Titelia

Holdings of AQR Large Cap Momentum Style Fund

AQR Funds · 283 declared positions · as of Mar 31, 2026

Original filing · Net assets 568.6M $ · Ten largest lines: 29.7 % of the equity sleeve

Sector breakdown

  • Technology 28.6 %
  • Industrials 10.6 %
  • Communication 9.5 %
  • Financials 8.5 %
  • Health care 8.1 %
  • Consumer discretionary 3.8 %
  • Consumer staples 3.7 %
  • Energy 1.7 %
  • Materials 0.9 %
  • Utilities 0.8 %
  • Real estate 0.7 %
  • Unattributed 23.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 98.2 %
  • GB 0.8 %
  • BM 0.4 %
  • IE 0.1 %
  • KY 0.1 %
  • LU 0.1 %
  • CA 0.1 %
  • SG 0.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US273545.2M $98.23 %
GB24.6M $0.84 %
BM22.4M $0.43 %
IE2710K $0.13 %
KY1704.2K $0.13 %
LU1567.7K $0.10 %
CA1409.9K $0.07 %
SG1405K $0.07 %

Positions

CompanySharesValue (USD)Weight
Alphabet Inc 143,86741.4M $7.28 %
NVIDIA Corp 236,99741.3M $7.27 %
Broadcom Inc 67,93221M $3.70 %
Johnson & Johnson 47,59511.6M $2.05 %
JPMorgan Chase & Co 36,59910.8M $1.89 %
Lam Research Corp 39,1288.4M $1.47 %
Microsoft Corp 21,0427.8M $1.37 %
General Electric Co 26,5807.5M $1.33 %
Walmart Inc 60,6567.5M $1.33 %
Micron Technology Inc 22,2287.5M $1.32 %
Eli Lilly & Co 7,7417.1M $1.25 %
Tesla Inc 17,3206.4M $1.13 %
Palantir Technologies Inc 41,7776.1M $1.07 %
Costco Wholesale Corp 6,0046M $1.05 %
Advanced Micro Devices Inc 29,0085.9M $1.04 %
Applied Materials Inc 16,3775.6M $0.98 %
KLA Corp 3,7045.5M $0.96 %
Targa Resources Corp 20,9605.3M $0.92 %
Morgan Stanley 31,7525.2M $0.92 %
Quanta Services Inc 9,3175.1M $0.90 %
Citigroup Inc 44,6355.1M $0.89 %
GE Vernova Inc 5,3634.7M $0.82 %
Caterpillar Inc 6,5824.7M $0.82 %
Howmet Aerospace Inc 17,6004.1M $0.71 %
AbbVie Inc 17,5653.8M $0.67 %
Parker-Hannifin Corp 4,1983.8M $0.66 %
Mastercard Inc 7,4333.7M $0.65 %
Analog Devices Inc 11,6193.7M $0.65 %
Goldman Sachs Group Inc/The 4,3303.7M $0.64 %
Curtiss-Wright Corp 5,3583.6M $0.64 %
Western Digital Corp 13,4033.6M $0.64 %
Cintas Corp 21,3283.6M $0.63 %
Northrop Grumman Corp 5,2863.6M $0.63 %
Trane Technologies PLC 8,1723.4M $0.60 %
AT&T Inc 116,0943.4M $0.59 %
Amphenol Corp 26,4483.3M $0.59 %
Intel Corp 75,3693.3M $0.59 %
Gilead Sciences Inc 23,7353.3M $0.58 %
Welltower Inc 15,3403M $0.53 %
Lumentum Holdings Inc 4,3123M $0.53 %
Philip Morris International Inc. 18,0143M $0.52 %
Visa Inc 9,7903M $0.52 %
Progressive Corp/The 14,4322.9M $0.50 %
Corning Inc 20,9962.9M $0.50 %
Newmont Corp 26,1002.8M $0.50 %
TechnipFMC PLC 39,8502.8M $0.48 %
Ciena Corp 6,7472.6M $0.46 %
Thermo Fisher Scientific Inc 5,2572.6M $0.45 %
McKesson Corp 2,9352.5M $0.45 %
T-Mobile US Inc 11,8692.5M $0.44 %
LPL Financial Holdings Inc 8,2272.5M $0.44 %
Marathon Petroleum Corp 10,1062.5M $0.43 %
Bank of New York Mellon Corp/The 20,7572.5M $0.43 %
Eaton Corp PLC 6,8372.4M $0.43 %
Monolithic Power Systems Inc 2,2192.4M $0.43 %
