Dynamic Technology Lab Private Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Dynamic Technology Lab Private Ltd reported 900 stock positions worth $885.4 million. Its top holding was Juniper Networks (JNPR) at 0.9% of the portfolio, followed by Apple (AAPL, 0.8%) and Veeva Systems Class A (VEEV, 0.7%). Compared with Q1 2024, it opened 480 new positions, sold out of 581, added to 212 and reduced 208. The biggest buy was Juniper Networks (JNPR, shares +247%) and the biggest sale an exit from Centerpoint Energy (CNP).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0001535387
Portfolio Value
$885.4M (Q2 2024)
SEC Filing
0001535387-24-000007 ↗ filed Aug 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $936.0M Q1 2024 Q2 2024: $885.4M $885.4M Q2 2024 Q3 2024: $944.7M Q3 2024 Q4 2024: $622.1M Q4 2024 Q1 2025: $690.9M Q1 2025 Q2 2025: $736.0M Q2 2025 Q3 2025: $590.4M Q3 2025 Q4 2025: $441.4M Q4 2025 Q1 2026: $614.8M Q1 2026 Q2 2026: $447.4M Q2 2026

Holdings 900 stocks · $885.4M
JNPR Juniper Networks Inc. 0.92% 223,776 $8.2M Add +246.5%
AAPL Apple Inc. 0.80% 33,443 $7.0M Add +31.3%
VEEV Veeva Systems Inc. Class A 0.65% 31,579 $5.8M New
JBL Jabil Inc. 0.59% 48,373 $5.3M Add +340.2%
PYPL PayPal Holdings Inc. 0.59% 89,859 $5.2M New
V Visa Inc. Class A 0.58% 19,449 $5.1M Add +0.1%
WAB Wabtec Corp. 0.57% 31,752 $5.0M New
ANF Abercrombie & Fitch Co. Class A 0.56% 27,926 $5.0M Reduce -18.0%
LOW Lowe's Cos Inc. 0.56% 22,474 $5.0M Add +719.9%
FLEX Flex Ltd. 0.56% 166,924 $4.9M Add +694.8%
ACI Albertsons Cos Inc. Class A 0.55% 246,433 $4.9M Add +13.7%
SHAK Shake Shack Inc. Class A 0.52% 51,427 $4.6M Add +321.4%
QCOM Qualcomm Inc. 0.51% 22,551 $4.5M Add +279.7%
URBN Urban Outfitters Inc. 0.50% 107,336 $4.4M Add +429.4%
MU Micron Technology Inc. 0.50% 33,350 $4.4M Add +407.9%
LEVI Levi Strauss & Co. Class A 0.49% 224,197 $4.3M Add +299.6%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.48% 48,886 $4.3M Add +8.1%
THC Tenet Healthcare Corp. 0.47% 31,172 $4.1M Add +321.9%
AAP Advance Auto Parts Inc. 0.47% 65,404 $4.1M New
PPG PPG Industries Inc. 0.47% 32,817 $4.1M Add +1350.8%
FDS Factset Research Systems Inc. 0.46% 9,981 $4.1M New
JBHT Hunt (jb) Transprt SVCS Inc. 0.45% 25,041 $4.0M Add +1771.5%
SM SM Energy Co. 0.43% 87,378 $3.8M Add +691.0%
DAL Delta Air Lines Inc. 0.42% 78,744 $3.7M New
EME Emcor Group Inc. 0.41% 10,050 $3.7M Add +696.4%
NRG NRG Energy Inc. 0.41% 46,060 $3.6M Reduce -18.7%
CCL Carnival Corp. 0.40% 189,852 $3.6M New
AMP Ameriprise Financial Inc. 0.39% 8,049 $3.4M Add +540.8%
LYFT LYFT Inc. Class A 0.37% 230,042 $3.2M Add +309.8%
CEG Constellation Energy 0.36% 15,882 $3.2M New
RTX RTX Corp. 0.35% 31,213 $3.1M New
XYL Xylem Inc. 0.35% 22,964 $3.1M New
RL Ralph Lauren Corp. 0.35% 17,682 $3.1M Add +251.8%
MAR Marriott International Class A 0.34% 12,632 $3.1M Add +8.3%
