Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Northcape Capital Pty Ltd (CIK 1686776) reported $866.7M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMOV ($304.7M, 35.15%), MELI ($212.0M, 24.46%), HDB ($116.8M, 13.47%), ITUB ($108.4M, 12.51%), FMX ($54.9M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMOV | AMERICA MOVIL SAB DE CV | $304.7M | 35.15% | 12.0M | Added |
| 2 | MELI | MERCADOLIBRE INC | $212.0M | 24.46% | 122,587 | Added |
| 3 | HDB | HDFC BANK LTD | $116.8M | 13.47% | 4.7M | Trimmed |
| 4 | ITUB | ITAU UNIBANCO HLDG SA | $108.4M | 12.51% | 12.9M | Added |
| 5 | FMX | FOMENTO ECONOMICO MEXICANO S | $54.9M | 6.33% | 494,108 | Added |
| 6 | PAC | GRUPO AEROPORTUARIO CTR NORT | $47.2M | 5.44% | 191,049 | Hold |
| 7 | TLK | P T TELEKOMUNIKASI INDONESIA | $20.1M | 2.32% | 1.1M | Trimmed |
| 8 | SPGI | S&P GLOBAL INC | $2.7M | 0.31% | 6,303 | Added |
Source: SEC Form 13F filings · as of 2026-03-31