Northcape Capital Pty Ltd Top Holdings and 13F Report (2024) → Wall Street legend who predicted 2021 tech crash issues new warning (From Chaikin Analytics) (Ad) About Northcape Capital Pty LtdInvestment ActivityNorthcape Capital Pty Ltd has $870.31 thousand in total holdings as of March 31, 2024.Northcape Capital Pty Ltd owns shares of 30 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 7.56% of the portfolio was purchased this quarter.About 10.45% of the portfolio was sold this quarter.This quarter, Northcape Capital Pty Ltd has purchased 30 new stocks and bought additional shares in 11 stocks.Northcape Capital Pty Ltd sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $252,667AMERICA MOVIL SAB DE CV $165,747MercadoLibre $127,786HDFC Bank $119,371Itaú Unibanco $62,681 Largest New Holdings this Quarter Alphabet $3,551 HoldingCBRE GROUP INC $425 Holding Largest Purchases this Quarter AMERICA MOVIL SAB DE CV 1,206,149 shares (about $22.51K)Fomento Económico Mexicano 148,391 shares (about $19.33K)Grupo Aeroportuario del Pacífico 65,681 shares (about $10.72K)Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk 245,573 shares (about $5.47K)Alphabet 23,528 shares (about $3.55K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 609,076 shares (about $82.86K)HDFC Bank 43,253 shares (about $2.42K)Adobe 1,906 shares (about $961.70)GXO Logistics 11,650 shares (about $626.32)Electronic Arts 4,234 shares (about $561.71) 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 PortfolioSectorTSMTaiwan Semiconductor Manufacturing$252,667$82,865 ▼-24.7%1,857,16029.0%Computer and TechnologyAMERICA MOVIL SAB DE CV$165,747$22,507 ▲15.7%8,882,45619.0%SPON ADR L SHSMELIMercadoLibre$127,786$405 ▼-0.3%84,51714.7%Retail/WholesaleHDBHDFC Bank$119,371$2,421 ▼-2.0%2,132,76613.7%FinanceITUBItaú Unibanco$62,681$626 ▲1.0%9,044,8157.2%FinanceFMXFomento Económico Mexicano$43,693$19,331 ▲79.3%335,4065.0%Consumer StaplesPACGrupo Aeroportuario del Pacífico$26,505$10,717 ▲67.9%162,4393.0%TransportationTLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk$12,744$5,466 ▲75.1%572,5161.5%UtilitiesNVDANVIDIA$5,334$1,645 ▲44.6%5,9030.6%Computer and TechnologyMMCMarsh & McLennan Companies$4,275$116 ▼-2.6%20,7560.5%FinanceMICROSOFT$3,940$309 ▼-7.3%9,3660.5%COMVVisa$3,700$194 ▼-5.0%13,2570.4%Business ServicesSALES FORCE INC$3,575$111 ▼-3.0%11,8690.4%COMEAElectronic Arts$3,573$562 ▼-13.6%26,9320.4%Consumer DiscretionaryGOOGLAlphabet$3,551$3,551 ▲New Holding23,5280.4%Computer and TechnologySPGIS&P Global$3,542$83 ▼-2.3%8,3250.4%Business ServicesAMTAmerican Tower$3,376$456 ▲15.6%17,0880.4%FinanceZOETIS INC$3,367$210 ▲6.7%19,8960.4%COMBDXBecton, Dickinson and Company$3,347$288 ▼-7.9%13,5270.4%MedicalCME GROUP INC$3,033$296 ▲10.8%14,0880.3%COMURIUnited Rentals$2,871$400 ▼-12.2%3,9820.3%ConstructionENPHASE ENERGY$2,144$414 ▲24.0%17,7180.2%COMADBEAdobe$1,934$962 ▼-33.2%3,8330.2%Computer and TechnologyTHERMO FISHER SCIENTIFIC INC$1,871$275 ▼-12.8%3,2200.2%COMGXOGXO Logistics$1,372$626 ▼-31.3%25,5200.2%TransportationCLColgate-Palmolive$1,256$38 ▼-2.9%13,9440.1%Consumer StaplesADVANCED DRAINAGE SYSTEMS$1,099$17 ▼-1.5%6,3820.1%COMVTMXCorporación Inmobiliaria Vesta$922$134 ▲17.0%13,7640.1%FinanceCHURCH & DWIGHT COMPANY$604$20 ▼-3.1%5,7920.1%COMCBRE GROUP INC$425$425 ▲New Holding4,3740.0%COMELEstée Lauder Companies$0$746 ▼-100.0%00.0%Consumer StaplesSYNOPSYS$0$534 ▼-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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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