MondegarAI
Promethos Capital, LLC

Q1 2025 · 13F-HR

Promethos Capital, LLCholdings as filed

Filed 2025-05-15 · accession 0001398344-25-009584

$272.4M
Reported value
82
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
803054204SAPSAP SE SPONSORED ADR$25.3M9.30%94,391CommonNONE
66987V109NVSNOVARTIS AG SPONSORED ADR$20.9M7.69%187,645CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR SP ADR$17.0M6.25%102,644CommonNONE
56501R106MFCMANULIFE FINANCIAL CORP$14.5M5.33%466,475CommonNONE
45104G104IBNICICI BANK LTD SPON ADR$13.9M5.09%439,845CommonNONE
404280406HSBCHSBC HOLDINGS PLC SPONS ADR$10.4M3.82%180,964CommonNONE
97651M109WITWIPRO LTD ADR$9.5M3.50%3,117,298CommonNONE
12532H104GIBCGI INC$9.1M3.34%91,214CommonNONE
037833100AAPLAPPLE INC$8.2M3.02%37,070CommonNONE
67077M108NTRNUTRIEN LTD$7.9M2.89%158,298CommonNONE
136375102CNICANADIAN NATL RAILWAY CO$7.1M2.59%72,520CommonNONE
64110L106NFLXNETFLIX INC$6.7M2.47%7,207CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP ADR$6.5M2.38%202,356CommonNONE
H42097107UBSUBS GROUP AG REG$6.2M2.28%202,332CommonNONE
48241A105KBKB FINANCIAL GROUP INC ADR$6.2M2.27%114,235CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$5.7M2.10%46,269CommonNONE
17275R102CSCOCISCO SYSTEMS INC$5.5M2.01%88,655CommonNONE
78440P306SKMSK TELECOM CO LTD SPON ADR$5.2M1.91%244,700CommonNONE
110122108BMYBRISTOL MYERS SQUIBB CO$5.0M1.83%81,579CommonNONE
064058100BKBANK OF NEW YORK MELLON CORP$4.9M1.78%57,896CommonNONE
79466L302CRMSALESFORCE INC$4.9M1.78%18,076CommonNONE
85208M102SFMSPROUTS FARMERS MARKET INC$4.8M1.78%31,721CommonNONE
760759100RSGREPUBLIC SERVICES INC$4.8M1.76%19,770CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4.7M1.74%104,610CommonNONE
690742101OCOWENS CORNING$4.5M1.67%31,797CommonNONE
57636Q104MAMASTERCARD INC A$4.5M1.66%8,238CommonNONE
23918K108DVADAVITA INC$4.4M1.61%28,636CommonNONE
46284V101IRMIRON MOUNTAIN INC$4.4M1.60%50,782CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.0M1.46%28,920CommonNONE
969904101WSMWILLIAMS SONOMA INC$3.9M1.44%24,825CommonNONE
494368103KMBKIMBERLY CLARK CORP$3.7M1.37%26,230CommonNONE
052769106ADSKAUTODESK INC$3.6M1.31%13,637CommonNONE
031100100AMEAMETEK INC$3.4M1.25%19,730CommonNONE
89055F103BLDTOPBUILD CORP$3.2M1.18%10,550CommonNONE
380237107GDDYGODADDY INC CLASS A$3.0M1.09%16,446CommonNONE
00724F101ADBEADOBE INC$2.9M1.05%7,465CommonNONE
278642103EBAYEBAY INC$2.5M0.92%36,880CommonNONE
548661107LOWLOWE S COS INC$2.2M0.83%9,640CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2.0M0.75%1,720CommonNONE
64110D104NTAPNETAPP INC$2.0M0.73%22,683CommonNONE
204409601CIGADR COMPANHIA ENERGETICA DE MINAS GERAIS$1.7M0.63%980,428CommonNONE
742718109PGPROCTER AND GAMBLE CO/THE$163,4330.06%959CommonSOLE
58933Y105MRKMERCK AND CO INC$149,7200.05%1,668CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECHNOLOG$126,7240.05%556CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$124,2530.05%501CommonSOLE
40434L105HPQHP INC$117,7660.04%4,253CommonSOLE
11135F101AVGOBROADCOM INC$116,1960.04%694CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$112,6850.04%1,550CommonSOLE
26210C104DBXDROPBOX INC$89,2110.03%3,340CommonSOLE
418056107HASHASBRO INC$76,8630.03%1,250CommonSOLE
87901J105TGNATEGNA INC$69,4180.03%3,810CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$54,4840.02%835CommonSOLE
59100U108CASHPATHWARD FINL INC$18,2380.01%250CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$15,6100.01%260CommonSOLE
74112D101PBHPRESTIGE CONSUMER HEALTHCARE I$15,4750.01%180CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$15,4150.01%500CommonSOLE
00737L103CVSAADTALEM GLOBAL EDUCATION INC$15,0960.01%150CommonSOLE
74164M108PRIPRIMERICA INC$14,2270.01%50CommonSOLE
014752109ALXALEXANDER'S INC$13,5950.00%65CommonSOLE
149568107CVCOCAVCO INDUSTRIES INC$12,9910.00%25CommonSOLE
127055101CBTCABOT CORP$12,4710.00%150CommonSOLE
72407810062CPIPER SANDLER COS$12,3830.00%50CommonSOLE
858155203GJBSTEELCASE INC$12,0560.00%1,100CommonSOLE
63633D104NHINATIONAL HEALTH INVESTORS INC$11,0790.00%150CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$10,7590.00%75CommonSOLE
104674106BRCBRADY CORP$10,5960.00%150CommonSOLE
172755100CRUSCIRRUS LOGIC INC$8,9690.00%90CommonSOLE
09239B109BLBLACKLINE INC$8,7160.00%180CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$8,6910.00%70CommonSOLE
88076W103TDCTERADATA CORP$8,5420.00%380CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP INC$8,4020.00%50CommonSOLE
91688F104UPWKUPWORK INC$7,8300.00%600CommonSOLE
03937C105ARCBARCBEST CORP$7,7640.00%110CommonSOLE
374689107ROCKGIBRALTAR INDUSTRIES INC$7,6260.00%130CommonSOLE
92828Q109VRTSVIRTUS INVESTMENT PARTNERS INC$7,4110.00%43CommonSOLE
859241101STRLSTERLING CONSTRUCTION CO INC$6,7930.00%60CommonSOLE
294268107PLUSEPLUS INC$6,1030.00%100CommonSOLE
L6388F110TIGOMILLICOM INTERNATIONAL CELLULA$6,0540.00%200CommonSOLE
35905A109FTDRFRONTDOOR INC$5,3790.00%140CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES TR$4,7280.00%120CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$4,4780.00%150CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$1,8320.00%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.