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Portfolio (Quarterly) Guide ↗

Mondrian Investment Partners LTD

· CIK 0001317724
13F Portfolio $6.1B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 102 New
Page 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KT Kt Corp Adr Communication Services 2,952,092.0 $56.0M 0.92% NEW $18.97 -2.0%
42 FISV Fiserv Technology 772,664.0 $51.9M 0.86% NEW $67.17 -16.9%
43 HDB Hdfc Bank Adr Financial Services 1,365,044.0 $49.9M 0.82% NEW $36.54 -32.6%
44 Kaspi Adr 491,346.0 $38.4M 0.63% NEW $78.13
45 B Barrick Mining Basic Materials 848,733.0 $37.0M 0.61% NEW $43.55 -5.3%
46 KSA Ishs Msci Saudi 819,639.0 $29.8M 0.49% NEW $36.41 +6.2%
47 LH Labcorp Healthcare 117,165.0 $29.4M 0.48% NEW $250.88 +1.9%
48 AMZN Amazon Consumer Cyclical 113,464.0 $26.2M 0.43% NEW $230.82 +16.3%
49 WDAY Workday Technology 92,219.0 $19.8M 0.33% NEW $214.78 -41.1%
50 UAE Ishs Msci Uae 707,227.0 $13.5M 0.22% NEW $19.12 -0.4%
51 CHT Chunghwa Adr Communication Services 226,153.0 $9.4M 0.16% NEW $41.71 +5.1%
52 BK Bony Financial Services 41,431.0 $4.8M 0.08% NEW $116.09 +19.7%
53 MU Micron Tech Technology 9,193.0 $2.6M 0.04% NEW $285.41 +167.0%
54 VEA Vanguard Ftse Developed Mkts E 29,918.0 $1.9M 0.03% NEW $62.47 +13.2%
55 ES Eversource En Utilities 27,576.0 $1.9M 0.03% NEW $67.33 +3.4%
56 WAT Waters Healthcare 4,472.0 $1.7M 0.03% NEW $379.83 -10.1%
57 AMT Americantwrreit Real Estate 8,687.0 $1.5M 0.03% NEW $175.57 +4.7%
58 CSX Csx Corp Industrials 39,324.0 $1.4M 0.02% NEW $36.25 +26.6%
59 PUK Prudential Adr Financial Services 44,394.0 $1.4M 0.02% NEW $31.12 +0.4%
60 EIX Edison Intl Utilities 18,655.0 $1.1M 0.02% NEW $60.02 +17.2%
Page 3 of 6  ·  102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 20.2%
Technology 19.1%
Financial Services 19.1%
Consumer Defensive 9.8%
Energy 8.7%
Communication Services 7.8%
Consumer Cyclical 5.8%
Basic Materials 5.1%
Real Estate 3.3%
Industrials 1.0%