
DNCA FINANCE
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | QGEN | 692K | $31.57M |
![]() | CRH | 548K | $70.87M |
![]() | WMT | 445K | $49.55M |
![]() | NVDA | 436K | $81.39M |
![]() | GOOGL | 282K | $88.32M |
![]() | NFLX | 272K | $25.46M |
![]() | AMZN | 226K | $52.05M |
![]() | NEM | 192K | $19.12M |
![]() | MSFT | 180K | $87.17M |
![]() | AAPL | 165K | $44.72M |
![]() | UBER | 132K | $10.79M |
![]() | MMM | 111K | $17.78M |
![]() | INTC | 110K | $4.06M |
![]() | META | 103K | $67.92M |
![]() | ORCL | 93K | $18.13M |
![]() | JPM | 77K | $24.72M |
![]() | TSM | 66K | $19.97M |
![]() | NDAQ | 57K | $5.49M |
The Magnum Ice Cream Company N.V. | MICC | 55K | $881.99K |
![]() | MDLN | 55K | $2.31M |

Qiagen N.V.
QGEN
Shares Held
692K
Value
$31.57M

CRH plc
CRH
Shares Held
548K
Value
$70.87M

Walmart Inc.
WMT
Shares Held
445K
Value
$49.55M

NVIDIA Corporation
NVDA
Shares Held
436K
Value
$81.39M

Alphabet Inc.
GOOGL
Shares Held
282K
Value
$88.32M

Netflix, Inc.
NFLX
Shares Held
272K
Value
$25.46M

Amazon.com, Inc.
AMZN
Shares Held
226K
Value
$52.05M

Newmont Corporation
NEM
Shares Held
192K
Value
$19.12M

Microsoft Corporation
MSFT
Shares Held
180K
Value
$87.17M

Apple Inc.
AAPL
Shares Held
165K
Value
$44.72M

Uber Technologies, Inc.
UBER
Shares Held
132K
Value
$10.79M

3M Company
MMM
Shares Held
111K
Value
$17.78M

Intel Corporation
INTC
Shares Held
110K
Value
$4.06M

Meta Platforms, Inc.
META
Shares Held
103K
Value
$67.92M

Oracle Corporation
ORCL
Shares Held
93K
Value
$18.13M

JPMorgan Chase & Co.
JPM
Shares Held
77K
Value
$24.72M

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
66K
Value
$19.97M

Nasdaq, Inc.
NDAQ
Shares Held
57K
Value
$5.49M
The Magnum Ice Cream Company N.V.
MICC
Shares Held
55K
Value
$881.99K

Medline Inc.
MDLN
Shares Held
55K
Value
$2.31M
