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
701Credit Agricole SA 47,732890.9K $0.03 %
702Hanover Insurance Group Inc/The 5,138890.7K $0.03 %
703HF Sinclair Corp 14,246888.8K $0.03 %
704Ryman Hospitality Properties Inc 9,624888K $0.03 %
705Gentera SAB de CV 314,094888K $0.03 %
706First Solar Inc 4,493886.3K $0.03 %
707ABM Industries Inc 23,008886.3K $0.03 %
708Life Time Group Holdings Inc 32,853885.1K $0.03 %
709Archer Aviation Inc 171,044884.3K $0.03 %
710NVR Inc 134883K $0.03 %
711Exponent Inc 13,511881.6K $0.03 %
712Tech Mahindra Ltd 59,245880K $0.03 %
713Synopsys Inc 2,218879.4K $0.03 %
714Genworth Financial Inc 108,243878.9K $0.03 %
715Cinemark Holdings Inc 30,776877.7K $0.03 %
716Ultragenyx Pharmaceutical Inc 41,801875.7K $0.03 %
717Axcelis Technologies Inc 9,407875.6K $0.03 %
718Elevance Health Inc 2,986874.2K $0.03 %
719Banco Latinoamericano de Comercio Exterior SA 17,094873.2K $0.03 %
720Rheinmetall AG 517872.1K $0.03 %
721Tingyi Cayman Islands Holding Corp 522,000871.5K $0.03 %
722Addus HomeCare Corp 9,305871.4K $0.03 %
723Mueller Industries Inc 7,859870.8K $0.03 %
724DNOW Inc 73,110870.7K $0.03 %
725Thomson Reuters Corp 9,588865.4K $0.03 %
726Las Vegas Sands Corp 16,057865.2K $0.03 %
727Sino Biopharmaceutical Ltd 1,138,000864.6K $0.03 %
728Twist Bioscience Corp 18,187864.2K $0.03 %
729Marzetti Company/The 6,246864K $0.03 %
730HD Hyundai Electric Co Ltd 1,518860.2K $0.03 %
731EVERTEC Inc 30,429858.7K $0.03 %
732NETSTREIT Corp 45,599858.6K $0.03 %
733Live Oak Bancshares Inc 25,943857.9K $0.03 %
734Hindalco Industries Ltd 90,587856.6K $0.03 %
735DHT Holdings Inc 46,862856.2K $0.03 %
736Automatic Data Processing Inc 4,209855.2K $0.03 %
737Tarsus Pharmaceuticals Inc 12,190855.1K $0.03 %
738Kontoor Brands Inc 12,151854.1K $0.03 %
739Option Care Health Inc 31,646851.9K $0.03 %
740Bank Rakyat Indonesia Persero Tbk PT 4,262,500851.7K $0.03 %
741Indivior Pharmaceuticals Inc 27,917850.9K $0.03 %
742Signet Jewelers Ltd 10,045850.2K $0.03 %
743AMETEK Inc 3,963849.5K $0.03 %
744St Joe Co/The 13,525849.4K $0.03 %
745NAVER Corp 6,235848.9K $0.03 %
746FirstEnergy Corp 16,756848.9K $0.03 %
747Granite Construction Inc 7,079848.6K $0.03 %
748Veeva Systems Inc 4,824847.4K $0.03 %
749Banco Santander SA 75,266843.8K $0.03 %
750StoneCo Ltd 59,737843.5K $0.03 %
751BankUnited Inc 18,672843.2K $0.03 %
752Stride Inc 9,541841.2K $0.03 %
753BeOne Medicines Ltd 37,400839K $0.03 %
754nLight Inc 14,709838.7K $0.03 %
755Rush Street Interactive Inc 38,561838.7K $0.03 %
756API Group Corp 20,683838.1K $0.03 %
757Garrett Motion Inc 46,012836K $0.03 %
758Prudential PLC 60,107835.7K $0.03 %
759Tronox Holdings PLC 84,883829.3K $0.03 %
760Clear Secure Inc 17,094827.5K $0.03 %
761Novo Nordisk A/S 22,573826K $0.03 %
762Casella Waste Systems Inc 10,409825.9K $0.03 %
763Ryerson Holding Corp 36,726825.6K $0.03 %
764Grupo Cibest SA 11,323824.4K $0.03 %
765Northfield Bancorp Inc 60,577820.2K $0.03 %
766SS&C Technologies Holdings Inc 12,133819.8K $0.03 %
767Power Grid Corp of India Ltd 260,355819.7K $0.03 %
768Tiger Brands Ltd 45,626817.6K $0.03 %
769Ambarella Inc 15,882817.5K $0.03 %
770CoreCivic Inc 43,016813.4K $0.03 %
771Saab AB 12,424813.1K $0.03 %
772Sunrun Inc 59,884812K $0.03 %
773PetroChina Co Ltd 591,700811.7K $0.03 %
774Ciena Corp 2,086809.8K $0.03 %
775Hermes International SCA 426807K $0.03 %
776International Container Terminal Services Inc 70,970804.6K $0.03 %
777Centuri Holdings Inc 27,531804.2K $0.03 %
778Nomura Real Estate Holdings Inc 123,600801.4K $0.03 %
779United Microelectronics Corp 447,000801.3K $0.03 %
780FNB Corp/PA 47,893800.8K $0.03 %
781Cleveland-Cliffs Inc 94,677800K $0.03 %
782KT&G Corp 7,433799.3K $0.03 %
783Upstart Holdings Inc 31,141798.8K $0.03 %
784Sany Heavy Industry Co Ltd 282,800796.7K $0.03 %
785Viemed Healthcare Inc 86,492796.6K $0.03 %
786Take-Two Interactive Software Inc 4,029795.7K $0.03 %
787Sonic Automotive Inc 11,599795.3K $0.03 %
788Truist Financial Corp 17,301795.3K $0.03 %
789Pinnacle Financial Partners Inc 9,228794.9K $0.03 %
790PICC Property & Casualty Co Ltd 430,000791.5K $0.03 %
791Minerals Technologies Inc 11,153791K $0.03 %
792Huntsman Corp 59,408790.7K $0.03 %
793Radian Group Inc 23,861789.3K $0.03 %
794Healthcare Services Group Inc 42,533789K $0.03 %
795Kirby Corp 5,935788.6K $0.03 %
796Tokyu Fudosan Holdings Corp 92,400788.6K $0.03 %
797Hyundai Motor Co 2,554786.8K $0.03 %
798General Mills, Inc. 21,115785.9K $0.03 %
799Apollo Tyres Ltd 179,567785.7K $0.03 %
800Asbury Automotive Group Inc 4,004782.4K $0.03 %