Maite Carvell
@Northcape Capital Pty Ltd
Latest period2024 - Q4ReportedManaged Assets$625.27MTotal holdings31
Assets growth rate-7.41%Assets growth rate (2-Q avg)-3.51%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Northcape Capital Pty Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Northcape Capital Pty Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 625.27M in assets, with a quarterly growth rate of -7.41% and a 2-quarter average growth rate of -3.51%. The portfolio is managed by Maite Carvell, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HDBHdfc Bank Ltd
| 27.58% | $172.444M 2.7M shares@ $63.86 avg price | Increased 17.59% |
AMXVFAmerica Movil Sab De Cv
| 25.71% | $160.722M 11.231M shares@ $14.32 avg price | Increased 9.37% |
ITUBItau Unibanco Hldg Sa
| 7.75% | $48.437M 9.766M shares@ $4.96 avg price | Increased 7.06% |
PACGrupo Aeroportuario Ctr Nort
| 4.81% | $30.07M 171,841 shares@ $174.99 avg price | Increased 4.55% |
TLKP T Telekomunikasi Indonesia
| 1.4% | $8.716M 529,865 shares@ $16.45 avg price | Increased 17.18% |
CLHClean Harbors Inc
| 0.39% | $2.389M 10,381 shares@ $230.14 avg price | Increased 7.99% |
ADBEAdobe Inc
| 0.37% | $2.292M 5,155 shares@ $444.62 avg price | Increased 44.4% |
MMCMarsh & Mclennan Cos Inc
| 0.37% | $2.262M 10,648 shares@ $212.44 avg price | Increased 15.73% |
0079⤦Advanced Drainage Systems
| 0.31% | $1.908M 16,509 shares@ $115.58 avg price | Increased 32.15% |
HDHome Depot Inc
| 0.12% | $731,000 1,879 shares@ $389.04 avg price | Increased 14.93% |