Skip to content
Disclosery

MARTIN CURRIE LTD

Follow

13F filer, CIK 1094499, EDINBURGH, United Kingdom

MARTIN CURRIE LTD reported $2,607,623,617 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12. Its ten largest share positions make up 60.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001094499-25-000007

Period
2025-06-30
Reported value
$2.61B
Holdings
51
Top 10 weight
60.77%
New
2
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+63,027$31.4M
INTRnew+3,773,950$28M
KSAadded+601,208$23.2M
Vadded+17,324$6.15M
IDXXadded+3,039$1.63M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSMreduced-203,418-$46.1M
LULUexited-93,832-$26.6M
TCOMreduced-430,911-$25.3M
ADSKreduced-53,703-$16.6M
NVDAreduced-98,003-$15.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001094499-25-000007, largest first. % of portfolio is the value over $2,607,623,617, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,621,496 shares; 2024Q1: 2,802,325 shares; 2024Q2: 2,115,147 shares; 2024Q3: 1,975,928 shares; 2024Q4: 1,923,365 shares; 2025Q1: 1,302,777 shares; 2025Q2: 1,099,359 shares 1,099,359$249M9.55%-203,418Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,319,313 shares; 2024Q1: 3,400,589 shares; 2024Q2: 3,292,388 shares; 2024Q3: 2,931,326 shares; 2024Q4: 2,958,274 shares; 2025Q1: 2,872,652 shares; 2025Q2: 2,838,942 shares 2,838,942$218M8.35%-33,710Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 537,481 shares; 2024Q1: 526,046 shares; 2024Q2: 433,461 shares; 2024Q3: 417,021 shares; 2024Q4: 365,579 shares; 2025Q1: 390,093 shares; 2025Q2: 372,710 shares 372,710$183M7%-17,383Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 368,879 shares; 2024Q1: 368,881 shares; 2024Q2: 282,189 shares; 2024Q3: 259,852 shares; 2024Q4: 252,058 shares; 2025Q1: 269,822 shares; 2025Q2: 332,849 shares 332,849$166M6.35%+63,027Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 443,142 shares; 2024Q1: 299,378 shares; 2024Q2: 1,680,211 shares; 2024Q3: 1,560,035 shares; 2024Q4: 1,149,783 shares; 2025Q1: 1,062,722 shares; 2025Q2: 964,719 shares 964,719$152M5.85%-98,003Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,818,538 shares; 2024Q1: 1,909,022 shares; 2024Q2: 1,824,505 shares; 2024Q3: 1,656,248 shares; 2024Q4: 1,589,007 shares; 2025Q1: 1,426,064 shares; 2025Q2: 1,314,941 shares 1,314,941$149M5.72%-111,123Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 491,459 shares; 2024Q1: 490,598 shares; 2024Q2: 406,110 shares; 2024Q3: 322,840 shares; 2024Q4: 299,385 shares; 2025Q1: 325,305 shares; 2025Q2: 314,341 shares 314,341$147M5.66%-10,964Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,388,506 shares; 2024Q1: 5,484,601 shares; 2024Q2: 5,207,057 shares; 2024Q3: 4,480,179 shares; 2024Q4: 4,332,806 shares; 2025Q1: 4,176,527 shares; 2025Q2: 4,078,097 shares 4,078,097$137M5.26%-98,430Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 621 shares; 2024Q1: 51,271 shares; 2024Q2: 49,299 shares; 2024Q3: 44,446 shares; 2024Q4: 42,225 shares; 2025Q1: 37,373 shares; 2025Q2: 36,415 shares 36,415$95.2M3.65%-958Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 218,745 shares; 2024Q1: 219,929 shares; 2024Q2: 166,453 shares; 2024Q3: 153,669 shares; 2024Q4: 157,479 shares; 2025Q1: 161,364 shares; 2025Q2: 157,379 shares 157,379$88.4M3.39%-3,985Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 114,033 shares; 2025Q1: 118,679 shares; 2025Q2: 116,065 shares 116,065$85.7M3.29%-2,614Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 329,665 shares; 2024Q1: 330,633 shares; 2024Q2: 261,236 shares; 2024Q3: 245,499 shares; 2024Q4: 246,528 shares; 2025Q1: 248,098 shares; 2025Q2: 239,579 shares 239,579$69M2.65%-8,519Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 337,577 shares; 2024Q4: 323,181 shares; 2025Q1: 342,036 shares; 2025Q2: 334,550 shares 334,550$68.6M2.63%-7,486Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 86,130 shares; 2024Q1: 86,002 shares; 2024Q2: 69,458 shares; 2024Q3: 65,324 shares; 2024Q4: 55,812 shares; 2025Q1: 57,992 shares; 2025Q2: 