CVE Cenovus Energy Inc. 0.34% 155,014 $3.0M New
BC Brunswick Corp. 0.34% 41,832 $3.0M Add +1138.4%
WCC Wesco International Inc. 0.34% 19,173 $3.0M New
MDT Medtronic PLC 0.34% 38,414 $3.0M New
ALLY Ally Financial Inc. 0.34% 76,085 $3.0M New
DOCU Docusign Inc. 0.34% 56,063 $3.0M Add +1006.6%
MAN Manpowergroup Inc. 0.34% 42,920 $3.0M New
TOL Toll Brothers Inc. 0.33% 25,729 $3.0M New
CBT Cabot Corp. 0.33% 32,007 $2.9M New
EXC Exelon Corp. 0.33% 84,939 $2.9M Add +46.8%
PFGC Performance Food Group Co. 0.33% 44,325 $2.9M Reduce -15.9%
GD General Dynamics Corp. 0.33% 9,935 $2.9M Add +3.1%
TTC Toro Co. 0.32% 30,616 $2.9M New
UPS United Parcel Service Class B 0.32% 20,826 $2.9M Add +6.7%
WING Wingstop Inc. 0.32% 6,736 $2.8M New
MOH Molina Healthcare Inc. 0.32% 9,560 $2.8M New
WU Western Union Co. 0.32% 230,316 $2.8M Add +112.9%
ONTO Onto Innovation Inc. 0.32% 12,722 $2.8M Add +486.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.31% 27,940 $2.8M New
VRT Vertiv Holdings Co. Class A 0.31% 32,012 $2.8M Add +251.1%
PRIM Primoris Services Corp. 0.31% 55,344 $2.8M Add +169.6%
BSY Bentley Systems Inc. Class B 0.31% 55,836 $2.8M New
TMO Thermo Fisher Scientific Inc. 0.31% 4,971 $2.7M Add +226.2%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.31% 25,114 $2.7M Add +600.7%
EIX Edison International 0.31% 37,997 $2.7M Add +387.3%
CDW CDW Corp. 0.30% 11,910 $2.7M New
BOX Box Inc. Class A 0.30% 100,769 $2.7M Add +1197.6%
SON Sonoco Products Co. 0.30% 52,341 $2.7M Add +10.1%
NKE Nike Inc. Class B 0.30% 35,140 $2.6M New
SWK Stanley Black & Decker Inc. 0.29% 31,646 $2.5M New
WMT Walmart Inc. 0.28% 36,830 $2.5M Reduce -34.5%
PG The Procter & Gamble Co. 0.28% 15,039 $2.5M Add +260.0%
ALV Autoliv Inc. 0.28% 23,088 $2.5M Add +114.1%
EEFT Euronet Worldwide Inc. 0.28% 23,744 $2.5M Add +159.9%
SNA Snap-on Inc. 0.28% 9,322 $2.4M New
VOYA Voya Financial Inc. 0.27% 34,194 $2.4M New
WTS Watts Water Technologies-A 0.27% 13,124 $2.4M New
UFPI Ufp Industries Inc. 0.27% 21,458 $2.4M Add +497.2%
ON On Semiconductor 0.27% 35,047 $2.4M Reduce -27.7%
GTLB Gitlab Inc. Class A 0.27% 48,096 $2.4M New
WYNN WYNN Resorts Ltd. 0.27% 26,659 $2.4M New
FERG Ferguson Jersey Ltd. 0.27% 12,285 $2.4M Add +451.4%
DKS Dick's Sporting Goods Inc. 0.27% 11,066 $2.4M New
LZB La-Z-Boy Inc. 0.27% 63,228 $2.4M New
DPZ Domino's Pizza Inc. 0.27% 4,550 $2.3M New
AFRM Affirm Holdings Inc. 0.26% 77,507 $2.3M Add +508.6%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.26% 36,374 $2.3M Add +614.9%
PRGS Progress Software Corp. 0.26% 43,010 $2.3M Reduce -8.7%
DT Dynatrace Inc. 0.26% 52,139 $2.3M Add +59.7%
TRIP Tripadvisor Inc. 0.26% 130,437 $2.3M Reduce -7.5%
WEC WEC Energy Group Inc. 0.26% 29,442 $2.3M Add +491.6%
FCX Freeport-McMoran Inc. 0.26% 47,011 $2.3M New
ARW Arrow Electronics Inc. 0.25% 18,545 $2.2M New
GLD SPDR Gold Shares 0.25% 10,370 $2.2M Reduce -11.4%
TDW Tidewater Inc. 0.25% 23,354 $2.2M New
