Filed: 8/12/2025ACC: 0001535387-25-000005
📋 What this filing means
DYNAMIC TECHNOLOGY LAB PRIVATE LTD filed this quarterly 13F‑HR report disclosing 887 equity positions with a total reported market value of $735.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
887
Positions
$735.98M
Total AUM (reported)
23.02M
Total Shares
Allocation by class
COM$523.92M71.2%
CL A$68.43M9.3%
COM NEW$27.79M3.8%
COM CL A$20.33M2.8%
COM SHS$12.08M1.6%
SHS$11.16M1.5%
CL A COM$8.99M1.2%
Portfolio Concentration
Top 3$21.77M3.0%
4–10$32.60M4.4%
11–25$45.39M6.2%
Rest$636.22M86.4%
Top 3 weight
3.0%
Top 10 weight
7.4%
Voting Authority Distribution
Total shares with voting rights: 23.02M
Sole
Full voting authority
23.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole887
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings887
Rows:
JUNIPER NETWORKS INC
SOLEShares241.92K
TypeSH
Market value$9.66M
1.31%
Sole
241.92K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC
SOLEShares28.49K
TypeSH
Market value$6.21M
0.84%
Sole
28.49K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares47.85K
TypeSH
Market value$5.90M
0.80%
Sole
47.85K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares39.33K
TypeSH
Market value$5.34M
0.73%
Sole
39.33K
Shared
0.00
None
0.00
BJS WHSL CLUB HLDGS INC
SOLEShares47.28K
TypeSH
Market value$5.10M
0.69%
Sole
47.28K
Shared
0.00
None
0.00
BRINKER INTL INC
SOLEShares27.20K
TypeSH
Market value$4.91M
0.67%
Sole
27.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22.19K
TypeSH
Market value$4.87M
0.66%
Sole
22.19K
Shared
0.00
None
0.00
CARNIVAL CORP
SOLEShares164.89K
TypeSH
Market value$4.64M
0.63%
Sole
164.89K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares13.14K
TypeSH
Market value$3.93M
0.53%
Sole
13.14K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares70.48K
TypeSH
Market value$3.83M
0.52%
Sole
70.48K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares16.91K
TypeSH
Market value$3.75M
0.51%
Sole
16.91K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares12.19K
TypeSH
Market value$3.25M
0.44%
Sole
12.19K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares46.09K
TypeSH
Market value$3.20M
0.43%
Sole
46.09K
Shared
0.00
None
0.00
OKTA INC
SOLEShares31.55K
TypeSH
Market value$3.15M
0.43%
Sole
31.55K
Shared
0.00
None
0.00
SPROUTS FMRS MKT INC
SOLEShares18.87K
TypeSH
Market value$3.11M
0.42%
Sole
18.87K
Shared
0.00
None
0.00
BOOT BARN HLDGS INC
SOLEShares20.36K
TypeSH
Market value$3.10M
0.42%
Sole
20.36K
Shared
0.00
None
0.00
FIRSTENERGY CORP
SOLEShares76.01K
TypeSH
Market value$3.06M
0.42%
Sole
76.01K
Shared
0.00
None
0.00
CARTERS INC
SOLEShares100.51K
TypeSH
Market value$3.03M
0.41%
Sole
100.51K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares54.52K
TypeSH
Market value$3.01M
0.41%
Sole
54.52K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares27.51K
TypeSH
Market value$2.88M
0.39%
Sole
27.51K
Shared
0.00
None
0.00
COPART INC
SOLEShares58.34K
TypeSH
Market value$2.86M
0.39%
Sole
58.34K
Shared
0.00
None
0.00
WALMART INC
SOLEShares28.82K
TypeSH
Market value$2.82M
0.38%
Sole
28.82K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares37.70K
TypeSH
Market value$2.81M
0.38%
Sole
37.70K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares7.11K
TypeSH
Market value$2.75M
0.37%
Sole
7.11K
Shared
0.00
None
0.00
SONY GROUP CORP
SOLEShares100.19K
TypeSH
Market value$2.61M
0.35%
Sole
100.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JUNIPER NETWORKS INCSOLE | COM | 241.92K | SH | $9.66M 1.31% | 241.92K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCSOLE | COM | 28.49K | SH | $6.21M 0.84% | 28.49K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 47.85K | SH | $5.90M 0.80% | 47.85K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 39.33K | SH | $5.34M 0.73% | 39.33K | 0.00 | 0.00 |
BJS WHSL CLUB HLDGS INCSOLE | COM | 47.28K | SH | $5.10M 0.69% | 47.28K | 0.00 | 0.00 |
BRINKER INTL INCSOLE | COM | 27.20K | SH | $4.91M 0.67% | 27.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.19K | SH | $4.87M 0.66% | 22.19K | 0.00 | 0.00 |
CARNIVAL CORPSOLE | UNIT 99/99/9999 | 164.89K | SH | $4.64M 0.63% | 164.89K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 13.14K | SH | $3.93M 0.53% | 13.14K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 70.48K | SH | $3.83M 0.52% | 70.48K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 16.91K | SH | $3.75M 0.51% | 16.91K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 12.19K | SH | $3.25M 0.44% | 12.19K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 46.09K | SH | $3.20M 0.43% | 46.09K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 31.55K | SH | $3.15M 0.43% | 31.55K | 0.00 | 0.00 |
SPROUTS FMRS MKT INCSOLE | COM | 18.87K | SH | $3.11M 0.42% | 18.87K | 0.00 | 0.00 |
BOOT BARN HLDGS INCSOLE | COM | 20.36K | SH | $3.10M 0.42% | 20.36K | 0.00 | 0.00 |
FIRSTENERGY CORPSOLE | COM | 76.01K | SH | $3.06M 0.42% | 76.01K | 0.00 | 0.00 |
CARTERS INCSOLE | COM | 100.51K | SH | $3.03M 0.41% | 100.51K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 54.52K | SH | $3.01M 0.41% | 54.52K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 27.51K | SH | $2.88M 0.39% | 27.51K | 0.00 | 0.00 |
COPART INCSOLE | COM | 58.34K | SH | $2.86M 0.39% | 58.34K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 28.82K | SH | $2.82M 0.38% | 28.82K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 37.70K | SH | $2.81M 0.38% | 37.70K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 7.11K | SH | $2.75M 0.37% | 7.11K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 100.19K | SH | $2.61M 0.35% | 100.19K | 0.00 | 0.00 |
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