Titelia

Holdings of Franklin Alternative Strategies Fund

Franklin Alternative Strategies Funds · 120 declared positions · as of Feb 27, 2026

Original filing · Net assets 524.2M $ · Ten largest lines: 26.2 % of the equity sleeve

Sector breakdown

  • Health care 16.4 %
  • Utilities 10.1 %
  • Industrials 3.0 %
  • Technology 2.3 %
  • Energy 1.4 %
  • Consumer discretionary 0.6 %
  • Communication 0.4 %
  • Unattributed 65.9 %

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 89.8 %
  • JPY 4.2 %
  • EUR 3.0 %
  • CHF 2.6 %
  • HKD 0.6 %

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 77.1 %
  • NL 4.8 %
  • JP 4.2 %
  • CH 2.6 %
  • IL 1.7 %
  • BM 1.7 %
  • CA 1.5 %
  • IE 1.4 %
  • DE 1.3 %
  • GB 1.1 %
  • SG 1.0 %
  • BE 0.7 %
  • Other countries 1.1 %

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

CountryLinesValueShare
US9574.3M $77.06 %
NL54.6M $4.79 %
JP44M $4.16 %
CH12.5M $2.56 %
IL11.7M $1.75 %
BM11.6M $1.69 %
CA11.4M $1.47 %
IE11.3M $1.37 %
DE21.2M $1.26 %
GB11.1M $1.10 %
SG1958K $0.99 %
BE1684.9K $0.71 %

