Fund HoldingsALTRINSIC GLOBAL ADVISORS LLC

Total Portfolio Value
$2.61B
Total Bought
$164.28M
Total Sold
$206.56M
Net Transaction
-$42.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
CREDICORP LTD(BAP)37,950342,660+304,7105,02450,5901.94%+45,566
HDFC BANK LTD(HDB)2,368,1252,715,230+347,105157,883189,2527.25%+31,369
AXIS CAP HLDGS LTD
SHS
1,262,0291,714,033+452,00468,80692,2663.53%+23,461
FOMENTO ECONOMICO MEXICANO S(FMX)1,100,7151,089,028-11,687104,777120,7084.62%+15,931
MEDTRONIC PLC(MDT)2,596,9892,550,873-46,116209,369224,7328.61%+15,363
VODAFONE GROUP PLC NEW(VOD)5,474,6267,432,585+1,957,95960,44070,2382.69%+9,798
EVEREST RE GROUP LTD(EG)714,877775,556+60,679255,940265,13210.15%+9,191
BIONTECH SE(BNTX)548,895708,393+159,49868,37676,4572.93%+8,081
ACUITY BRANDS INC(AYI)100,181160,599+60,41818,30626,1901.00%+7,884
CHECK POINT SOFTWARE TECH LT
ORD
1,500,2691,595,696+95,427195,035200,4517.68%+5,416
CROWN HLDGS INC(CCK)149,036202,357+53,32112,32717,5790.67%+5,252
AGNICO EAGLE MINES LTD(AEM)855,085972,283+117,19843,58448,5951.86%+5,011
KROGER CO(KR)231,487321,821+90,33411,42915,1260.58%+3,697
CHARTER COMMUNICATIONS INC N(CHTR)58,11765,894+7,77720,78324,2070.93%+3,424
COMCAST CORP NEW(CCZ)524,965555,152+30,18719,90123,0670.88%+3,165
CISCO SYS INC(CSCO)417,298466,805+49,50721,81424,1520.92%+2,338
MASCO CORP(MAS)322,781308,544-14,23716,04917,7040.68%+1,656
INTERCONTINENTAL EXCHANGE IN(ICE)370,967355,146-15,82138,68840,1601.54%+1,472
IONIS PHARMACEUTICALS INC(IONS)322,281307,990-14,29111,51812,6370.48%+1,119
LOWES COS INC(LOW)43,35841,448-1,9108,6709,3550.36%+685
GEN DIGITAL INC(GEN)966,614923,949-42,66516,58717,1390.66%+552
KB FINL GROUP INC(KB)67,44676,128+8,6822,4562,7710.11%+315
BRISTOL-MYERS SQUIBB CO(BMY)422,450462,728+40,27829,28029,5911.13%+311
TENARIS S A(TS)25,99923,896-2,1037397160.03%-23
P T TELEKOMUNIKASI INDONESIA(TLK)18,62717,098-1,5295084560.02%-52
INFOSYS LTD(INFY)32,33529,679-2,6565644770.02%-87
KINROSS GOLD CORP(KGC)13,146,15812,911,168-234,99061,78061,6652.36%-114
GRUPO AEROPUERTO DEL PACIFIC(PAC)3,4162,394-1,0226664280.02%-239
PUBLIC SVC ENTERPRISE GRP IN(PEG)104,53899,937-4,6016,5286,2570.24%-271
BIOGEN INC(BIIB)51,77649,575-2,20114,39514,1210.54%-274
FIDELITY NATL INFORMATION SV(FIS)137,098131,054-6,0447,4497,1690.27%-280
LAS VEGAS SANDS CORP(LVS)157,618150,707-6,9119,0558,7410.33%-314
EOG RES INC(EOG)133,788130,139-3,64915,33614,8930.57%-443
RAYTHEON TECHNOLOGIES CORP(RTX)162,819155,920-6,89915,94515,2740.58%-671
GODADDY INC(GDDY)149,143142,570-6,57311,59110,7110.41%-880
NEW RELIC INC131,270125,484-5,7869,8838,2120.31%-1,672
WILLIS TOWERS WATSON PLC LTD(WTW)1,206,1341,182,303-23,831280,281278,43210.66%-1,849
CVS HEALTH CORP(CVS)251,604240,518-11,08618,69716,6270.64%-2,070
CHUBB LIMITED
COM
1,506,3881,498,885-7,503292,510288,62511.05%-3,885
HANOVER INS GROUP INC(THG)206,994198,273-8,72126,59922,4110.86%-4,188
ALIGHT INC2,206,1281,631,713-574,41520,31815,0770.58%-5,241
HARTFORD FINL SVCS GROUP INC97,3640-97,3646,7850-6,785
ORACLE CORP112,0390-112,03910,4110-10,411
BP PLC(BP)4,188,0114,121,162-66,849158,893145,4365.57%-13,457
ADVANCE AUTO PARTS INC130,0850-130,08515,8200-15,820
LIBERTY GLOBAL PLC(LBTYA)5,936,9745,796,079-140,895115,77197,7223.74%-18,049
AON PLC127,2500-127,25040,1210-40,121
LINDE PLC119,8180-119,81842,5880-42,588
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