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Amanah Holdings Trust
gestora de activos · cartera $1.79 mil M · 21 posiciones · informe a 30.09.2026
Posiciones en Acciones informe de 30.09.2026, presentado el 23.10.2026; cambio — frente a 30.06.2026 · 30
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| ELASTIC N V CUSIP N14506104 | 1 710 863 | $157 M | 8.78% | nueva |
| Marathon Petroleum Corp US:MPC | 377 543 | $149 M | 8.35% | nueva |
| Okta, Inc. US:OKTA | 711 946 | $149 M | 8.33% | nueva |
| Phillips 66 US:PSX | 573 065 | $146 M | 8.19% | nueva |
| Valero Energy Corporation US:VLO | 371 140 | $144 M | 8.05% | nueva |
| FRONTLINE PLC CUSIP M46528101 | 2 881 844 | $142 M | 7.94% | nueva |
| Cloudflare Inc US:NET | 405 992 | $141 M | 7.89% | nueva |
| Cognizant Technology Solutio… US:CTSH | 2 434 867 | $140 M | 7.82% | nueva |
| Dynatrace, Inc. US:DT | 2 203 613 | $127 M | 7.12% | nueva |
| PayPal Holdings Inc US:PYPL | 2 269 117 | $119 M | 6.67% | nueva |
| Eli Lilly and Company US:LLY | 100 000 | $116 M | 6.47% | — |
| CIENA CORP US:CIEN | 200 000 | $70.4 M | 3.94% | — |
| GE Vernova LLC US:GEV | 52 150 | $49.6 M | 2.77% | — |
| Teradyne Inc US:TER | 110 000 | $44.1 M | 2.47% | — |
| WW Grainger Inc US:GWW | 21 000 | $26.2 M | 1.46% | — |
| Advanced Energy Industries I… US:AEIS | 85 000 | $24.0 M | 1.34% | — |
| EPAM Systems Inc US:EPAM | 110 000 | $11.9 M | 0.67% | — |
| Estee Lauder Companies Inc US:EL | 110 000 | $10.2 M | 0.57% | — |
| ArcelorMittal South Africa L… US:MT | 148 000 | $9.88 M | 0.55% | — |
| Toyota Motor Corporation ADR US:TM | 37 000 | $6.77 M | 0.38% | — |
| Rio Tinto ADR US:RIO | 45 000 | $4.24 M | 0.24% | — |
| Western Digital Corporation US:WDC | 0 (era 315 000) | — | — | vendida |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 0 (era 289 774) | — | — | vendida |
| Albemarle Corp US:ALB | 0 (era 135 000) | — | — | vendida |
| Amphenol Corporation US:APH | 0 (era 382 716) | — | — | vendida |
| Carvana Co US:CVNA | 0 (era 91 462) | — | — | vendida |
| EchoStar Corporation US:ECHO | 0 (era 115 000) | — | — | vendida |
| Lumentum Holdings Inc. US:LITE | 0 (era 135 000) | — | — | vendida |
| Mettler-Toledo International… US:MTD | 0 (era 12 000) | — | — | vendida |
| Sandisk Corp US:SNDK | 0 (era 250 000) | — | — | vendida |
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