Northcape Capital Pty Ltd

CIK
1686776
City
SYDNEY
State / Country
C3

Top Portfolio Positions

7 positions · $562,023,640 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MELI
Mercadolibre Inc
Consumer Cyclical
122,587 $211,955,374 37.71%
HDB
Hdfc Bank Ltd
Financial Services
4,693,649 $116,777,987 20.78%
ITUB
Itau Unibanco Holding S.A.
Financial Services
12,941,017 $108,445,722 19.30%
FMX
Mexican Economic Development Inc
Consumer Defensive
494,108 $54,875,634 9.76%
PAC
Pacific Airport Group
Industrials
191,049 $47,164,266 8.39%
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk
Communication Services
1,077,288 $20,123,739 3.58%
SPGI
S&P Global Inc.
Financial Services
6,303 $2,680,918 0.48%

Holdings in HDB

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Report Date Value (USD) Shares
2026-03-31 $116,777,987 4,693,649