,509$34.2M1.4%−59,880−14.6%ReducedHistory
IDXXIDEXX Laboratories IncCOM79,215$33.3M1.3%+6,272+8.6%AddedHistory
iShares Tr46434V423MSCI SAUDI ARBIA794,471$32.9M1.3%+51,912+7.0%Added–
RMDResmed IncCOM140,934$31.5M1.3%+26,053+22.7%AddedHistory
CMGChipotle Mexican Grill IncCOM599,440$30.1M1.2%+45,100+8.1%AddedHistory
LLYEli Lilly & CoStock34,842$28.8M1.2%−2,580−6.9%ReducedHistory
LULUlululemon athletica inc.Stock93,832$26.6M1.1%+93,832NewHistory
EPAMEPAM Systems, Inc.COM127,464$21.5M0.9%−21,901−14.7%ReducedHistory
CRHCRH Public Ltd CoORD229,500$20.1M0.8%−52,000−18.5%ReducedHistory
INFYInfosys LtdSPONSORED ADR830,883$15.2M0.6%−52,349−5.9%ReducedHistory
SNPSSynopsys IncCOM28,070$12.0M0.5%−594−2.1%ReducedHistory
CPRTCopart IncCOM155,365$8.79M0.4%−28,460−15.5%ReducedHistory
ANSSAnsys IncCOM27,140$8.59M0.3%−4,888−15.3%ReducedHistory
CSANCosan S.A.ADS1,439,121$7.51M0.3%+240,613+20.1%AddedHistory
AMATApplied Materials IncStock46,974$6.82M0.3%+46,974NewHistory
DXCMDexcom IncCOM95,071$6.49M0.3%−17,412−15.5%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW3,003$1.49M0.1%−225−7.0%ReducedHistory
ECLEcolab Inc.Stock4,715$1.20M<0.1%−352−6.9%ReducedHistory
iShares Inc464286772MSCI STH KOR ETF20,981$1.13M<0.1%+740+3.7%Added–
RVTYRevvity, Inc.COM10,494$1.11M<0.1%−792−7.0%ReducedHistory
XYLXylem Inc.COM9,127$1.09M<0.1%−1,993−17.9%ReducedHistory
VMIValmont Industries IncCOM3,581$1.02M<0.1%−276−7.2%ReducedHistory
TYLTyler Technologies IncCOM1,681$977.3K<0.1%−126−7.0%ReducedHistory
DEDeere & CoStock1,767$829.3K<0.1%−675−27.6%ReducedHistory
LRNStride, Inc.COM5,722$723.8K<0.1%−436−7.1%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF12,061$650.9K<0.1%−313,916−96.3%Reduced–
VRRMVerra Mobility CorpCL A COM STK27,122$610.5K<0.1%−2,083−7.1%ReducedHistory
PLNTPlanet Fitness, Inc.CL A5,277$509.8K<0.1%−402−7.1%ReducedHistory
ILMNIllumina, Inc.COM5,743$455.6K<0.1%−213,555−97.4%ReducedHistory
EXPOExponent IncCOM5,550$449.9K<0.1%+5,550NewHistory
Franklin Templeton ETF Tr35473P587FTSE SAUDI ARB9,128$325.4K<0.1%+507+5.9%Added–
ERIIEnergy Recovery, Inc.COM17,012$270.3K<0.1%−1,293−7.1%ReducedHistory
COURCoursera, Inc.COM31,689$211.0K<0.1%−2,430−7.1%ReducedHistory