Mondrian Investment Partners Ltd Top Holdings and 13F Report (2026) About Mondrian Investment Partners LtdInvestment ActivityMondrian Investment Partners Ltd has $6.69 billion in total holdings as of March 31, 2026.Mondrian Investment Partners Ltd owns shares of 103 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.75% of the portfolio was purchased this quarter.About 17.27% of the portfolio was sold this quarter.This quarter, Mondrian Investment Partners Ltd has purchased 102 new stocks and bought additional shares in 43 stocks.Mondrian Investment Partners Ltd sold shares of 46 stocks and completely divested from 5 stocks this quarter.Largest Holdings Yum China $908,580,015GSK $275,254,234Lloyds Banking Group $260,903,990Banco Santander $251,912,206Sony $251,493,086 Largest New Holdings this Quarter 98978V103 - Zoetis $818,722 Holding90353T100 - Uber Technologies $339,869 Holding742718109 - Procter & Gamble $157,295 Holding64110W102 - NetEase $139,710 Holding717081103 - Pfizer $122,429 Holding Largest Purchases this Quarter Sony 3,291,764 shares (about $69.13M)Workday 522,139 shares (about $67.84M)Microsoft 136,164 shares (about $50.40M)Sanofi 544,717 shares (about $26.24M)HDFC Bank 975,575 shares (about $24.27M) Largest Sales this Quarter Yum China 1,571,298 shares (about $605.58M)Qnity 692,795 shares (about $79.93M)Taiwan Semiconductor Manufacturing 215,047 shares (about $72.68M)Credicorp 152,606 shares (about $51.76M)GSK 819,545 shares (about $45.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMondrian Investment Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorYUMCYum China$908,580,015$605,578,183 ▼-40.0%2,357,49913.6%Retail/WholesaleGSKGSK$275,254,234$45,230,691 ▼-14.1%4,987,3934.1%MedicalLYGLloyds Banking Group$260,903,990$20,707,816 ▼-7.4%51,869,5803.9%FinanceSANBanco Santander$251,912,206$25,740,193 ▼-9.3%22,332,6423.8%FinanceSONYSony$251,493,086$69,127,045 ▲37.9%11,975,8613.8%Consumer DiscretionarySNYSanofi$242,830,335$26,244,465 ▲12.1%5,040,0653.6%MedicalPBRPetroleo Brasileiro S.A.- Petrobras$230,424,767$32,168,435 ▼-12.3%11,104,8083.4%EnergyBTIBritish American Tobacco$216,863,075$2,112,229 ▼-1.0%3,708,9633.2%Consumer StaplesBPBP$216,171,072$1,838,311 ▼-0.8%4,599,3853.2%EnergyPHGKoninklijke Philips$213,641,156$2,633,305 ▼-1.2%7,797,1223.2%MedicalMRKMerck & Co., Inc.