GaveKal Capital

Knowledge Leaders Capital as of June 30, 2024

Portfolio Holdings for Knowledge Leaders Capital

Knowledge Leaders Capital holds 32 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amphenol Corp Cl A (APH) 5.6 $2.4M 35k 67.37
Analog Devices (ADI) 4.4 $1.8M 8.0k 228.26
Garmin SHS (GRMN) 4.1 $1.7M 11k 162.92
Kla Corp Com New (KLAC) 4.1 $1.7M 2.1k 824.51
Trane Technologies SHS (TT) 4.0 $1.7M 5.1k 328.93
Ecolab (ECL) 3.9 $1.7M 6.9k 238.00
Boston Scientific Corporation (BSX) 3.8 $1.6M 21k 77.01
Lam Research Corporation (LRCX) 3.7 $1.5M 1.5k 1064.85
Accenture Plc Ireland Shs Class A (ACN) 3.7 $1.5M 5.1k 303.41
Alphabet Cap Stk Cl A (GOOGL) 3.6 $1.5M 8.4k 182.15
NetApp (NTAP) 3.6 $1.5M 12k 128.80
Agilent Technologies Inc C ommon (A) 3.6 $1.5M 12k 129.63
Thermo Fisher Scientific (TMO) 3.5 $1.5M 2.6k 553.00
Monolithic Power Systems (MPWR) 3.4 $1.4M 1.8k 821.68
Genuine Parts Company (GPC) 3.4 $1.4M 10k 138.32
Intuit (INTU) 3.4 $1.4M 2.1k 657.21
Micron Technology (MU) 3.3 $1.4M 11k 131.53
Danaher Corporation (DHR) 3.3 $1.4M 5.6k 249.85
Amazon (AMZN) 3.2 $1.4M 7.0k 193.25
Keurig Dr Pepper (KDP) 3.0 $1.3M 39k 33.40
PPG Industries (PPG) 2.9 $1.2M 9.6k 125.89
Hubbell (HUBB) 2.9 $1.2M 3.3k 365.48
Steris Shs Usd (STE) 2.6 $1.1M 5.0k 219.54
Transunion (TRU) 2.6 $1.1M 15k 74.16
3M Company (MMM) 2.5 $1.1M 10k 102.19
Carrier Global Corporation (CARR) 2.2 $928k 15k 63.08
Airbnb Com Cl A (ABNB) 1.9 $786k 5.2k 151.63
Global Payments (GPN) 1.8 $772k 8.0k 96.70
Datadog Cl A Com (DDOG) 1.8 $745k 5.7k 129.69
Suncor Energy (SU) 1.7 $708k 19k 38.10
Akamai Technologies (AKAM) 1.6 $653k 7.3k 90.08
Zoom Video Communications In Cl A (ZM) 1.1 $445k 7.5k 59.19