Black Creek Investment Management Inc.
Net seller this quarter
$1.78B
27
-$75.2M
82.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ELAN | $321M | 18.02% | 2.61% | +24.3% | Q1 2023 |
 FCN | $199M | 11.17% | 4.82% | +21.5% | Q2 2013 |
 PSMT | $188M | 10.56% | 3.12% | -17.3% | Q4 2020 |
 EXP | $186M | 10.43% | 2.68% | +6.2% | Q4 2025 |
 BAH | $174M | 9.76% | 2.38% | +7.8% | Q3 2017 |
 HDB | $102M | 5.72% | 0.03% | New | Q2 2026 |
 UBER | $93M | 5.22% | 0.06% | +783.1% | Q1 2024 |
 IT | $69M | 3.87% | 0.79% | -16.5% | Q3 2025 |
 FMX | $65.8M | 3.69% | Not reported | -12.8% | Q2 2019 |
| BF.B | $65.5M | 3.68% | 0.52% | -53.3% | Q1 2025 |
 MRSH | $64.1M | 3.60% | 0.08% | New | Q2 2026 |
 NICE | $58.6M | 3.29% | 1.07% | +21.5% | Q2 2020 |
 GRFS | $54.4M | 3.05% | Not reported | -8.4% | Q4 2014 |
 CX | $36M | 2.02% | 0.02% | -5.8% | Q2 2025 |
 ARMK | $22.7M | 1.27% | 0.15% | -26.4% | Q4 2021 |
 COR | $18.8M | 1.05% | 0.03% | +31.7% | Q4 2022 |
 GOOGL | $16.5M | 0.93% | 0.00% | -22.9% | Q4 2015 |
 SUNB | $15.9M | 0.89% | 0.05% | -5.3% | Q1 2026 |
 FIGS | $11M | 0.62% | 0.70% | +31.1% | Q1 2024 |
 COMP | $9.8M | 0.55% | 0.11% | New | Q2 2026 |
 RUN | $2.34M | 0.13% | 0.07% | New | Q2 2026 |
 BWA | $1.86M | 0.10% | 0.01% | -22.2% | Q1 2016 |
 ARCO | $1.85M | 0.10% | 0.11% | +11.7% | Q2 2013 |
 CRTO | $1.57M | 0.09% | 0.18% | +7.5% | Q1 2018 |
 EQX | $1.48M | 0.08% | 0.02% | New | Q2 2026 |
 LRCX | $1.16M | 0.06% | 0.00% | -94.3% | Q1 2025 |
 DNOW | $493K | 0.03% | 0.02% | Not reported | Q3 2015 |
| Q1 2026 | |||||
| ELAN | $251M | 13.47% | 2.10% | -5.1% | Q1 2023 |
| BAH | $207M | 11.13% | 2.21% | +6.1% | Q3 2017 |
| FCN | $194M | 10.42% | 3.65% | +2.5% | Q2 2013 |
| PSMT | $175M | 9.41% | 3.77% | -28.9% | Q4 2020 |
| EXP | $147M | 7.90% | 2.49% | +54.9% | Q4 2025 |
 PYPL | $144M | 7.70% | 0.36% | -1.2% | Q2 2022 |
| BF.B | $139M | 7.46% | 1.11% | +3.3% | Q1 2025 |
 BIDU | $104M | 5.57% | Not reported | +4.4% | Q2 2019 |
| IT | $101M | 5.41% | 0.90% | +6329.3% | Q3 2025 |
| GRFS | $67.3M | 3.61% | Not reported | -9.4% | Q4 2014 |
| FMX | $65.5M | 3.51% | Not reported | -17.8% | Q2 2019 |
 NTR | $65.3M | 3.50% | 0.15% | -66.0% | Q1 2018 |
| NICE | $58.5M | 3.14% | 0.88% | -9.1% | Q2 2020 |
| CX | $36.4M | 1.95% | 0.02% | +13.8% | Q2 2025 |
| ARMK | $22M | 1.18% | 0.21% | -17.5% | Q4 2021 |
| GOOGL | $17.3M | 0.93% | 0.00% | -15.0% | Q4 2015 |
| COR | $15.8M | 0.85% | 0.03% | +7.9% | Q4 2022 |
| SUNB | $14.6M | 0.78% | 0.05% | New | Q1 2026 |
| FIGS | $12.2M | 0.65% | 0.53% | -31.1% | Q1 2024 |
| UBER | $10.5M | 0.56% | 0.01% | -22.2% | Q1 2024 |
| LRCX | $9.92M | 0.53% | 0.00% | -40.1% | Q1 2025 |
| BWA | $1.95M | 0.10% | 0.02% | -36.8% | Q1 2016 |
| ARCO | $1.7M | 0.09% | 0.10% | -1.9% | Q2 2013 |
| CRTO | $1.43M | 0.08% | 0.16% | +9.6% | Q1 2018 |
 IBN | $898K | 0.05% | Not reported | Not reported | Q2 2014 |
| Q4 2025 | |||||
