13F COMBINATION REPORT
MARTIN CURRIE LTD
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001094499-25-000007
Total Value
$2.61B
Positions
85
Other Managers
2
Confidential Omitted
No
Holdings (85)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 883,949 | $200.2M | 7.68% |
| 2 | HDFC BANK LTD | HDB | 1,832,237 | $140.5M | 5.39% |
| 3 | FERRARI N V | RACE | 286,097 | $140.2M | 5.38% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 999,454 | $113.3M | 4.35% |
| 5 | MICROSOFT CORP | MSFT | 215,231 | $107.1M | 4.11% |
| 6 | LINDE PLC | LIN | 212,963 | $99.9M | 3.83% |
| 7 | NVIDIA CORPORATION | NVDA | 536,709 | $84.8M | 3.25% |
| 8 | ICICI BANK LIMITED | IBN | 2,314,422 | $77.9M | 2.99% |
| 9 | HDFC BANK LTD | HDB | 1,006,705 | $77.2M | 2.96% |
| 10 | MERCADOLIBRE INC | MELI | 26,124 | $68.3M | 2.62% |
| 11 | NVIDIA CORPORATION | NVDA | 428,010 | $67.6M | 2.59% |
| 12 | ICICI BANK LIMITED | IBN | 1,763,675 | $59.3M | 2.28% |
| 13 | MASTERCARD INCORPORATED | MA | 104,473 | $58.7M | 2.25% |
| 14 | MICROSOFT CORP | MSFT | 117,618 | $58.5M | 2.24% |
| 15 | ISHARES TR | 46434V423 | 1,395,679 | $53.8M | 2.06% |
| 16 | META PLATFORMS INC | META | 68,952 | $50.9M | 1.95% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 215,410 | $48.8M | 1.87% |
| 18 | LINDE PLC | LIN | 101,378 | $47.6M | 1.82% |
| 19 | APPLE INC | AAPL | 221,110 | $45.4M | 1.74% |
| 20 | VISA INC | V | 125,212 | $44.5M | 1.70% |
| 21 | FERRARI N V | RACE | 86,613 | $42.4M | 1.63% |
| 22 | METTLER TOLEDO INTERNATIONAL | MTD | 33,774 | $39.7M | 1.52% |
| 23 | CADENCE DESIGN SYSTEM INC | CDNS | 121,917 | $37.6M | 1.44% |
| 24 | VEEVA SYS INC | VEEV | 125,111 | $36.0M | 1.38% |
| 25 | ALIBABA GROUP HLDG LTD | BBAAY | 315,487 | $35.8M | 1.37% |
| 26 | AUTODESK INC | ADSK | 114,490 | $35.4M | 1.36% |
| 27 | META PLATFORMS INC | META | 47,113 | $34.8M | 1.33% |
| 28 | VEEVA SYS INC | VEEV | 114,468 | $33.0M | 1.26% |
| 29 | AMAZON COM INC | AMZN | 137,546 | $30.2M | 1.16% |
| 30 | MASTERCARD INCORPORATED | MA | 52,906 | $29.7M | 1.14% |
| 31 | IDEXX LABS INC | 45168D104 | 50,464 | $27.1M | 1.04% |
| 32 | MERCADOLIBRE INC | MELI | 10,291 | $26.9M | 1.03% |
| 33 | JD.COM INC | JDCMF | 820,118 | $26.8M | 1.03% |
| 34 | CADENCE DESIGN SYSTEM INC | CDNS | 81,040 | $25.0M | 0.96% |
| 35 | ZOETIS INC | ZTS | 158,793 | $24.8M | 0.95% |
| 36 | METTLER TOLEDO INTERNATIONAL | MTD | 20,817 | $24.5M | 0.94% |
| 37 | ZOETIS INC | ZTS | 153,079 | $23.9M | 0.92% |
| 38 | APPLE INC | AAPL | 113,440 | $23.3M | 0.89% |
| 39 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 234,265 | $23.0M | 0.88% |
| 40 | TRIP COM GROUP LTD | TRPCF | 383,708 | $22.5M | 0.86% |
