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Azimuth Capital Investment Management LLC Historic Quarter Change: Foreign Stocks, New

Azimuth Capital Investment Management LLC historic quarter change: Foreign Stocks, New

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Azimuth Capital Investment Management LLC opened 8 positions, added to 25, reduced 22 and sold out of 4.

  • Q2 2026: Stock DSCSY; Country of operation —; Class COM; Shares before 0.
  • Q2 2026: Stock IDEXY; Country of operation —; Class COM; Shares before 0.
  • Q2 2026: Stock EPOAY; Country of operation —; Class COM; Shares before 0.
  • Q2 2026: Stock HAGHY; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1942364), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DSCSY
Disco Corp ADR
COM0237,250+237,250$0$11,862,263+$11,862,2632026-08-12
Q2 2026IDEXY
Industria De Diseno TE ADR
COM0351,596+351,596$0$5,539,395+$5,539,3952026-08-12
Q2 2026EPOAY
Epiroc Aktiebolag ADR
COM0200,175+200,175$0$5,499,608+$5,499,6082026-08-12
Q2 2026HAGHY
Hensoldt AG ADR
COM0507,930+507,930$0$3,934,934+$3,934,9342026-08-12
Q1 2026MRAAY
Murata Manufacturing Co
COM01,256,588+1,256,588$0$13,463,084+$13,463,0842026-05-12
Q4 2025LSEGY
London Stock Exchange ADR
United KingdomCOM0141,684+141,684$0$4,264,972+$4,264,9722026-02-12
Q3 2025DSDVY
DSV A/S ADR
COM042,656+42,656$0$4,245,253+$4,245,2532025-11-14
Q2 2024DSNKY
Daiichi Sankyo Co LTD Spon ADR
COM0225,720+225,720$0$7,751,225+$7,751,2252024-08-13

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