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

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

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Azimuth Capital Investment Management LLC opened 4 positions, added to 0, reduced 4, sold out of 2 and left 1 unchanged. The largest increase in value was DSCSY (+$11,862,263); the largest decrease was MTUAY (-$4,940,748).

  • DSCSY: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 237,250.
  • IDEXY: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 351,596.
  • EPOAY: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 200,175.
  • HAGHY: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 507,930.

Two Form 13F-HR filings compared (SEC CIK 1942364): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-12). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
DSCSY
Disco Corp ADR
COM0237,250+237,250$0$11,862,263+$11,862,263
IDEXY
Industria De Diseno TE ADR
COM0351,596+351,596$0$5,539,395+$5,539,395
EPOAY
Epiroc Aktiebolag ADR
COM0200,175+200,175$0$5,499,608+$5,499,608
HAGHY
Hensoldt AG ADR
COM0507,930+507,930$0$3,934,934+$3,934,934

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