Titelia

Holdings of Sterling Capital Special Opportunities Fund

Sterling Capital Funds · Original filing · Compare with another fund · Report an error

Net assets
312M $ including 298.1M $ in equities, 95.6 %
Positions
35 in 3 countries
Top ten
45.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 125,39221.9M $7.01 %
2Marvell Technology Inc 176,17917.5M $5.59 %
3Alphabet Inc 60,21717.3M $5.54 %
4Amazon.com Inc 66,57113.9M $4.44 %
5Eli Lilly & Co 14,37813.2M $4.24 %
6Microsoft Corp 35,44013.1M $4.20 %
7Akamai Technologies Inc 103,74111.9M $3.82 %
8Oracle Corp 78,37511.5M $3.70 %
9Natera Inc 57,40311.5M $3.68 %
10Synopsys Inc 26,61710.6M $3.38 %
11Charles Schwab Corp/The 110,66910.4M $3.33 %
12Visa Inc 34,16310.3M $3.31 %
13Take-Two Interactive Software Inc 51,26610.1M $3.25 %
14CRH PLC 87,2949.2M $2.94 %
15Lennar Corp 101,6238.8M $2.83 %
16NXP Semiconductors NV 42,7958.4M $2.70 %
17Danaher Corp 44,0758.4M $2.68 %
18Mueller Industries Inc 74,1258.2M $2.63 %
19Verisk Analytics Inc 42,2158M $2.57 %
20Teva Pharmaceutical Industries Ltd 259,0877.8M $2.50 %
21UnitedHealth Group Inc 28,7567.8M $2.49 %
22Coherent Corp 31,4247.5M $2.40 %
23T-Mobile US Inc 31,1576.5M $2.10 %
24ONEOK Inc 69,1226.2M $2.00 %
25CBRE Group Inc 45,0026.1M $1.95 %
26S&P Global Inc 12,4385.3M $1.70 %
27Deere & Co 8,4124.7M $1.52 %
28Intuit Inc 9,9784.3M $1.38 %
29Dexcom Inc 56,3563.5M $1.13 %
30F5 Inc 11,4143.3M $1.06 %
31CACI International Inc 5,8493.2M $1.02 %
32ServiceNow Inc 28,4313M $0.95 %
33HCA Healthcare Inc 3,4001.6M $0.52 %
34Apollo Global Management Inc 14,2311.6M $0.51 %
35Universal Display Corp 16,5961.5M $0.49 %

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Sector breakdown

  • Technology 33.9 %
  • Health care 15.4 %
  • Communication 11.4 %
  • Financials 9.3 %
  • Consumer discretionary 7.6 %
  • Industrials 4.3 %
  • Materials 3.1 %
  • Energy 2.1 %
  • Real estate 2.0 %
  • Unattributed 10.9 %

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

  • United States 94.6 %
  • Netherlands 2.8 %
  • Israel 2.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States33281.9M $94.56 %
2Netherlands18.4M $2.83 %
3Israel17.8M $2.62 %
Cite this page

Titelia. "Holdings of Sterling Capital Special Opportunities Fund". https://titelia.com/en/funds/S000003543