Martin Currie Ltd 13F 持仓 · 最近申报 2025年Q2
Martin Currie 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 51 只证券，申报市值合计 26.08 亿美元。前几大持仓：TSM（9.55%）、HDB（8.35%）、RACE（7.00%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $249.0M | 9.55% | 1.1M | 减持 |
| 2 | HDB | HDFC BANK LTD | $217.7M | 8.35% | 2.8M | 减持 |
| 3 | RACE | FERRARI N V | $182.6M | 7.00% | 372,710 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $165.6M | 6.35% | 332,849 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $152.4M | 5.85% | 964,719 | 减持 |
| 6 | BABA | ALIBABA GROUP HLDG LTD | $149.1M | 5.72% | 1.3M | 减持 |
| 7 | LIN | LINDE PLC | $147.5M | 5.66% | 314,341 | 减持 |
| 8 | IBN | ICICI BANK LIMITED | $137.2M | 5.26% | 4.1M | 减持 |
| 9 | MELI | MERCADOLIBRE INC | $95.2M | 3.65% | 36,415 | 减持 |
| 10 | MA | MASTERCARD INCORPORATED | $88.4M | 3.39% | 157,379 | 减持 |
| 11 | META | META PLATFORMS INC | $85.7M | 3.29% | 116,065 | 减持 |
| 12 | VEEV | VEEVA SYS INC | $69.0M | 2.65% | 239,579 | 减持 |
| 13 | AAPL | APPLE INC | $68.6M | 2.63% | 334,550 | 减持 |
| 14 | MTD | METTLER TOLEDO INTERNATIONAL | $64.1M | 2.46% | 54,591 | 减持 |
| 15 | CDNS | CADENCE DESIGN SYSTEM INC | $62.5M | 2.40% | 202,957 | 减持 |
| 16 | ADSK | AUTODESK INC | $56.5M | 2.17% | 182,642 | 减持 |
| 17 | V | VISA INC | $54.5M | 2.09% | 153,411 | 增持 |
| 18 | KSA | ISHARES TR | $53.8M | 2.06% | 1.4M | 增持 |
| 19 | ZTS | ZOETIS INC | $48.6M | 1.87% | 311,872 | 增持 |
| 20 | IDXX | IDEXX LABS INC | $44.1M | 1.69% | 82,254 | 增持 |
| 21 | AMZN | AMAZON COM INC | $42.9M | 1.64% | 195,406 | 减持 |
| 22 | JD | JD.COM INC | $36.5M | 1.40% | 1.1M | 减持 |
| 23 | DECK | DECKERS OUTDOOR CORP | $35.9M | 1.37% | 347,862 | 减持 |
| 24 | RMD | RESMED INC | $35.1M | 1.35% | 136,131 | 减持 |
| 25 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $33.2M | 1.27% | 338,538 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR