Mondrian Investment Partners LTD logo

Mondrian Investment Partners LTD

Long Only Manager

Mondrian Investment Partners LTD is a Long Only Manager led by Elizabeth Anne Desmond, reporting $41.5B in AUM as of Q3 2025 with 41% Unknown concentration.

CEOElizabeth Anne Desmond
Portfolio Value
$6.0B
Positions
96
Top Holding
LYG at 4.76%
Last Reported
Q3 2025
Address60 London Wall, Floor 10, London, EC2M5TQ, United Kingdom

Top Holdings

Largest long holdings in Mondrian Investment Partners LTD's portfolio (37.3% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
Unknown
Unknown
$285.0M
4.76%
-$14.9M
Sold
62.8M shares
Unknown
Unknown
$282.8M
4.72%
-$116.6M
Sold
27.0M shares
Unknown
Unknown
$277.6M
4.63%
-$8.2M
Sold
9.6M shares
Unknown
Unknown
$251.9M
4.21%
+$689.4K
Bought
5.8M shares
Unknown
Unknown
$222.2M
3.71%
-$67.7M
Sold
4.2M shares
Medical - Devices
Healthcare
$215.5M
3.60%
+$13.5M
Bought
0.83%
7.9M shares
Internet Content & Information
Communication Services
$195.4M
3.26%
-$8.6M
Sold
0.01%
803.8K shares
8
SNY
Unknown
Unknown
$171.7M
2.87%
+$9.2M
Bought
3.6M shares
Financial - Capital Markets
Financial Services
$169.1M
2.82%
-$9.3M
Sold
0.10%
1.8M shares
10
BP
BP
BP
Unknown
Unknown
$161.0M
2.69%
-$7.9M
Sold
4.7M shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Mondrian Investment Partners LTD's latest filing

See all changes
Market Value
$6.0B
Prior: $5.8B
Q/Q Change
+2.46%
+$143.9M
Net Flows % of MV
-7.65%
Turnover Ratio
14.88%
New Purchases
4 stocks
$1.0M
Added To
43 stocks
+$604.2M
Sold Out Of
0 stocks
-
Reduced Holdings
46 stocks
-$1.1B

Increased Positions

PositionShares Δ
New
New
New
New
+22,684.45%

Decreased Positions

PositionShares Δ
1
BIDU
Baidu
BIDU
-99.92%
2
ATHM
-99.75%
-99.73%
-99.73%
-99.36%

Analytics

Portfolio insights and performance metrics for Mondrian Investment Partners LTD

View analytics

Sector Allocation

Healthcare: 13.20%HealthcareTechnology: 10.80%TechnologyFinancial Services: 7.90%Consumer Defensive: 7.00%Communication Services: 5.50%Real Estate: 3.20%Consumer Cyclical: 3.00%Industrials: 3.00%Basic Materials: 2.30%ETF: 1.60%Energy: 1.30%
Healthcare
13.20%
Technology
10.80%
Financial Services
7.90%
Consumer Defensive
7.00%
Communication Services
5.50%
Real Estate
3.20%
Consumer Cyclical
3.00%
Industrials
3.00%
Basic Materials
2.30%
ETF
1.60%
Energy
1.30%

Market Cap Distribution

Mega Cap (> $200B): 19.54%Mega Cap (> $200B)Large Cap ($10B - $200B): 33.80%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.32%Small Cap ($300M - $2B): 0.00%Nano Cap (< $50M): 1.37%N/A (ETF or Unknown): 43.97%N/A (ETF or Unknown)
Mega Cap (> $200B)
19.54%
Large Cap ($10B - $200B)
33.80%
Mid Cap ($2B - $10B)
1.32%
Small Cap ($300M - $2B)
0.00%
Nano Cap (< $50M)
1.37%
N/A (ETF or Unknown)
43.97%

Portfolio Concentration

Top 10 Holdings %
37.27%
Top 20 Holdings %
61.01%
Top 50 Holdings %
99.32%
Top 100 Holdings %
100.0%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.