Martin Currie Ltd
Last filed Aug 12, 2025
Inactive · not filing 13F
$2.61B
47
60.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2025 | |||||
 TSM | $249M | 9.55% | 0.00% | Not reported | Q3 2013 |
 HDB | $218M | 8.35% | 0.04% | Not reported | Q4 2015 |
 RACE | $183M | 7.00% | 0.20% | Not reported | Q4 2018 |
 MSFT | $166M | 6.35% | 0.00% | Not reported | Q3 2013 |
 NVDA | $152M | 5.85% | 0.00% | Not reported | Q1 2021 |
 BABA | $149M | 5.72% | 0.01% | Not reported | Q3 2014 |
 LIN | $147M | 5.66% | 0.07% | Not reported | Q4 2018 |
 IBN | $137M | 5.26% | Not reported | Not reported | Q4 2014 |
 MELI | $95.2M | 3.65% | 0.07% | Not reported | Q2 2023 |
 MA | $88.4M | 3.39% | 0.01% | Not reported | Q4 2014 |
 META | $85.7M | 3.29% | Not reported | Not reported | Q3 2015 |
 VEEV | $69M | 2.65% | 0.15% | Not reported | Q3 2020 |
 AAPL | $68.6M | 2.63% | 0.00% | Not reported | Q3 2013 |
 MTD | $64.1M | 2.46% | 0.27% | Not reported | Q2 2016 |
 CDNS | $62.5M | 2.40% | 0.07% | Not reported | Q4 2023 |
 ADSK | $56.5M | 2.17% | 0.09% | Not reported | Q2 2021 |
 V | $54.5M | 2.09% | 0.01% | Not reported | Q3 2016 |
 ZTS | $48.6M | 1.87% | 0.07% | Not reported | Q1 2019 |
 IDXX | $44.1M | 1.69% | 0.10% | Not reported | Q4 2023 |
 AMZN | $42.9M | 1.64% | 0.00% | Not reported | Q2 2016 |
 JD | $36.5M | 1.40% | 0.08% | Not reported | Q4 2014 |
 DECK | $35.9M | 1.37% | 0.23% | New | Q2 2025 |
 RMD | $35.1M | 1.35% | 0.09% | Not reported | Q1 2019 |
 MMYT | $33.2M | 1.27% | Not reported | New | Q2 2025 |
 CMG | $32.9M | 1.26% | 0.04% | New | Q2 2025 |
 TCOM | $32.6M | 1.25% | 0.09% | Not reported | Q4 2019 |
 INTR | $28M | 1.08% | 1.65% | New | Q2 2025 |
 LLY | $26.9M | 1.03% | 0.00% | Not reported | Q3 2024 |
 EPAM | $22M | 0.84% | 0.22% | Not reported | Q3 2015 |
 CRH | $16.9M | 0.65% | 0.03% | Not reported | Q3 2023 |
 SNPS | $14.2M | 0.55% | 0.02% | New | Q2 2025 |
 GLOB | $13.2M | 0.50% | 0.33% | Not reported | Q2 2022 |
| ANSS | $9.48M | 0.36% | 0.03% | Not reported | Q3 2013 |
 AMAT | $8.55M | 0.33% | 0.01% | New | Q2 2025 |
 DXCM | $8.25M | 0.32% | 0.02% | Not reported | Q2 2024 |
 CPRT | $7.58M | 0.29% | 0.02% | Not reported | Q2 2024 |
 INFY | $6.37M | 0.24% | 0.01% | Not reported | Q3 2013 |
 ISRG | $474K | 0.02% | 0.00% | Not reported | Q2 2023 |
 VMI | $341K | 0.01% | 0.01% | Not reported | Q2 2023 |
 ECL | $317K | 0.01% | 0.00% | Not reported | Q1 2016 |
 XYL | $310K | 0.01% | 0.00% | Not reported | Q2 2023 |
 RVTY | $289K | 0.01% | 0.00% | Not reported | Q2 2023 |
