Guardcap Asset Management as of Dec. 31, 2017
Portfolio Holdings for Guardcap Asset Management
Guardcap Asset Management holds 22 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 10.7 | $26M | 24k | 1053.40 | |
| MasterCard Incorporated (MA) | 10.3 | $25M | 163k | 151.36 | |
| UnitedHealth (UNH) | 8.7 | $21M | 94k | 220.46 | |
| priceline.com Incorporated | 7.6 | $18M | 10k | 1737.72 | |
| Cognizant Technology Solutions (CTSH) | 7.5 | $18M | 253k | 71.02 | |
| Cme (CME) | 6.4 | $15M | 105k | 146.05 | |
| Moody's Corporation (MCO) | 6.3 | $15M | 102k | 147.61 | |
| Yum China Holdings (YUMC) | 5.9 | $14M | 354k | 40.02 | |
| Stryker Corporation (SYK) | 5.9 | $14M | 91k | 154.84 | |
| Nike (NKE) | 4.6 | $11M | 176k | 62.55 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.2 | $10M | 45k | 223.65 | |
| Automatic Data Processing (ADP) | 4.0 | $9.5M | 81k | 117.19 | |
| Tiffany & Co. | 3.6 | $8.6M | 83k | 103.94 | |
| Colgate-Palmolive Company (CL) | 3.1 | $7.4M | 98k | 75.45 | |
| Monsanto Company | 2.8 | $6.6M | 57k | 116.77 | |
| MercadoLibre (MELI) | 2.2 | $5.4M | 17k | 314.65 | |
| Taiwan Semiconductor Mfg (TSM) | 1.7 | $4.1M | 103k | 39.65 | |
| Credicorp (BAP) | 1.3 | $3.0M | 15k | 207.42 | |
| Ctrip.com International | 1.1 | $2.7M | 61k | 44.10 | |
| Banco Itau Holding Financeira (ITUB) | 0.8 | $1.8M | 139k | 13.00 | |
| Infosys Technologies (INFY) | 0.7 | $1.7M | 102k | 16.22 | |
| Luxoft Holding Inc cmn | 0.6 | $1.5M | 26k | 55.69 |
