Back to Henry James International Management Inc.

Henry James International Management Inc.

Q2 2026 13F filing

Updated 63 days ago

91 disclosed positions worth $333.8M

Portfolio value
$333.8M
Total holdings
91
New positions
6
Closed positions
9
Increased
38
Decreased
26
Turnover
16.5%
Filed
2026-07-09

Full holdings

Every line item disclosed in Q2 2026

T

Taiwan Semiconductor Manufactu

+4.1%
Value
$23.7M
Shares
49.6K
% Port
7.10%
N

Nebius Group N.V. Class A

+1.2%
Value
$21.4M
Shares
77.5K
% Port
6.41%
A

ASML HOLDING NV

-7.4%
Value
$19.9M
Shares
10.0K
% Port
5.97%
N

Nokia Oyj Sponsored ADR

-9.1%
Value
$14.1M
Shares
1.06M
% Port
4.22%
U
5.UBS

UBS Group AG

-0.0%
Value
$13.5M
Shares
272.4K
% Port
4.04%
A
6.AER

Aercap Holdings N.V.

+0.0%
Value
$11.4M
Shares
78.2K
% Port
3.41%
I

INTERCONTINENTAL HOTELS GROUP

+2.4%
Value
$11.4M
Shares
65.7K
% Port
3.41%
?
8.N/A

Rolls Royce Holdings ADR

+0.1%
Value
$10.8M
Shares
565.3K
% Port
3.25%
S

Shopify, Inc. Class A

-0.0%
Value
$9.7M
Shares
84.6K
% Port
2.89%
S

Stmicroelectronics N.V.

+12.7%
Value
$8.9M
Shares
118.4K
% Port
2.66%
A
11.AZN

AstraZeneca PLC

-4.8%
Value
$6.9M
Shares
36.7K
% Port
2.08%
L

Lloyds Banking Group plc Spons

+70.0%
Value
$6.7M
Shares
1.16M
% Port
2.02%
S

SAP SE Sponsored ADR

+4.6%
Value
$6.7M
Shares
43.5K
% Port
2.01%
R
14.RACE

Ferrari NV

+0.0%
Value
$6.5M
Shares
17.6K
% Port
1.96%
N

NOVARTIS AG ADR

+0.1%
Value
$6.3M
Shares
40.4K
% Port
1.90%
?
16.N/A

SoftBank Group Corp. Unsponsor

+130.8%
Value
$6.3M
Shares
335.8K
% Port
1.89%
S

Sony Group Corporation Sponsor

+0.0%
Value
$6.2M
Shares
306.9K
% Port
1.84%
M

Mitsubishi UFJ Financial Group

+23.6%
Value
$5.9M
Shares
296.7K
% Port
1.77%
?
19.N/A

Sandoz Group Ltd Sponsored ADR

+3.3%
Value
$5.9M
Shares
64.8K
% Port
1.76%
?
20.N/A

Commerzbank AG Sponsored ADR

+89.8%
Value
$5.6M
Shares
131.8K
% Port
1.68%
O

Deutsche Bank Ag

+0.0%
Value
$5.5M
Shares
163.7K
% Port
1.66%
?
22.N/A

Commonwealth Bank of Australia

0.0%
Value
$5.3M
Shares
46.1K
% Port
1.57%
?
23.N/A

Tencent Holdings Ltd. Unsponso

-0.0%
Value
$4.7M
Shares
86.0K
% Port
1.41%
C
24.CAE

Cae Inc.

-0.0%
Value
$4.6M
Shares
182.2K
% Port
1.37%
K
25.KB

KB Financial Group Inc. Sponso

-31.4%
Value
$4.5M
Shares
43.3K
% Port
1.36%
A
26.ASND

Ascendis Pharma A/S

Value
$4.5M
Shares
17.0K
% Port
1.36%
S

Smith & Nephew Plc

0.0%
Value
$4.3M
Shares
149.9K
% Port
1.29%
E
28.ESLT

Elbit Systems Ltd.

-0.0%
Value
$4.1M
Shares
5.4K
% Port
1.22%
I
29.IBN

ICICI Bank Limited Sponsored A

-0.1%
Value
$4M
Shares
138.7K
% Port
1.21%
C
30.CCJ

Cameco Corp.

+0.2%
Value
$3.7M
Shares
36.4K
% Port
1.11%
?
31.N/A

America Movil SAB de CV Sponso

Unchanged
Value
$3.7M
Shares
142.6K
% Port
1.11%
?
32.N/A

Siemens Aktiengesellschaft Spo

+179.5%
Value
$3.4M
Shares
21.2K
% Port
1.02%
O

ORIX Corporation Sponsored ADR

-20.9%
Value
$3.4M
Shares
88.2K
% Port
1.00%
L
34.LOGI

Logitech International S.A.

+0.0%
Value
$3.3M
Shares
35.6K
% Port
1.00%
A
35.AU

Anglogold Ashanti PLC

-0.0%
Value
$3.2M
Shares
40.1K
% Port
0.97%
?
36.N/A

ABB Ltd. Sponsored ADR

Unchanged
Value
$3.2M
Shares
29.5K
% Port
0.96%
?
37.N/A

Nestle S.A. Sponsored ADR

Unchanged
Value
$3.1M
Shares
30.5K
% Port
0.94%
?
38.N/A

AIA GROUP LTD

Unchanged
Value
$3M
Shares
82.9K
% Port
0.90%
B

Alibaba Group Holding Ltd. Spo

+1.3%
Value
$2.8M
Shares
29.2K
% Port
0.84%
N

Novo Nordisk A/S

+15.5%
Value
$2.7M
Shares
56.8K
% Port
0.82%
N

National Grid Transco

+0.1%
Value
$2.5M
Shares
30.7K
% Port
0.76%
B

BAE Systems plc Sponsored ADR

+0.1%
Value
$2.5M
Shares
26.0K
% Port
0.76%
E

Telefonaktiebolaget LM Ericsso

-3.7%
Value
$2.5M
Shares
223.0K
% Port
0.74%
O
44.OTEX

Open Text Corp.

Unchanged
Value
$2.4M
Shares
110.3K
% Port
0.73%
S
45.SKM

SK Telecom Co., Ltd. Sponsored

+13.7%
Value
$1.9M
Shares
58.2K
% Port
0.56%
B
46.BSAC

Banco Santander-Chile

Unchanged
Value
$1.7M
Shares
51.0K
% Port
0.50%
B

Barclays Plc

+0.1%
Value
$1.6M
Shares
61.3K
% Port
0.49%
H

HSBC Holdings PLC Sponsored AD

+4.2%
Value
$1.5M
Shares
16.0K
% Port
0.46%
B
49.B

Barrick Gold Corp.

-0.1%
Value
$1.5M
Shares
40.9K
% Port
0.45%
S
50.SIMO

Silicon Motion Technology Corp

+22.9%
Value
$1.5M
Shares
4.4K
% Port
0.44%