 TYL | $274K | 0.01% | 0.00% | Not reported | Q1 2024 |
 DE | $258K | 0.01% | 0.00% | Not reported | Q2 2023 |
 ULS | $253K | 0.01% | 0.00% | New | Q2 2025 |
 LRN | $239K | 0.01% | 0.00% | Not reported | Q4 2023 |
 VRRM | $201K | 0.01% | 0.01% | Not reported | Q2 2023 |
| Q3 2024 | |||||
| TSM | $380M | 13.48% | 0.01% | -6.6% | Q3 2013 |
| NVDA | $215M | 7.64% | 0.01% | -7.2% | Q1 2021 |
| RACE | $204M | 7.22% | 0.23% | -3.8% | Q4 2018 |
| HDB | $181M | 6.43% | 0.04% | -11.0% | Q4 2015 |
| BABA | $179M | 6.34% | 0.01% | -9.2% | Q3 2014 |
| LIN | $154M | 5.47% | 0.07% | -20.5% | Q4 2018 |
| IBN | $131M | 4.63% | Not reported | -14.0% | Q4 2014 |
| MSFT | $109M | 3.87% | 0.00% | -7.9% | Q3 2013 |
| MTD | $95.2M | 3.38% | 0.30% | -6.0% | Q2 2016 |
| MELI | $92.4M | 3.28% | 0.09% | -9.8% | Q2 2023 |
| GLOB | $86M | 3.05% | 0.94% | -10.0% | Q2 2022 |
| ZTS | $78.7M | 2.79% | 0.09% | -6.7% | Q1 2019 |
| AAPL | $78.1M | 2.77% | 0.00% | Not reported | Q3 2013 |
| MA | $77.9M | 2.76% | 0.01% | -7.7% | Q4 2014 |
| TCOM | $75.1M | 2.66% | 0.18% | +89.8% | Q4 2019 |
| JD | $73.2M | 2.60% | 0.11% | -10.7% | Q4 2014 |
 ILMN | $72.4M | 2.57% | 0.30% | -16.3% | Q2 2020 |
| CDNS | $65.1M | 2.31% | 0.08% | -7.2% | Q4 2023 |
| ADSK | $60.7M | 2.15% | 0.10% | -7.1% | Q2 2021 |
| VEEV | $51.7M | 1.83% | 0.15% | -6.0% | Q3 2020 |
| IDXX | $48M | 1.70% | 0.12% | -7.8% | Q4 2023 |
 EL | $39.7M | 1.41% | Not reported | -6.8% | Q3 2016 |
| RMD | $31.4M | 1.11% | 0.09% | -11.0% | Q1 2019 |
| EPAM | $30.3M | 1.08% | 0.27% | -8.4% | Q3 2015 |
| CRH | $29.4M | 1.04% | 0.04% | -16.3% | Q3 2023 |
| AMZN | $22.9M | 0.81% | 0.00% | -8.9% | Q2 2016 |
| INFY | $19M | 0.67% | 0.02% | -28.0% | Q3 2013 |
| LLY | $14.6M | 0.52% | 0.00% | New | Q3 2024 |
| V | $13.7M | 0.49% | 0.00% | -8.1% | Q3 2016 |
| CSAN | $12.6M | 0.45% | 0.08% | -2.6% | Q1 2021 |
| ANSS | $12.6M | 0.45% | 0.04% | -7.8% | Q3 2013 |
| CPRT | $11.9M | 0.42% | 0.02% | -7.8% | Q2 2024 |
 SBUX | $11.8M | 0.42% | 0.01% | -8.0% | Q4 2015 |
| DXCM | $9.14M | 0.32% | 0.03% | -7.8% | Q2 2024 |
| ISRG | $1.02M | 0.04% | 0.00% | +0.8% | Q2 2023 |
| XYL | $987K | 0.04% | 0.00% | +18.2% | Q2 2023 |
| RVTY | $908K | 0.03% | 0.01% | +17.7% | Q2 2023 |
| ECL | $872K | 0.03% | 0.00% | +17.3% | Q1 2016 |
| VMI | $865K | 0.03% | 0.01% | +17.9% | Q2 2023 |
| TYL | $720K | 0.03% | 0.00% | +17.2% | Q1 2024 |
| DE | $648K | 0.02% | 0.00% | +18.0% | Q2 2023 |
 PLNT | $304K | 0.01% | 3696.00% | +17.9% | Q4 2023 |
| VRRM | $298K | 0.01% | 0.01% | +17.9% | Q2 2023 |
| LRN | $286K | 0.01% | 0.01% | +17.9% | Q4 2023 |
