DNCA FINANCE: 13F holdings
CIK 17527592026Q2
| Positions | 118 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 118 (+13 vs prior quarter) |
|---|
| Reported value | $2.1bn (+18.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TOTALENERGIES SE | 3,274,674 | $254.7m | 12.3% |
| CRH PLC | 1,146,351 | $122.7m | 5.9% |
| ASTRAZENECA PLC | 581,859 | $108.9m | 5.3% |
| FERRARI N V | 271,698 | $100.8m | 4.9% |
| NVDA NVIDIA CORPORATION | 405,123 | $81.1m | 3.9% |
| MU MICRON TECHNOLOGY INC | 66,243 | $76.5m | 3.7% |
| SPCX SPACE EXPLORATION TECHN CORP | 429,031 | $73.3m | 3.6% |
| GOOGL ALPHABET INC | 187,551 | $67.0m | 3.2% |
| MSFT MICROSOFT CORP | 171,443 | $64.0m | 3.1% |
| AMZN AMAZON COM INC | 259,776 | $61.9m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1752759")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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