| ELAN | $250M | 12.42% | 2.23% | -11.4% | Q1 2023 |
| BAH | $211M | 10.48% | 2.07% | +20.0% | Q3 2017 |
| PSMT | $201M | 9.97% | 5.32% | -3.9% | Q4 2020 |
| PYPL | $188M | 9.30% | 0.35% | +16.7% | Q2 2022 |
| FCN | $183M | 9.09% | 3.47% | +60.0% | Q2 2013 |
| NTR | $158M | 7.83% | 0.45% | +7.9% | Q1 2018 |
| BF.B | $133M | 6.58% | 1.08% | +11.3% | Q1 2025 |
| BIDU | $117M | 5.78% | Not reported | +12.5% | Q2 2019 |
| EXP | $104M | 5.15% | 1.59% | New | Q4 2025 |
 CDW | $91.3M | 4.53% | 0.52% | 0.0% | Q4 2024 |
| GRFS | $86.6M | 4.29% | Not reported | -7.9% | Q4 2014 |
| FMX | $72.5M | 3.60% | Not reported | -6.2% | Q2 2019 |
| NICE | $66M | 3.28% | 0.97% | -31.7% | Q2 2020 |
| CX | $32.2M | 1.60% | 0.02% | +933.8% | Q2 2025 |
| ARMK | $24.2M | 1.20% | 0.25% | -0.8% | Q4 2021 |
| GOOGL | $22.1M | 1.10% | 0.00% | -22.0% | Q4 2015 |
| COR | $15.8M | 0.78% | 0.02% | +8.7% | Q4 2022 |
| UBER | $15.3M | 0.76% | 0.01% | -6.4% | Q1 2024 |
| FIGS | $13.6M | 0.67% | 0.77% | -16.6% | Q1 2024 |
| LRCX | $13.3M | 0.66% | 0.01% | -22.5% | Q1 2025 |
 FISV | $9.42M | 0.47% | 0.03% | +0.8% | Q3 2024 |
| BWA | $2.57M | 0.13% | 0.03% | -18.6% | Q1 2016 |
| IT | $2.5M | 0.12% | 0.01% | +400.2% | Q3 2025 |
| ARCO | $1.54M | 0.08% | 0.10% | -28.8% | Q2 2013 |
| CRTO | $1.5M | 0.07% | 0.14% | +12.4% | Q1 2018 |
| IBN | $1.03M | 0.05% | Not reported | -59.1% | Q2 2014 |
 TMO | $348K | 0.02% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| HOLX | $253M | 11.91% | 1.68% | -7.1% | Q2 2021 |
| ELAN | $251M | 11.85% | 2.51% | -35.2% | Q1 2023 |
| BAH | $209M | 9.84% | 1.71% | +15.4% | Q3 2017 |
| PSMT | $207M | 9.75% | 5.55% | -1.9% | Q4 2020 |
| PYPL | $185M | 8.71% | 0.29% | +18.4% | Q2 2022 |
| NTR | $139M | 6.56% | 0.42% | +57.3% | Q1 2018 |
| BF.B | $124M | 5.84% | 0.97% | +23.6% | Q1 2025 |
| NICE | $124M | 5.84% | 1.35% | -39.2% | Q2 2020 |
| FCN | $108M | 5.11% | 2.14% | -4.0% | Q2 2013 |
| CDW | $107M | 5.03% | 0.51% | +83.1% | Q4 2024 |
| BIDU | $105M | 4.93% | Not reported | -55.7% | Q2 2019 |
| GRFS | $100M | 4.72% | Not reported | -20.1% | Q4 2014 |
| FMX | $75.4M | 3.56% | Not reported | -4.8% | Q2 2019 |
| ARMK | $25.4M | 1.20% | 0.25% | -2.4% | Q4 2021 |
| GOOGL | $22M | 1.04% | 0.00% | -21.0% | Q4 2015 |
| UBER | $19.6M | 0.93% | 0.01% | -12.3% | Q1 2024 |
| FISV | $17.9M | 0.85% | 0.03% | +27.6% | Q3 2024 |
| COR | $13.4M | 0.63% | 0.02% | +15.8% | Q4 2022 |
| LRCX | $13.4M | 0.63% | 0.01% | -15.4% | Q1 2025 |
| FIGS | $9.6M | 0.45% | 0.93% | +1.1% | Q1 2024 |
| BWA | $3.08M | 0.15% | 0.03% | -7.9% | Q1 2016 |
| IBN | $2.56M | 0.12% | Not reported | -13.7% | Q2 2014 |
| CX | $2.43M | 0.11% | 0.00% | +1607.2% | Q2 2025 |
| ARCO | $1.99M | 0.09% | 0.14% | +9.3% | Q2 2013 |
| CRTO | $1.46M | 0.07% | 0.12% | +25.1% | Q1 2018 |
 QCOM | $540K | 0.03% | 0.00% | New | Q3 2025 |
 TXN | $534K | 0.03% | 0.00% | Not reported | Q2 2025 |
| IT | $520K | 0.02% | 0.00% | New | Q3 2025 |