Titelia

Holdings of Diversified Equity Master Portfolio

Master Investment Portfolio ·2541 declared positions · as of Mar 31, 2026

Original filing · Net assets 3B $ · Ten largest lines: 18.2 % of the equity sleeve

Sector breakdown

  • Technology 20.0 %
  • Financials 7.7 %
  • Industrials 6.3 %
  • Communication 6.2 %
  • Consumer discretionary 4.7 %
  • Health care 4.3 %
  • Consumer staples 2.5 %
  • Materials 1.9 %
  • Energy 1.5 %
  • Utilities 1.0 %
  • Real estate 0.3 %
  • Unattributed 43.6 %

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

Currency breakdown

  • USD 76.1 %
  • TWD 4.0 %
  • HKD 3.6 %
  • EUR 2.7 %
  • KRW 2.7 %
  • INR 2.1 %
  • JPY 2.1 %
  • GBP 1.0 %
  • CNY 0.8 %
  • CHF 0.7 %
  • ZAR 0.6 %
  • SAR 0.5 %
  • AUD 0.4 %
  • BRL 0.3 %
  • THB 0.3 %
  • MXN 0.3 %
  • PLN 0.3 %
  • AED 0.2 %
  • MYR 0.2 %
  • IDR 0.2 %
  • SEK 0.2 %
  • SGD 0.1 %
  • DKK 0.1 %
  • QAR 0.1 %
  • KWD 0.1 %
  • CAD 0.1 %
  • TRY 0.1 %
  • NOK 0.1 %
  • HUF 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 73.6 %
  • TW 4.1 %
  • HK 3.2 %
  • KR 2.7 %
  • IN 2.1 %
  • JP 2.1 %
  • GB 1.3 %
  • CN 1.1 %
  • DE 0.8 %
  • FR 0.8 %
  • CH 0.7 %
  • NL 0.6 %
  • Other countries 6.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,6732B $73.60 %
2TW58108.9M $4.06 %
3HK6285.4M $3.18 %
4KR6973.1M $2.72 %
5IN10056.3M $2.10 %
6JP6955.1M $2.05 %
7GB7034.9M $1.30 %
8CN4828.6M $1.06 %
9DE2022.4M $0.83 %
10FR4021.6M $0.81 %
11CH2220.1M $0.75 %
12NL1716.6M $0.62 %

