GUARDCAP ASSET MANAGEMENT Ltd
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$3.5B
Holdings
27
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CME
CME GROUP INC
Q2 2025: Sold 2.4% (2.53M → 2.47M shares)
15.9%
02
$YUMC
YUM CHINA HLDGS INC
Q2 2025: Sold 2.9% (9.68M → 9.40M shares)
11.2%
03
$BKNG
BOOKING HOLDINGS INC
Q2 2025: Sold 7.9% (109.2k → 100.6k shares)
8.0%
04
$CL
COLGATE PALMOLIVE CO
Q2 2025: Sold 1.6% (3.94M → 3.88M shares)
7.9%
05
$MA
MASTERCARD INCORPORATED
Q2 2025: Sold 20.8% (935.7k → 741.5k shares)
7.7%
06
$UNH
UNITEDHEALTH GROUP INC
Q1 2026: Increased +80.6% (78.5k → 141.7k shares)
7.4%
07
$MSFT
MICROSOFT CORP
Q2 2025: Sold 1.6% (768.3k → 756.0k shares)
6.7%
08
$ILMN
ILLUMINA INC
Q2 2025: Sold 1.6% (2.07M → 2.04M shares)
6.4%
09
$MKTX
MARKETAXESS HLDGS INC
Q2 2025: Sold 1.6% (1.52M → 1.50M shares)
6.2%
10
$NKE
NIKE INC
Q2 2025: Sold 1.6% (3.00M → 2.95M shares)
5.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.