Titelia

Holdings of First Growth Capital LLC

117 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.8 % of the equity sleeve

Sector breakdown

  • Industrials 24.5 %
  • Funds 12.7 %
  • Technology 11.0 %
  • Health care 4.3 %
  • Consumer discretionary 3.5 %
  • Communication 2.9 %
  • Consumer staples 2.5 %
  • Financials 2.4 %
  • Materials 0.6 %
  • Utilities 0.6 %
  • Energy 0.5 %
  • Unattributed 34.6 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.1 %
  • DK 0.9 %
  • AR 0.8 %
  • BR 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US114102.1M $98.07 %
2DK1973.5K $0.94 %
3AR1823.6K $0.79 %
4BR1211.3K $0.20 %

Positions

RankCompanySharesValueWeight
101Texas Instruments Inc 1,300255.2K $
102PTC Inc 1,744248.6K $
103Salesforce Inc 1,324246.6K $
104Vanguard Small-Cap ETF 926243.9K $
105Alphabet Inc 822242.4K $
106Brown-Forman Corp 8,725234.4K $
107Eversource Energy 3,274228K $
108ACM Research Inc 5,598226.5K $
109KKR & Co Inc 2,363215.9K $
110Cheniere Energy Inc 774213.4K $
111Marvell Technology Inc 2,000213.4K $
112American Electric Power Co Inc 1,620213.3K $
113Telefonica Brasil SA 13,061211.3K $
114Emerson Electric Co. 1,584209.7K $
115iShares Trust 2,125208.1K $
116Silicon Laboratories Inc 992206K $
117Ameren Corp 1,857205.7K $