Martin Currie Ltd 13F Holdings · last filed Q2 2025
Martin Currie Ltd reported 51 securities worth $2.61B in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: TSM (9.55%), HDB (8.35%), RACE (7.00%). Among its top 25 positions this quarter: 5 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $249.0M | 9.55% | 1.1M | Trimmed |
| 2 | HDB | HDFC BANK LTD | $217.7M | 8.35% | 2.8M | Trimmed |
| 3 | RACE | FERRARI N V | $182.6M | 7.00% | 372,710 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $165.6M | 6.35% | 332,849 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $152.4M | 5.85% | 964,719 | Trimmed |
| 6 | BABA | ALIBABA GROUP HLDG LTD | $149.1M | 5.72% | 1.3M | Trimmed |
| 7 | LIN | LINDE PLC | $147.5M | 5.66% | 314,341 | Trimmed |
| 8 | IBN | ICICI BANK LIMITED | $137.2M | 5.26% | 4.1M | Trimmed |
| 9 | MELI | MERCADOLIBRE INC | $95.2M | 3.65% | 36,415 | Trimmed |
| 10 | MA | MASTERCARD INCORPORATED | $88.4M | 3.39% | 157,379 | Trimmed |
| 11 | META | META PLATFORMS INC | $85.7M | 3.29% | 116,065 | Trimmed |
| 12 | VEEV | VEEVA SYS INC | $69.0M | 2.65% | 239,579 | Trimmed |
| 13 | AAPL | APPLE INC | $68.6M | 2.63% | 334,550 | Trimmed |
| 14 | MTD | METTLER TOLEDO INTERNATIONAL | $64.1M | 2.46% | 54,591 | Trimmed |
| 15 | CDNS | CADENCE DESIGN SYSTEM INC | $62.5M | 2.40% | 202,957 | Trimmed |
| 16 | ADSK | AUTODESK INC | $56.5M | 2.17% | 182,642 | Trimmed |
| 17 | V | VISA INC | $54.5M | 2.09% | 153,411 | Added |
| 18 | KSA | ISHARES TR | $53.8M | 2.06% | 1.4M | Added |
| 19 | ZTS | ZOETIS INC | $48.6M | 1.87% | 311,872 | Added |
| 20 | IDXX | IDEXX LABS INC | $44.1M | 1.69% | 82,254 | Added |
| 21 | AMZN | AMAZON COM INC | $42.9M | 1.64% | 195,406 | Trimmed |
| 22 | JD | JD.COM INC | $36.5M | 1.40% | 1.1M | Trimmed |
| 23 | DECK | DECKERS OUTDOOR CORP | $35.9M | 1.37% | 347,862 | Trimmed |
| 24 | RMD | RESMED INC | $35.1M | 1.35% | 136,131 | Trimmed |
| 25 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $33.2M | 1.27% | 338,538 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR