1y return−17.1%S&P 500 +20.9%
3y return−2.1%S&P 500 +68.5%
5y return−8.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $166 against $280 in the S&P 500.2
GUARDCAP ASSET MANAGEMENT LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CMECme Group Inc | $172.1M | 12.2% | −16.5% |
| UNHUnitedhealth Group Inc | $159.9M | 11.4% | −16.5% |
| YUMCYum China Hldgs Inc | $133.1M | 9.5% | −17.5% |
| ILMNIllumina Inc | $128.7M | 9.2% | −16.6% |
| BKNGBooking Holdings Inc | $121.6M | 8.6% | −20.0% |
| CLColgate Palmolive Co | $118.3M | 8.4% | −18.1% |
| MAMastercard Incorporated | $114.4M | 8.1% | −15.7% |
| MSFTMicrosoft Corp | $96.7M | 6.9% | −16.4% |
| VRSKVerisk Analytics Inc | $71.1M | 5.1% | −16.6% |
| ADBEAdobe Inc | $63.8M | 4.5% | −16.7% |
| MKTXMarketaxess Hldgs Inc | $62.2M | 4.4% | −16.6% |
| NKENike Inc | $60.4M | 4.3% | −16.6% |
| ADPAutomatic Data Processing In | $57.7M | 4.1% | −16.5% |
| Accenture PLC IrelandCUSIP G1151C101 | $37.1M | 2.6% | −16.3% |
| AOSSmith A O Corp | $4.0M | 0.3% | |
| WATWaters Corp | $3.9M | 0.3% | |
| RELXRelx PLC | $1.2M | 0.1% | |
| TSMTaiwan Semiconductor Manufac | $167K | 0.0% | −93.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $167K |
| BKNGBooking Holdings Inc | June 30, 2020 | +179.8% | $121.6M |
| MAMastercard Incorporated | June 30, 2020 | +73.7% | $114.4M |
| MSFTMicrosoft Corp | March 31, 2021 | +58.2% | $96.7M |
| ADPAutomatic Data Processing In | June 30, 2020 | +50.4% | $57.7M |
| UNHUnitedhealth Group Inc | June 30, 2020 | +40.9% | $159.9M |
| CMECme Group Inc | June 30, 2020 | +35.9% | $172.1M |
| CLColgate Palmolive Co | June 30, 2020 | +25.1% | $118.3M |
| AOSSmith A O Corp | September 30, 2020 | +18.8% | $4.0M |
| WATWaters Corp | December 31, 2023 | +13.9% | $3.9M |
Sold off last quarter
- MELIMercadolibre Inc was $1.2M
- HDBHdfc Bank Ltd was $965K
- BABAAlibaba Group Hldg Ltd was $596K
- ITUBItau Unibanco Hldg S A was $567K
- INFYInfosys Ltd was $540K
- TCOMTrip Com Group Ltd was $509K
- NTESNetease Com Inc was $432K
- Globant S ACUSIP L44385109 was $146K
- SESea Ltd was $93K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −3.1% | +14.8% |
| March 31, 2026 | −11.2% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | −5.5% | +7.8% |
| June 30, 2025 | +1.5% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +11.3% | +5.4% |
| June 30, 2024 | −3.0% | +4.0% |
| March 31, 2024 | +0.9% | +10.0% |
| December 31, 2023 | +8.2% | +11.2% |
| September 30, 2023 | +0.2% | −3.6% |
| June 30, 2023 | −2.0% | +8.3% |
| March 31, 2023 | +11.8% | +7.0% |
| December 31, 2022 | +10.2% | +7.1% |
| September 30, 2022 | −8.0% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −7.1% | −4.9% |
| December 31, 2021 | +9.7% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GUARDCAP ASSET MANAGEMENT Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1732008&type=13F-HR&dateb=&owner=include&count=40CIK 1732008
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1732008/000173200826000004/Filed August 14, 2026 · accession 0001732008-26-000004