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DNCA FINANCE 13F holdings

Filed 2026-08-13 · DNCA FINANCE · 118 positions · $2.1B

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TickerCompanySharesValue% of portfolio
—TOTALENERGIES SE3.3M$254.7M12.3%
CRHCRH PLC1.1M$122.7M5.9%
—ASTRAZENECA PLC581.9K$108.9M5.3%
RACEFERRARI N V271.7K$100.8M4.9%
NVDANVIDIA CORPORATION405.1K$81.1M3.9%
MUMICRON TECHNOLOGY INC66.2K$76.5M3.7%
SPCXSPACE EXPLORATION TECHN CORP429.0K$73.3M3.6%
GOOGLALPHABET INC187.6K$67.0M3.2%
MSFTMICROSOFT CORP171.4K$64.0M3.1%
AMZNAMAZON COM INC259.8K$61.9M3.0%
METAMETA PLATFORMS INC101.1K$56.9M2.8%
AMDADVANCED MICRO DEVICES INC95.5K$55.5M2.7%
AAPLAPPLE INC189.8K$54.9M2.7%
AVGOBROADCOM INC141.6K$53.5M2.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC99.7K$47.6M2.3%
VVISA INC125.2K$43.0M2.1%
LLYELI LILLY & CO28.9K$34.7M1.7%
INTCINTEL CORP247.3K$34.5M1.7%
GSGOLDMAN SACHS GROUP INC32.6K$33.0M1.6%
—QIAGEN NV759.6K$29.4M1.4%
WMTWALMART INC254.7K$28.8M1.4%
PANWPALO ALTO NETWORKS INC83.9K$28.6M1.4%
KOCOCA COLA CO308.4K$25.1M1.2%
DEDEERE & CO38.8K$24.6M1.2%
MAMASTERCARD INCORPORATED46.2K$23.8M1.2%
LINLINDE PLC45.7K$23.7M1.2%
ITUBITAU UNIBANCO HLDG S A2.5M$20.3M1.0%
AMATAPPLIED MATLS INC28.0K$20.2M1.0%
—TRANE TECHNOLOGIES PLC38.2K$18.8M0.9%
DHID R HORTON INC113.7K$18.5M0.9%
ANETARISTA NETWORKS INC106.0K$18.0M0.9%
NFLXNETFLIX INC.236.3K$16.9M0.8%
HWMHOWMET AEROSPACE INC59.7K$16.0M0.8%
WABWABTEC50.8K$13.7M0.7%
RLRALPH LAUREN CORP33.5K$13.4M0.7%
ORCLORACLE CORP85.7K$12.6M0.6%
ETNEATON CORP PLC28.6K$12.2M0.6%
GMGENERAL MTRS CO150.0K$11.6M0.6%
VRTVERTIV HOLDINGS CO34.2K$11.4M0.6%
CRWDCROWDSTRIKE HLDGS INC14.8K$11.3M0.5%
MRVLMARVELL TECHNOLOGY INC36.9K$11.0M0.5%
SNOWSNOWFLAKE INC39.9K$10.2M0.5%
ISRGINTUITIVE SURGICAL INC24.2K$9.6M0.5%
NUNU HLDGS LTD716.0K$9.6M0.5%
NOWSERVICENOW INC91.2K$9.0M0.4%
FORGENTFORGENT POWER SOLUTIONS INC143.4K$8.0M0.4%
TJXTJX COS INC NEW50.0K$7.6M0.4%
UBERUBER TECHNOLOGIES INC102.6K$7.4M0.4%
TMOTHERMO FISHER SCIENTIFIC INC14.3K$7.2M0.3%
DDOGDATADOG INC27.4K$7.1M0.3%
SYKSTRYKER CORPORATION21.3K$6.7M0.3%
BKNGBOOKING HOLDINGS INC37.2K$6.6M0.3%
SHOPSHOPIFY INC56.5K$6.5M0.3%
OKTAOKTA INC45.1K$6.2M0.3%
TXNTEXAS INSTRS INC20.4K$6.1M0.3%
SPOTSPOTIFY TECHNOLOGY S A13.2K$6.1M0.3%
CRMSALESFORCE INC38.2K$6.0M0.3%
APPAPPLOVIN CORP11.1K$5.7M0.3%
ENTGENTEGRIS INC31.8K$5.7M0.3%
—INNIO NV142.0K$5.6M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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