Titelia

Holdings of Putnam VT Focused International Equity Fund

Putnam Variable Trust · Original filing · Compare with another fund · Report an error

Net assets
175M $ including 165.9M $ in equities, 94.8 %
Positions
34 in 14 countries
Top ten
42.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 213,00012.3M $7.04 %
2Canadian Natural Resources Ltd 201,6479.8M $5.62 %
3Ryanair Holdings PLC 275,8587.8M $4.44 %
4ITOCHU Corp 600,3007.6M $4.36 %
5ASML Holding NV 5,6017.4M $4.26 %
6Constellation Software Inc/Canada 3,7806.6M $3.79 %
7AIB Group PLC 616,8806.6M $3.76 %
8London Stock Exchange Group PLC 50,6056M $3.41 %
9Tokyo Electron Ltd 23,8005.9M $3.38 %
10Bayer AG 108,6315M $2.87 %
11Rightmove PLC 844,9684.8M $2.76 %
12Bolsa Mexicana de Valores SAB de CV 2,238,8354.7M $2.71 %
13CTS Eventim AG & Co KGaA 78,7784.6M $2.64 %
14Alibaba Group Holding Ltd 292,6004.6M $2.62 %
15Cogeco Communications Inc 88,5724.5M $2.57 %
16National Bank of Greece SA 285,7014.4M $2.52 %
17MonotaRO Co Ltd 401,0004.3M $2.48 %
18Sonova Holding AG 18,8094.3M $2.45 %
19SK Square Co Ltd 12,9444.3M $2.44 %
20Edenred SE 213,7694.3M $2.43 %
21Japan Material Co Ltd 398,7004.1M $2.37 %
22FDJ UNITED 137,9574.1M $2.32 %
23Universal Music Group NV 209,1554.1M $2.32 %
24International Petroleum Corp 146,4624M $2.28 %
25Alphabet Inc 13,8184M $2.26 %
26AstraZeneca PLC 19,7073.9M $2.20 %
27M3, Inc. 365,2003.7M $2.14 %
28Liberty Global Ltd. 305,1673.7M $2.11 %
29Admiral Group PLC 81,4913.4M $1.95 %
30Otoki Corp 9,8592.4M $1.35 %
31Persimmon PLC 155,2272.2M $1.27 %
32Berkeley Group Holdings PLC 47,5962.2M $1.25 %
33Unilever PLC 39,2692.2M $1.23 %
34Prosus NV 44,3872.1M $1.17 %

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Sector breakdown

  • Technology 19.5 %
  • Consumer discretionary 7.4 %
  • Energy 5.9 %
  • Health care 5.4 %
  • Industrials 4.6 %
  • Communication 3.6 %
  • Financials 3.6 %
  • Consumer staples 1.3 %
  • Unattributed 48.7 %

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

Currency breakdown

  • EUR 30.3 %
  • JPY 15.5 %
  • GBP 14.8 %
  • CAD 12.6 %
  • TWD 7.4 %
  • USD 4.6 %
  • KRW 4.0 %
  • MXN 2.9 %
  • HKD 2.8 %
  • CHF 2.6 %
  • SEK 2.4 %

The quoted currency of each line, as declared.

Country breakdown

  • United Kingdom 17.1 %
  • Japan 15.5 %
  • Canada 15.0 %
  • Ireland 8.7 %
  • Netherlands 8.2 %
  • Taiwan 7.4 %
  • Germany 5.8 %
  • France 5.0 %
  • South Korea 4.0 %
  • Mexico 2.9 %
  • Hong Kong SAR China 2.8 %
  • Greece 2.7 %
  • Other countries 5.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United Kingdom828.3M $17.07 %
2Japan525.8M $15.55 %
3Canada425M $15.05 %
4Ireland214.4M $8.65 %
5Netherlands313.6M $8.18 %
6Taiwan112.3M $7.43 %
7Germany29.6M $5.81 %
8France28.3M $5.01 %
9South Korea26.6M $3.99 %
10Mexico14.7M $2.86 %
11Hong Kong SAR China14.6M $2.76 %
12Greece14.4M $2.66 %
Cite this page

Titelia. "Holdings of Putnam VT Focused International Equity Fund". https://titelia.com/en/funds/S000003897