Arista Networks Inc 19,2962.4M $0.42 %
AppLovin Corp 5,8642.3M $0.41 %
Deere & Co 4,0462.3M $0.40 %
Jabil Inc 8,5532.3M $0.40 %
Garmin Ltd 9,6552.2M $0.39 %
Teradyne Inc 7,5422.2M $0.39 %
Citizens Financial Group Inc 36,3022.2M $0.38 %
AutoNation Inc 11,0122.2M $0.38 %
MSCI Inc 3,9872.1M $0.38 %
Meta Platforms Inc 3,7122.1M $0.37 %
Vertiv Holdings Co 8,4362.1M $0.37 %
Casey's General Stores Inc 2,8842.1M $0.37 %
Ameriprise Financial Inc 4,7172.1M $0.37 %
RTX Corp 10,5972M $0.36 %
IDEXX Laboratories Inc 3,6372M $0.36 %
Apple Inc 8,0062M $0.36 %
Home Depot Inc/The 6,1412M $0.36 %
Wells Fargo & Co 24,7002M $0.35 %
Comfort Systems USA Inc 1,4232M $0.35 %
Merck & Co Inc 16,1991.9M $0.34 %
Anglogold Ashanti Plc 19,3931.9M $0.33 %
Sherwin-Williams Co/The 5,8141.9M $0.33 %
United Rentals Inc 2,5571.9M $0.33 %
Old Dominion Freight Line Inc 9,4401.8M $0.32 %
EMCOR Group Inc 2,4951.8M $0.32 %
Intuitive Surgical Inc 3,9241.8M $0.32 %
MKS Inc 7,8511.8M $0.32 %
O'Reilly Automotive Inc 18,9601.8M $0.31 %
ServiceNow Inc 16,7101.7M $0.31 %
Robinhood Markets Inc 25,1561.7M $0.31 %
Royal Caribbean Cruises Ltd 6,2851.7M $0.30 %
Lockheed Martin Corp 2,8401.7M $0.30 %
Ubiquiti Inc 2,1631.7M $0.30 %
Illinois Tool Works Inc 6,5401.7M $0.30 %
Netflix Inc 17,5101.7M $0.30 %
General Motors Co 22,4131.7M $0.29 %
NRG Energy Inc 11,0201.6M $0.28 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 7,2161.6M $0.28 %
Veeva Systems Inc 9,0781.6M $0.28 %
Bank of America Corp 32,3181.6M $0.28 %
Natera Inc 7,7441.5M $0.27 %
Monster Beverage Corp 21,2541.5M $0.27 %
Westinghouse Air Brake Technologies Corp 6,1461.5M $0.27 %
Arthur J Gallagher & Co 7,0601.5M $0.27 %
Vistra Corp 10,1401.5M $0.27 %
Oracle Corp 10,3051.5M $0.27 %
Lattice Semiconductor Corp 16,3071.5M $0.27 %
Warner Bros Discovery Inc 54,3071.5M $0.26 %
WW Grainger Inc 1,3631.5M $0.26 %
HCA Healthcare Inc 3,1011.5M $0.26 %
United Airlines Holdings Inc 15,8711.5M $0.26 %
Allison Transmission Holdings Inc 12,3571.4M $0.25 %
International Business Machines Corp. 5,9401.4M $0.25 %
TD SYNNEX Corp 8,4951.4M $0.25 %
Coherent Corp 5,9791.4M $0.25 %
Amgen Inc 3,9561.4M $0.24 %
United Therapeutics Corp 2,3121.4M $0.24 %
Altria Group, Inc. 20,3951.3M $0.24 %
Constellation Energy Corp. 4,8041.3M $0.24 %
Fastenal Co 28,0561.3M $0.23 %
S&P Global Inc 3,0441.3M $0.23 %
Texas Instruments Inc 6,5241.3M $0.22 %
Cheniere Energy Inc 4,4551.3M $0.22 %
Intuit Inc 2,8971.3M $0.22 %
CME Group Inc 4,2331.3M $0.22 %
Rocket Lab Corp 19,4251.2M $0.22 %
Roivant Sciences Ltd 45,0241.2M $0.22 %
Electronic Arts Inc 6,0961.2M $0.22 %
Lowe's Cos Inc 5,2441.2M $0.22 %
Steel Dynamics Inc 6,7721.2M $0.21 %
Amkor Technology Inc 26,8611.2M $0.21 %
Honeywell International Inc 5,3451.2M $0.21 %
AST SpaceMobile Inc 14,4011.2M $0.21 %
Insmed Inc 7,2021.2M $0.21 %
Assured Guaranty Ltd 14,3021.2M $0.21 %
BorgWarner Inc 21,3261.2M $0.20 %
Copart Inc 34,7201.2M $0.20 %