CVX Chevron Corp. 0.25% 14,211 $2.2M Add +2.6%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.25% 58,224 $2.2M New
OLN Olin Corp. 0.25% 47,028 $2.2M Add +370.7%
SWBI Smith & Wesson Brands Inc. 0.25% 154,635 $2.2M New
H Hyatt Hotels Corp. Class A 0.25% 14,565 $2.2M New
NVO Novo-Nordisk A/S-Spons ADR 0.25% 15,315 $2.2M Reduce -54.0%
IQV Iqvia Holdings Inc. 0.25% 10,293 $2.2M Add +17.2%
EVH Evolent Health Inc. Class A 0.25% 113,548 $2.2M Add +190.3%
BRO Brown & Brown Inc. 0.24% 24,072 $2.2M New
NYT New York Times Co. Class A 0.24% 41,784 $2.1M Reduce -0.9%
FCFS Firstcash Holdings Inc. 0.24% 20,393 $2.1M New

Show all 900 holdings

Portfolio Sells Q1 2024 → Q2 2024
CNP Centerpoint Energy Inc. Sold out 0.00% −0.53
FN Fabrinet Sold out 0.00% −0.43
FE Firstenergy Corp. Sold out 0.00% −0.40
SKX Skechers USA Inc. Class A Sold out 0.00% −0.36
PGR Progressive Corp. Reduce -87.8% 0.05% −0.35
FIX Comfort Systems USA Inc. Sold out 0.00% −0.34
PARR Par Pacific Holdings Inc. Sold out 0.00% −0.34
WBD Warner Bros Discovery Inc. Sold out 0.00% −0.33
PZZA Papa John's Intl Inc. Sold out 0.00% −0.32
HUN Huntsman Corp. Sold out 0.00% −0.32
TRGP Targa Resources Corp. Sold out 0.00% −0.32
LYB Lyondellbasell Indu Class A Sold out 0.00% −0.32
BEN Franklin Templeton Inc. Sold out 0.00% −0.31
SLB SLB Ltd. Sold out 0.00% −0.31
IRDM Iridium Communications Inc. Reduce -81.9% 0.07% −0.31
LLY Eli Lilly & Co. Reduce -66.3% 0.22% −0.31
ROST Ross Stores Inc. Reduce -67.2% 0.16% −0.30
STRL Sterling Infrastructure Inc. Sold out 0.00% −0.30
QRVO Qorvo Inc. Sold out 0.00% −0.30
SYF Synchrony Financial Sold out 0.00% −0.30
APG Api Group Corp. Sold out 0.00% −0.30
CIEN Ciena Corp. Sold out 0.00% −0.29
MGA Magna International Inc. Reduce -90.5% 0.02% −0.29
IBP Installed Building Products Sold out 0.00% −0.28
EA Electronic Arts Inc. Sold out 0.00% −0.28
JKHY Jack Henry & Associates Inc. Sold out 0.00% −0.27
OVV Ovintiv Inc. Reduce -87.2% 0.04% −0.27
UNP Union Pacific Corp. Reduce -84.6% 0.05% −0.27
ZM Zoom Communications Inc. Sold out 0.00% −0.26
LBRT Liberty Energy Inc. Reduce -65.2% 0.15% −0.26
UAA Under Armour Inc. Class A Sold out 0.00% −0.25
AMAT Applied Materials Inc. Sold out 0.00% −0.25
LUV Southwest Airlines Co. Sold out 0.00% −0.25
CNH CNH Industrial NV Sold out 0.00% −0.25
RPD RAPID7 Inc. Reduce -70.9% 0.09% −0.25
ICE Intercontinental Exchange Inc. Sold out 0.00% −0.25
MTDR Matador Resources Co. Reduce -86.1% 0.04% −0.25
SNX TD Synnex Corp. Sold out 0.00% −0.25
SCHW Schwab (charles) Corp. Sold out 0.00% −0.24
CARR Carrier Global Corp. Sold out 0.00% −0.24
BF.B Brown-Forman Corp. Class B Sold out 0.00% −0.24
CPA Copa Holdings SA Class A Reduce -71.5% 0.09% −0.24
DRI Darden Restaurants Inc. Sold out 0.00% −0.24
MRSH Marsh & McLennan Cos Reduce -66.3% 0.14% −0.24
WCN Waste Connections Inc. Sold out 0.00% −0.24