Positions

CompanySharesValueWeight
MasTec Inc 10,7843.2M $0.61 %
Constellation Energy Corp. 8,4712.8M $0.53 %
Merck & Co Inc 21,8682.7M $0.52 %
CVS Health Corp 33,4202.7M $0.51 %
Xcel Energy Inc 29,8002.5M $0.47 %
Lonza Group AG 3,5472.5M $0.47 %
NextEra Energy Inc 24,9552.3M $0.45 %
Mitsubishi Electric Corp 59,6872.3M $0.43 %
Edwards Lifesciences Corp 25,8422.2M $0.43 %
FirstEnergy Corp 41,4952.1M $0.40 %
Entergy Corp 19,6892.1M $0.40 %
Agilent Technologies Inc 16,5392M $0.38 %
Argenx SE 2,5802M $0.38 %
Abbott Laboratories 16,5781.9M $0.37 %
BEONE MEDICINES LTD 5,7271.8M $0.35 %
Eli Lilly & Co 1,7021.8M $0.34 %
Vaxcyte Inc 28,9451.8M $0.34 %
Scholar Rock Holding Corp 40,3441.8M $0.34 %
Teva Pharmaceutical Industries Ltd 49,8211.7M $0.32 %
Roivant Sciences Ltd 56,2331.6M $0.31 %
Boeing Co/The 6,9621.6M $0.30 %
Insmed Inc 10,4741.6M $0.30 %
Align Technology Inc 7,7971.5M $0.28 %
Coherent Corp 5,5211.4M $0.27 %
Regeneron Pharmaceuticals, Inc. 1,8181.4M $0.27 %
Xenon Pharmaceuticals Inc 32,6921.4M $0.27 %
Williams Cos Inc/The 17,6631.3M $0.25 %
Johnson Controls International plc 9,1281.3M $0.25 %
Disc Medicine Inc 19,4011.3M $0.25 %
Dover Corp 5,3181.2M $0.23 %
Mineralys Therapeutics Inc 40,5111.2M $0.23 %
NRG Energy Inc 6,5091.2M $0.22 %
Vertex Pharmaceuticals Inc 2,2271.1M $0.21 %
Kymera Therapeutics Inc 11,7801.1M $0.21 %
AstraZeneca PLC 5,0891.1M $0.20 %
PG&E Corp 54,7311M $0.20 %
Newamsterdam Pharma Co NV 29,1071M $0.20 %
Apogee Therapeutics Inc 14,5311M $0.19 %
Revolution Medicines Inc 9,8131M $0.19 %
Tarsus Pharmaceuticals Inc 13,185995.7K $0.19 %
Bayer AG 20,004989.8K $0.19 %
CH Robinson Worldwide Inc 5,247972K $0.19 %
Crinetics Pharmaceuticals Inc 23,451963.8K $0.18 %
UL Solutions Inc 11,456962K $0.18 %
Flex Ltd 15,201958K $0.18 %
Stellantis NV 117,093950.1K $0.18 %
Gilead Sciences Inc 6,193922.4K $0.18 %
Viridian Therapeutics Inc 30,396893K $0.17 %
EchoStar Corp 7,221834.2K $0.16 %
UnitedHealth Group Inc 2,829829.7K $0.16 %
Celcuity Inc 7,384824.9K $0.16 %
Apellis Pharmaceuticals Inc 39,182821.3K $0.16 %
Keysight Technologies Inc 2,593796.9K $0.15 %
Protagonist Therapeutics Inc 8,512783.8K $0.15 %
Arcutis Biotherapeutics Inc 26,910725.8K $0.14 %
SolarEdge Technologies Inc 20,402722.2K $0.14 %
Danaher Corp 3,337702.9K $0.13 %
CarMax Inc 16,229700.6K $0.13 %
UCB SA 2,280684.9K $0.13 %
Olema Pharmaceuticals Inc 28,134680.8K $0.13 %
Fujikura Ltd. 3,889664.1K $0.13 %
Thermo Fisher Scientific Inc 1,251651.9K $0.12 %
NIDEC CORP 40,451636.1K $0.12 %
uniQure NV 40,132627.3K $0.12 %
Carvana Co 1,804602.8K $0.12 %
AES Corp/The 33,799584K $0.11 %
Dow Inc 18,546569.9K $0.11 %
China Petroleum & Chemical Corp 791,498550.8K $0.11 %
Immunovant Inc 18,634516.7K $0.10 %
Ideaya Biosciences Inc 14,332461.5K $0.09 %
Abivax SA 3,794460.1K $0.09 %
IHI Corp 16,020438.3K $0.08 %
Uniti Group Inc 54,767400.9K $0.08 %
Forgent Power Solutions Inc 11,250386.9K $0.07 %
Edison International 5,156385.4K $0.07 %
Comcast Corp 11,219347.3K $0.07 %
Solv Energy Inc 10,459329.7K $0.06 %
Enovix Corp 59,126311.6K $0.06 %
Cleveland-Cliffs Inc 27,280290.8K $0.06 %
Community Health Systems Inc 77,832269.3K $0.05 %
IAC Inc 6,365243.9K $0.05 %
Enphase Energy Inc 5,607237K $0.05 %
Delivery Hero SE 9,830226.1K $0.04 %
Aeva Technologies Inc 12,534166.2K $0.03 %
Builders FirstSource Inc 83086.6K $0.02 %
James Hardie Industries PLC 3,51785.6K $0.02 %
Optimum Communications Inc 59,38485.5K $0.02 %
Owens Corning 70085.4K $0.02 %
Mohawk Industries Inc 65281.7K $0.02 %
Bridgebio Pharma Inc 1,07071.1K $0.01 %
Masterbrand Inc 6,99270.8K $0.01 %
VINTY HLDG 5 SA 11,369,45851.2K $0.01 %
Nebius Group NV 35031.9K $0.01 %
Wayfair Inc 40030.5K $0.01 %
BILL Holdings Inc 60927.1K $0.01 %
Intuitive Machines Inc 1,10018.1K $0.00 %
Hertz Global Holdings Inc 3,70916.8K $0.00 %
Lantheus Holdings Inc 16912.7K $0.00 %
Shift4 Payments Inc 28512.6K $0.00 %
Ziff Davis Inc 42011.4K $0.00 %
Sirius XM Holdings Inc 46010.1K $0.00 %
Vertex Inc 6429.3K $0.00 %
Match Group Inc 1916K $0.00 %
Compass Inc 5014.9K $0.00 %
Pacira BioSciences Inc 2184.8K $0.00 %
PAR Technology Corp 2153.5K $0.00 %
CenterPoint Energy Inc 743.2K $0.00 %
CMS Energy Corp 292.3K $0.00 %
Gamestop Corp 3201.4K $0.00 %
Satellogic Inc 2,0581K $0.00 %
Porch Group Inc 115944.2 $0.00 %
KAISA GROUP HOLDINGS LTD 56,339640.3 $0.00 %
Zscaler Inc 4588 $0.00 %
Falcons Beyond Global Inc. 180134.8 $
Brand Engagement Network Inc 24179.1 $
Target Global Acquisition I Corp. 3,51637.3 $
OPENDOOR TECHNOLOGIES INC 2823.6 $
Teract SA 3,92018.1 $
OPENDOOR TECHNOLOGIES INC 2812.2 $
OPENDOOR TECHNOLOGIES INC 2810.4 $