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Funds / Dorsey Wright & Associates
Institutional Fund

Dorsey Wright & Associates

Pasadena, CACIK 13767725 filings on record

Portfolio Value
$806.96M
Q1 2026
Holdings
158
Reported positions
New Buys
66
Opened this quarter
QoQ Change
+75.6%
from $459.53M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Ge Vernova Inc3.7%
  • Newmont Corp3.2%
  • Nvidia Corporation3.2%
  • Amphenol Corp New3.1%
  • Cardinal Health Inc3.0%
  • Carpenter Technology Corp2.9%
  • Other80.8%

Portfolio Holdings

158 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ge Vernova Inc34.5K$30.11M3.7%+17.8KAdded
2Newmont Corp241.3K$26.13M3.2%+91.2KAdded
3Nvidia Corporation146.2K$25.49M3.2%+57.4KAdded
4Amphenol Corp New200.7K$25.36M3.1%+71.9KAdded
5Cardinal Health Inc113.2K$23.91M3.0%+85.0KAdded
6Carpenter Technology Corp59.9K$23.62M2.9%+20.9KAdded
7Comfort Sys USA Inc15.9K$21.91M2.7%+7.4KAdded
8Technipfmc PLC279.1K$19.29M2.4%+156.4KAdded
9Palantir Technologies Inc127.1K$18.59M2.3%+30.5KAdded
10Curtiss Wright Corp25.8K$17.58M2.2%+9.2KAdded

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