 ERII | $219K | 0.01% | 0.02% | +17.9% | Q4 2023 |
 COUR | $167K | 0.01% | 0.01% | +77.3% | Q3 2023 |
| Q2 2024 | |||||
| TSM | $368M | 13.18% | 0.01% | -24.5% | Q3 2013 |
| HDB | $212M | 7.60% | 0.04% | -3.2% | Q4 2015 |
| NVDA | $208M | 7.44% | 0.01% | -43.9% | Q1 2021 |
| LIN | $178M | 6.39% | 0.09% | -17.2% | Q4 2018 |
| RACE | $177M | 6.35% | 0.23% | -17.6% | Q4 2018 |
| IBN | $150M | 5.38% | Not reported | -5.1% | Q4 2014 |
| BABA | $131M | 4.71% | 0.01% | -4.4% | Q3 2014 |
| MSFT | $126M | 4.52% | 0.00% | -23.5% | Q3 2013 |
| MTD | $97.1M | 3.48% | 0.32% | -19.2% | Q2 2016 |
| MELI | $81M | 2.91% | 0.10% | -3.9% | Q2 2023 |
| GLOB | $80.6M | 2.89% | 1.05% | -7.7% | Q2 2022 |
| CDNS | $76.5M | 2.74% | 0.09% | -21.0% | Q4 2023 |
| ZTS | $75.9M | 2.72% | 0.10% | +9.1% | Q1 2019 |
| MA | $73.4M | 2.63% | 0.01% | -24.3% | Q4 2014 |
| ILMN | $60.5M | 2.17% | 0.36% | -23.1% | Q2 2020 |
| ADSK | $56.7M | 2.03% | 0.11% | -21.9% | Q2 2021 |
| IDXX | $53.1M | 1.90% | 0.13% | +14.0% | Q4 2023 |
 BAP | $50.8M | 1.82% | 0.33% | -4.4% | Q3 2013 |
| JD | $48M | 1.72% | 0.13% | -6.3% | Q4 2014 |
| EL | $48M | 1.72% | Not reported | -22.3% | Q3 2016 |
| VEEV | $47.8M | 1.71% | 0.16% | -21.0% | Q3 2020 |
 NKE | $37M | 1.33% | 0.03% | -20.3% | Q2 2016 |
| EPAM | $31.4M | 1.13% | 0.29% | -2.8% | Q3 2015 |
| TCOM | $29.2M | 1.05% | 0.10% | Not reported | Q4 2019 |
| RMD | $28.1M | 1.01% | 0.10% | -52.0% | Q1 2019 |
| CRH | $27.6M | 0.99% | 0.05% | -24.3% | Q3 2023 |
| AMZN | $25.9M | 0.93% | 0.00% | -19.0% | Q2 2016 |
| INFY | $21M | 0.75% | 0.03% | +10.8% | Q3 2013 |
| DXCM | $16.3M | 0.58% | 0.04% | New | Q2 2024 |
 TLK | $14.9M | 0.53% | Not reported | -9.2% | Q3 2019 |
| CSAN | $14.4M | 0.52% | 0.08% | -44.2% | Q1 2021 |
| V | $14M | 0.50% | 0.00% | -15.2% | Q3 2016 |
| ANSS | $13.1M | 0.47% | 0.05% | -12.7% | Q3 2013 |
| CPRT | $12.7M | 0.46% | 0.02% | New | Q2 2024 |
| SBUX | $10.6M | 0.38% | 0.01% | -10.5% | Q4 2015 |
| ISRG | $922K | 0.03% | 0.00% | -33.0% | Q2 2023 |
| XYL | $825K | 0.03% | 0.00% | -32.1% | Q2 2023 |
| ECL | $690K | 0.02% | 0.00% | -30.7% | Q1 2016 |
| VMI | $664K | 0.02% | 0.01% | -31.7% | Q2 2023 |
| RVTY | $658K | 0.02% | 0.01% | -31.2% | Q2 2023 |
| TYL | $515K | 0.02% | 0.00% | -25.6% | Q1 2024 |
| DE | $503K | 0.02% | 0.00% | -31.8% | Q2 2023 |
| MASI | $434K | 0.02% | 0.01% | -31.7% | Q3 2019 |
 GRAL | $256K | 0.01% | 0.05% | -86.7% | Q2 2024 |
| VRRM | $254K | 0.01% | 0.01% | -31.7% | Q2 2023 |
| LRN | $239K | 0.01% | 0.01% | -31.7% | Q4 2023 |
