Institutions / Dnca Finance

Dnca Finance

CIK 1752759 · Institution · as of Dec 31, 2025
Portfolio value
$1.73B
Positions
108
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 108 →
CompanyClassValueShares% of portfolio
TotalEnergies SE$293.95M4,502,33117.0%
Alphabet Inc.$88.32M282,1695.1%
Microsoft Corp$87.17M180,2535.0%
Ferrari N V$86.74M231,7295.0%
NVIDIA Corp$81.39M436,3824.7%
Crh Public Ltd Co$70.87M548,1994.1%
Meta Platforms Inc$67.92M102,9003.9%
Visa Inc$67.74M193,1463.9%
Amazon.com Inc$52.05M225,5003.0%
Broadcom Inc.$52.04M150,3703.0%
Walmart Inc.$49.55M444,7822.9%
Apple Inc.$44.72M164,5002.6%
Qiagen NV$31.57M691,8211.8%
Mastercard Inc$31.00M54,3001.8%
Flutter Entertainment plc$30.15M138,9891.7%
The Goldman Sachs Group, Inc.$28.30M32,2001.6%
Netflix Inc$25.46M271,5001.5%
JPMORGAN CHASE & CO$24.72M76,7141.4%
Palo Alto Networks Inc$20.83M113,1001.2%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$19.97M65,7001.2%
Newmont Corp$19.12M191,5081.1%
Oracle Corp$18.13M93,0001.0%
3M Co$17.78M111,0501.0%
Trane Technologies plc$17.63M45,3001.0%
Salesforce Inc$17.38M65,6001.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.