Azimuth Capital Investment Management LLC Last Quarter Change: USA Stocks, Sold Out

Azimuth Capital Investment Management LLC quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Azimuth Capital Investment Management LLC opened 23 positions, added to 40, reduced 161, sold out of 14 and left 38 unchanged. The largest increase in value was AMD (+$39,547,742); the largest decrease was XOMXXXX (-$35,829,235).

XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 211,183; Shares 2026-06-30 0.
ADSK: Country of operation United States; Class COM; Shares 2026-03-31 66,022; Shares 2026-06-30 0.
ICE: Country of operation United States; Class COM; Shares 2026-03-31 77,574; Shares 2026-06-30 0.
NTDOY: Country of operation —; Class COM; Shares 2026-03-31 618,570; Shares 2026-06-30 0.

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.

Stock	Country of operation	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
XOMXXXX Exxon Mobil Corp		COM	211,183	-211,183	$35,829,235	$0	-$35,829,235
ADSK Autodesk Inc	United States	COM	66,022	-66,022	$15,805,667	$0	-$15,805,667
ICE Intercontinental Exchange Inc	United States	COM	77,574	-77,574	$12,200,839	$0	-$12,200,839
NTDOY Nintendo Co Ltd ADR		COM	618,570	-618,570	$8,529,462	$0	-$8,529,462
INTU Intuit Inc	United States	COM	18,929	-18,929	$8,184,521	$0	-$8,184,521
ACN Accenture Plc Cl A		COM	30,396	-30,396	$6,027,223	$0	-$6,027,223
HDB HDFC Bank Ltd ADR		COM	162,680	-162,680	$4,047,478	$0	-$4,047,478
TEAM Atlassian Corp		COM	50,905	-50,905	$3,474,266	$0	-$3,474,266
HONZZZZ Honeywell International Inc		COM	11,452	-11,452	$2,588,496	$0	-$2,588,496
PBAM Private Bancorp of America Inc	United States	COM	5,200	-5,200	$353,548	$0	-$353,548
CRM Salesforce Inc	United States	COM	1,815	-1,815	$338,806	$0	-$338,806
CMCSA Comcast Corp Cl A	United States	COM	7,240	-7,240	$207,860	$0	-$207,860
TSN Tyson Foods Inc	United States	COM	3,200	-3,200	$205,024	$0	-$205,024
ESPR Esperion Therapeutics Inc	United States	COM	22,000	-22,000	$60,280	$0	-$60,280

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