Northcape Capital Pty LTD Portfolio Holdings by Sector
Northcape Capital Pty LTD
- $723 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Banks—Regional | Financial Services
HDB ITUB 2 stocks |
$251,714
34.8% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
AMX TLK 2 stocks |
$199,065
27.52% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
MELI 1 stocks |
$186,922
25.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
PAC 1 stocks |
$44,552
6.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$38,418
5.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$2,740
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|