Northcape Capital Pty Ltd Top Holdings and 13F Report (2025) About Northcape Capital Pty LtdInvestment ActivityNorthcape Capital Pty Ltd has $625.27 thousand in total holdings as of December 31, 2024.Northcape Capital Pty Ltd owns shares of 31 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 7.74% of the portfolio was purchased this quarter.About 4.19% of the portfolio was sold this quarter.This quarter, Northcape Capital Pty Ltd has purchased 34 new stocks and bought additional shares in 12 stocks.Northcape Capital Pty Ltd sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings HDFC Bank $172,444AMERICA MOVIL SAB DE CV $160,722MercadoLibre $129,679Itaú Unibanco $48,437Grupo Aeroportuario del Pacífico $30,070 Largest New Holdings this Quarter SYNOPSYS $1,307 Holding Largest Purchases this Quarter HDFC Bank 403,886 shares (about $25.79K)AMERICA MOVIL SAB DE CV 961,300 shares (about $13.76K)Itaú Unibanco 643,532 shares (about $3.19K)Grupo Aeroportuario del Pacífico 7,473 shares (about $1.31K)SYNOPSYS 2,692 shares (about $1.31K) Largest Sales this Quarter MercadoLibre 8,461 shares (about $14.39K)NVIDIA 9,924 shares (about $1.33K)Visa 3,458 shares (about $1.09K)SALES FORCE INC 3,031 shares (about $1.01K)Alphabet 4,462 shares (about $844.60) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorthcape Capital Pty Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHDBHDFC Bank$172,444$25,792 ▲17.6%2,700,34627.6%FinanceAMERICA MOVIL SAB DE CV$160,722$13,756 ▲9.4%11,231,41825.7%SPON ADR L SHSMELIMercadoLibre$129,679$14,387 ▼-10.0%76,26220.7%Retail/WholesaleITUBItaú Unibanco$48,437$3,192 ▲7.1%9,765,5497.7%FinancePACGrupo Aeroportuario del Pacífico$30,070$1,308 ▲4.5%171,8414.8%TransportationFMXFomento Económico Mexicano$29,070$524 ▼-1.8%340,0364.6%Consumer StaplesTLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk$8,716$1,277 ▲17.2%529,8651.4%UtilitiesNVDANVIDIA$5,870$1,333 ▼-18.5%43,7120.9%Computer and TechnologyGOOGLAlphabet$4,788$845 ▼-15.0%25,2950.8%Computer and TechnologySALES FORCE INC$3,507$1,013 ▼-22.4%10,4910.6%COMMICROSOFT$3,329$365 ▼-9.9%7,8980.5%COMVVisa$2,983$1,093 ▼-26.8%9,4380.5%Business ServicesCME GROUP INC$2,843$293 ▼-9.3%12,2440.5%COMZOETIS INC$2,507$220 ▼-8.1%15,3890.4%COMCLHClean Harbors$2,389$177 ▲8.0%10,3810.4%Business ServicesADBEAdobe$2,292$705 ▲44.4%5,1550.4%Computer and TechnologyMMCMarsh & McLennan Companies$2,262$307 ▲15.7%10,6480.4%FinanceADVANCED DRAINAGE SYSTEMS$1,908$464 ▲32.1%16,5090.3%COMBDXBecton, Dickinson and Company$1,777$482 ▼-21.3%7,8340.3%MedicalAMTAmerican Tower$1,443$450 ▼-23.8%7,8700.2%FinanceEAElectronic Arts$1,347$250 ▼-15.6%9,2100.2%Consumer DiscretionarySYNOPSYS$1,307$1,307 ▲New Holding2,6920.2%COMVTMXCorporación Inmobiliaria Vesta$1,244$556 ▼-30.9%14,5750.2%FinanceGXOGXO Logistics$1,014$208 ▼-17.0%23,3100.2%TransportationURIUnited Rentals$771$775 ▼-50.1%1,0950.1%ConstructionHDHome Depot$731$95 ▲14.9%1,8790.1%Retail/WholesaleCHURCH & DWIGHT COMPANY$548$140 ▼-20.3%5,2300.1%COMCLColgate-Palmolive$547$26 ▲4.9%6,0120.1%Consumer StaplesELEstée Lauder Companies$392$37 ▼-8.7%5,2270.1%Consumer StaplesISRGIntuitive Surgical$333$251 ▼-43.0%6380.1%MedicalSPGIS&P Global$012.8%7,0680.0%Business ServicesTHERMO FISHER SCIENTIFIC INC$0$971 ▼-100.0%00.0%COMDEDeere & Company$0$927 ▼-100.0%00.0%Industrial ProductsNKENIKE$0$688 ▼-100.0%00.0%Consumer DiscretionaryENPHASE ENERGY$0$360 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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