Filed: 8/11/2025ACC: 0001821268-25-000186
📋 What this filing means
BLACK CREEK INVESTMENT MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $2.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$2.16B
Total AUM (reported)
55.22M
Total Shares
Allocation by class
COM$1.24B57.4%
SPONSORED ADR$237.71M11.0%
CL A$196.42M9.1%
SPON ADR REP A$153.72M7.1%
SP ADR REP B NVT$113.63M5.3%
CL B$99.62M4.6%
SPON ADR UNITS$82.71M3.8%
Portfolio Concentration
Top 3$775.06M35.8%
4–10$1.02B47.3%
11–25$364.84M16.9%
Rest$109.9K0.0%
Top 3 weight
35.8%
Top 10 weight
83.1%
Voting Authority Distribution
Total shares with voting rights: 55.22M
Sole
Full voting authority
55.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
ELANCO ANIMAL HEALTH INC
SOLEShares19.25M
TypeSH
Market value$274.90M
12.71%
Sole
19.25M
Shared
0.00
None
0.00
HOLOGIC INC
SOLEShares4.03M
TypeSH
Market value$262.45M
12.13%
Sole
4.03M
Shared
0.00
None
0.00
NICE LTD
SOLEShares1.41M
TypeSH
Market value$237.71M
10.99%
Sole
1.41M
Shared
0.00
None
0.00
BOOZ ALLEN HAMILTON HLDG COR
SOLEShares1.81M
TypeSH
Market value$188.42M
8.71%
Sole
1.81M
Shared
0.00
None
0.00
PRICESMART INC
SOLEShares1.74M
TypeSH
Market value$182.55M
8.44%
Sole
1.74M
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares2.33M
TypeSH
Market value$172.84M
7.99%
Sole
2.33M
Shared
0.00
None
0.00
BAIDU INC
SOLEShares1.79M
TypeSH
Market value$153.72M
7.11%
Sole
1.79M
Shared
0.00
None
0.00
GRIFOLS S A
SOLEShares12.57M
TypeSH
Market value$113.63M
5.25%
Sole
12.57M
Shared
0.00
None
0.00
FTI CONSULTING INC
SOLEShares697.89K
TypeSH
Market value$112.71M
5.21%
Sole
697.89K
Shared
0.00
None
0.00
BROWN FORMAN CORP
SOLEShares3.70M
TypeSH
Market value$99.62M
4.60%
Sole
3.70M
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares1.50M
TypeSH
Market value$87.51M
4.04%
Sole
1.50M
Shared
0.00
None
0.00
FOMENTO ECONOMICO MEXICANO S
SOLEShares803.18K
TypeSH
Market value$82.71M
3.82%
Sole
803.18K
Shared
0.00
None
0.00
CDW CORP
SOLEShares366.12K
TypeSH
Market value$65.38M
3.02%
Sole
366.12K
Shared
0.00
None
0.00
ARAMARK
SOLEShares679.02K
TypeSH
Market value$28.43M
1.31%
Sole
679.02K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares228.61K
TypeSH
Market value$21.33M
0.99%
Sole
228.61K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares114.61K
TypeSH
Market value$20.20M
0.93%
Sole
114.61K
Shared
0.00
None
0.00
FISERV INC
SOLEShares109.09K
TypeSH
Market value$18.81M
0.87%
Sole
109.09K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares118.27K
TypeSH
Market value$11.51M
0.53%
Sole
118.27K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares37.14K
TypeSH
Market value$11.14M
0.51%
Sole
37.14K
Shared
0.00
None
0.00
FIGS INC
SOLEShares1.42M
TypeSH
Market value$8.00M
0.37%
Sole
1.42M
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares98.25K
TypeSH
Market value$3.31M
0.15%
Sole
98.25K
Shared
0.00
None
0.00
BORGWARNER INC
SOLEShares76K
TypeSH
Market value$2.54M
0.12%
Sole
76K
Shared
0.00
None
0.00
ARCOS DORADOS HOLDINGS INC
SOLEShares270K
TypeSH
Market value$2.13M
0.10%
Sole
270K
Shared
0.00
None
0.00
CRITEO S A
SOLEShares51.73K
TypeSH
Market value$1.24M
0.06%
Sole
51.73K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares2.90K
TypeSH
Market value$602.9K
0.03%
Sole
2.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELANCO ANIMAL HEALTH INCSOLE | COM | 19.25M | SH | $274.90M 12.71% | 19.25M | 0.00 | 0.00 |
HOLOGIC INCSOLE | COM | 4.03M | SH | $262.45M 12.13% | 4.03M | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 1.41M | SH | $237.71M 10.99% | 1.41M | 0.00 | 0.00 |
BOOZ ALLEN HAMILTON HLDG CORSOLE | CL A | 1.81M | SH | $188.42M 8.71% | 1.81M | 0.00 | 0.00 |
PRICESMART INCSOLE | COM | 1.74M | SH | $182.55M 8.44% | 1.74M | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 2.33M | SH | $172.84M 7.99% | 2.33M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 1.79M | SH | $153.72M 7.11% | 1.79M | 0.00 | 0.00 |
GRIFOLS S ASOLE | SP ADR REP B NVT | 12.57M | SH | $113.63M 5.25% | 12.57M | 0.00 | 0.00 |
FTI CONSULTING INCSOLE | COM | 697.89K | SH | $112.71M 5.21% | 697.89K | 0.00 | 0.00 |
BROWN FORMAN CORPSOLE | CL B | 3.70M | SH | $99.62M 4.60% | 3.70M | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 1.50M | SH | $87.51M 4.04% | 1.50M | 0.00 | 0.00 |
FOMENTO ECONOMICO MEXICANO SSOLE | SPON ADR UNITS | 803.18K | SH | $82.71M 3.82% | 803.18K | 0.00 | 0.00 |
CDW CORPSOLE | COM | 366.12K | SH | $65.38M 3.02% | 366.12K | 0.00 | 0.00 |
ARAMARKSOLE | COM | 679.02K | SH | $28.43M 1.31% | 679.02K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 228.61K | SH | $21.33M 0.99% | 228.61K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 114.61K | SH | $20.20M 0.93% | 114.61K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 109.09K | SH | $18.81M 0.87% | 109.09K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 118.27K | SH | $11.51M 0.53% | 118.27K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 37.14K | SH | $11.14M 0.51% | 37.14K | 0.00 | 0.00 |
FIGS INCSOLE | CL A | 1.42M | SH | $8.00M 0.37% | 1.42M | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 98.25K | SH | $3.31M 0.15% | 98.25K | 0.00 | 0.00 |
BORGWARNER INCSOLE | COM | 76K | SH | $2.54M 0.12% | 76K | 0.00 | 0.00 |
ARCOS DORADOS HOLDINGS INCSOLE | SHS CLASS -A - | 270K | SH | $2.13M 0.10% | 270K | 0.00 | 0.00 |
CRITEO S ASOLE | SPONS ADS | 51.73K | SH | $1.24M 0.06% | 51.73K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 2.90K | SH | $602.9K 0.03% | 2.90K | 0.00 | 0.00 |
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