Albar Capital Ltd

data from 30/09/2024

Capitalization

$ 445.211 M -32.15 %

Average holding period

3 ans

Performance

$ 290.262 M 93.19 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Albar Capital Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 14.97% 66.656 M $ 383808 2023/03/31 675.870 K $ 0.77 %
2024/09/30 IFF INTERNATIONAL FLAVORS&FRAGRA 13.90% 61.882 M $ 589741 2024/03/31 13.514 M $ 12.38 %
2024/09/30 ETN EATON CORP PLC 9.98% 44.415 M $ 134005 2024/06/30 946.425 K $ 6.08 %
2024/09/30 AVGO BROADCOM INC 7.57% 33.693 M $ 195323 2022/09/30 1.836 M $ 5.24 %
2024/09/30 AMZN AMAZON COM INC 4.70% 20.940 M $ 112380 2024/09/30 0.000 $ 0.00 %
2024/09/30 GM GENERAL MTRS CO 4.54% 20.221 M $ 450957 2024/03/31 -1.577 M $ -3.96 %
2024/09/30 FCX FREEPORT-MCMORAN INC 4.36% 19.425 M $ 389130 2023/12/31 958.878 K $ 3.11 %
2024/09/30 ALLE ALLEGION PLC 4.03% 17.960 M $ 123235 2024/03/31 0.000 $ 0.00 %
2024/09/30 OLED UNIVERSAL DISPLAY CORP 3.96% 17.624 M $ 83966 2023/06/30 163.903 K $ 0.61 %
2024/09/30 CTVA CORTEVA INC 3.18% 14.143 M $ 240560 2023/12/31 2.978 M $ 10.60 %
2024/09/30 CRH CRH PLC 3.14% 13.983 M $ 150773 2024/03/31 7.900 M $ 26.38 %
2024/09/30 RTX RTX CORPORATION 3.08% 13.694 M $ 113021 2024/09/30 0.000 $ 0.00 %
2024/09/30 SOXX ISHARES TR 3.07% 13.665 M $ 59259 2024/09/30 0.000 $ 0.00 %
2024/09/30 APD AIR PRODS & CHEMS INC 2.44% 10.877 M $ 36533 2024/09/30 0.000 $ 0.00 %
2024/09/30 FERG FERGUSON ENTERPRISES INC 2.15% 9.564 M $ 48164 2024/09/30 0.000 $ 0.00 %
2024/09/30 CARR CARRIER GLOBAL CORPORATION 2.08% 9.243 M $ 114834 2024/06/30 7.235 M $ 29.47 %
2024/09/30 MMM 3M CO 1.56% 6.932 M $ 50706 2024/06/30 2.585 M $ 35.32 %
2024/09/30 IWM ISHARES TR 1.37% 6.088 M $ 27559 2023/12/31 0.000 $ 0.00 %
2024/09/30 XLP SELECT SECTOR SPDR TR 1.26% 5.594 M $ 67403 2024/03/31 0.000 $ 0.00 %
2024/09/30 APTV APTIV PLC 1.02% 4.552 M $ 63214 2024/09/30 0.000 $ 0.00 %
2024/09/30 JCI JOHNSON CTLS INTL PLC 1.02% 4.534 M $ 58424 2024/09/30 0.000 $ 0.00 %
2024/09/30 TRMB TRIMBLE INC 1.01% 4.488 M $ 72275 2024/09/30 0.000 $ 0.00 %
2024/09/30 HON HONEYWELL INTL INC 1.00% 4.447 M $ 21515 2024/09/30 0.000 $ 0.00 %
2024/09/30 OSK OSHKOSH CORP 0.99% 4.419 M $ 44100 2023/09/30 0.000 $ 0.00 %
2024/09/30 SPY SPDR S&P 500 ETF TR 0.90% 4.010 M $ 6989 2024/09/30 0.000 $ 0.00 %
2024/09/30 CMI CUMMINS INC 0.75% 3.341 M $ 10318 2024/09/30 0.000 $ 0.00 %
2024/09/30 ESI ELEMENT SOLUTIONS INC 0.68% 3.018 M $ 111123 2023/09/30 115.327 K $ 1.18 %
2024/09/30 WLK WESTLAKE CORPORATION 0.50% 2.205 M $ 14669 2024/09/30 0.000 $ 0.00 %
2024/09/30 TT TRANE TECHNOLOGIES PLC 0.49% 2.176 M $ 5597 2024/06/30 2.981 M $ 20.48 %
2024/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.32% 1.424 M $ 7946 2023/12/31 803.756 K $ 7.19 %
2024/09/30 TDG TRANSDIGM GROUP INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/09/30 CCK CROWN HLDGS INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 DE DEERE & CO 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 MSFT MICROSOFT CORP 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2024/09/30 NXPI NXP SEMICONDUCTORS NV 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2024/09/30 GEV GE VERNOVA INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 WRK WESTROCK CO 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 GD GENERAL DYNAMICS CORP 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 ASML ASML HOLDING N V 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/09/30 LRCX LAM RESEARCH CORP 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 PH PARKER-HANNIFIN CORP 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/09/30 QCOM QUALCOMM INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 LII LENNOX INTL INC 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2024/09/30 MU MICRON TECHNOLOGY INC 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2024/09/30 TECK TECK RESOURCES LTD 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2024/09/30 TKR TIMKEN CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/09/30 NVDA NVIDIA CORPORATION 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2024/09/30 BWA BORGWARNER INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 VRT VERTIV HOLDINGS CO 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %