Titelia

Holdings of EMERGING MARKETS PORTFOLIO

MORGAN STANLEY INSTITUTIONAL FUND INC · Original filing · Compare with another fund · Report an error

Net assets
128.2M $ including 126.6M $ in equities, 98.8 %
Positions
90 in 18 countries
Top ten
45.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 366,20521.2M $16.52 %
2Samsung Electronics Co Ltd 105,63412.4M $9.64 %
3Tencent Holdings Ltd 90,0005.7M $4.43 %
4Alibaba Group Holding Ltd 266,1004.2M $3.25 %
5SK hynix Inc 5,5483.1M $2.46 %
6Delta Electronics Inc 65,0002.9M $2.29 %
7China Construction Bank Corp 2,176,1202.3M $1.83 %
8WEG SA 224,9132.2M $1.73 %
9Grupo Financiero Banorte SAB de CV 182,5442M $1.58 %
10Antofagasta PLC 44,1672M $1.55 %
11MediaTek Inc 39,0001.9M $1.46 %
12Capitec Bank Holdings Ltd 7,3081.8M $1.40 %
13Reliance Industries Ltd 123,5391.8M $1.39 %
14Hyundai Motor Co 5,4531.7M $1.31 %
15China Merchants Bank Co Ltd 252,5001.6M $1.25 %
16Hon Hai Precision Industry Co Ltd 259,0001.6M $1.24 %
17Powszechna Kasa Oszczednosci Bank Polski SA 65,3681.5M $1.21 %
18Credicorp Ltd 4,3731.5M $1.16 %
19State Bank of India 136,9641.4M $1.11 %
20KB Financial Group Inc 14,0701.4M $1.08 %
21ICICI Bank Ltd 105,3091.4M $1.05 %
22OUTsurance Group Ltd 325,4741.3M $1.04 %
23ASE Technology Holding Co Ltd 118,0001.3M $1.01 %
24HDFC Bank Ltd 51,0951.3M $0.99 %
25Wiwynn Corp 11,7221.3M $0.98 %
26Standard Bank Group Ltd 68,8821.2M $0.97 %
27Rede D'Or Sao Luiz SA 162,6071.2M $0.95 %
28Ping An Insurance Group Co of China Ltd 158,0001.2M $0.95 %
29Mahindra & Mahindra Ltd 38,5391.2M $0.94 %
30Hitachi Energy India Ltd 4,5441.2M $0.92 %
31Allegro.eu SA 163,0711.2M $0.91 %
32Motiva Infraestrutura de Mobilidade SA 379,2401.2M $0.90 %
33Unimicron Technology Corp 78,0001.1M $0.89 %
34Komercni Banka AS 21,3981.1M $0.85 %
35Prologis Property Mexico SA de CV 232,9631M $0.79 %
36AVI Ltd 164,5871M $0.79 %
37Banco de Chile 5,424,235985.5K $0.77 %
38Vale SA 57,725919.2K $0.72 %
39Jiangsu Hengrui Pharmaceuticals Co Ltd 110,259891K $0.70 %
40Axis Bank Ltd 71,328883.4K $0.69 %
41Contemporary Amperex Technology Co Ltd 14,900881.6K $0.69 %
42Kia Corp 8,727861.6K $0.67 %
43Telefonica Brasil SA 102,749817.9K $0.64 %
44NAVER Corp 5,920806K $0.63 %
45Bajaj Finance Ltd 94,066804.9K $0.63 %
46Budimex SA 4,432796.8K $0.62 %
47NAURA Technology Group Co Ltd 11,995788.8K $0.62 %
48NARI Technology Co Ltd 207,800788K $0.61 %
49Max Healthcare Institute Ltd 76,589785.9K $0.61 %
50Bank of Jiangsu Co Ltd 492,300778.7K $0.61 %
51Malayan Banking Bhd 268,400755.5K $0.59 %
52Alinma Bank 96,438746.8K $0.58 %
53China Resources Mixc Lifestyle Services Ltd 122,200738.4K $0.58 %
54Alchip Technologies Ltd 9,000734K $0.57 %
55NetEase Inc 32,800732.9K $0.57 %
56Grasim Industries Ltd 26,669723.7K $0.56 %
57America Movil SAB de CV 28,228719.2K $0.56 %
58Shenzhen Inovance Technology Co Ltd 72,900714.2K $0.56 %
59KT&G Corp 6,529702.1K $0.55 %
60HDFC Asset Management Co Ltd 29,490693.6K $0.54 %
61Shriram Finance Ltd 74,344691.7K $0.54 %
62IDFC First Bank Ltd 1,085,955679.7K $0.53 %
63Bajaj Auto Ltd 7,246677K $0.53 %
64Xiaomi Corp 162,200670K $0.52 %
65Wal-Mart de Mexico SAB de CV 201,065655.6K $0.51 %
66MercadoLibre Inc 369638K $0.50 %
67Larsen & Toubro Ltd 17,066634.5K $0.49 %
68Vodacom Group Ltd 73,450629.1K $0.49 %
69Zijin Mining Group Co Ltd 138,000620.8K $0.48 %
70Infosys Ltd 45,270611.6K $0.48 %
71Airtac International Group 18,448587.6K $0.46 %
72Pidilite Industries Ltd 43,164586.7K $0.46 %
73Chailease Holding Co Ltd 142,000492.1K $0.38 %
74Avenue Supermarts Ltd 11,658490.7K $0.38 %
75BYD Co Ltd 35,400484K $0.38 %
76Samvardhana Motherson International Ltd 430,399483.1K $0.38 %
77360 ONE WAM Ltd 47,519480.1K $0.37 %
78Hindalco Industries Ltd 50,243475.1K $0.37 %
79Lodha Developers Ltd 65,425472.9K $0.37 %
80United Breweries Ltd 26,900439.7K $0.34 %
81Banco BTG Pactual SA 38,886422.6K $0.33 %
82China International Capital Corp Ltd 189,600420.9K $0.33 %
83Cisarua Mountain Dairy PT TBK 1,593,300406.7K $0.32 %
84CIMB Group Holdings Bhd 172,500323.6K $0.25 %
85HYBE Co Ltd 1,560316.3K $0.25 %
86ICICI Bank Ltd 8,364216.6K $0.17 %
87Swiggy Ltd 76,864213.3K $0.17 %
88MakeMyTrip Ltd 5,389201K $0.16 %
89Colgate-Palmolive India Ltd 9,570181.3K $0.14 %
90HDFC Bank Ltd 6204.9K $0.00 %

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Sector breakdown

  • Technology 35.7 %
  • Financials 7.3 %
  • Consumer discretionary 5.5 %
  • Communication 5.1 %
  • Energy 1.4 %
  • Materials 0.7 %
  • Unattributed 44.2 %

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

Currency breakdown

  • TWD 26.1 %
  • KRW 16.8 %
  • HKD 14.8 %
  • INR 13.7 %
  • BRL 5.3 %
  • ZAR 4.8 %
  • USD 4.1 %
  • CNY 3.8 %
  • MXN 2.9 %
  • PLN 2.8 %
  • GBP 1.6 %
  • CZK 0.9 %
  • MYR 0.9 %
  • CLP 0.8 %
  • SAR 0.6 %
  • IDR 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • Taiwan 25.1 %
  • South Korea 16.8 %
  • India 15.4 %
  • Hong Kong SAR China 14.2 %
  • Brazil 5.3 %
  • South Africa 4.8 %
  • China 4.4 %
  • Mexico 3.5 %
  • Poland 2.8 %
  • United Kingdom 1.6 %
  • Bermuda 1.2 %
  • Cayman Islands 1.0 %
  • Other countries 4.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Taiwan831.8M $25.08 %
2South Korea821.2M $16.78 %
3India2719.4M $15.36 %
4Hong Kong SAR China1017.9M $14.17 %
5Brazil66.8M $5.34 %
6South Africa56M $4.76 %
7China75.6M $4.41 %
8Mexico44.4M $3.49 %
9Poland33.5M $2.78 %
10United Kingdom12M $1.56 %
11Bermuda11.5M $1.17 %
12Cayman Islands21.3M $1.04 %
Cite this page

Titelia. "Holdings of EMERGING MARKETS PORTFOLIO". https://titelia.com/en/funds/S000002826