DNCA FINANCE — 13F Holdings & Portfolio

CIK 1752759 · latest 13F-HR filed 2026-05-14

DNCA FINANCE manages $1.75B in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TTE (17.30%), AZN (6.13%), CRH (5.34%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 18 new positions, exited 21, added to 24, and trimmed 55.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$1.75B

Long-equity book

Holdings

108

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+18 / −21 / ↑24 / ↓55

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CRH PLC$22.3M +31.5%
  • NETFLIX INC.$20.0M +78.7%
  • TAIWAN SEMICONDUCTOR MANUFAC$10.6M +53.0%
  • MEDLINE INC$8.8M +381.6%
  • DEERE & CO$8.0M +51.9%
Show all 24

Top Trims

  • VISA INC-$28.3M -41.8%
  • MICROSOFT CORP-$26.8M -30.7%
  • JPMORGAN CHASE & CO-$18.8M -76.2%
  • FLUTTER ENTMT PLC-$16.0M -53.2%
  • STELLANTIS N.V-$15.4M -97.0%
Show all 55

New Positions

  • ASTRAZENECA PLC$107.1M
  • FERROVIAL SE$36.7M
  • QIAGEN NV$30.4M
  • LINDE PLC$11.0M
  • FORGENT POWER SOLUTIONS INC$9.6M
Show all 18

Exited Positions

  • QIAGEN NV$31.6M
  • 3M CO$17.8M
  • SOMNIGROUP INTERNATIONAL INC$10.8M
  • ROPER TECHNOLOGIES INC$5.9M
  • ADOBE INC$5.7M
Show all 21
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TOTALENERGIES SE TTE F92124100 $302.1M 17.30% 3,240,821 SH
2 ASTRAZENECA PLC AZN G0593M107 $107.1M 6.13% 552,889 SH
3 CRH PLC CRH G25508105 $93.2M 5.34% 901,831 SH
4 FERRARI N V RACE N3167Y103 $82.0M 4.70% 246,402 SH
5 NVIDIA CORPORATION NVDA 67066G104 $78.9M 4.51% 452,126 SH
6 ALPHABET INC GOOGL 02079K305 $77.5M 4.44% 269,519 SH
7 MICROSOFT CORP MSFT 594918104 $60.4M 3.46% 163,100 SH
8 META PLATFORMS INC META 30303M102 $54.1M 3.10% 94,500 SH
9 WALMART INC WMT 931142103 $52.4M 3.00% 421,824 SH
10 AMAZON COM INC AMZN 023135106 $49.0M 2.80% 235,200 SH
11 BROADCOM INC AVGO 11135F101 $47.4M 2.71% 153,150 SH
12 NETFLIX INC. NFLX 64110L106 $45.5M 2.60% 473,109 SH
13 APPLE INC AAPL 037833100 $41.7M 2.39% 164,500 SH
14 VISA INC V 92826C839 $39.4M 2.26% 130,400 SH
15 FERROVIAL SE FER N3168P101 $36.7M 2.10% 574,068 SH
16 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $30.6M 1.75% 90,414 SH
17 QIAGEN NV QGEN N72482156 $30.4M 1.74% 759,564 SH
18 MASTERCARD INCORPORATED MA 57636Q104 $27.1M 1.55% 54,300 SH
19 GOLDMAN SACHS GROUP INC GS 38141G104 $25.3M 1.45% 29,899 SH
20 DEERE & CO DE 244199105 $23.3M 1.33% 41,349 SH
21 ADVANCED MICRO DEVICES INC AMD 007903107 $18.9M 1.08% 93,100 SH
22 NEWMONT CORP NEM 651639106 $18.7M 1.07% 173,099 SH
23 PALO ALTO NETWORKS INC PANW 697435105 $17.1M 0.98% 106,648 SH
24 HOWMET AEROSPACE INC HWM 443201108 $16.5M 0.94% 71,462 SH
25 MICRON TECHNOLOGY INC MU 595112103 $16.3M 0.93% 48,150 SH
26 TRANE TECHNOLOGIES PLC TT G8994E103 $15.1M 0.86% 36,250 SH
27 VERTIV HOLDINGS CO VRT 92537N108 $14.7M 0.84% 58,470 SH
28 ITAU UNIBANCO HLDG S A ITUB 465562106 $14.6M 0.83% 1,737,271 SH
29 FLUTTER ENTMT PLC FLUT G3643J108 $14.1M 0.81% 138,989 SH
30 D R HORTON INC DHI 23331A109 $13.8M 0.79% 100,644 SH
31 ARISTA NETWORKS INC ANET 040413205 $12.7M 0.73% 103,250 SH
32 ORACLE CORP ORCL 68389X105 $12.3M 0.71% 83,900 SH
33 MEDLINE INC MDLN 58507V107 $11.1M 0.64% 250,000 SH
34 INTUITIVE SURGICAL INC ISRG 46120E602 $11.0M 0.63% 23,950 SH
35 SALESFORCE INC CRM 79466L302 $11.0M 0.63% 59,000 SH
36 LINDE PLC LIN G54950103 $11.0M 0.63% 22,114 SH
37 FORGENT POWER SOLUTIONS INC FPS 34631F102 $9.6M 0.55% 328,000 SH
38 EATON CORP PLC ETN G29183103 $9.4M 0.54% 26,236 SH
39 GENERAL MTRS CO GM 37045V100 $8.0M 0.46% 107,843 SH
40 NU HLDGS LTD NU G6683N103 $7.8M 0.45% 544,000 SH
41 INTEL CORP INTC 458140100 $7.6M 0.44% 172,400 SH
42 UBER TECHNOLOGIES INC UBER 90353T100 $7.2M 0.41% 100,000 SH
43 THERMO FISHER SCIENTIFIC INC TMO 883556102 $7.0M 0.40% 14,335 SH
44 STRYKER CORPORATION SYK 863667101 $7.0M 0.40% 21,320 SH
45 SHOPIFY INC SHOP 82509L107 $6.5M 0.37% 55,000 SH
46 CROWDSTRIKE HLDGS INC CRWD 22788C105 $6.5M 0.37% 16,680 SH
47 DOLE PLC DOLE G27907107 $6.4M 0.37% 449,117 SH
48 WABTEC WAB 929740108 $6.2M 0.36% 24,960 SH
49 BOOKING HOLDINGS INC BKNG 09857L108 $6.1M 0.35% 1,450 SH
50 JPMORGAN CHASE & CO JPM 46625H100 $5.9M 0.34% 20,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $1.75B 108 0001104659-26-061156
2025-12-31 2026-02-13 $1.73B 108 0001104659-26-015188
2025-09-30 2025-11-14 $1.46B 109 0001104659-25-111998