GUARDCAP ASSET MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YUMC | 7.54M | $359.91M |
 | NKE | 3.08M | $196.60M |
 | CL | 2.98M | $235.42M |
 | CME | 1.88M | $513.83M |
 | ILMN | 1.58M | $206.94M |
 | MKTX | 1.15M | $208.98M |
 | UNH | 830K | $273.85M |
 | ADBE | 663K | $232.10M |
 | ACN | 606K | $162.57M |
 | ADP | 557K | $143.30M |
 | MSFT | 555K | $268.50M |
 | WAT | 531K | $201.75M |
 | VRSK | 500K | $111.69M |
 | MA | 483K | $275.62M |
 | ITUB | 229K | $1.64M |
 | HDB | 127K | $4.64M |
 | INFY | 106K | $1.88M |
 | AOS | 61K | $4.14M |
 | BKNG | 59K | $317.76M |
 | TCOM | 31K | $2.24M |
Yum China Holdings, Inc.
YUMC
Shares Held
7.54M
Value
$359.91M
NIKE, Inc.
NKE
Shares Held
3.08M
Value
$196.60M
Colgate-Palmolive Company
CL
Shares Held
2.98M
Value
$235.42M
CME Group Inc.
CME
Shares Held
1.88M
Value
$513.83M
Illumina, Inc.
ILMN
Shares Held
1.58M
Value
$206.94M
MarketAxess Holdings Inc.
MKTX
Shares Held
1.15M
Value
$208.98M
UnitedHealth Group Incorporated
UNH
Shares Held
830K
Value
$273.85M
Adobe Inc.
ADBE
Shares Held
663K
Value
$232.10M
Accenture plc
ACN
Shares Held
606K
Value
$162.57M
Automatic Data Processing, Inc.
ADP
Shares Held
557K
Value
$143.30M
Microsoft Corporation
MSFT
Shares Held
555K
Value
$268.50M
Waters Corporation
WAT
Shares Held
531K
Value
$201.75M
Verisk Analytics, Inc.
VRSK
Shares Held
500K
Value
$111.69M
Mastercard Incorporated
MA
Shares Held
483K
Value
$275.62M
Itaú Unibanco Holding S.A.
ITUB
Shares Held
229K
Value
$1.64M
HDFC Bank Limited
HDB
Shares Held
127K
Value
$4.64M
Infosys Limited
INFY
Shares Held
106K
Value
$1.88M
A. O. Smith Corporation
AOS
Shares Held
61K
Value
$4.14M
Booking Holdings Inc.
BKNG
Shares Held
59K
Value
$317.76M
Trip.com Group Limited
TCOM
Shares Held
31K
Value
$2.24M