Titelia

Holdings of Optimum International Fund

Optimum Fund Trust ·640 declared positions · as of Mar 31, 2026

Original filing · Net assets 1B $ · Ten largest lines: 19.5 % of the equity sleeve

Sector breakdown

  • Technology 16.1 %
  • Financials 11.0 %
  • Industrials 4.5 %
  • Communication 4.0 %
  • Health care 3.3 %
  • Energy 3.2 %
  • Consumer discretionary 2.8 %
  • Materials 2.3 %
  • Consumer staples 2.2 %
  • Real estate 0.6 %
  • Funds 0.4 %
  • Utilities 0.1 %
  • Unattributed 49.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 18.8 %
  • USD 11.4 %
  • JPY 11.4 %
  • TWD 9.7 %
  • CAD 6.9 %
  • HKD 6.3 %
  • KRW 5.9 %
  • CHF 5.0 %
  • CNY 4.1 %
  • GBP 3.7 %
  • DKK 2.1 %
  • PLN 1.8 %
  • INR 1.8 %
  • ZAR 1.6 %
  • SGD 1.5 %
  • SEK 1.5 %
  • AED 1.4 %
  • THB 1.3 %
  • BRL 1.1 %
  • NOK 0.8 %
  • HUF 0.6 %
  • AUD 0.5 %
  • IDR 0.4 %
  • ILS 0.4 %
  • CZK 0.1 %
  • MYR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • JP 11.4 %
  • TW 9.7 %
  • CA 7.1 %
  • KR 5.9 %
  • HK 5.7 %
  • GB 5.7 %
  • NL 5.3 %
  • CH 5.0 %
  • CN 4.6 %
  • US 4.6 %
  • FR 4.1 %
  • DE 3.4 %
  • Other countries 27.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1JP161113.9M $11.37 %
2TW3397.2M $9.70 %
3CA4071M $7.09 %
4KR4259.3M $5.92 %
5HK2557.3M $5.72 %
6GB1756.8M $5.67 %
7NL1552.7M $5.26 %
8CH850M $4.99 %
9CN5045.7M $4.56 %
10US1545.6M $4.55 %
11FR1140.8M $4.07 %
12DE1533.6M $3.36 %

