Filed: 2/12/2025ACC: 0000038777-25-000045
📋 What this filing means
MARTIN CURRIE LTD filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $2.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$2.72B
Total AUM (reported)
23.85M
Total Shares
Allocation by class
COM$1.18B43.4%
SPONSORED ADS$703.49M25.9%
CL A$198.71M7.3%
SHS$171.31M6.3%
ADR$129.38M4.8%
ADS$85.87M3.2%
SPON ADS CL A$57.01M2.1%
Portfolio Concentration
Top 3$724.63M26.7%
4–10$818.21M30.1%
11–25$872.28M32.1%
Rest$303.83M11.2%
Top 3 weight
26.7%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 23.85M
Sole
Full voting authority
17.09M
shares
% of voting shares71.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.76M
shares
% of voting shares28.3%
Investment Discretion (by position count)
Sole0
Shared0
Other53
Dominant voting typeSole · 71.7% of voting shares
Institutional Holdings53
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares1.92M
TypeSH
Market value$379.85M
13.97%
Sole
1.91M
Shared
0.00
None
9.63K
HDFC BANK LTD
DFNDShares2.96M
TypeSH
Market value$188.92M
6.95%
Sole
2.39M
Shared
0.00
None
569.87K
FERRARI N V
DFNDShares365.58K
TypeSH
Market value$155.86M
5.73%
Sole
228.38K
Shared
0.00
None
137.20K
NVIDIA CORPORATION
DFNDShares1.15M
TypeSH
Market value$154.40M
5.68%
Sole
451.23K
Shared
0.00
None
698.55K
ALIBABA GROUP HLDG LTD
DFNDShares1.59M
TypeSH
Market value$134.73M
4.96%
Sole
1.28M
Shared
0.00
None
312.27K
ICICI BANK LIMITED
DFNDShares4.33M
TypeSH
Market value$129.38M
4.76%
Sole
4.21M
Shared
0.00
None
126.32K
LINDE PLC
DFNDShares299.38K
TypeSH
Market value$125.34M
4.61%
Sole
178.05K
Shared
0.00
None
121.34K
MICROSOFT CORP
DFNDShares252.06K
TypeSH
Market value$106.24M
3.91%
Sole
95.97K
Shared
0.00
None
156.09K
GLOBANT S A
DFNDShares397.31K
TypeSH
Market value$85.19M
3.13%
Sole
334.97K
Shared
0.00
None
62.34K
MASTERCARD INCORPORATED
DFNDShares157.48K
TypeSH
Market value$82.92M
3.05%
Sole
50.60K
Shared
0.00
None
106.88K
APPLE INC
DFNDShares323.18K
TypeSH
Market value$80.93M
2.98%
Sole
127.93K
Shared
0.00
None
195.25K
TRIP COM GROUP LTD
DFNDShares1.16M
TypeSH
Market value$79.35M
2.92%
Sole
875.05K
Shared
0.00
None
280.69K
MERCADOLIBRE INC
DFNDShares42.23K
TypeSH
Market value$71.80M
2.64%
Sole
32.72K
Shared
0.00
None
9.51K
METTLER TOLEDO INTERNATIONAL
DFNDShares55.81K
TypeSH
Market value$68.30M
2.51%
Sole
19.56K
Shared
0.00
None
36.25K
META PLATFORMS INC
DFNDShares114.03K
TypeSH
Market value$66.77M
2.46%
Sole
44.61K
Shared
0.00
None
69.42K
CADENCE DESIGN SYSTEM INC
DFNDShares208.59K
TypeSH
Market value$62.67M
2.31%
Sole
90.38K
Shared
0.00
None
118.21K
DECKERS OUTDOOR CORP
DFNDShares284.05K
TypeSH
Market value$57.69M
2.12%
Sole
123.52K
Shared
0.00
None
160.53K
JD.COM INC
DFNDShares1.64M
TypeSH
Market value$57.01M
2.10%
Sole
1.28M
Shared
0.00
None
367.81K
AUTODESK INC
DFNDShares181.06K
TypeSH
Market value$53.51M
1.97%
Sole
65.61K
Shared