| 41 | CHIPOTLE MEXICAN GRILL INC | CMG | 387,982 | $21.8M | 0.84% |
| 42 | ELI LILLY & CO | LLY | 27,887 | $21.7M | 0.83% |
| 43 | AUTODESK INC | ADSK | 68,152 | $21.1M | 0.81% |
| 44 | RESMED INC | RSMDF | 73,005 | $18.8M | 0.72% |
| 45 | DECKERS OUTDOOR CORP | DECK | 177,977 | $18.3M | 0.70% |
| 46 | INTER & CO INC | INTR | 2,396,141 | $17.8M | 0.68% |
| 47 | DECKERS OUTDOOR CORP | DECK | 169,885 | $17.5M | 0.67% |
| 48 | IDEXX LABS INC | 45168D104 | 31,790 | $17.1M | 0.65% |
| 49 | CRH PLC | CRH | 182,500 | $16.9M | 0.65% |
| 50 | RESMED INC | RSMDF | 63,126 | $16.3M | 0.62% |
| 51 | EPAM SYS INC | EPAM | 86,151 | $15.2M | 0.58% |
| 52 | SYNOPSYS INC | SNPS | 27,790 | $14.2M | 0.55% |
| 53 | AMAZON COM INC | AMZN | 57,860 | $12.7M | 0.49% |
| 54 | CHIPOTLE MEXICAN GRILL INC | CMG | 197,360 | $11.1M | 0.42% |
| 55 | INTER & CO INC | INTR | 1,377,809 | $10.2M | 0.39% |
| 56 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 104,273 | $10.2M | 0.39% |
| 57 | TRIP COM GROUP LTD | TRPCF | 171,870 | $10.1M | 0.39% |
| 58 | VISA INC | V | 28,199 | $10.0M | 0.38% |
| 59 | JD.COM INC | JDCMF | 298,964 | $9.8M | 0.37% |
| 60 | GLOBANT S A | GLOB | 80,383 | $7.3M | 0.28% |
| 61 | EPAM SYS INC | EPAM | 38,104 | $6.7M | 0.26% |
| 62 | INFOSYS LTD | INFY | 343,767 | $6.4M | 0.24% |
| 63 | GLOBANT S A | GLOB | 64,498 | $5.9M | 0.22% |
| 64 | ANSYS INC | 03662Q105 | 15,552 | $5.5M | 0.21% |
| 65 | ELI LILLY & CO | LLY | 6,657 | $5.2M | 0.20% |
| 66 | APPLIED MATLS INC | 038222105 | 27,771 | $5.1M | 0.19% |
| 67 | DEXCOM INC | DXCM | 55,589 | $4.9M | 0.19% |
| 68 | COPART INC | CPRT | 90,849 | $4.5M | 0.17% |
| 69 | ANSYS INC | 03662Q105 | 11,428 | $4.0M | 0.15% |
| 70 | APPLIED MATLS INC | 038222105 | 18,937 | $3.5M | 0.13% |
| 71 | DEXCOM INC | DXCM | 38,934 | $3.4M | 0.13% |
| 72 | COPART INC | CPRT | 63,620 | $3.1M | 0.12% |
| 73 | ISHARES INC | 464286772 | 16,133 | $1.2M | 0.04% |
| 74 | FRANKLIN TEMPLETON ETF TR | FGDL | 15,985 | $525,504 | 0.02% |
| 75 | INTUITIVE SURGICAL INC | ISRG | 872 | $473,854 | 0.02% |
| 76 | ISHARES INC | 46434G103 | 6,080 | $364,982 | 0.01% |
| 77 | VALMONT INDS INC | 920253101 | 1,043 | $340,613 | 0.01% |
| 78 | ECOLAB INC | ECL | 1,178 | $317,400 | 0.01% |
| 79 | XYLEM INC | XYL | 2,395 | $309,817 | 0.01% |
| 80 | REVVITY INC | RVTY | 2,983 | $288,516 | 0.01% |
| 81 | TYLER TECHNOLOGIES INC | TYL | 462 | $273,892 | 0.01% |
| 82 | DEERE & CO | DE | 507 | $257,804 | 0.01% |
| 83 | UL SOLUTIONS INC | ULS | 3,474 | $253,116 | 0.01% |
| 84 | STRIDE INC | LRN | 1,646 | $238,983 | 0.01% |
| 85 | VERRA MOBILITY CORP | VRRM | 7,912 | $200,886 | 0.01% |