Titelia

Holdings of AQR Global Equity Fund

AQR Funds · 259 declared positions · as of Mar 31, 2026

Original filing · Net assets 533.2M $ · Ten largest lines: 26.7 % of the equity sleeve

Sector breakdown

  • Technology 24.5 %
  • Financials 16.9 %
  • Industrials 10.9 %
  • Communication 7.3 %
  • Energy 6.8 %
  • Consumer discretionary 6.7 %
  • Health care 6.2 %
  • Consumer staples 3.8 %
  • Materials 2.2 %
  • Utilities 1.0 %
  • Unattributed 13.7 %

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

Currency breakdown

  • USD 71.8 %
  • EUR 12.2 %
  • JPY 5.8 %
  • GBP 4.0 %
  • CAD 3.1 %
  • CHF 1.4 %
  • AUD 0.8 %
  • DKK 0.7 %
  • SEK 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 70.8 %
  • JP 5.8 %
  • GB 5.2 %
  • FR 3.6 %
  • CA 3.1 %
  • DE 2.8 %
  • NL 2.4 %
  • ES 1.8 %
  • CH 1.4 %
  • IT 1.1 %
  • AU 0.8 %
  • DK 0.7 %
  • Other countries 0.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US136338.9M $70.84 %
JP3128M $5.85 %
GB1424.9M $5.20 %
FR817.1M $3.58 %
CA1914.7M $3.07 %
DE1013.3M $2.78 %
NL511.3M $2.37 %
ES78.8M $1.83 %
CH66.6M $1.38 %
IT65.5M $1.15 %
AU84M $0.84 %
DK23.2M $0.67 %

Positions

CompanySharesValueWeight
NVIDIA Corp 130,37922.7M $4.26 %
Microsoft Corp 58,21421.5M $4.04 %
Apple Inc 62,78015.9M $2.99 %
Amazon.com Inc 60,53012.6M $2.36 %
Alphabet Inc 37,16210.7M $2.00 %
Exxon Mobil Corp 58,5979.9M $1.86 %
Broadcom Inc 29,7499.2M $1.73 %
Alphabet Inc 31,2119M $1.68 %
Walmart Inc 65,2278.1M $1.52 %
Micron Technology Inc 23,6448M $1.50 %
GE Vernova Inc 8,3217.3M $1.36 %
General Electric Co 24,7347M $1.32 %
Booking Holdings Inc 1,6106.8M $1.27 %
Bristol-Myers Squibb Co 111,4356.8M $1.27 %
Chubb Ltd 20,0556.5M $1.23 %
Siemens Energy AG 37,0666.4M $1.20 %
ASML Holding NV 4,4325.9M $1.11 %
Adobe Inc 21,9835.3M $1.00 %
Societe Generale SA 72,8635.3M $1.00 %
Chevron Corp 24,3835M $0.95 %
Banco Santander SA 448,6155M $0.94 %
Bank of America Corp 102,0615M $0.93 %
Suncor Energy Inc 74,5384.9M $0.92 %
BNP Paribas SA 50,9434.9M $0.91 %
TechnipFMC PLC 69,6464.8M $0.90 %
Centene Corp 144,8594.7M $0.89 %
NatWest Group PLC 637,6674.7M $0.89 %
Meta Platforms Inc 8,1294.7M $0.87 %
Rolls-Royce Holdings PLC 300,7224.6M $0.86 %
Seagate Technology Holdings PLC 11,4614.5M $0.84 %
NN Group NV 56,7904.4M $0.83 %
Berkshire Hathaway Inc 9,1554.4M $0.82 %
Walt Disney Co/The 43,2104.2M $0.78 %
Recruit Holdings Co Ltd 93,4004.1M $0.76 %
Western Digital Corp 14,9544M $0.76 %
Novartis AG 25,5033.9M $0.73 %
Barclays PLC 744,9273.9M $0.73 %
Regeneron Pharmaceuticals, Inc. 4,9683.8M $0.72 %
Comfort Systems USA Inc 2,7833.8M $0.72 %
Dollar General Corp 32,3183.8M $0.72 %
Newmont Corp 35,1613.8M $0.71 %
UniCredit SpA 51,9013.7M $0.70 %
Lockheed Martin Corp 6,0913.7M $0.69 %
PG&E Corp 205,5483.6M $0.68 %
Barrick Mining Corp 83,1523.4M $0.64 %
TotalEnergies SE 36,9143.4M $0.64 %
Johnson & Johnson 13,3033.3M $0.61 %
FedEx Corp 8,8253.1M $0.59 %
Japan Post Bank Co Ltd 192,2003.1M $0.59 %
Altria Group, Inc. 46,5873.1M $0.58 %
Citigroup Inc 27,0753.1M $0.58 %
Danske Bank A/S 62,1303.1M $0.57 %
Capital One Financial Corp 16,7683.1M $0.57 %
Philip Morris International Inc. 18,4613.1M $0.57 %
Palantir Technologies Inc 20,5643M $0.56 %
Merck & Co Inc 24,6423M $0.56 %
General Motors Co 39,3472.9M $0.55 %
United Parcel Service Inc 29,1432.9M $0.54 %
Shell PLC 61,2842.8M $0.53 %
PNC Financial Services Group Inc/The 13,5882.8M $0.53 %
Travelers Cos Inc/The 9,6742.8M $0.53 %
Arista Networks Inc 22,5682.8M $0.52 %
VeriSign Inc 11,1442.8M $0.52 %
Salesforce Inc 14,7272.7M $0.52 %
Snowflake Inc 17,9542.7M $0.51 %
American International Group Inc 33,9202.6M $0.48 %
Astellas Pharma Inc 156,4002.5M $0.48 %
BHP Group Ltd 70,3752.5M $0.48 %
Expand Energy Corp 23,1342.5M $0.48 %
Advantest Corp 17,2002.4M $0.45 %
Costco Wholesale Corp 2,3712.4M $0.44 %
Chewy Inc 85,8812.3M $0.43 %
Allianz SE 5,3052.2M $0.42 %
Elastic NV 44,0462.2M $0.41 %
Comcast Corp 76,2392.2M $0.41 %
Uber Technologies Inc 29,4452.1M $0.40 %
Teradyne Inc 6,6242M $0.37 %
Las Vegas Sands Corp 34,8831.9M $0.35 %
Toyota Motor Corp. 88,8001.8M $0.35 %
CaixaBank SA 152,5991.8M $0.34 %
Vodafone Group PLC 1,194,1261.8M $0.34 %
ROBLOX Corp 31,5351.8M $0.33 %
JPMorgan Chase & Co 5,8511.7M $0.32 %
Vertiv Holdings Co 6,5531.6M $0.31 %
Airbnb Inc 12,8111.6M $0.30 %
ARC Resources Ltd 77,6681.6M $0.30 %
Cigna Group/The 6,0541.6M $0.30 %
Nexon Co Ltd 85,2001.6M $0.30 %
Visa Inc 5,2511.6M $0.30 %
Mizuho Financial Group Inc 37,4001.5M $0.28 %
Delta Air Lines Inc 21,6921.4M $0.27 %
Tesla Inc 3,7401.4M $0.26 %
Medpace Holdings Inc 2,8631.4M $0.26 %
Commerzbank AG 35,7351.3M $0.24 %
ConocoPhillips 9,8031.3M $0.24 %
Blackrock Inc 1,3161.3M $0.24 %
Sanofi SA 12,9811.3M $0.24 %
General Dynamics Corp 3,6511.3M $0.24 %
Aon PLC 3,8441.2M $0.23 %
Daiichi Sankyo Co Ltd 66,0001.2M $0.22 %