Filed: 8/12/2025ACC: 0001094499-25-000007
📋 What this filing means
MARTIN CURRIE LTD filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $2.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$2.61B
Total AUM (reported)
22.88M
Total Shares
Allocation by class
COM$1.15B44.1%
SPONSORED ADS$615.78M23.6%
CL A$222.74M8.5%
SHS$180.67M6.9%
ADR$137.19M5.3%
CL A COM$68.99M2.6%
COM CL A$54.47M2.1%
Portfolio Concentration
Top 3$649.28M24.9%
4–10$935.39M35.9%
11–25$791.08M30.3%
Rest$231.88M8.9%
Top 3 weight
24.9%
Top 10 weight
60.8%
Voting Authority Distribution
Total shares with voting rights: 22.88M
Sole
Full voting authority
15.36M
shares
% of voting shares67.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.52M
shares
% of voting shares32.9%
Investment Discretion (by position count)
Sole0
Shared0
Other51
Dominant voting typeSole · 67.1% of voting shares
Institutional Holdings51
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares1.10M
TypeSH
Market value$248.99M
9.55%
Sole
1.09M
Shared
0.00
None
8.90K
HDFC BANK LTD
DFNDShares2.84M
TypeSH
Market value$217.66M
8.35%
Sole
2.26M
Shared
0.00
None
579.98K
FERRARI N V
DFNDShares372.71K
TypeSH
Market value$182.63M
7.00%
Sole
244.28K
Shared
0.00
None
128.43K
MICROSOFT CORP
DFNDShares332.85K
TypeSH
Market value$165.56M
6.35%
Sole
157.01K
Shared
0.00
None
175.84K
NVIDIA CORPORATION
DFNDShares964.72K
TypeSH
Market value$152.42M
5.85%
Sole
465.44K
Shared
0.00
None
499.28K
ALIBABA GROUP HLDG LTD
DFNDShares1.31M
TypeSH
Market value$149.13M
5.72%
Sole
1.02M
Shared
0.00
None
295.09K
LINDE PLC
DFNDShares314.34K
TypeSH
Market value$147.48M
5.66%
Sole
201.27K
Shared
0.00
None
113.07K
ICICI BANK LIMITED
DFNDShares4.08M
TypeSH
Market value$137.19M
5.26%
Sole
3.95M
Shared
0.00
None
125.29K
MERCADOLIBRE INC
DFNDShares36.41K
TypeSH
Market value$95.18M
3.65%
Sole
26.98K
Shared
0.00
None
9.43K
MASTERCARD INCORPORATED
DFNDShares157.38K
TypeSH
Market value$88.44M
3.39%
Sole
64.37K
Shared
0.00
None
93.01K
META PLATFORMS INC
DFNDShares116.06K
TypeSH
Market value$85.67M
3.29%
Sole
55.33K
Shared
0.00
None
60.74K
VEEVA SYS INC
DFNDShares239.58K
TypeSH
Market value$68.99M
2.65%
Sole
127.75K
Shared
0.00
None
111.83K
APPLE INC
DFNDShares334.55K
TypeSH
Market value$68.64M
2.63%
Sole
156.44K
Shared
0.00
None
178.11K
METTLER TOLEDO INTERNATIONAL
DFNDShares54.59K
TypeSH
Market value$64.13M
2.46%
Sole
19.01K
Shared
0.00
None
35.58K
CADENCE DESIGN SYSTEM INC
DFNDShares202.96K
TypeSH
Market value$62.54M
2.40%
Sole
105.84K
Shared
0.00
None
97.12K
AUTODESK INC
DFNDShares182.64K
TypeSH
Market value$56.54M
2.17%
Sole
92.49K
Shared
0.00
None
90.15K
VISA INC
DFNDShares153.41K
TypeSH
Market value$54.47M
2.09%
Sole
36.92K
Shared
0.00
None
116.49K
ISHARES TR
DFNDShares1.40M
TypeSH
Market value$53.79M
2.06%
Sole
0.00
Shared
0.00
None
1.40M
ZOETIS INC
DFNDShares311.87K
TypeSH
Market value$48.64M
1.87%
Sole
158.04K
Shared
0.00
None
153.83K