Positions

RankCompanySharesValueWeight
1,301Varex Imaging Corp 40,064425.1K $0.01 %
1,302LTIMindtree Ltd 9,856424.2K $0.01 %
1,303MillerKnoll Inc 29,224422.6K $0.01 %
1,304Seadrill Ltd 9,271421.8K $0.01 %
1,305Polycab India Ltd 5,752420.9K $0.01 %
1,306People's Insurance Co Group of China Ltd/The 602,000419.3K $0.01 %
1,307Kioxia Holdings Corp. 3,200417.9K $0.01 %
1,308RPC Inc 59,013417.8K $0.01 %
1,309Universal Technical Institute Inc 11,540416.6K $0.01 %
1,310Qantas Airways Ltd 70,766415.7K $0.01 %
1,311First Bank/Hamilton NJ 25,955415.3K $0.01 %
1,312United Fire Group Inc 11,197415K $0.01 %
1,313Lamb Weston Holdings Inc 9,817414.9K $0.01 %
1,314Stepan Co 8,297414.7K $0.01 %
1,315Airtac International Group 13,000414.1K $0.01 %
1,316Cboe Global Markets Inc 1,473414K $0.01 %
1,317EverQuote Inc 26,792413.1K $0.01 %
1,318Fujikura Ltd. 15,000412.5K $0.01 %
1,319Newell Brands Inc 120,271412.5K $0.01 %
1,320ITT Inc 2,164412.3K $0.01 %
1,321Equifax Inc 2,288412K $0.01 %
1,322Hilton Grand Vacations Inc 10,519411.5K $0.01 %
1,323Upbound Group Inc 22,785411.3K $0.01 %
1,324Bizlink Holding Inc 7,158411K $0.01 %
1,325Cohu Inc 13,411410.6K $0.01 %
1,326Invesco Ltd 16,885410.1K $0.01 %
1,327First BanCorp/Puerto Rico 19,200410.1K $0.01 %
1,328Pacira BioSciences Inc 18,144410.1K $0.01 %
1,329Posco International Corp 8,777409.7K $0.01 %
1,330GCM Grosvenor Inc 41,771409.4K $0.01 %
1,331Coursera Inc 70,149408.3K $0.01 %
1,332Nuvation Bio Inc 95,161408.2K $0.01 %
1,333J Sainsbury PLC 90,888407.8K $0.01 %
1,334Veeco Instruments Inc 12,014406.8K $0.01 %
1,335Nasdaq Inc 4,791406.7K $0.01 %
1,336WuXi AppTec Co Ltd 27,900405.9K $0.01 %
1,337SBA Communications Corp 2,358405.8K $0.01 %
1,338Tango Therapeutics Inc 19,352404.8K $0.01 %
1,339Hero MotoCorp Ltd 7,482404.4K $0.01 %
1,340Casey's General Stores Inc 554403.2K $0.01 %
1,341Academy Sports & Outdoors Inc 7,140403.1K $0.01 %
1,342WEC Energy Group Inc 3,478402.6K $0.01 %
1,343Veris Residential Inc 21,331402.5K $0.01 %
1,344Obayashi Corp. 16,600402.1K $0.01 %
1,345OFG Bancorp 9,906400.8K $0.01 %
1,346Bristow Group Inc 8,507398.9K $0.01 %
1,347Pennant Group Inc/The 13,086398.9K $0.01 %
1,348Grindr Inc 32,938398.2K $0.01 %
1,349Zabka Group SA 66,319396.9K $0.01 %
1,350Marico Ltd 50,789396.4K $0.01 %
1,3513SBio Inc 134,000395K $0.01 %
1,352Guangzhou Tinci Materials Technology Co Ltd 58,600394.6K $0.01 %
1,353CNB Financial Corp/PA 13,625394.6K $0.01 %
1,354Biohaven Ltd 46,577394K $0.01 %
1,355Olin Corp 13,242393.7K $0.01 %
1,356Allient Inc 6,661393.6K $0.01 %
1,357Vericel Corp 12,231393.5K $0.01 %
1,358Block Inc 6,533393.2K $0.01 %
1,359Soleno Therapeutics Inc 11,684391.2K $0.01 %
1,360DuPont de Nemours Inc 8,515390K $0.01 %
1,361First Merchants Corp 10,052389.3K $0.01 %
1,362Eos Energy Enterprises Inc 78,483389.3K $0.01 %
1,363Bajaj Finance Ltd 45,492389.3K $0.01 %
1,364Industria de Diseno Textil SA 6,682389K $0.01 %
1,365Interactive Brokers Group Inc 5,793388.5K $0.01 %
1,366CECO Environmental Corp 6,521388.5K $0.01 %
1,367Viridian Therapeutics Inc 19,836388K $0.01 %
1,368California Water Service Group 8,547387.5K $0.01 %
1,369Chongqing Rural Commercial Bank Co Ltd 378,300387.2K $0.01 %
1,370Energy Recovery Inc 38,407386.8K $0.01 %
1,371QIAGEN NV 9,654386.5K $0.01 %
1,372Amneal Pharmaceuticals Inc 31,082386.3K $0.01 %
1,373Euronext NV 2,403385.9K $0.01 %
1,374Cimpress PLC 5,279385.4K $0.01 %
1,375Skanska AB 14,195384K $0.01 %
1,376Bandwidth Inc 21,538383.8K $0.01 %
1,377Kotak Mahindra Bank Ltd 101,948383.8K $0.01 %
1,378Six Flags Entertainment Corp 21,605383.5K $0.01 %
1,379EXPRO GROUP HOLDINGS NV 22,006383.1K $0.01 %
1,380Harmony Gold Mining Co Ltd 25,067382.9K $0.01 %
1,381EyePoint Inc 29,650382.2K $0.01 %
1,382Tandem Diabetes Care Inc 19,919381.8K $0.01 %
1,383Doximity Inc 16,383381.7K $0.01 %
1,384Warby Parker Inc 18,073380.8K $0.01 %
1,385Henry Schein Inc 5,158380.1K $0.01 %
1,386Woodside Energy Group Ltd 15,958378.8K $0.01 %
1,387Moderna Inc 7,448378.4K $0.01 %
1,388Kiniksa Pharmaceuticals International Plc 7,841377.5K $0.01 %
1,389Amprius Technologies Inc 22,361377K $0.01 %
1,390Dynatrace Inc 10,191376.9K $0.01 %
1,391Haier Smart Home Co Ltd 120,000376.3K $0.01 %
1,392Alphatec Holdings Inc 34,590376.3K $0.01 %
1,393China Southern Airlines Co Ltd 455,500376.3K $0.01 %
1,394MGIC Investment Corp 14,282374.9K $0.01 %
1,395Ramaco Resources Inc 24,237374.7K $0.01 %
1,396ITC Ltd 122,521374.4K $0.01 %
1,397Westpac Banking Corp 13,543374.3K $0.01 %
1,398Azenta Inc 17,699374K $0.01 %
1,399NCR Atleos Corp 8,578373.8K $0.01 %
1,400Interface Inc 14,963372.9K $0.01 %