Filer Name: DNCA FINANCE
CIK: 1752759
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 137
Portfolio Value: $1.28B

Dnca Finance Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FLUT US FLUTTER ENTERTAINMENT PLC-DI 490,751 $127M 9.91% -6.7% -
CRH US CRH PLC 764,356 $72M 5.62% -18.9% -
V US VISA INC-CLASS A SHARES 199,447 $63M 4.91% 4.3% -
MSFT US MICROSOFT CORP 140,850 $59M 4.62% 10.1% -
NVDA US NVIDIA CORP 372,124 $50M 3.89% -4.3% -
META US META PLATFORMS INC-CLASS A 81,248 $48M 3.70% -9.0% -
RACE US FERRARI NV 100,731 $43M 3.35% 21.4% -
LIN US LINDE PLC 80,640 $34M 2.63% 28.4% -
AAPL US APPLE INC 134,801 $34M 2.63% 94.0% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 164,030 $32M 2.52% 6.2% -
DE US DEERE & CO 68,300 $29M 2.25% 13.3% -
AVGO US BROADCOM INC 121,905 $28M 2.20% 3.4% -
GOOGL US ALPHABET INC-CL A 142,076 $27M 2.09% -4.0% -
AMZN US AMAZON.COM INC 120,050 $26M 2.05% 17.9% -
QGEN US QIAGEN N.V. 548,331 $24M 1.90% 24824.1% -
WMT US WALMART INC 232,332 $21M 1.63% 100.0% -
SNPS US SYNOPSYS INC 43,000 $21M 1.62% 38.0% -
JPM US JPMORGAN CHASE & CO 83,866 $20M 1.57% 2.6% -
PANW US PALO ALTO NETWORKS INC 99,800 $18M 1.41% 114.6% -
ORCL US ORACLE CORP 102,211 $17M 1.33% 100.0% -
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