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
1,601Fox Factory Holding Corp 17,796292.9K $0.01 %
1,602Riverview Bancorp Inc 53,162292.4K $0.01 %
1,603Astec Industries Inc 5,424292K $0.01 %
1,604Sinotruk Hong Kong Ltd 58,500291.9K $0.01 %
1,605Firefly Aerospace Inc 10,229291.2K $0.01 %
1,606Janus Living Inc 12,352291.1K $0.01 %
1,607Medtronic PLC 3,359291.1K $0.01 %
1,608Douglas Dynamics Inc 6,909290.8K $0.01 %
1,609Alpha & Omega Semiconductor Ltd 13,104290.4K $0.01 %
1,610Hinge Health Inc 7,525290.2K $0.01 %
1,611Daiichi Sankyo Co Ltd 16,200289.8K $0.01 %
1,612APL Apollo Tubes Ltd 14,025289.6K $0.01 %
1,613Gulf Development PCL 159,000289.5K $0.01 %
1,614Omega Healthcare Investors Inc 6,600289.2K $0.01 %
1,615AES Corp/The 20,470288.4K $0.01 %
1,616SI-BONE Inc 22,759287.4K $0.01 %
1,617Alumis Inc 13,047287.4K $0.01 %
1,618Mosaic Co/The 11,239286.6K $0.01 %
1,619Emirates NBD Bank PJSC 38,033286.5K $0.01 %
1,620Prothena Corp PLC 29,427286K $0.01 %
1,621Sarepta Therapeutics Inc 13,122285.5K $0.01 %
1,622Commerzbank AG 7,822285.3K $0.01 %
1,623LS Corp 1,592284.5K $0.01 %
1,624Global Unichip Corp 4,000283.4K $0.01 %
1,625Natco Pharma Ltd 27,224282.8K $0.01 %
1,626Hershey Co/The 1,360282.7K $0.01 %
1,627Bureau Veritas SA 9,440282.6K $0.01 %
1,628Blackstone Mortgage Trust Inc 14,743282.3K $0.01 %
1,629NETGEAR Inc 12,886281.4K $0.01 %
1,630LendingTree Inc 6,545280.6K $0.01 %
1,631Five Below Inc 1,227280.3K $0.01 %
1,632Mettler-Toledo International Inc 222280K $0.01 %
1,633Compass Minerals International Inc 11,990280K $0.01 %
1,634First Bancorp Inc/The 9,962279.2K $0.01 %
1,635MS&AD Insurance Group Holdings Inc 10,700279.2K $0.01 %
1,636Primis Financial Corp. 20,974278.5K $0.01 %
1,637Stitch Fix Inc 83,958277.9K $0.01 %
1,638Costamare Inc 16,410277.3K $0.01 %
1,639Humana Inc 1,594276.4K $0.01 %
1,640Guardian Pharmacy Services Inc 7,310275.3K $0.01 %
1,641Figs Inc 18,627275.1K $0.01 %
1,642Crawford & Co 27,575274.9K $0.01 %
1,643Patria Investments Ltd 21,774274.4K $0.01 %
1,644Curbline Properties Corp 10,636274.3K $0.01 %
1,645Fubon Financial Holding Co Ltd 100,000273.8K $0.01 %
1,646UL Solutions Inc 3,188273.2K $0.01 %
1,647Wayfair Inc 3,631273.1K $0.01 %
1,648MRF Ltd 200272.8K $0.01 %
1,649Thermon Group Holdings Inc 5,403272.3K $0.01 %
1,650Bank7 Corp 6,818271.9K $0.01 %
1,651MiMedx Group Inc 68,656271.2K $0.01 %
1,652Mission Produce Inc 19,702271.1K $0.01 %
1,653Clearway Energy Inc 6,917270.9K $0.01 %
1,654Broadridge Financial Solutions Inc 1,667270.9K $0.01 %
1,655Saudi Awwal Bank 27,082270.7K $0.01 %
1,656Max Financial Services Ltd 17,069270.2K $0.01 %
1,657Lennar Corp 3,108269.9K $0.01 %
1,658Hawaiian Electric Industries Inc 18,182269.8K $0.01 %
1,659Gladstone Commercial Corp 23,565269.3K $0.01 %
1,660Fluence Energy Inc 19,500268.3K $0.01 %
1,661Ingevity Corp 3,760267.8K $0.01 %
1,662Barclays PLC 51,027267K $0.01 %
1,663Cummins Inc 496266.9K $0.01 %
1,664Mangalore Refinery & Petrochemicals Ltd 140,736266.8K $0.01 %
1,665Seven & i Holdings Co Ltd 19,800266.3K $0.01 %
1,666Adeia Inc 11,063265.8K $0.01 %
1,667Far EasTone Telecommunications Co Ltd 92,000265.7K $0.01 %
1,668LG Energy Solution Ltd 970265.4K $0.01 %
1,669United Bankshares Inc/WV 6,394264.8K $0.01 %
1,670NeuroPace Inc 20,048263.6K $0.01 %
1,671Zhejiang Century Huatong Group Co Ltd 112,200263.1K $0.01 %
1,672Monte Rosa Therapeutics Inc 15,990263K $0.01 %
1,673Appian Corp 10,897262.7K $0.01 %
1,674AMERISAFE Inc 7,871262.3K $0.01 %
1,675UPL Ltd 43,169261.9K $0.01 %
1,676Reddit Inc 1,940261.2K $0.01 %
1,677DTE Energy Co 1,768258.5K $0.01 %
1,678Amerant Bancorp Inc 11,699257.8K $0.01 %
1,679Dime Community Bancshares Inc 7,618257.6K $0.01 %
1,680BOE Technology Group Co Ltd 448,800256.9K $0.01 %
1,681Sally Beauty Holdings Inc 18,535256.7K $0.01 %
1,682Performance Food Group Co 2,984255.6K $0.01 %
1,683Monarch Casino & Resort Inc 2,671255.3K $0.01 %
1,684American Public Education Inc 4,486255.2K $0.01 %
1,685Monro Inc 15,902255.1K $0.01 %
1,686Columbus McKinnon Corp/NY 17,530254.7K $0.01 %
1,687Lloyds Banking Group PLC 205,315254.5K $0.01 %
1,688DraftKings Inc 11,763254.3K $0.01 %
1,689Plains GP Holdings LP 10,463254K $0.01 %
1,690Qnity Electronics Inc 2,194253.1K $0.01 %
1,691Sun Country Airlines Holdings Inc 15,322253.1K $0.01 %
1,692China Yangtze Power Co Ltd 64,300252.8K $0.01 %
1,693Ichor Holdings Ltd 5,403251.8K $0.01 %
1,694Porch Group Inc 35,084251.6K $0.01 %
1,695Bankwell Financial Group Inc 5,171250.9K $0.01 %
1,696Madison Square Garden Entertainment Corp 4,254250.6K $0.01 %
1,697CPFL Energia SA 26,577250.2K $0.01 %
1,698Japfa Comfeed Indonesia Tbk PT 1,786,500249.7K $0.01 %
1,699Uniti Group Inc 26,616249.7K $0.01 %
1,700Quanex Building Products Corp 13,878249.4K $0.01 %