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 970,00056.1M $5.39 %
2Samsung Electronics Co Ltd 282,52133M $3.18 %
3Novartis AG 117,18118M $1.73 %
4Tencent Holdings Ltd 242,40015.3M $1.47 %
5Rio Tinto PLC 141,54613.1M $1.26 %
6Deutsche Boerse AG 43,30412.7M $1.22 %
7MediaTek Inc 262,00012.6M $1.21 %
8ABB Ltd 151,68512.3M $1.19 %
9B3 SA - Brasil Bolsa Balcao 3,148,40011.2M $1.07 %
10Banco Bilbao Vizcaya Argentaria SA 498,89510.8M $1.04 %
11DSV A/S 43,98010.6M $1.02 %
12MercadoLibre Inc 5,90310.2M $0.98 %
13Bank of Nova Scotia/The 144,50010M $0.96 %
14ASML Holding NV 7,49210M $0.96 %
15Tokyo Electron Ltd 39,1009.7M $0.93 %
16AIA Group Ltd 853,6009.5M $0.91 %
17SK hynix Inc 15,6968.9M $0.86 %
18Discovery Ltd 595,1938.7M $0.84 %
19Lundin Mining Corp 347,2528.7M $0.83 %
20GSK PLC 155,5898.6M $0.83 %
21BNP Paribas SA 89,8778.6M $0.82 %
22Eni SpA 295,2458.4M $0.81 %
23Sony Group Corp 400,7008.4M $0.80 %
24Koninklijke Ahold Delhaize NV 172,6128M $0.77 %
25Ryanair Holdings PLC 136,6807.9M $0.76 %
26Kingspan Group PLC 90,3457.7M $0.74 %
27ASML Holding NV 5,8217.7M $0.74 %
28FinecoBank Banca Fineco SpA 342,2017.6M $0.73 %
29ORLEN SA 207,9527.5M $0.72 %
30PTT Exploration & Production PCL 1,561,4007.5M $0.72 %
31CRH PLC 71,6997.5M $0.72 %
32Danone SA 93,6007.5M $0.72 %
33Sandoz Group AG 94,4617.4M $0.71 %
34BP PLC 155,3777.3M $0.70 %
35United Overseas Bank Ltd 251,9007.2M $0.69 %
36Telefonaktiebolaget LM Ericsson 636,9547.2M $0.69 %
37KBC Group NV 58,2997.1M $0.69 %
38Societe Generale SA 96,6727.1M $0.68 %
39Ping An Insurance Group Co of China Ltd 915,0007M $0.68 %
40Midea Group Co Ltd 629,8007M $0.67 %
41Recruit Holdings Co Ltd 158,2006.9M $0.66 %
42Toronto-Dominion Bank/The 73,2006.8M $0.66 %
43HDFC Bank Ltd 872,1776.8M $0.66 %
44Sumitomo Mitsui Trust Group Inc 212,9006.8M $0.65 %
45Scout24 SE 85,6336.6M $0.63 %
46CaixaBank SA 535,2246.4M $0.62 %
47China Construction Bank Corp 5,784,0006.2M $0.60 %
48Petroleo Brasileiro SA - Petrobras 299,0256.2M $0.60 %
49Novonesis Novozymes B 103,7296.2M $0.59 %
50Emaar Properties PJSC 1,850,4146.1M $0.58 %
51ABN AMRO Bank NV 190,1696M $0.58 %
52Credicorp Ltd 17,2275.8M $0.56 %
53Atlas Copco AB 373,6405.8M $0.56 %
54Logitech International SA 62,3505.8M $0.56 %
55Skandinaviska Enskilda Banken AB 307,0715.7M $0.55 %
56BOE Technology Group Co Ltd 9,547,0895.4M $0.52 %
57IMCD NV 52,0315.4M $0.52 %
58Contemporary Amperex Technology Co Ltd 91,5005.4M $0.52 %
59SMC Corp 13,0005.1M $0.49 %
60TotalEnergies SE 55,7115.1M $0.49 %
61Suncor Energy Inc 74,9005M $0.48 %
62Unilever PLC 89,5794.9M $0.47 %
63AstraZeneca PLC 24,8714.9M $0.47 %
64Stella-Jones Inc 72,5854.9M $0.47 %
65Experian PLC 139,2364.8M $0.46 %
66SoftBank Group Corp 192,1004.7M $0.45 %
67Keyence Corp 12,7004.5M $0.43 %
68SAP SE 25,9014.4M $0.42 %
69Adyen NV 4,3034.3M $0.41 %
70NetEase Inc 191,7004.3M $0.41 %
71Shopify Inc 36,0654.3M $0.41 %
72Sumitomo Mitsui Financial Group Inc 129,4004.3M $0.41 %
73Nippon Paint Holdings Co Ltd 672,6004.2M $0.41 %
74DPM Metals Inc 118,6004.2M $0.40 %
75OTP Bank Nyrt 38,6784.1M $0.40 %
76Hana Financial Group Inc 56,4384.1M $0.40 %
77Shimano Inc 38,5004M $0.39 %
78Mizuho Financial Group Inc 99,0004M $0.39 %
79Asustek Computer Inc 226,0004M $0.38 %
80NN Group NV 49,3013.9M $0.37 %
81Cie Financiere Richemont SA 21,6113.8M $0.37 %
82LVMH Moet Hennessy Louis Vuitton SE 6,8353.7M $0.36 %
83Bangkok Bank PCL 728,5003.7M $0.36 %
84Edenred SE 185,0243.7M $0.35 %
85Sea Ltd 43,7783.6M $0.35 %
86Barclays PLC 168,0093.6M $0.34 %
87ICICI Lombard General Insurance Co Ltd 193,9403.5M $0.34 %
88Kuaishou Technology 599,8003.5M $0.34 %
89AP Moller - Maersk A/S 1,4093.5M $0.34 %
90Norsk Hydro ASA 328,1923.5M $0.34 %
91Vipshop Holdings Ltd 217,7133.4M $0.33 %
92ING Groep NV 131,6033.4M $0.33 %
93Singapore Exchange Ltd 221,0973.4M $0.32 %
94G-bits Network Technology Xiamen Co Ltd 62,7003.3M $0.32 %
95Nihon M&A Center Holdings Inc 811,7003.3M $0.32 %
96Rational AG 4,4193.2M $0.31 %
97Copa Holdings SA 28,4593.2M $0.31 %
98Eisai Co Ltd 102,6003.2M $0.31 %
99Constellation Software Inc/Canada 1,8243.2M $0.31 %
100Orion Oyj 38,8543.1M $0.30 %