54,591 shares 54,591$64.1M2.46%-3,401Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 209,987 shares; 2024Q1: 314,636 shares; 2024Q2: 248,545 shares; 2024Q3: 230,712 shares; 2024Q4: 208,588 shares; 2025Q1: 218,771 shares; 2025Q2: 202,957 shares 202,957$62.5M2.4%-15,814Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 293,487 shares; 2024Q1: 293,185 shares; 2024Q2: 229,005 shares; 2024Q3: 212,835 shares; 2024Q4: 181,056 shares; 2025Q1: 236,345 shares; 2025Q2: 182,642 shares 182,642$56.5M2.17%-53,703Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 58,762 shares; 2024Q1: 62,762 shares; 2024Q2: 53,230 shares; 2024Q3: 48,946 shares; 2024Q4: 143,859 shares; 2025Q1: 136,087 shares; 2025Q2: 153,411 shares 153,411$54.5M2.09%+17,324Timeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 670,027 shares; 2024Q1: 755,042 shares; 2024Q2: 757,841 shares; 2024Q3: 702,732 shares; 2024Q4: 742,559 shares; 2025Q1: 794,471 shares; 2025Q2: 1,395,679 shares 1,395,679$53.8M2.06%+601,208Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 398,314 shares; 2024Q1: 401,707 shares; 2024Q2: 438,063 shares; 2024Q3: 408,651 shares; 2024Q4: 297,442 shares; 2025Q1: 303,063 shares; 2025Q2: 311,872 shares 311,872$48.6M1.87%+8,809Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 94,203 shares; 2024Q1: 95,525 shares; 2024Q2: 108,928 shares; 2024Q3: 100,424 shares; 2024Q4: 72,943 shares; 2025Q1: 79,215 shares; 2025Q2: 82,254 shares 82,254$44.1M1.69%+3,039Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 163,436 shares; 2024Q1: 165,180 shares; 2024Q2: 133,798 shares; 2024Q3: 121,910 shares; 2024Q4: 216,955 shares; 2025Q1: 196,932 shares; 2025Q2: 195,406 shares 195,406$42.9M1.64%-1,526Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,912,282 shares; 2024Q1: 1,983,109 shares; 2024Q2: 1,858,009 shares; 2024Q3: 1,659,152 shares; 2024Q4: 1,644,281 shares; 2025Q1: 1,421,908 shares; 2025Q2: 1,119,082 shares 1,119,082$36.5M1.4%-302,826Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 284,050 shares; 2025Q1: 356,211 shares; 2025Q2: 347,862 shares 347,862$35.9M1.37%-8,349Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 302,142 shares; 2024Q1: 305,432 shares; 2024Q2: 146,720 shares; 2024Q3: 130,527 shares; 2024Q4: 114,881 shares; 2025Q1: 140,934 shares; 2025Q2: 136,131 shares 136,131$35.1M1.35%-4,803Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 409,389 shares; 2025Q1: 349,509 shares; 2025Q2: 338,538 shares 338,538$33.2M1.27%-10,971Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 554,340 shares; 2025Q1: 599,440 shares; 2025Q2: 585,342 shares 585,342$32.9M1.26%-14,098Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 621,511 shares; 2024Q3: 1,179,486 shares; 2024Q4: 1,155,749 shares; 2025Q1: 986,489 shares; 2025Q2: 555,578 shares 555,578$32.6M1.25%-430,911Timeline
INTRINTER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,773,950 shares 3,773,950$28M1.08%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,733 shares; 2024Q4: 37,422 shares; 2025Q1: 34,842 shares; 2025Q2: 34,544 shares 34,544$26.9M1.03%-298Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 166,503 shares; 2024Q1: 171,875 shares; 2024Q2: 167,107 shares; 2024Q3: 153,112 shares; 2024Q4: 149,365 shares; 2025Q1: 127,464 shares; 2025Q2: 124,255 shares 124,255$22M0.84%-3,209Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 769,700 shares; 2024Q1: 492,500 shares; 2024Q2: 372,883 shares; 2024Q3: 312,000 shares; 2024Q4: 281,500 shares; 2025Q1: 229,500 shares; 2025Q2: 182,500 shares 182,500$16.9M0.65%-47,000Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 28,664 shares; 2025Q1: 28,070 shares; 2025Q2: 27,790 shares 27,790$14.2M0.55%-280Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 478,254 shares; 2024Q1: 489,948 shares; 2024Q2: 452,260 shares; 2024Q3: 406,956 shares; 2024Q4: 397,309 shares; 2025Q1: 295,861 shares; 2025Q2: 144,881 shares 144,881$13.2M0.5%-150,980Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 70,920 shares; 2024Q1: 46,774 shares; 2024Q2: 40,818 shares; 2024Q3: 37,625 shares; 2024Q4: 32,028 shares; 2025Q1: 27,140 shares; 2025Q2: 26,980 shares 26,980$9.48M0.36%-160