0.00
None
115.44K
VEEVA SYS INC
DFNDShares246.53K
TypeSH
Market value$51.83M
1.91%
Sole
108.92K
Shared
0.00
None
137.61K
ZOETIS INC
DFNDShares297.44K
TypeSH
Market value$48.46M
1.78%
Sole
129.47K
Shared
0.00
None
167.97K
AMAZON COM INC
DFNDShares216.96K
TypeSH
Market value$47.60M
1.75%
Sole
29.13K
Shared
0.00
None
187.83K
MAKEMYTRIP LIMITED MAURITIUS
DFNDShares409.39K
TypeSH
Market value$45.97M
1.69%
Sole
309.01K
Shared
0.00
None
100.38K
VISA INC
DFNDShares143.86K
TypeSH
Market value$45.47M
1.67%
Sole
19.21K
Shared
0.00
None
124.65K
EPAM SYS INC
DFNDShares149.37K
TypeSH
Market value$34.92M
1.28%
Sole
112.31K
Shared
0.00
None
37.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 1.92M | SH | $379.85M 13.97% | 1.91M | 0.00 | 9.63K |
HDFC BANK LTDDFND | SPONSORED ADS | 2.96M | SH | $188.92M 6.95% | 2.39M | 0.00 | 569.87K |
FERRARI N VDFND | COM | 365.58K | SH | $155.86M 5.73% | 228.38K | 0.00 | 137.20K |
NVIDIA CORPORATIONDFND | COM | 1.15M | SH | $154.40M 5.68% | 451.23K | 0.00 | 698.55K |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 1.59M | SH | $134.73M 4.96% | 1.28M | 0.00 | 312.27K |
ICICI BANK LIMITEDDFND | ADR | 4.33M | SH | $129.38M 4.76% | 4.21M | 0.00 | 126.32K |
LINDE PLCDFND | SHS | 299.38K | SH | $125.34M 4.61% | 178.05K | 0.00 | 121.34K |
MICROSOFT CORPDFND | COM | 252.06K | SH | $106.24M 3.91% | 95.97K | 0.00 | 156.09K |
GLOBANT S ADFND | COM | 397.31K | SH | $85.19M 3.13% | 334.97K | 0.00 | 62.34K |
MASTERCARD INCORPORATEDDFND | CL A | 157.48K | SH | $82.92M 3.05% | 50.60K | 0.00 | 106.88K |
APPLE INCDFND | COM | 323.18K | SH | $80.93M 2.98% | 127.93K | 0.00 | 195.25K |
TRIP COM GROUP LTDDFND | ADS | 1.16M | SH | $79.35M 2.92% | 875.05K | 0.00 | 280.69K |
MERCADOLIBRE INCDFND | COM | 42.23K | SH | $71.80M 2.64% | 32.72K | 0.00 | 9.51K |
METTLER TOLEDO INTERNATIONALDFND | COM | 55.81K | SH | $68.30M 2.51% | 19.56K | 0.00 | 36.25K |
META PLATFORMS INCDFND | CL A | 114.03K | SH | $66.77M 2.46% | 44.61K | 0.00 | 69.42K |
CADENCE DESIGN SYSTEM INCDFND | COM | 208.59K | SH | $62.67M 2.31% | 90.38K | 0.00 | 118.21K |
DECKERS OUTDOOR CORPDFND | COM | 284.05K | SH | $57.69M 2.12% | 123.52K | 0.00 | 160.53K |
JD.COM INCDFND | SPON ADS CL A | 1.64M | SH | $57.01M 2.10% | 1.28M | 0.00 | 367.81K |
AUTODESK INCDFND | COM | 181.06K | SH | $53.51M 1.97% | 65.61K | 0.00 | 115.44K |
VEEVA SYS INCDFND | CL A COM | 246.53K | SH | $51.83M 1.91% | 108.92K | 0.00 | 137.61K |
ZOETIS INCDFND | CL A | 297.44K | SH | $48.46M 1.78% | 129.47K | 0.00 | 167.97K |
AMAZON COM INCDFND | COM | 216.96K | SH | $47.60M 1.75% | 29.13K | 0.00 | 187.83K |
MAKEMYTRIP LIMITED MAURITIUSDFND | SHS | 409.39K | SH | $45.97M 1.69% | 309.01K | 0.00 | 100.38K |
VISA INCDFND | COM CL A | 143.86K | SH | $45.47M 1.67% | 19.21K | 0.00 | 124.65K |
EPAM SYS INCDFND | COM | 149.37K | SH | $34.92M 1.28% | 112.31K | 0.00 | 37.05K |
Page 1 of 3