EdgeMarket › What Martin Currie Ltd reported owning
What Martin Currie Ltd reported owning
As filed on Form 13F for the quarter ending 2025-06-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.6BPositions
51Quarter
2025-06-30Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 249.0M | 9.5% | 1.1M | 418.95 | +83.3% |
| HDB HDFC BANK LTD | 217.7M | 8.3% | 2.8M | 23.60 | -37.0% |
| RACE Ferrari N.V. | 182.6M | 7.0% | 372.7K | 436.54 | -6.8% |
| MSFT MICROSOFT CORP | 165.6M | 6.3% | 332.8K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 152.4M | 5.8% | 964.7K | 214.72 | +22.4% |
| BABA Alibaba Group Holding Ltd | 149.1M | 5.7% | 1.3M | 119.34 | -0.1% |
| LIN LINDE PLC | 147.5M | 5.7% | 314.3K | 487.57 | +1.1% |
| IBN ICICI BANK LTD | 137.2M | 5.3% | 4.1M | 29.91 | -9.9% |
| MELI MERCADOLIBRE INC | 95.2M | 3.6% | 36.4K | 1,922.73 | -17.7% |
| MA Mastercard Inc | 88.4M | 3.4% | 157.4K | 580.63 | -2.0% |
| META Meta Platforms, Inc. | 85.7M | 3.3% | 116.1K | 549.90 | -26.5% |
| VEEV VEEVA SYSTEMS INC | 69.0M | 2.6% | 239.6K | 247.90 | -12.7% |
| AAPL Apple Inc. | 68.6M | 2.6% | 334.6K | 309.35 | +36.9% |
| MTD METTLER TOLEDO INTERNATIONAL INC/ | 64.1M | 2.5% | 54.6K | 1,395.25 | +6.0% |
| CDNS CADENCE DESIGN SYSTEMS INC | 62.5M | 2.4% | 203.0K | 319.02 | -7.7% |
| ADSK Autodesk, Inc. | 56.5M | 2.2% | 182.6K | 253.82 | -12.1% |
| V VISA INC. | 54.5M | 2.1% | 153.4K | 371.04 | +7.9% |
| KSA iShares MSCI Saudi Arabia ETF | 53.8M | 2.1% | 1.4M | 38.31 | +1.1% |
| ZTS Zoetis Inc. | 48.6M | 1.9% | 311.9K | 77.73 | -50.4% |
| IDXX IDEXX LABORATORIES INC /DE | 44.1M | 1.7% | 82.3K | 556.93 | -13.0% |
| AMZN AMAZON COM INC | 42.9M | 1.6% | 195.4K | 258.63 | +15.6% |
| JD JD.com, Inc. | 36.5M | 1.4% | 1.1M | 29.37 | -5.8% |
| DECK DECKERS OUTDOOR CORP | 35.9M | 1.4% | 347.9K | 91.68 | -11.9% |
| RMD RESMED INC | 35.1M | 1.3% | 136.1K | 231.52 | -19.9% |
| MMYT MakeMyTrip Ltd | 33.2M | 1.3% | 338.5K | 60.46 | -40.9% |
| CMG CHIPOTLE MEXICAN GRILL INC | 32.9M | 1.3% | 585.3K | 36.90 | -14.3% |
| TCOM Trip.com Group Ltd | 32.6M | 1.2% | 555.6K | 46.11 | -27.0% |
| INTR Inter & Co, Inc. | 28.0M | 1.1% | 3.8M | 5.39 | -30.5% |
| LLY ELI LILLY & Co | 26.9M | 1.0% | 34.5K | 1,255.40 | +78.0% |
| EPAM EPAM Systems, Inc. | 22.0M | 0.8% | 124.3K | 110.34 | -33.7% |
| CRH CRH PUBLIC LTD CO | 16.9M | 0.6% | 182.5K | 95.07 | -14.2% |
| SNPS SYNOPSYS INC | 14.2M | 0.5% | 27.8K | 397.87 | -33.8% |
| GLOB Globant S.A. | 13.2M | 0.5% | 144.9K | 39.62 | -41.4% |
| unmapped CUSIP 03662Q105 | 9.5M | 0.4% | 27.0K | — | — |
| AMAT APPLIED MATERIALS INC /DE | 8.6M | 0.3% | 46.7K | 492.32 | +205.9% |
| DXCM DEXCOM INC | 8.3M | 0.3% | 94.5K | 92.34 | +13.1% |
| CPRT COPART INC | 7.6M | 0.3% | 154.5K | 33.80 | -29.0% |
| INFY Infosys Ltd | 6.4M | 0.2% | 343.8K | 11.94 | -29.8% |
| EWY iShares MSCI South Korea ETF | 1.2M | 0.0% | 16.1K | 178.34 | +149.9% |
| FLSA Franklin FTSE Saudi Arabia ETF | 525.5K | 0.0% | 16.0K | 32.96 | +1.5% |
| ISRG INTUITIVE SURGICAL INC | 473.9K | 0.0% | 872 | 378.81 | -21.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 365.0K | 0.0% | 6.1K | 81.57 | +31.9% |
| VMI VALMONT INDUSTRIES INC | 340.6K | 0.0% | 1.0K | 485.83 | +33.4% |
| ECL ECOLAB INC. | 317.4K | 0.0% | 1.2K | 281.63 | -1.3% |
| XYL Xylem Inc. | 309.8K | 0.0% | 2.4K | 113.42 | -20.1% |
| RVTY REVVITY, INC. | 288.5K | 0.0% | 3.0K | 124.75 | +36.0% |
| TYL TYLER TECHNOLOGIES INC | 273.9K | 0.0% | 462 | 350.73 | -38.2% |
| DE DEERE & CO | 257.8K | 0.0% | 507 | 647.47 | +31.4% |
| ULS UL Solutions Inc. | 253.1K | 0.0% | 3.5K | 75.06 | +12.2% |
| LRN Stride, Inc. | 239.0K | 0.0% | 1.6K | 84.36 | -48.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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