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
1,501NCSoft Corp 2,217334.8K $0.01 %
1,502Shanghai Chicmax Cosmetic Co Ltd 49,400334.4K $0.01 %
1,503Hologic Inc 4,422334.3K $0.01 %
1,504Vonovia SE 13,343333.7K $0.01 %
1,505Q Technology Group Co Ltd 350,000333.4K $0.01 %
1,506CBIZ Inc 12,398332.9K $0.01 %
1,507Astera Labs Inc 3,020331K $0.01 %
1,508Equity Bancshares Inc 7,452330.9K $0.01 %
1,509Super Group SGHC Ltd 30,624330.7K $0.01 %
1,510Hawkins Inc 2,153330.7K $0.01 %
1,511GeneDx Holdings Corp 5,142330.2K $0.01 %
1,512Gold.com Inc 8,239330.2K $0.01 %
1,513MediaAlpha Inc 35,442329.6K $0.01 %
1,514Clean Energy Fuels Corp 132,869329.5K $0.01 %
1,515Allegiant Travel Co 4,056328.7K $0.01 %
1,516IHI Corp 15,900328.1K $0.01 %
1,517Air Liquide SA 1,586327.8K $0.01 %
1,518Oruka Therapeutics Inc 6,681327.7K $0.01 %
1,519Marriott Vacations Worldwide Corp 5,031327.6K $0.01 %
1,520Singapore Technologies Engineering Ltd 38,400325.9K $0.01 %
1,521Southern First Bancshares Inc 5,964325K $0.01 %
1,522SK Inc 1,580324.8K $0.01 %
1,523Revolution Medicines Inc 3,336324.4K $0.01 %
1,524Formosa Chemicals & Fibre Corp 227,000324.1K $0.01 %
1,525Westports Holdings Bhd 220,700323.7K $0.01 %
1,526Shanghai Fosun Pharmaceutical Group Co Ltd 127,000323.7K $0.01 %
1,527Shoals Technologies Group Inc 49,176323.6K $0.01 %
1,528Innodata Inc 8,375323.4K $0.01 %
1,529Unicharm Corp 54,900321.9K $0.01 %
1,530Hancock Whitney Corp 5,045320.8K $0.01 %
1,531Korea Electric Power Corp 11,280320.7K $0.01 %
1,532AdaptHealth Corp 26,949320.7K $0.01 %
1,533Coles Group Ltd 21,135320.5K $0.01 %
1,534Autodesk Inc 1,337320.1K $0.01 %
1,535AtriCure Inc 11,210319.8K $0.01 %
1,536Sofina SA 1,313318.8K $0.01 %
1,537Chemed Corp 843318.4K $0.01 %
1,538Progress Software Corp 12,396318K $0.01 %
1,539Webull Corp 66,125317.4K $0.01 %
1,540SM Investments Corp 31,010316.5K $0.01 %
1,541Gartner Inc 1,998316.4K $0.01 %
1,542Haverty Furniture Cos Inc 14,914315.9K $0.01 %
1,543Shimizu Corp. 17,600315.8K $0.01 %
1,544Standard Chartered PLC 15,136315.4K $0.01 %
1,545RealReal Inc/The 34,729315.3K $0.01 %
1,546FMC Corp 18,310315.3K $0.01 %
1,547Genmab A/S 1,170315.1K $0.01 %
1,548Multi Commodity Exchange of India Ltd 12,310314.6K $0.01 %
1,549XP Inc 16,500314.2K $0.01 %
1,550Sonos Inc 23,420313.8K $0.01 %
1,551Safehold Inc 23,105312.6K $0.01 %
1,552BASF SE 5,051311.1K $0.01 %
1,553Affirm Holdings Inc 6,787311K $0.01 %
1,554AAC Technologies Holdings Inc 72,500311K $0.01 %
1,555WaVe Life Sciences Ltd 42,891311K $0.01 %
1,556Nan Ya Plastics Corp 130,000310.8K $0.01 %
1,557Agilysys Inc 4,368310.7K $0.01 %
1,558Repsol SA 11,027310.4K $0.01 %
1,559ORIC Pharmaceuticals Inc 24,470310K $0.01 %
1,560Leonardo SpA 4,551309.6K $0.01 %
1,561AnaptysBio Inc 5,573309.1K $0.01 %
1,562Sunshine Insurance Group Co Ltd 661,000308.7K $0.01 %
1,563BOK Financial Corp 2,409308.5K $0.01 %
1,564Ralph Lauren Corp 895307.9K $0.01 %
1,565American Airlines Group Inc 28,637307.6K $0.01 %
1,566Sunbelt Rentals Holdings Inc 4,821307.5K $0.01 %
1,567Sable Offshore Corp 18,597307.2K $0.01 %
1,568JB Hi-Fi Ltd 6,068307K $0.01 %
1,569Matador Resources Co 4,851306.5K $0.01 %
1,570UroGen Pharma Ltd 17,034306.3K $0.01 %
1,571Duolingo Inc 3,103305.9K $0.01 %
1,572Thales SA 1,041305.3K $0.01 %
1,573Landstar System Inc 1,904305.2K $0.01 %
1,574Deutsche Lufthansa AG 35,806304.9K $0.01 %
1,575Daito Trust Construction Co Ltd 13,000304.6K $0.01 %
1,576Bancorp Inc/The 5,661304.2K $0.01 %
1,577Nelnet Inc 2,352303.3K $0.01 %
1,578Alpine Income Property Trust Inc 16,833303K $0.01 %
1,579Lincoln Educational Services Corp 7,443302.8K $0.01 %
1,580Yum! Brands Inc 1,944302.3K $0.01 %
1,581Teladoc Health Inc 55,391301.9K $0.01 %
1,582Liquidity Services Inc 9,854301.2K $0.01 %
1,583Mitsubishi Electric Corp 9,200300.9K $0.01 %
1,584Capri Holdings Ltd 17,035300.2K $0.01 %
1,585CACI International Inc 548298K $0.01 %
1,586Civista Bancshares Inc 13,057297.6K $0.01 %
1,587Deluxe Corp 10,803297.5K $0.01 %
1,588Pebblebrook Hotel Trust 23,547297.4K $0.01 %
1,589Cargurus Inc 8,709296.5K $0.01 %
1,590Eicher Motors Ltd 4,233296.4K $0.01 %
1,591Brandywine Realty Trust 109,314296.2K $0.01 %
1,592Saudi Arabian Mining Co 17,121295.9K $0.01 %
1,593Tokio Marine Holdings Inc 6,300295.7K $0.01 %
1,594Fiserv Inc 5,295295.5K $0.01 %
1,595Red Cat Holdings Inc 22,537295K $0.01 %
1,596Fuyao Glass Industry Group Co Ltd 39,200294.9K $0.01 %
1,597Excelerate Energy Inc 8,823294.9K $0.01 %
1,598Everus Construction Group Inc 2,493294.3K $0.01 %
1,599KB Financial Group Inc 2,947293.9K $0.01 %
1,600Nabors Industries Ltd 3,415293.9K $0.01 %