MondegarAI
Promethos Capital, LLC

Q2 2024 · 13F-HR

Promethos Capital, LLCholdings as filed

Filed 2024-08-12 · accession 0001398344-24-014398

$264.0M
Reported value
75
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
803054204SAPSAP SE SPONSORED ADR$23.0M8.72%114,649CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR SP ADR$16.7M6.32%121,354CommonNONE
66987V109NVSNOVARTIS AG SPONSORED ADR$15.0M5.68%141,076CommonNONE
H42097107UBSUBS GROUP AG REG$11.9M4.50%400,804CommonNONE
45104G104IBNICICI BANK LTD SPON ADR$11.5M4.36%400,985CommonNONE
56501R106MFCMANULIFE FINANCIAL CORP$11.1M4.20%417,645CommonNONE
256135203RDYDR. REDDY S LABORATORIES ADR$10.2M3.87%134,734CommonNONE
97651M109WITWIPRO LTD ADR$8.4M3.20%1,396,969CommonNONE
594918104MSFTMICROSOFT CORP COM$8.4M3.19%18,870CommonNONE
12532H104GIBCGI INC$8.4M3.19%84,444CommonNONE
037833100AAPLAPPLE INC COM STK$7.7M2.93%36,750CommonNONE
136375102CNICANADIAN NATL RAILWAY CO$7.7M2.93%65,070CommonNONE
67077M108NTRNUTRIEN LTD$7.5M2.83%145,468CommonNONE
404280406HSBCHSBC HOLDINGS PLC SPONS ADR$7.1M2.70%163,598CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP ADR$6.8M2.58%195,816CommonNONE
48241A105KBKB FINANCIAL GROUP INC ADR$6.3M2.37%110,291CommonNONE
690742101OCOWENS CORNING NEW COM$5.5M2.07%31,517CommonNONE
85208M102SFMSPROUTS FMRS MKT INC COM$5.3M2.01%63,546CommonNONE
00287Y109ABBVABBVIE INC COM$5.2M1.97%30,278CommonNONE
11135F101AVGOBROADCOM INC COM$5.0M1.91%3,134CommonNONE
78440P306SKMSK TELECOM CO LTD SPON ADR$4.9M1.87%236,360CommonNONE
64110L106NFLXNETFLIX INC$4.9M1.84%7,204CommonNONE
46284V101IRMIRON MTN INC NEW COM$4.5M1.71%50,342CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4.3M1.62%103,760CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC COM$4.1M1.56%40,929CommonNONE
00724F101ADBEADOBE INC COM$4.1M1.56%7,405CommonNONE
89055F103BLDTOPBUILD CORP COM$4.1M1.54%10,571CommonNONE
23918K108DVADAVITA INC COM$3.9M1.49%28,396CommonNONE
760759100RSGREPUBLIC SVCS INC COM$3.8M1.44%19,600CommonNONE
57636Q104MAMASTERCARD INC CL A$3.6M1.37%8,493CommonNONE
969904101WSMWILLIAMS SONOMA INC COM$3.6M1.35%12,594CommonNONE
064058100BKBANK NEW YORK MELLON CORP$3.4M1.28%56,485CommonNONE
052769106ADSKAUTODESK INC COM$3.3M1.27%13,517CommonNONE
17275R102CSCOCISCO SYSTEMS INC$3.2M1.20%66,809CommonNONE
14149Y108CAHCARDINAL HEALTH INC COM$2.8M1.07%28,680CommonNONE
G81276100SIGSIGNET JEWELERS LTD ORD$2.7M1.03%30,356CommonNONE
370334104GISGENERAL MILLS INC COM$2.5M0.94%39,350CommonNONE
592688105MTDMETTLER-TOLEDO INTL INC COM$2.4M0.91%1,710CommonNONE
384802104GWWWW GRAINGER INC$2.3M0.89%2,594CommonNONE
548661107LOWLOWES COS INC COM$2.1M0.80%9,560CommonNONE
278642103EBAYEBAY INC COM$2.0M0.74%36,590CommonNONE
204409601CIGCIA ENERGETICA DE SPON ADR$1.4M0.54%809,258CommonNONE
512807108LRCXEURLAM RESEARCH CORP$165,0520.06%155CommonSOLE
742718109PGPROCTER & GAMBLE$158,1580.06%959CommonSOLE
40434L105HPQHP INC$148,9400.06%4,253CommonSOLE
58933Y105MRKMERCK AND CO INC$141,5120.05%797CommonSOLE
452308109ITWILLINOIS TOOL WORKS$118,7170.04%501CommonSOLE
64110D104NTAPNETAPP INC$107,2900.04%833CommonSOLE
87901J105TGNATEGNA INC$53,1110.02%3,810CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$49,5870.02%1,194CommonSOLE
72407810062CPIPER SANDLER COS$17,7230.01%77CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$14,4140.01%260CommonSOLE
59100U108CASHPATHWARD FINL INC$14,1430.01%250CommonSOLE
127055101CBTCABOT CORP$13,7840.01%150CommonSOLE
74112D101PBHPRESTIGE CONSUMER HEALTHCARE I$12,3930.00%180CommonSOLE
74164M108PRIPRIMERICA INC$11,8290.00%50CommonSOLE
03937C105ARCBARCBEST CORP$11,7790.00%110CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$10,9250.00%500CommonSOLE
466313103JBLJABIL INC$10,8790.00%100CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTERNATI$10,8150.00%92CommonSOLE
858155203GJBSTEELCASE INC$10,3680.00%800CommonSOLE
001744101AMNAMN HEALTHCARE SERVICES INC$10,2460.00%200CommonSOLE
00737L103CVSAADTALEM GLOBAL EDUCATION INC$10,2320.00%150CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$9,9180.00%50CommonSOLE
104674106BRCBRADY CORP$9,9030.00%150CommonSOLE
92828Q109VRTSVIRTUS INVESTMENT PARTNERS INC$9,7120.00%43CommonSOLE
88076W103TDCTERADATA CORP$7,9490.00%230CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP INC$7,8120.00%50CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$7,4710.00%70CommonSOLE
880345103TNCTENNANT CO$6,8910.00%70CommonSOLE
829073105SSDSIMPSON MANUFACTURING CO INC$6,7410.00%40CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$6,7340.00%610CommonSOLE
56418H100MANMANPOWERGROUP INC$6,2820.00%90CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$4,8300.00%150CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$1,8210.00%550CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.