GUARDCAP ASSET MANAGEMENT Ltd reported 18 holdings worth US$1.41B as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 14, 2026
GUARDCAP ASSET MANAGEMENT Ltd reported 18 holdings worth US$1.41B as of Jun 30, 2026. Largest: Cme Group Inc., Unitedhealth Group Incorporated and Yum China Holdings, Inc. Filed Aug 14, 2026 (Form 13F/A).
- Holdings
- 18
- Value as reported
- US$1.41B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Cme Group Inc. | 773K | US$172M | 12.2% |
| Unitedhealth Group Incorporated | 388K | US$160M | 11.4% |
| Yum China Holdings, Inc. | 3.26M | US$133M | 9.5% |
| Illumina, Inc. | 740K | US$129M | 9.2% |
| Booking Holdings Inc. Common Stock | 646K | US$122M | 8.6% |
| Colgate-palmolive Company | 1.3M | US$118M | 8.4% |
| Mastercard Incorporated | 223K | US$114M | 8.1% |
| Microsoft Corp. | 256K | US$96.7M | 6.9% |
| Verisk Analytics, Inc. | 395K | US$71.1M | 5.1% |
| Adobe Inc. | 306K | US$63.8M | 4.5% |
| Marketaxess Holdings, Inc. | 536K | US$62.2M | 4.4% |
| Nike, Inc. | 1.44M | US$60.4M | 4.3% |
| Automatic Data Processing, Inc. | 256K | US$57.7M | 4.1% |
| A.o. Smith Corporation | 60,555 | US$4M | 0.28% |
| Waters Corporation | 10,225 | US$3.93M | 0.28% |
| Relx Plc | 38,023 | US$1.2M | 0.09% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 349 | US$167K | 0.01% |
| Itau Unibanco Holding S.a. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Trip.com Group Ltd. | 0 | US$0 | 0.00% |
| Hdfc Bank Limited | 0 | US$0 | 0.00% |
| Infosys Limited | 0 | US$0 | 0.00% |