Titelia

Holdings of Transamerica International Focus

TRANSAMERICA FUNDS · 30 declared positions · as of Apr 30, 2026

Original filing · Net assets 399.7M $ · Ten largest lines: 47.1 % of the equity sleeve

Sector breakdown

  • Technology 20.7 %
  • Industrials 16.1 %
  • Financials 7.2 %
  • Health care 6.8 %
  • Consumer discretionary 5.2 %
  • Materials 4.1 %
  • Funds 2.8 %
  • Unattributed 37.2 %

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

Currency breakdown

  • USD 29.7 %
  • JPY 24.6 %
  • EUR 16.7 %
  • CHF 7.5 %
  • CAD 4.8 %
  • HKD 4.3 %
  • KRW 3.9 %
  • NOK 3.3 %
  • GBP 2.8 %
  • SEK 2.4 %

The quoted currency of each line, as declared.

Country breakdown

  • JP 24.6 %
  • US 10.0 %
  • FR 8.5 %
  • TW 7.9 %
  • CH 7.5 %
  • CA 6.7 %
  • GB 6.3 %
  • NL 6.0 %
  • DE 5.4 %
  • HK 4.3 %
  • KR 3.9 %
  • NO 3.3 %
  • Other countries 5.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
JP693.9M $24.59 %
US338.4M $10.05 %
FR332.6M $8.53 %
TW130.1M $7.88 %
CH328.5M $7.45 %
CA325.6M $6.70 %
GB224M $6.29 %
NL222.9M $6.00 %
DE220.5M $5.37 %
HK116.6M $4.34 %
KR114.7M $3.86 %
NO112.7M $3.33 %

Positions

CompanySharesValueWeight
Taiwan Semiconductor Manufacturing Co Ltd 75,96730.1M $7.53 %
Ajinomoto Co Inc 628,40020.2M $5.05 %
Hoya Corp 101,50019M $4.74 %
Safran SA 58,19218.7M $4.68 %
AIA Group Ltd 1,510,60016.6M $4.15 %
ITOCHU Corp 1,337,50016.6M $4.15 %
Linde PLC 31,13715.6M $3.90 %
SK hynix Inc 16,53914.7M $3.69 %
Keyence Corp 32,10014.7M $3.68 %
Pan Pacific International Holdings Corp. 2,424,90013.7M $3.43 %
Siemens Energy AG 63,49213.5M $3.37 %
Compass Group PLC 464,70313.1M $3.29 %
Galderma Group AG 61,59012.9M $3.23 %
Alimentation Couche-Tard Inc 216,81112.8M $3.21 %
Salmar ASA 210,76612.7M $3.18 %
Waste Connections Inc 76,47012.6M $3.15 %
ASML Holding NV 8,55012.3M $3.08 %
Ferrari NV 35,41712.3M $3.08 %
Belimo Holding AG 12,66311.6M $2.90 %
3i Group PLC 312,53010.9M $2.72 %
Adyen NV 9,38910.6M $2.65 %
Liberty Media Corp-Liberty Formula One 118,33510.2M $2.54 %
Japan Elevator Service Holdings Co Ltd 962,1009.7M $2.44 %
Lagercrantz Group AB 345,4169.1M $2.29 %
Shopify Inc 58,7787.1M $1.78 %
CTS Eventim AG & Co KGaA 106,6997M $1.76 %
EssilorLuxottica SA 33,1437M $1.76 %
Hermes International SCA 3,5916.9M $1.72 %
Dollarama Inc 43,9825.6M $1.41 %
SMG Swiss Marketplace Group AG 110,5963.9M $0.99 %