Spotify Technology SA 2,3671.1M $0.20 %
Cadence Design Systems Inc 4,1221.1M $0.20 %
Carvana Co 3,5641.1M $0.20 %
Booking Holdings Inc 2641.1M $0.20 %
Ford Motor Co 95,8211.1M $0.19 %
Revolution Medicines Inc 11,2821.1M $0.19 %
Boston Scientific Corp 17,3751.1M $0.19 %
Fortinet Inc 13,2581.1M $0.19 %
Dick's Sporting Goods Inc 5,4061.1M $0.19 %
Coca-Cola Co/The 14,0951.1M $0.19 %
Synchrony Financial 15,7491.1M $0.19 %
Reliance Inc 3,4541M $0.18 %
Somnigroup International Inc 14,0321M $0.18 %
Palo Alto Networks Inc 6,4381M $0.18 %
Cardinal Health, Inc. 4,8631M $0.18 %
Williams-Sonoma Inc 5,6221M $0.18 %
Tractor Supply Co 22,3251M $0.18 %
Moody's Corp 2,2951M $0.18 %
Chipotle Mexican Grill Inc 31,2711M $0.18 %
Atmos Energy Corp 5,400997.5K $0.18 %
Cisco Systems, Inc. 12,767990.6K $0.17 %
Nasdaq Inc 11,442971.3K $0.17 %
TJX Cos Inc/The 5,956951.2K $0.17 %
Rocket Cos Inc 66,462947.1K $0.17 %
Ionis Pharmaceuticals Inc 12,611947K $0.17 %
Sandisk Corp/DE 1,473935.9K $0.16 %
CVS Health Corp 12,997933.4K $0.16 %
Elanco Animal Health Inc 38,438919.8K $0.16 %
Alnylam Pharmaceuticals Inc 2,779919.5K $0.16 %
Elevance Health Inc 3,098906.9K $0.16 %
Allegro MicroSystems Inc 28,726905.7K $0.16 %
Incyte Corp 9,532897.2K $0.16 %
Entergy Corp 7,859883K $0.16 %
Penske Automotive Group Inc 5,891880.8K $0.15 %
Cloudflare Inc 4,252877.4K $0.15 %
Albemarle Corp 4,746852K $0.15 %
First Solar Inc 4,289846K $0.15 %
NU Holdings Ltd/Cayman Islands 58,509840.8K $0.15 %
CoStar Group Inc 20,700835K $0.15 %
CH Robinson Worldwide Inc 5,013832.5K $0.15 %
ATI Inc 5,635819.7K $0.14 %
Cummins Inc 1,481796.8K $0.14 %
Microchip Technology Inc 12,290794.1K $0.14 %
Rollins Inc 14,763788.5K $0.14 %
Valero Energy Corp 3,151778.5K $0.14 %
Tapestry Inc 5,302748.2K $0.13 %
PACCAR Inc 6,399739.1K $0.13 %
Autodesk Inc 3,076736.4K $0.13 %
Automatic Data Processing Inc 3,597730.8K $0.13 %
UGI Corp 20,052730.3K $0.13 %
Keysight Technologies Inc 2,578727.9K $0.13 %
AECOM 8,308704.7K $0.12 %
Amer Sports Inc 21,390704.2K $0.12 %
NextEra Energy Inc 7,395686.8K $0.12 %
Exxon Mobil Corp 4,042685.8K $0.12 %
MP Materials Corp 14,199685.2K $0.12 %
Intercontinental Exchange Inc 4,335681.8K $0.12 %
eBay Inc 7,392672.8K $0.12 %
DoorDash Inc 4,429665K $0.12 %
Everus Construction Group Inc 5,625664.1K $0.12 %
Packaging Corp of America 3,115661.1K $0.12 %
Interactive Brokers Group Inc 9,833659.5K $0.12 %
TALEN ENERGY CORP 2,035649.6K $0.11 %
Zoetis Inc 5,446643.8K $0.11 %
Ross Stores Inc 2,920632.6K $0.11 %
Carpenter Technology Corp 1,597629.5K $0.11 %
AES Corp/The 43,868618.1K $0.11 %
Capital One Financial Corp 3,365613.9K $0.11 %
Verisk Analytics Inc 3,228612.5K $0.11 %
Hologic Inc 7,943600.4K $0.11 %
BWX Technologies Inc 2,935600.2K $0.11 %
Domino's Pizza Inc 1,642589.1K $0.10 %
Synopsys Inc 1,470582.8K $0.10 %
Digital Realty Trust Inc 3,200576.7K $0.10 %
MongoDB Inc 2,323568.6K $0.10 %