IDEXX LABS INC
DFNDShares82.25K
TypeSH
Market value$44.12M
1.69%
Sole
47.24K
Shared
0.00
None
35.01K
AMAZON COM INC
DFNDShares195.41K
TypeSH
Market value$42.87M
1.64%
Sole
27.81K
Shared
0.00
None
167.59K
JD.COM INC
DFNDShares1.12M
TypeSH
Market value$36.53M
1.40%
Sole
829.34K
Shared
0.00
None
289.74K
DECKERS OUTDOOR CORP
DFNDShares347.86K
TypeSH
Market value$35.85M
1.37%
Sole
187.97K
Shared
0.00
None
159.89K
RESMED INC
DFNDShares136.13K
TypeSH
Market value$35.12M
1.35%
Sole
112.18K
Shared
0.00
None
23.95K
MAKEMYTRIP LIMITED MAURITIUS
DFNDShares338.54K
TypeSH
Market value$33.18M
1.27%
Sole
238.98K
Shared
0.00
None
99.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 1.10M | SH | $248.99M 9.55% | 1.09M | 0.00 | 8.90K |
HDFC BANK LTDDFND | SPONSORED ADS | 2.84M | SH | $217.66M 8.35% | 2.26M | 0.00 | 579.98K |
FERRARI N VDFND | COM | 372.71K | SH | $182.63M 7.00% | 244.28K | 0.00 | 128.43K |
MICROSOFT CORPDFND | COM | 332.85K | SH | $165.56M 6.35% | 157.01K | 0.00 | 175.84K |
NVIDIA CORPORATIONDFND | COM | 964.72K | SH | $152.42M 5.85% | 465.44K | 0.00 | 499.28K |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 1.31M | SH | $149.13M 5.72% | 1.02M | 0.00 | 295.09K |
LINDE PLCDFND | SHS | 314.34K | SH | $147.48M 5.66% | 201.27K | 0.00 | 113.07K |
ICICI BANK LIMITEDDFND | ADR | 4.08M | SH | $137.19M 5.26% | 3.95M | 0.00 | 125.29K |
MERCADOLIBRE INCDFND | COM | 36.41K | SH | $95.18M 3.65% | 26.98K | 0.00 | 9.43K |
MASTERCARD INCORPORATEDDFND | CL A | 157.38K | SH | $88.44M 3.39% | 64.37K | 0.00 | 93.01K |
META PLATFORMS INCDFND | CL A | 116.06K | SH | $85.67M 3.29% | 55.33K | 0.00 | 60.74K |
VEEVA SYS INCDFND | CL A COM | 239.58K | SH | $68.99M 2.65% | 127.75K | 0.00 | 111.83K |
APPLE INCDFND | COM | 334.55K | SH | $68.64M 2.63% | 156.44K | 0.00 | 178.11K |
METTLER TOLEDO INTERNATIONALDFND | COM | 54.59K | SH | $64.13M 2.46% | 19.01K | 0.00 | 35.58K |
CADENCE DESIGN SYSTEM INCDFND | COM | 202.96K | SH | $62.54M 2.40% | 105.84K | 0.00 | 97.12K |
AUTODESK INCDFND | COM | 182.64K | SH | $56.54M 2.17% | 92.49K | 0.00 | 90.15K |
VISA INCDFND | COM CL A | 153.41K | SH | $54.47M 2.09% | 36.92K | 0.00 | 116.49K |
ISHARES TRDFND | MSCI SAUDI ARBIA | 1.40M | SH | $53.79M 2.06% | 0.00 | 0.00 | 1.40M |
ZOETIS INCDFND | CL A | 311.87K | SH | $48.64M 1.87% | 158.04K | 0.00 | 153.83K |
IDEXX LABS INCDFND | COM | 82.25K | SH | $44.12M 1.69% | 47.24K | 0.00 | 35.01K |
AMAZON COM INCDFND | COM | 195.41K | SH | $42.87M 1.64% | 27.81K | 0.00 | 167.59K |
JD.COM INCDFND | SPON ADS CL A | 1.12M | SH | $36.53M 1.40% | 829.34K | 0.00 | 289.74K |
DECKERS OUTDOOR CORPDFND | COM | 347.86K | SH | $35.85M 1.37% | 187.97K | 0.00 | 159.89K |
RESMED INCDFND | COM | 136.13K | SH | $35.12M 1.35% | 112.18K | 0.00 | 23.95K |
MAKEMYTRIP LIMITED MAURITIUSDFND | SHS | 338.54K | SH | $33.18M 1.27% | 238.98K | 0.00 | 99.56K |
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