Northcape Capital Pty LTD has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $909 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: America Movil Sab De Cv with a value of $247M, Mercadolibre Inc with a value of $239M, Hdfc Bank LTD with a value of $210M, Itau Unibanco Holding S.A. with a value of $98.6M, and Pacific Airport Group with a value of $42.3M.

Examining the 13F form we can see an increase of $185M in the current position value, from $723M to 909M.

Below you can find more details about Northcape Capital Pty LTD portfolio as well as his latest detailed transactions.

Portfolio value $909 Million
Financial Services: $311 Million
Communication Services: $274 Million
Consumer Cyclical: $239 Million
Industrials: $42.3 Million
Consumer Defensive: $42.2 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $909 Million
  • Prior Value $723 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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