Back to DNCA FINANCE

Dnca Finance

All holdings · as of Dec 31, 2025

108 positions

CompanyClassValueShares% of portfolio
ROPER TECHNOLOGIES INC$5.88M13,2000.3%
ADOBE INC.$5.67M16,2100.3%
Toast, Inc.$5.62M158,3000.3%
STRYKER CORP$5.53M15,7200.3%
NASDAQ, Inc.$5.49M56,5500.3%
APPLIED MATERIALS INC /DE$5.40M21,0000.3%
INTUIT INC.$5.20M7,8500.3%
PROCORE TECHNOLOGIES, INC.$4.95M68,0500.3%
Accenture plc$4.30M16,0450.2%
INTEL CORP$4.06M110,0000.2%
KLARNA GROUP PLC$3.38M117,0000.2%
Xylem Inc.$3.15M23,1500.2%
Dexcom Inc$3.12M47,0000.2%
THERMO FISHER SCIENTIFIC INC.$3.05M5,2700.2%
DANAHER CORP /DE$2.98M13,0000.2%
NEXTERA ENERGY INC$2.80M34,8350.2%
Medline Inc.$2.31M55,0000.1%
ELI LILLY & Co$2.10M1,9550.1%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$1.93M9,0600.1%
RIVIAN AUTOMOTIVE INC$1.53M1,350,0000.1%
Johnson Controls International plc$1.37M11,4000.1%
First Solar Inc$1.33M5,1000.1%
UBER TECHNOLOGIES INC$1.31M1,010,0000.1%
SPOTIFY USA INC$1.31M1,150,0000.1%
GE Vernova Inc.$1.21M1,8500.1%
WASTE MANAGEMENT INC$1.20M5,4520.1%
Zoetis Inc.$1.16M9,2000.1%
SENSIENT TECHNOLOGIES CORP$1.15M12,2150.1%
NUTANIX INC$1.11M1,150,0000.1%
Veralto Corp$973.9K9,7600.1%
SNOWFLAKE INC$928.0K600,0000.1%
CLOUDFLARE INC$922.6K780,0000.1%
MKS INC.$896.4K700,0000.1%
MAGNUM ICE CREAM CO NV$882.0K55,1540.1%
DATADOG INC$871.6K870,0000.1%
HALOZYME THERAPEUTICS INC$839.1K630,0000.0%
PARSONS CORP DEL$780.9K750,0000.0%
TRIP COM GROUP LTD$739.8K600,0000.0%
FORD MTR CO$675.2K650,0000.0%
AFFIRM HLDGS INC$656.8K590,0000.0%
JD.COM INC$651.8K650,0000.0%
SHIFT4 PMTS INC$618.2K640,0000.0%
EXPEDIA GROUP INC$616.3K550,0000.0%
REPLIGEN CORP$604.9K550,0000.0%
DROPBOX INC$595.7K600,0000.0%
BENTLEY SYS INC$566.0K600,0000.0%
NEXTERA ENERGY CAP HLDGS INC$563.8K450,0000.0%
LIBERTY MEDIA CORP DEL$511.9K400,0000.0%
EXACT SCIENCES CORP$464.3K450,0000.0%
GUIDEWIRE SOFTWARE INC$419.5K380,0000.0%
← PrevPage 2 of 3Next →