JB Hunt Transport Services Inc 2,681568.1K $0.10 %
Millicom International Cellular SA 7,576567.7K $0.10 %
Freeport-McMoRan Inc 9,533560.3K $0.10 %
Lincoln National Corp 15,597553.7K $0.10 %
OneMain Holdings Inc 10,201545.7K $0.10 %
Southern Copper Corp 3,155542.8K $0.10 %
Stryker Corp 1,647541.2K $0.10 %
Exelixis Inc 12,523537.1K $0.09 %
HF Sinclair Corp 8,578535.2K $0.09 %
QXO Inc 27,461533.3K $0.09 %
Seaboard Corp 94531.5K $0.09 %
DT Midstream Inc 3,906526K $0.09 %
Watsco Inc 1,443524.9K $0.09 %
Bunge Global SA 3,973505.4K $0.09 %
McDonald's Corp. 1,564486.1K $0.09 %
Avery Dennison Corp 2,796482.8K $0.08 %
Boeing Co/The 2,327463.1K $0.08 %
Rivian Automotive Inc 30,631461K $0.08 %
Salesforce Inc 2,432454K $0.08 %
Uber Technologies Inc 6,226447.8K $0.08 %
Medpace Holdings Inc 930446.6K $0.08 %
Five Below Inc 1,945444.4K $0.08 %
QuantumScape Corp 68,440436.6K $0.08 %
Lear Corp 3,544429.1K $0.08 %
Booz Allen Hamilton Holding Corp 5,497428.9K $0.08 %
Xylem Inc/NY 3,586428.5K $0.08 %
Diamondback Energy Inc 2,119419.1K $0.07 %
Axon Enterprise Inc 983417.5K $0.07 %
Edwards Lifesciences Corp 5,160413.2K $0.07 %
Brookfield Renewable Corp 10,291409.9K $0.07 %
ROBLOX Corp 7,229408.9K $0.07 %
Jefferies Financial Group Inc 9,896408.4K $0.07 %
Regeneron Pharmaceuticals, Inc. 527407.2K $0.07 %
Flex Ltd 6,187405K $0.07 %
Commerce Bancshares Inc/MO 7,903388.8K $0.07 %
Element Solutions Inc 11,386388.7K $0.07 %
Fox Corp 6,502379.7K $0.07 %
Huntington Ingalls Industries, Inc. 999379.5K $0.07 %
nVent Electric PLC 3,197378.1K $0.07 %
Dollar General Corp 3,003356.5K $0.06 %
UnitedHealth Group Inc 1,309354.2K $0.06 %
Alcoa Corp 5,321352.9K $0.06 %
Blackrock Inc 365351K $0.06 %
Wayfair Inc 4,663350.7K $0.06 %
Affirm Holdings Inc 7,556346.2K $0.06 %
Halozyme Therapeutics Inc 5,281341.3K $0.06 %
Johnson Controls International plc 2,534331.8K $0.06 %
Zebra Technologies Corp 1,545323K $0.06 %
National Fuel Gas Co 3,427322K $0.06 %
Tenet Healthcare Corp 1,647310.8K $0.05 %
Celsius Holdings Inc 8,277293.7K $0.05 %
Macy's Inc 15,614282.5K $0.05 %
FactSet Research Systems Inc 1,300282.1K $0.05 %
A O Smith Corp 4,045266.7K $0.05 %
Astera Labs Inc 2,427266K $0.05 %
Dexcom Inc 4,031253.1K $0.04 %
Expedia Group Inc 1,065245.9K $0.04 %
Carnival Corp 9,419243.8K $0.04 %
Dillard's Inc 418239.1K $0.04 %
Biogen Inc 1,294237.2K $0.04 %
Starbucks Corp 2,633235.9K $0.04 %
Adobe Inc 969235.5K $0.04 %
Accenture PLC 1,073212.8K $0.04 %
Dollar Tree Inc 1,871204.9K $0.04 %
Aramark 4,926199.7K $0.04 %
Moderna Inc 3,874196.8K $0.03 %
Estee Lauder Cos Inc/The 2,497179.2K $0.03 %
Aptiv PLC 2,386165.7K $0.03 %
Reddit Inc 1,206162.4K $0.03 %
Guidewire Software Inc 1,071160.2K $0.03 %
Medical Properties Trust Inc 34,176158.2K $0.03 %
SoFi Technologies Inc 9,950158K $0.03 %
IPG Photonics Corp 1,352154.9K $0.03 %
Coinbase Global Inc 840146.7K $0.03 %
Karman Holdings Inc 1,809144.8K $0.03 %
Fair Isaac Corp 118126K $0.02 %