IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dorsey Wright & Associates

Q3 2023 Holdings

Filed 2023-11-07 | 321 holdings | $321.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Luckin Coffee Inc(LKNCY)COM54951L109$3.0M86,8490.9%
Kla-Tencor Corp COM(KLAC)COM482480100$3.1M6,7351.0%
New Oriental ED & Technology G(N1UA)COM647581206$3.2M54,6021.0%
YPF S.A.(YPF)COM984245100$3.2M262,0421.0%
ABB LTD Sponsored ADR(ABJA)COM000375204$3.2M90,4741.0%
Coty Inc COM CL A(COTY)COM222070203$3.3M296,8681.0%
Aflac Inc COM(AFL)COM001055102$3.3M42,6851.0%
Berkshire Hathaway Inc del CL(BRK/B)COM084670702$3.3M9,3821.0%
Emcor Group Inc COM(EME)COM29084Q100$3.6M16,8781.1%
Commercial Metals Co COM(CMC)COM201723103$3.6M71,9621.1%
Mitsubishi UFJ Finl Group Insp(MUFG)COM606822104$3.6M420,9281.1%
Broadcom Inc COM(AVGO)COM11135F101$3.6M4,3531.1%
UBS Group AG SHS(UBS)COMH42097107$3.7M148,2531.1%
Fair Isaac Corp COM(FICO)COM303250104$3.7M4,2791.2%
Nvidia Corp COM(NVDA)COM67066G104$3.8M8,7611.2%
Gallagher Arthur J & Co COM(AJG)COM363576109$3.9M17,0691.2%
Super Micro Computer Inc COM(SMCIUSD)COM86800U104$4.0M14,5731.2%
Posco Holdings Inc(PKX)COM693483109$4.1M39,6041.3%
Facebook Inc CL A(META)COM30303M102$4.2M13,9161.3%
Lattice Semiconductor Corp COM(LSCC)COM518415104$4.2M49,4341.3%
Esab Corporation COM(ESAB)COM29605J106$4.8M67,6491.5%
Unumprovident Corp COM(UNM)COM91529Y106$4.8M96,8441.5%
Performance Food Group Co COM(PFGC)COM71377A103$4.8M82,0811.5%
Belden Inc COM(BDC)COM077454106$5.2M53,4781.6%
CNX Resources Corporation COM(CNX)COM12653C108$5.3M232,8471.6%
Mckesson Corp COM(MCK)COM58155Q103$5.3M12,2341.7%
Terex Corp New COM(TEX)COM880779103$5.4M93,7831.7%
Quanta Svcs Inc COM(PWR)COM74762E102$5.5M29,4541.7%
Novo-Nordisk A S ADR(NVO)COM670100205$5.9M64,4131.8%
Cadence Design System Inc COM(CDNS)COM127387108$6.1M26,0561.9%
Builders Firstsource Inc COM(BLDR)COM12008R107$6.2M49,8201.9%
KBR Inc COM(KBR)COM48242W106$6.3M106,3301.9%
Kinsale Cap Group Inc COM(KNSL)COM49714P108$7.6M18,4082.4%
Lilly, ELI and Company(LLY)COM532457108$9.0M16,8442.8%
PreviousPage 6 of 6