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| Name: |
GUARDCAP ASSET MANAGEMENT Ltd |
| City: |
LONDON |
| State: |
X0 |
| Zip: |
SW1Y 4NS |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CL |
Colgate Palmolive Co |
7 |
- |
$94.57 |
$534,799,000 |
6,709,304 |
6.89% |
63,864,000 |
86,671 |
0.783 |
Personal Products |
|
|
UNH |
Unitedhealth Group Inc |
8 |
- |
$513.88 |
$513,282,000 |
974,951 |
6.61% |
24,758,000 |
6,022 |
0.103 |
Health Care Plans |
|
|
NKE |
Nike Inc B |
9 |
- |
$92.79 |
$511,853,000 |
4,714,494 |
6.59% |
152,620,000 |
957,612 |
0.377 |
Textile - Apparel Foo... |
|
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YUMC |
Yum China Holdings, Inc. |
12 |
- |
$39.25 |
$374,825,000 |
8,833,955 |
4.83% |
-105,799,000 |
208,264 |
2.107 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
17 |
- |
$151.95 |
$6,857,000 |
65,933 |
0.09% |
1,660,000 |
6,133 |
0.001 |
Semiconductor - Integ... |
|
|
HDB |
HDFC Bank Limited (ADR) |
19 |
- |
$55.95 |
$4,971,000 |
74,075 |
0.06% |
1,309,000 |
12,020 |
0.004 |
Foreign Regional Banks |
|
|
BABA |
Alibaba Group Holding Limited |
21 |
- |
$79.51 |
$2,878,000 |
37,125 |
0.04% |
-47,000 |
3,405 |
0.001 |
N/A |
|
|
INFY |
Infosys Technologies Limite... |
22 |
- |
$16.95 |
$2,814,000 |
153,100 |
0.04% |
278,000 |
4,900 |
0.004 |
Technical & System So... |
|
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TCOM |
Trip.com Group Ltd |
24 |
- |
$55.70 |
$2,297,000 |
63,800 |
0.03% |
190,000 |
3,550 |
0.011 |
Gambling/Resorts |
|
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IPGP |
IPG Photonics Corp |
25 |
- |
$89.76 |
$1,720,000 |
15,851 |
0.02% |
256,000 |
1,430 |
0.03 |
Semiconductor - Integ... |
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