Northcape Capital Pty LTD has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $786 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hdfc Bank LTD with a value of $216M, Mercadolibre Inc with a value of $214M, America Movil Sab De Cv with a value of $189M, Itau Unibanco Holding S.A. with a value of $73.3M, and Pacific Airport Group with a value of $44.9M.

Examining the 13F form we can see an increase of $160M in the current position value, from $625M to 786M.

Below you can find more details about Northcape Capital Pty LTD portfolio as well as his latest detailed transactions.

Portfolio value $786 Million
Financial Services: $292 Million
Consumer Cyclical: $214 Million
Communication Services: $197 Million
Industrials: $44.9 Million
Consumer Defensive: $37.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $786 Million
  • Prior Value $625 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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