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,974 shares; 2025Q2: 46,708 shares 46,708$8.55M0.33%-266Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 143,335 shares; 2024Q3: 132,160 shares; 2024Q4: 112,483 shares; 2025Q1: 95,071 shares; 2025Q2: 94,523 shares 94,523$8.25M0.32%-548Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 234,255 shares; 2024Q3: 215,992 shares; 2024Q4: 183,825 shares; 2025Q1: 155,365 shares; 2025Q2: 154,469 shares 154,469$7.58M0.29%-896Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 765,393 shares; 2024Q1: 1,018,304 shares; 2024Q2: 1,128,316 shares; 2024Q3: 812,187 shares; 2024Q4: 883,232 shares; 2025Q1: 830,883 shares; 2025Q2: 343,767 shares 343,767$6.37M0.24%-487,116Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 86,083 shares; 2024Q1: 85,128 shares; 2024Q2: 29,904 shares; 2024Q3: 26,900 shares; 2024Q4: 20,241 shares; 2025Q1: 20,981 shares; 2025Q2: 16,133 shares 16,133$1.16M0.04%-4,848Timeline
FLSAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,043 shares; 2024Q1: 6,987 shares; 2024Q2: 6,987 shares; 2024Q3: 7,098 shares; 2024Q4: 8,621 shares; 2025Q1: 9,128 shares; 2025Q2: 15,985 shares 15,985$526K0.02%+6,857Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,615 shares; 2024Q1: 3,092 shares; 2024Q2: 2,073 shares; 2024Q3: 2,089 shares; 2024Q4: 3,228 shares; 2025Q1: 3,003 shares; 2025Q2: 872 shares 872$474K0.02%-2,131Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 193,301 shares; 2024Q1: 527 shares; 2024Q2: 4,122 shares; 2024Q3: 17,026 shares; 2024Q4: 325,977 shares; 2025Q1: 12,061 shares; 2025Q2: 6,080 shares 6,080$365K0.01%-5,981Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,507 shares; 2024Q1: 3,538 shares; 2024Q2: 2,418 shares; 2024Q3: 2,851 shares; 2024Q4: 3,857 shares; 2025Q1: 3,581 shares; 2025Q2: 1,043 shares 1,043$341K0.01%-2,538Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,142 shares; 2024Q1: 4,180 shares; 2024Q2: 2,898 shares; 2024Q3: 3,400 shares; 2024Q4: 5,067 shares; 2025Q1: 4,715 shares; 2025Q2: 1,178 shares 1,178$317K0.01%-3,537Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,095 shares; 2024Q1: 8,969 shares; 2024Q2: 6,086 shares; 2024Q3: 7,193 shares; 2024Q4: 11,120 shares; 2025Q1: 9,127 shares; 2025Q2: 2,395 shares 2,395$310K0.01%-6,732Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,035 shares; 2024Q1: 9,117 shares; 2024Q2: 6,273 shares; 2024Q3: 7,384 shares; 2024Q4: 11,286 shares; 2025Q1: 10,494 shares; 2025Q2: 2,983 shares 2,983$289K0.01%-7,511Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,378 shares; 2024Q2: 1,025 shares; 2024Q3: 1,201 shares; 2024Q4: 1,807 shares; 2025Q1: 1,681 shares; 2025Q2: 462 shares 462$274K0.01%-1,219Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,957 shares; 2024Q1: 1,974 shares; 2024Q2: 1,347 shares; 2024Q3: 1,589 shares; 2024Q4: 2,442 shares; 2025Q1: 1,767 shares; 2025Q2: 507 shares 507$258K0.01%-1,260Timeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,474 shares 3,474$253K0.01%newTimeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,928 shares; 2024Q1: 4,971 shares; 2024Q2: 3,397 shares; 2024Q3: 4,006 shares; 2024Q4: 6,158 shares; 2025Q1: 5,722 shares; 2025Q2: 1,646 shares 1,646$239K0.01%-4,076Timeline
VRRMVERRA MOBILITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,569 shares; 2024Q1: 13,689 shares; 2024Q2: 9,356 shares; 2024Q3: 11,034 shares; 2024Q4: 29,205 shares; 2025Q1: 27,122 shares; 2025Q2: 7,912 shares 7,912$201K0.01%-19,210Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LULULULULEMON ATHLETICA INC93,832$26.6Mshares
CSANYCOSAN S A1,439,121$7.51Mshares
PLNTPLANET FITNESS MASTER ISSUER5,277$510Kshares
ILMNILLUMINA INC5,743$456Kshares
EXPOEXPONENT INC5,550$450Kshares
ERIIENERGY RECOVERY INC17,012$270Kshares
COURCOURSERA INC31,689$211Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001094499-25-000007 base2025-08-12acceptance time not in the bulk data set