account_balance
Investment manager · 13F filer · SEC CIK 1752759
Dnca Finance
Reported value$2.15Bas of Sep 30, 2026
Positions113 11 new, 14 sold out
Top 10 weight49.4%TTE alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TTETotalEnergies SE
12.6%Trimmed −4%
MSFTMicrosoft Corp
5.1%Added +25%
CRHCRH Public Ltd Co
4.9%Added +11%
NVDANVIDIA Corp
4.6%Added +6%
RACEFerrari N.V.
4.1%Trimmed −19%
AZNAstrazeneca PLC
4.0%Trimmed −9%
AMZNAmazon.com Inc
3.7%Added +23%
MUMicron Technology Inc
3.7%Added +12%
GOOGLAlphabet Inc.
3.5%Added +15%
METAMeta Platforms, Inc.
3.3%Trimmed −4%
AAPLApple Inc.
3.3%Added +10%
VVisa Inc.
3.0%Added +45%
TTETotalEnergies SE
12.6%Trimmed −4%
MSFTMicrosoft Corp
5.1%
CRHCRH Public Ltd Co
4.9%+11%
NVDANVIDIA Corp
4.6%+6%
RACEFerrari N.V.
4.1%−19%
AZNAstrazeneca PLC
4.0%
AMZNAmazon.com Inc
3.7%
MUMicron Technology Inc
3.7%
GOOGLAlphabet Inc.
3.5%
META3.3%AAPL3.3%V3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TTE TotalEnergies SE 12.6% Trimmed −4%MSFT Microsoft Corp 5.1% Added +25%CRH CRH Public Ltd Co 4.9% Added +11%NVDA NVIDIA Corp 4.6% Added +6%RACE Ferrari N.V. 4.1% Trimmed −19%AZN Astrazeneca PLC 4.0% Trimmed −9%AMZN Amazon.com Inc 3.7% Added +23%MU Micron Technology Inc 3.7% Added +12%GOOGL Alphabet Inc. 3.5% Added +15%META Meta Platforms, Inc. 3.3% Trimmed −4%AAPL Apple Inc. 3.3% Added +10%V Visa Inc. 3.0% Added +45%
What changed
Biggest moves since Jun 30, 2026
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