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Dorsey Wright & Associates

Q1 2024 Holdings

Filed 2024-05-09 | 161 holdings | $383.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Celsius Hldgs Inc COM New(CELH)COM15118V207$4.1M49,9311.1%
Gallagher Arthur J & Co COM(AJG)COM363576109$4.2M16,7061.1%
New Oriental ED & Technology G(N1UA)COM647581206$4.2M48,7311.1%
Bellring Brands Inc Common STO(BRBR)COM07831C103$4.3M72,1531.1%
Axon Enterprise Inc COM(AXON)COM05464C101$4.4M14,0141.1%
YPF S.A.(YPF)COM984245100$4.6M232,7641.2%
Kla-Tencor Corp COM(KLAC)COM482480100$4.6M6,6221.2%
Fair Isaac Corp COM(FICO)COM303250104$5.1M4,1181.3%
Transdigm Group Inc COM(TDG)COM893641100$5.2M4,1951.3%
Quanta Svcs Inc COM(PWR)COM74762E102$5.2M20,0251.4%
Evercore Partners Inc Class A(EVR)COM29977A105$5.6M29,1411.5%
Broadcom Inc COM(AVGO)COM11135F101$5.7M4,3081.5%
Emcor Group Inc COM(EME)COM29084Q100$5.8M16,5091.5%
Performance Food Group Co COM(PFGC)COM71377A103$6.0M80,0131.6%
Mckesson Corp COM(MCK)COM58155Q103$6.3M11,6821.6%
Facebook Inc CL A(META)COM30303M102$6.5M13,2851.7%
Esab Corporation COM(ESAB)COM29605J106$7.2M64,9191.9%
Super Micro Computer Inc COM(SMCIUSD)COM86800U104$7.2M7,1341.9%
Novo-Nordisk A S ADR(NVO)COM670100205$7.2M56,4351.9%
Cadence Design System Inc COM(CDNS)COM127387108$7.9M25,2772.1%
Builders Firstsource Inc COM(BLDR)COM12008R107$10.0M47,9502.6%
Deckers Outdoor Corp COM(DECK)COM243537107$10.2M10,8562.7%
Nvidia Corp COM(NVDA)COM67066G104$13.8M15,3193.6%
Lilly, ELI and Company(LLY)COM532457108$14.4M18,4603.7%
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