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
1,701Huntington Ingalls Industries, Inc. 656249.2K $0.01 %
1,702Hypera SA 55,338248.7K $0.01 %
1,703Pagaya Technologies Ltd 21,308248.2K $0.01 %
1,704Glencore PLC 32,721247.8K $0.01 %
1,705Hugel Inc 1,536247.5K $0.01 %
1,706Standex International Corp 970247.2K $0.01 %
1,707Bilibili Inc 10,940246.6K $0.01 %
1,708CMOC Group Ltd 117,000246.1K $0.01 %
1,709IBEX Holdings Ltd 9,162245.7K $0.01 %
1,710Helvetia Baloise Holding AG 949245.6K $0.01 %
1,711LGI Homes Inc 6,194244.8K $0.01 %
1,712J & J Snack Foods Corp 3,077243.9K $0.01 %
1,713Array Technologies Inc 33,588242.8K $0.01 %
1,714RingCentral Inc 6,528242.8K $0.01 %
1,715BWX Technologies Inc 1,187242.7K $0.01 %
1,716American Woodmark Corp 6,063241.5K $0.01 %
1,717Expand Energy Corp 2,186240K $0.01 %
1,718Postal Realty Trust Inc 12,926239.9K $0.01 %
1,719Zhejiang China Commodities City Group Co Ltd 126,400239.9K $0.01 %
1,720Definium Therapeutics Inc 12,673239.5K $0.01 %
1,721SPS Commerce Inc 4,298239.3K $0.01 %
1,722JetBlue Airways Corp 53,953238.5K $0.01 %
1,723Cogent Communications Holdings Inc 12,646238.3K $0.01 %
1,724Xeris Biopharma Holdings Inc 41,045238.1K $0.01 %
1,725Okeanis Eco Tankers Corp 4,700237.8K $0.01 %
1,726Enhabit Inc 16,851237.4K $0.01 %
1,727Gjensidige Forsikring ASA 9,066237.2K $0.01 %
1,728MPI Corp 2,000235.6K $0.01 %
1,729Arrow Electronics Inc 1,643235.6K $0.01 %
1,730TriMas Corp 6,529234.7K $0.01 %
1,731Levi Strauss & Co 12,668234.2K $0.01 %
1,732Hyundai Rotem Co Ltd 2,032234K $0.01 %
1,733Apogee Enterprises Inc 6,948233K $0.01 %
1,734CBRE Group Inc 1,716232.4K $0.01 %
1,735Carvana Co 739232.3K $0.01 %
1,736Dolby Laboratories Inc 3,866232.2K $0.01 %
1,737Aebi Schmidt Holding AG 23,878231.9K $0.01 %
1,738Rocket Lab Corp 3,610231.8K $0.01 %
1,739Win Semiconductors Corp 20,000231.8K $0.01 %
1,740Phinia Inc 3,386231.7K $0.01 %
1,741Silvercrest Asset Management Group Inc 17,170230.8K $0.01 %
1,742BNK Financial Group Inc 19,012230.6K $0.01 %
1,743Amundi SA 2,681230.4K $0.01 %
1,744Yelp Inc 9,306230.2K $0.01 %
1,745Axogen Inc 6,947230.2K $0.01 %
1,746Infosys Ltd 17,023230K $0.01 %
1,747Orrstown Financial Services Inc 6,368229.8K $0.01 %
1,748NeoGenomics Inc 30,935229.5K $0.01 %
1,749Hangzhou Tigermed Consulting Co Ltd 28,700227.8K $0.01 %
1,750Calumet Inc 6,313226.6K $0.01 %
1,751Grocery Outlet Holding Corp 32,124226.5K $0.01 %
1,752Bunge Global SA 1,777226K $0.01 %
1,753YDUQS Participacoes SA 96,574225.8K $0.01 %
1,754Northeast Community Bancorp Inc 9,472225.4K $0.01 %
1,755EMCOR Group Inc 305225.2K $0.01 %
1,756Aehr Test Systems 6,054224.5K $0.01 %
1,757SBI Life Insurance Co Ltd 11,867224.5K $0.01 %
1,758Banc of California Inc 12,757224.3K $0.01 %
1,759DENTSPLY SIRONA Inc 19,302223.9K $0.01 %
1,760Nongfu Spring Co Ltd 37,000223.7K $0.01 %
1,761Maplebear Inc 5,971223.7K $0.01 %
1,762Ryder System Inc 1,090223.1K $0.01 %
1,763Lindblad Expeditions Holdings Inc 12,879222.8K $0.01 %
1,764Cracker Barrel Old Country Store Inc 7,911222.4K $0.01 %
1,765Iridium Communications Inc 8,007222.1K $0.01 %
1,766Graphic Packaging Holding Co 22,260221.3K $0.01 %
1,767Simplo Technology Co Ltd 21,000221K $0.01 %
1,768Schindler Holding AG 670220.7K $0.01 %
1,769Chemung Financial Corp 4,092220.2K $0.01 %
1,770Daily Journal Corp 456219.9K $0.01 %
1,771Redwire Corp 25,840219.6K $0.01 %
1,772Taysha Gene Therapies Inc 48,948218.8K $0.01 %
1,773Baidu Inc 15,650218.8K $0.01 %
1,774Altimmune Inc 70,553217.3K $0.01 %
1,775APR Corp/Korea 952217.2K $0.01 %
1,776Genpact Ltd 5,796215.9K $0.01 %
1,777Samvardhana Motherson International Ltd 191,663215.1K $0.01 %
1,778Summit Midstream Corp 7,104214.8K $0.01 %
1,779Curtiss-Wright Corp 314213.9K $0.01 %
1,780Baldwin Insurance Group Inc/The 9,729213.5K $0.01 %
1,781Hamilton Lane Inc 2,139212.6K $0.01 %
1,782Victory Capital Holdings Inc 3,241212.2K $0.01 %
1,783Titan SA 4,040211.8K $0.01 %
1,784National Vision Holdings Inc 8,172211.7K $0.01 %
1,785ATN International Inc 7,765211.4K $0.01 %
1,786Beazer Homes USA Inc 10,967211K $0.01 %
1,787Netskope Inc 24,732210K $0.01 %
1,788Grid Dynamics Holdings Inc 36,818209.9K $0.01 %
1,789Advanced Drainage Systems Inc 1,529209.7K $0.01 %
1,790Coterra Energy Inc 5,964209.6K $0.01 %
1,791First Hawaiian Inc 8,500209.4K $0.01 %
1,792Whitestone REIT 12,967209.4K $0.01 %
1,793Dutch Bros Inc 4,131209.3K $0.01 %
1,794Royalty Pharma PLC 4,361209.2K $0.01 %
1,795SSE PLC 6,051209.2K $0.01 %
1,796China Southern Airlines Co Ltd 414,000208.2K $0.01 %
1,797Trupanion Inc 8,128208.2K $0.01 %
1,798New Oriental Education & Technology Group Inc 3,668207.7K $0.01 %
1,799Enliven Therapeutics Inc 5,296207.6K $0.01 %
1,800Hulic Co Ltd 17,800207.5K $0.01 %