DNCA FINANCE

Institutional manager (13F) · CIK 1752759

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.6B

#	Issuer	Value	Shares
1	TOTALENERGIES SE	$307M	3,244,946
2	ASTRAZENECA PLC	$107M	552,889
3	CRH PLC	$93M	901,831
4	FERRARI N V	$82M	246,402
5	NVIDIA CORPORATION	$79M	452,126
6	ALPHABET INC	$78M	269,519
7	MICROSOFT CORP	$60M	163,100
8	META PLATFORMS INC	$54M	94,500
9	WALMART INC	$52M	421,824
10	AMAZON COM INC	$49M	235,200
11	BROADCOM INC	$47M	153,150
12	NETFLIX INC.	$45M	473,109
13	APPLE INC	$42M	164,500
14	VISA INC	$39M	130,400
15	FERROVIAL SE	$37M	574,068
16	TAIWAN SEMICONDUCTOR MANUFAC	$31M	90,414
17	QIAGEN NV	$30M	759,564
18	MASTERCARD INCORPORATED	$27M	54,300
19	GOLDMAN SACHS GROUP INC	$25M	29,899
20	DEERE & CO	$23M	41,349
21	ADVANCED MICRO DEVICES INC	$19M	93,100
22	NEWMONT CORP	$19M	173,099
23	PALO ALTO NETWORKS INC	$17M	106,648
24	HOWMET AEROSPACE INC	$16M	71,462
25	MICRON TECHNOLOGY INC	$16M	48,150
26	TRANE TECHNOLOGIES PLC	$15M	36,250
27	VERTIV HOLDINGS CO	$15M	58,470
28	ITAU UNIBANCO HLDG S A	$15M	1,737,271
29	FLUTTER ENTMT PLC	$14M	138,989
30	D R HORTON INC	$14M	100,644
31	ARISTA NETWORKS INC	$13M	103,250
32	ORACLE CORP	$12M	83,900
33	MEDLINE INC	$11M	250,000
34	INTUITIVE SURGICAL INC	$11M	23,950
35	SALESFORCE INC	$11M	59,000
36	LINDE PLC	$11M	22,114
37	FORGENT POWER SOLUTIONS INC	$10M	328,000
38	EATON CORP PLC	$9M	26,236
39	GENERAL MTRS CO	$8M	107,843
40	NU HLDGS LTD	$8M	544,000
41	INTEL CORP	$8M	172,400
42	UBER TECHNOLOGIES INC	$7M	100,000
43	THERMO FISHER SCIENTIFIC INC	$7M	14,335
44	STRYKER CORPORATION	$7M	21,320
45	SHOPIFY INC	$7M	55,000
46	CROWDSTRIKE HLDGS INC	$7M	16,680
47	DOLE PLC	$6M	449,117
48	WABTEC	$6M	24,960
49	BOOKING HOLDINGS INC	$6M	1,450
50	JPMORGAN CHASE & CO	$6M	20,000

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.