MARTIN CURRIE LTD — 13F holdings

MARTIN CURRIE LTD reported 85 holdings worth $2.61B in its 13F filing for Q2 2025, filed August 12, 2025.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $249M (9.5%)
2. HDB HDFC BANK LTD — $218M (8.3%)
3. RACE FERRARI N V — $183M (7.0%)
4. MSFT MICROSOFT CORP — $166M (6.3%)
5. NVDA NVIDIA CORPORATION — $152M (5.8%)
6. BABA ALIBABA GROUP HLDG LTD — $149M (5.7%)
7. LIN LINDE PLC — $147M (5.7%)
8. IBN ICICI BANK LIMITED — $137M (5.3%)
9. MELI Mercadolibre Inc — $95.2M (3.6%)
10. MA MASTERCARD INCORPORATED — $88.4M (3.4%)