Arkolith/Funds/Dynamic Technology Lab Private Ltd

Dynamic Technology Lab Private Ltd

CIK 1535387
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Dynamic Technology Lab Private Ltd holds a diversified book of 632 stocks worth $447.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Hartford Insurance Group Inc and trimmed TXNM Energy Inc. Their largest long position is Electronic Arts Inc at 3% of the equity book.

Opened
345
bought for the first time
Added to
124
already held, bought more
Trimmed
160
sold some, still holds it
Sold out
545
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
6%
Top 10 holdings
9%
Top 20 holdings
14%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
21%
Industrials
18%
Consumer Discretionary
13%
Financials
11%
Materials
9%
Utilities
7%
Health Care
6%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Dynamic Technology Lab Private Ltd

Manager / fundShared namesTheir $ in those
Hexagon Capital Partners LLC16 / 80$257.6M
Sentry LLC14 / 80$128.2M
Horrell Capital Management, Inc.11 / 80$62.1M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.12 / 80$43.6M
Guinness Asset Management LTD17 / 80$1.6B
Indivisible Partners31 / 80$456.7M
Capital & Planning, LLC8 / 80$46.9M
Waddell & Associates, LLC38 / 80$464.0M

Ranked by the share of each fund's own book sitting in the names it shares with Dynamic Technology Lab Private Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

632 positions
#SecurityValueShares% PortLast moveHistory
1Electronic Arts Inc
COM
$14.5M70.6K
3.2%
+0.8%
Added · +537 sh
2TXNM Energy Inc
COM
$4.1M71.5K
0.9%
−18%
Reduced · −16K sh
3Five Below Inc
COM
$3.5M19.4K
0.8%
+14%
Added · +2K sh
4Hartford Finl Svcs Group Inc
COM
$3.3M24.6K
0.7%
New
New position
5International Mny Express In
COM
$2.8M197.1K
0.6%
−21%
Reduced · −51K sh
6Gen Digital Inc
COM
$2.6M106.1K
0.6%
+182%
Added · +68K sh
7Uber Technologies Inc
COM
$2.6M35.8K
0.6%
+359%
Added · +28K sh
8Intuit
COM
$2.5M9.8K
0.6%
New
New position
9Intercontinental Exchange In
COM
$2.5M20.6K
0.6%
+493%
Added · +17K sh
10Procter And Gamble Co
COM
$2.4M16.3K
0.5%
New
New position
11Kinder Morgan Inc Del
COM
$2.4M73.9K
0.5%
New
New position
12Arrow Electrs Inc
COM
$2.3M10.9K
0.5%
+323%
Added · +8K sh
13Emerson Elec Co
COM
$2.3M16.1K
0.5%
+311%
Added · +12K sh
14Cinemark Hldgs Inc
COM
$2.3M72.5K
0.5%
+106%
Added · +37K sh
15Hilton Worldwide Hldgs Inc
COM
$2.3M6.9K
0.5%
New
New position
16Ross Stores Inc
COM
$2.3M10.6K
0.5%
−19%
Reduced · −2K sh
17Verisign Inc
COM
$2.2M8.9K
0.5%
New
New position
18Pepsico Inc
COM
$2.2M16.5K
0.5%
+106%
Added · +8K sh
19Ingredion Inc
COM
$2.2M23.4K
0.5%
New
New position
20Sanmina Corporation
COM
$2.2M8.7K
0.5%
−39%
Reduced · −5K sh
21Marsh & McLennan Cos Inc
COM
$2.2M13.1K
0.5%
New
New position
22Kroger Co
COM
$2.2M39.1K
0.5%
+113%
Added · +21K sh
23Allison Transmission Hldgs I
COM
$2.2M19.1K
0.5%
New
New position
24Netapp Inc
COM
$2.1M13.6K
0.5%
New
New position
25Murphy USA Inc
COM
$2.1M3.9K
0.5%
+56%
Added · +1K sh
26Schwab Charles Corp
COM
$2.1M22.4K
0.5%
+58%
Added · +8K sh
27Exelon Corp
COM
$2.0M43.8K
0.5%
New
New position
28Siteone Landscape Supply Inc
COM
$2.0M17.6K
0.5%
New
New position
29Xcel Energy Inc
COM
$2.0M25.1K
0.4%
−44%
Reduced · −20K sh
30Johnson CTLS Intl PLC
SHS
$2.0M13.7K
0.4%
New
New position
31Cirrus Logic Inc
COM
$2.0M13.2K
0.4%
New
New position
32The Cigna Group
COM
$2.0M7.1K
0.4%
+51%
Added · +2K sh
33Commercial Metals Co
COM
$1.9M30.6K
0.4%
+358%
Added · +24K sh
34Visteon Corp
COM NEW
$1.9M19.3K
0.4%
New
New position
35Waste Mgmt Inc Del
COM
$1.9M8.5K
0.4%
New
New position
36Fedex Corp
COM
$1.9M6.0K
0.4%
−11%
Reduced · −765 sh
37Pan Amern Silver Corp
COM
$1.9M41.6K
0.4%
New
New position
38Walmart Inc
COM
$1.8M16.3K
0.4%
+134%
Added · +9K sh
39Wesco Intl Inc
COM
$1.8M5.3K
0.4%
New
New position
40Ati Inc
COM
$1.8M9.1K
0.4%
New
New position
41Booz Allen Hamilton Hldg Cor
CL A
$1.8M29.5K
0.4%
New
New position
42ConocoPhillips
COM
$1.8M17.1K
0.4%
+309%
Added · +13K sh
43Enersys
COM
$1.8M7.5K
0.4%
New
New position
44State STR Corp
COM
$1.8M10.4K
0.4%
−33%
Reduced · −5K sh
45Madison Square GRDN SPRT Cor
CL A
$1.7M4.3K
0.4%
New
New position
46Bank New York Mellon Corp
COM
$1.7M11.7K
0.4%
−10%
Reduced · −1K sh
47Firstenergy Corp
COM
$1.7M35.4K
0.4%
New
New position
48Texas Instrs Inc
COM
$1.7M5.7K
0.4%
New
New position
49Intuitive Surgical Inc
COM NEW
$1.7M4.2K
0.4%
+16%
Added · +571 sh
50Otis Worldwide Corp
COM
$1.7M23.1K
0.4%
−45%
Reduced · −19K sh
Showing 50 of 632 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026632$447.4M13F-HR
Q1 2026Mar 31, 2026May 15, 2026833$614.8M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026705$441.4M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025769$590.4M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025887$736.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.