| PLNT | $231K | 0.01% | 3135.00% | -31.7% | Q4 2023 |
| ERII | $134K | 0.00% | 0.02% | -31.6% | Q4 2023 |
| COUR | $89.1K | 0.00% | 0.01% | -31.7% | Q3 2023 |
| Q1 2024 | |||||
| TSM | $381M | 11.73% | 0.01% | -22.6% | Q3 2013 |
| NVDA | $271M | 8.32% | 0.01% | -32.4% | Q1 2021 |
| RACE | $229M | 7.05% | 0.28% | -2.1% | Q4 2018 |
| LIN | $228M | 7.01% | 0.10% | -0.2% | Q4 2018 |
| HDB | $190M | 5.85% | 0.04% | +2.5% | Q4 2015 |
| MSFT | $155M | 4.77% | 0.01% | 0.0% | Q3 2013 |
| IBN | $145M | 4.46% | Not reported | +1.8% | Q4 2014 |
| BABA | $138M | 4.25% | 0.01% | +5.0% | Q3 2014 |
| MTD | $114M | 3.52% | 0.40% | -0.2% | Q2 2016 |
| MA | $106M | 3.26% | 0.02% | +0.5% | Q4 2014 |
| ILMN | $103M | 3.18% | 0.47% | +0.2% | Q2 2020 |
| GLOB | $98.9M | 3.04% | 1.14% | +2.5% | Q2 2022 |
| CDNS | $97.9M | 3.01% | 0.12% | +49.8% | Q4 2023 |
| EL | $89.5M | 2.75% | Not reported | +37.2% | Q3 2016 |
| MELI | $77.5M | 2.38% | 0.10% | +8156.2% | Q2 2023 |
| VEEV | $76.6M | 2.36% | 0.21% | +0.3% | Q3 2020 |
| ADSK | $76.4M | 2.35% | 0.14% | -0.1% | Q2 2021 |
| ZTS | $68M | 2.09% | 0.09% | +0.9% | Q1 2019 |
| RMD | $60.5M | 1.86% | 0.21% | +1.1% | Q1 2019 |
| NKE | $57.8M | 1.78% | 0.04% | +0.9% | Q2 2016 |
| BAP | $55.8M | 1.72% | 0.35% | -23.0% | Q3 2013 |
| JD | $54.3M | 1.67% | 0.14% | +3.7% | Q4 2014 |
| IDXX | $51.6M | 1.59% | 0.12% | +1.4% | Q4 2023 |
| EPAM | $47.5M | 1.46% | 0.30% | +3.2% | Q3 2015 |
| CRH | $42.5M | 1.31% | 0.07% | -36.0% | Q3 2023 |
| CSAN | $34.4M | 1.06% | 0.14% | -1.7% | Q1 2021 |
| AMZN | $29.8M | 0.92% | 0.00% | +1.1% | Q2 2016 |
| TLK | $19.6M | 0.60% | Not reported | +0.4% | Q3 2019 |
| INFY | $18.3M | 0.56% | 0.02% | +33.0% | Q3 2013 |
| V | $17.5M | 0.54% | 0.00% | +6.8% | Q3 2016 |
| ANSS | $16.2M | 0.50% | 0.05% | -34.1% | Q3 2013 |
| SBUX | $13.9M | 0.43% | 0.01% | +6.6% | Q4 2015 |
| ISRG | $1.23M | 0.04% | 0.00% | -14.5% | Q2 2023 |
| XYL | $1.16M | 0.04% | 0.00% | -11.2% | Q2 2023 |
 SE | $1M | 0.03% | 0.01% | +53.9% | Q2 2021 |
| ECL | $965K | 0.03% | 0.00% | +0.9% | Q1 2016 |
| RVTY | $957K | 0.03% | 0.01% | +0.9% | Q2 2023 |
| DE | $811K | 0.02% | 0.00% | +0.9% | Q2 2023 |
| VMI | $808K | 0.02% | 0.02% | +0.9% | Q2 2023 |
| MASI | $740K | 0.02% | 0.01% | +0.9% | Q3 2019 |
| TYL | $586K | 0.02% | 0.00% | New | Q1 2024 |
| VRRM | $342K | 0.01% | 0.01% | +0.9% | Q2 2023 |
| LRN | $313K | 0.01% | 0.01% | +0.9% | Q4 2023 |
| PLNT | $287K | 0.01% | 4588.00% | +0.9% | Q4 2023 |
| COUR | $255K | 0.01% | 0.01% | +0.9% | Q3 2023 |
| ERII | $233K | 0.01% | 0.03% | +0.9% | Q4 2023 |