CUK Carnival PLC-ADR Reduce -87.4% 0.04% −0.24
MAS Masco Corp. Sold out 0.00% −0.23
SEE Sealed Air Corp. Reduce -71.1% 0.09% −0.23
ORCL Oracle Corp. Reduce -73.6% 0.10% −0.23
GL Globe Life Inc. Sold out 0.00% −0.23

Portfolio Buys Q1 2024 → Q2 2024
JNPR Juniper Networks Inc. Add +246.5% 0.92% +0.67
VEEV Veeva Systems Inc. Class A New 0.65% +0.65
PYPL PayPal Holdings Inc. New 0.59% +0.59
WAB Wabtec Corp. New 0.57% +0.57
FLEX Flex Ltd. Add +694.8% 0.56% +0.49
LOW Lowe's Cos Inc. Add +719.9% 0.56% +0.48
AAP Advance Auto Parts Inc. New 0.47% +0.47
FDS Factset Research Systems Inc. New 0.46% +0.46
JBL Jabil Inc. Add +340.2% 0.59% +0.44
PPG PPG Industries Inc. Add +1350.8% 0.47% +0.43
JBHT Hunt (jb) Transprt SVCS Inc. Add +1771.5% 0.45% +0.42
DAL Delta Air Lines Inc. New 0.42% +0.42
MU Micron Technology Inc. Add +407.9% 0.50% +0.41
URBN Urban Outfitters Inc. Add +429.4% 0.50% +0.40
CCL Carnival Corp. New 0.40% +0.40
QCOM Qualcomm Inc. Add +279.7% 0.51% +0.40
SHAK Shake Shack Inc. Class A Add +321.4% 0.52% +0.39
THC Tenet Healthcare Corp. Add +321.9% 0.47% +0.39
LEVI Levi Strauss & Co. Class A Add +299.6% 0.49% +0.37
SM SM Energy Co. Add +691.0% 0.43% +0.37
EME Emcor Group Inc. Add +696.4% 0.41% +0.37
CEG Constellation Energy New 0.36% +0.36
RTX RTX Corp. New 0.35% +0.35
XYL Xylem Inc. New 0.35% +0.35
CVE Cenovus Energy Inc. New 0.34% +0.34
WCC Wesco International Inc. New 0.34% +0.34
MDT Medtronic PLC New 0.34% +0.34
ALLY Ally Financial Inc. New 0.34% +0.34
MAN Manpowergroup Inc. New 0.34% +0.34
TOL Toll Brothers Inc. New 0.33% +0.33
CBT Cabot Corp. New 0.33% +0.33
AMP Ameriprise Financial Inc. Add +540.8% 0.39% +0.33
AAPL Apple Inc. Add +31.3% 0.80% +0.33
TTC Toro Co. New 0.32% +0.32
WING Wingstop Inc. New 0.32% +0.32
MOH Molina Healthcare Inc. New 0.32% +0.32
DIS The Walt Disney Co. New 0.31% +0.31
BSY Bentley Systems Inc. Class B New 0.31% +0.31
BC Brunswick Corp. Add +1138.4% 0.34% +0.31
DOCU Docusign Inc. Add +1006.6% 0.34% +0.31
CDW CDW Corp. New 0.30% +0.30
NKE Nike Inc. Class B New 0.30% +0.30
SWK Stanley Black & Decker Inc. New 0.29% +0.29
BOX Box Inc. Class A Add +1197.6% 0.30% +0.28
SNA Snap-on Inc. New 0.28% +0.28
VOYA Voya Financial Inc. New 0.27% +0.27
ONTO Onto Innovation Inc. Add +486.5% 0.32% +0.27
WTS Watts Water Technologies-A New 0.27% +0.27
GTLB Gitlab Inc. Class A New 0.27% +0.27
WYNN WYNN Resorts Ltd. New 0.27% +0.27

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 632$447.4MEA, TXNM, FIVE, HIG, IMXI
Q1 2026 832$614.8MEA, CWAN, TXNM, SEMR, SONY
Q4 2025 705$441.4MTXNM, IMXI, ROST, OLLI, BNY
Q3 2025 769$590.4MK, SFM, EAT, TXNM, HLT
Q2 2025 887$736.0MJNPR, DRI, MU, SNX, BJ
Q1 2025 953$690.9MJNPR, LVS, AMZN, SFM, EAT
Q4 2024 862$622.1MJNPR, CNK, ANF, MSFT, EAT
Q3 2024 967$944.7MEAT, JNPR, JBL, DUK, DRI
Q2 2024 900$885.4MJNPR, AAPL, VEEV, JBL, PYPL
Q1 2024 1,001$936.0MV, CNP, LLY, ACI, AAPL