$190,241,883$3,452,924 ▼-1.8%1,581,5272.8%MedicalGOOGLAlphabet$168,788,231$15,285,827 ▼-8.3%586,9672.5%Computer and TechnologySCHWCharles Schwab$161,399,184$2,635,575 ▼-1.6%1,717,3782.4%FinanceVALEVale$158,597,562$23,093,954 ▼-12.7%9,968,4202.4%Basic MaterialsTMOThermo Fisher Scientific$156,798,562$10,454,352 ▲7.1%319,0012.3%MedicalMSFTMicrosoft$154,148,042$50,403,828 ▲48.6%416,4252.3%Computer and TechnologySHELShell$149,767,016$532,704 ▼-0.4%1,610,3982.2%EnergyTXNTexas Instruments$148,533,602$14,321,514 ▼-8.8%765,0852.2%Computer and TechnologySYYSysco$130,213,914$1,805,719 ▼-1.4%1,825,5141.9%Consumer StaplesPLDPrologis$124,726,634$1,986,930 ▼-1.6%943,6121.9%FinanceCRMSalesforce$113,056,686$9,456,889 ▲9.1%605,6501.7%Computer and TechnologyDLTRDollar Tree$111,116,402$4,614,751 ▼-4.0%1,014,6691.7%Retail/WholesaleXOMExxonMobil$109,910,329$2,271,408 ▼-2.0%647,8271.6%EnergyDDDuPont de Nemours$108,196,867$19,847,247 ▼-15.5%2,362,3771.6%Basic MaterialsBACBank of America$104,330,021$1,720,777 ▼-1.6%2,140,1031.6%FinanceMETAMeta Platforms$104,148,257$1,965,267 ▼-1.9%182,0361.6%Computer and TechnologyHMCHonda Motor$100,821,890$4,578,936 ▼-4.3%4,200,9121.5%Auto/Tires/TrucksWFCWells Fargo & Company$100,207,495$1,854,674 ▼-1.8%1,258,7301.5%FinanceKVUEKenvue$98,044,070$1,486,898 ▼-1.5%5,687,0111.5%Consumer StaplesPEPPepsiCo$97,443,699$1,120,728 ▼-1.1%627,4951.5%Consumer StaplesCDWCDW$94,296,001$1,556,438 ▼-1.6%779,1771.4%Computer and TechnologyUNHUnitedHealth Group$93,561,904$12,289,657 ▲15.1%345,7701.4%MedicalEFAiShares MSCI EAFE ETF$84,985,037$4,212,236 ▲5.2%874,9621.3%FinanceWDAYWorkday$79,817,391$67,836,299 ▲566.2%614,3581.2%Computer and TechnologyNNNNNN REIT$74,236,454$1,257,117 ▼-1.7%1,766,2731.1%FinanceINFYInfosys$64,935,680$940,796 ▲1.5%4,806,4901.0%Computer and TechnologyYMMFull Truck Alliance$61,396,442$15,342,666 ▲33.3%7,397,1620.9%Business ServicesLHXL3Harris Technologies$59,119,363$10,147,755 ▼-14.7%171,2860.9%AerospaceHDBHDFC Bank$58,234,597$24,272,304 ▲71.5%2,340,6190.9%FinanceKTKT$57,125,645$6,196,734 ▼-9.8%2,663,2000.9%Computer and TechnologyFiserv$54,658,444$11,543,792 ▲26.8%979,5420.8%COMWPPWPP$52,946,363$2,560,960 ▲5.1%3,404,9110.8%Business ServicesBarrick Mining$44,560,302$9,940,482 ▲28.7%1,092,4320.7%COMBAPCredicorp$33,501,903$51,761,022 ▼-60.7%98,7730.5%FinanceKaspi ADR$32,049,249$4,344,721 ▼-11.9%432,6890.5%ADRAMZNAmazon.com$22,879,709$751,438 ▼-3.2%109,8560.3%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$21,838,435$72,675,486 ▼-76.9%64,6200.3%Computer and TechnologyKSAiShares MSCI Saudi Arabia ETF$4,461,960$28,118,564 ▼-86.3%112,2510.1%ETFQnity$4,312,674$79,934,694 ▼-94.9%37,3780.1%COMMUMicron Technology$3,039,209$66,554 ▼-2.1%8,9960.0%Computer and TechnologyESEversource Energy$2,019,720$109,255 ▲5.7%29,1530.0%UtilitiesAMTAmerican Tower$1,670,574$171,372 ▲11.4%9,6800.0%FinanceCSXCSX$1,656,860$42,610 ▲2.6%40,3620.0%TransportationEIXEdison International$1,488,847$123,674 ▲9.1%20,3450.0%UtilitiesWATWaters$1,408,892$77,130 ▲5.8%4,7310.0%MedicalEOGEOG Resources$1,303,009$172,472 ▲15.3%9,0130.0%EnergyPUKPrudential Public$1,258,767$3,355 ▼-0.3%44,2760.0%FinanceLabCorp$1,177,966$30,082,824 ▼-96.2%4,4150.0%COMMCDMcDonald's$1,151,477$104,425 ▲10.0%3,7050.0%Retail/WholesaleSolventum Corp$959,322$93,510 ▲10.8%14,6910.0%COMEWYiShares MSCI South Korea ETF$908,230$101,119 ▲12.5%7,3830.0%ETFQCOMQualcomm$830,953$103,290 ▲14.2%6,4520.0%Computer and TechnologyZTSZoetis$818,722$818,722 ▲New Holding6,9260.0%MedicalBKBNY$772,874$4,142,083 ▼-84.3%6,5150.0%FinanceVEAVanguard FTSE Developed Markets ETF$768,014$1,149,169 ▼-59.9%11,9850.0%ETFHCAHCA Healthcare$725,004$67,673 ▲10.3%1,5320.0%MedicalDGDollar General$486,1990.0%4,0950.0%Retail/WholesaleASHRXtrackers Harvest CSI 300 China A-Shares ETF$456,406$52,224 ▲12.9%13,9830.0%ETFNVSNovartis$359,391$463,863 ▼-56.3%2,3530.0%MedicalUBERUber Technologies$339,869$339,869 ▲New Holding4,7250.0%Computer and TechnologySHGShinhan Financial Group$337,262$37,835 ▲12.6%5,5000.0%FinanceBABAAlibaba Group$311,896$31,114 ▲11.1%2,4860.0%Retail/WholesaleASXASE Technology$287,641$35,186 ▲13.9%13,2680.0%Computer and TechnologyENICEnel Chile$217,1730.0%55,1200.0%UtilitiesVWOVanguard FTSE Emerging Markets ETF$172,640$62,916 ▲57.3%3,1940.0%ETFPACGrupo Aeroportuario Del Pacifico$170,450$11,363 ▲7.1%6900.0%TransportationSouth Bow (CA)$166,4690.0%3,5970.0%COMUAEiShares MSCI UAE ETF$161,405$13,029,024 ▼-98.8%8,6540.0%ETFFMXFomento Economico Mexicano$157,945$19,660 ▲14.2%1,4220.0%Consumer StaplesPGProcter & Gamble$157,295$157,295 ▲New Holding1,0890.0%Consumer StaplesITUBItau Unibanco$156,442$18,411 ▲13.3%18,6680.0%FinanceCNICanadian National Railway$148,6210.0%1,0380.0%TransportationTLKPT Telekomunikasi Indonesia, Tbk$141,363$16,083 ▲12.8%7,5680.0%UtilitiesNTESNetEase$139,710$139,710 ▲New Holding1,2480.0%Computer and TechnologyIBNICICI Bank$139,537$31,362 ▲29.0%5,3880.0%FinancePFEPfizer$122,429$122,429 ▲New Holding4,3600.0%MedicalABEVAmbev$119,644$16,317 ▲15.8%40,9740.0%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$119,279$159,990 ▼-57.3%1,5880.0%ETFUnilever ADR$117,187$14,869 ▲14.5%2,0570.0%ADRUNPUnion Pacific$110,392$27,173 ▲32.7%4550.0%TransportationNINiSource$109,884$34,575 ▲45.9%2,3550.0%UtilitiesBIDUBaidu$97,038$11,364 ▲13.3%8710.0%Computer and TechnologyCheniere Energy$78,318$78,318 ▲New Holding2760.0%COMBNSBank of Nova Scotia$45,630$289 ▲0.6%4730.0%FinanceATHMAutohome$41,914$57,339 ▼-57.8%2,4130.0%Computer and TechnologyBTGB2Gold$39,904$120 ▲0.3%6,3140.0%Basic MaterialsNOMDNomad Foods$36,8350.0%3,8330.0%Consumer StaplesLAURLaureate Education$30,5200.0%8760.0%Consumer DiscretionaryVINPVinci Compass Investments$29,6140.0%2,8070.0%FinanceOTEXOpen Text$18,1970.0%5870.0%Computer and TechnologyShowing largest 100 holdings. 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