Guardcap Asset Management as of June 30, 2018
Portfolio Holdings for Guardcap Asset Management
Guardcap Asset Management holds 21 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 12.2 | $41M | 207k | 196.52 | |
| Alphabet Inc Class A cs (GOOGL) | 10.4 | $35M | 31k | 1129.18 | |
| UnitedHealth (UNH) | 8.7 | $29M | 119k | 245.34 | |
| Booking Holdings (BKNG) | 8.0 | $27M | 13k | 2027.11 | |
| Cognizant Technology Solutions (CTSH) | 7.6 | $25M | 321k | 78.99 | |
| Moody's Corporation (MCO) | 6.5 | $22M | 128k | 170.56 | |
| Cme (CME) | 6.3 | $21M | 128k | 163.92 | |
| Nike (NKE) | 5.3 | $18M | 223k | 79.68 | |
| Colgate-Palmolive Company (CL) | 5.3 | $18M | 273k | 64.81 | |
| Yum China Holdings (YUMC) | 4.9 | $17M | 429k | 38.46 | |
| Tiffany & Co. | 4.2 | $14M | 106k | 131.60 | |
| Automatic Data Processing (ADP) | 4.1 | $14M | 104k | 134.14 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.0 | $13M | 58k | 233.47 | |
| Stryker Corporation (SYK) | 4.0 | $13M | 79k | 168.86 | |
| Illumina (ILMN) | 3.1 | $11M | 38k | 279.29 | |
| Taiwan Semiconductor Mfg (TSM) | 1.3 | $4.2M | 115k | 36.56 | |
| MercadoLibre (MELI) | 1.3 | $4.2M | 14k | 298.94 | |
| Credicorp (BAP) | 1.0 | $3.4M | 15k | 225.12 | |
| Ctrip.com International | 0.9 | $3.0M | 62k | 47.63 | |
| Infosys Technologies (INFY) | 0.6 | $2.0M | 102k | 19.43 | |
| Luxoft Holding Inc cmn | 0.4 | $1.4M | 38k | 36.84 |
