Titelia

Holdings of Diversified Equity Master Portfolio

Master Investment Portfolio ·2541 declared positions · as of Mar 31, 2026

Original filing · Net assets 3B $ · Ten largest lines: 18.2 % of the equity sleeve

Sector breakdown

  • Technology 20.0 %
  • Financials 7.7 %
  • Industrials 6.3 %
  • Communication 6.2 %
  • Consumer discretionary 4.7 %
  • Health care 4.3 %
  • Consumer staples 2.5 %
  • Materials 1.9 %
  • Energy 1.5 %
  • Utilities 1.0 %
  • Real estate 0.3 %
  • Unattributed 43.6 %

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

Currency breakdown

  • USD 76.1 %
  • TWD 4.0 %
  • HKD 3.6 %
  • EUR 2.7 %
  • KRW 2.7 %
  • INR 2.1 %
  • JPY 2.1 %
  • GBP 1.0 %
  • CNY 0.8 %
  • CHF 0.7 %
  • ZAR 0.6 %
  • SAR 0.5 %
  • AUD 0.4 %
  • BRL 0.3 %
  • THB 0.3 %
  • MXN 0.3 %
  • PLN 0.3 %
  • AED 0.2 %
  • MYR 0.2 %
  • IDR 0.2 %
  • SEK 0.2 %
  • SGD 0.1 %
  • DKK 0.1 %
  • QAR 0.1 %
  • KWD 0.1 %
  • CAD 0.1 %
  • TRY 0.1 %
  • NOK 0.1 %
  • HUF 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 73.6 %
  • TW 4.1 %
  • HK 3.2 %
  • KR 2.7 %
  • IN 2.1 %
  • JP 2.1 %
  • GB 1.3 %
  • CN 1.1 %
  • DE 0.8 %
  • FR 0.8 %
  • CH 0.7 %
  • NL 0.6 %
  • Other countries 6.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,6732B $73.60 %
2TW58108.9M $4.06 %
3HK6285.4M $3.18 %
4KR6973.1M $2.72 %
5IN10056.3M $2.10 %
6JP6955.1M $2.05 %
7GB7034.9M $1.30 %
8CN4828.6M $1.06 %
9DE2022.4M $0.83 %
10FR4021.6M $0.81 %
11CH2220.1M $0.75 %
12NL1716.6M $0.62 %

Positions

RankCompanySharesValueWeight
401Geely Automobile Holdings Ltd 535,0001.4M $0.05 %
402Sumitomo Mitsui Trust Group Inc 44,8001.4M $0.05 %
403TXNM Energy Inc 24,3881.4M $0.05 %
404Century Communities Inc 24,8391.4M $0.05 %
405Ideaya Biosciences Inc 42,5251.4M $0.05 %
406Alarm.com Holdings Inc 32,7781.4M $0.05 %
407Raia Drogasil SA 311,4311.4M $0.05 %
408Tenaga Nasional Bhd 410,6001.4M $0.05 %
409Independent Bank Corp/MI 42,3131.4M $0.05 %
410Ducommun Inc 11,5491.4M $0.05 %
411Vulcan Materials Co 5,1701.4M $0.05 %
412Aramark 34,6501.4M $0.05 %
413Box Inc 59,2941.4M $0.05 %
414NatWest Group PLC 189,1311.4M $0.05 %
415COPT Defense Properties 45,6881.4M $0.05 %
416Murata Manufacturing Co Ltd 62,0001.4M $0.05 %
417Sunny Optical Technology Group Co Ltd 199,5001.4M $0.05 %
418Oceaneering International Inc 39,1491.4M $0.05 %
419Asia Vital Components Co Ltd 21,0001.4M $0.05 %
420Protagonist Therapeutics Inc 13,1351.4M $0.05 %
421First Financial Bankshares Inc 46,8831.4M $0.05 %
422S&P Global Inc 3,2451.4M $0.05 %
423Garmin Ltd 5,9481.4M $0.05 %
424Stewart Information Services Corp 22,3671.4M $0.05 %
425Fidelity National Information Services Inc 29,3481.4M $0.05 %
426Vale SA 86,3591.4M $0.05 %
427Sherwin-Williams Co/The 4,2881.4M $0.05 %
428Valaris Ltd 13,9191.4M $0.05 %
429Tutor Perini Corp 17,6631.4M $0.05 %
430REX American Resources Corp 29,9091.4M $0.05 %
431Chubb Ltd 4,1751.4M $0.05 %
432Macquarie Group Ltd 9,5781.4M $0.05 %
433Roku Inc 14,3741.4M $0.05 %
434Horizon Bancorp Inc/IN 81,8111.4M $0.05 %
435Tripod Technology Corp 124,0001.4M $0.05 %
436Krystal Biotech Inc 5,2381.4M $0.05 %
437Itau Unibanco Holding SA 161,2831.4M $0.05 %
438BrightSpring Health Services Inc 31,7191.4M $0.05 %
439Keysight Technologies Inc 4,7771.3M $0.05 %
440Kulicke & Soffa Industries Inc 20,5121.3M $0.05 %
441Accenture PLC 6,7801.3M $0.05 %
442Biogen Inc 7,3291.3M $0.05 %
443Scorpio Tankers Inc 17,8641.3M $0.04 %
444Liberty Energy Inc 46,2141.3M $0.04 %
445Boise Cascade Co 17,5051.3M $0.04 %
446ACADIA Pharmaceuticals Inc 59,4911.3M $0.04 %
447UniCredit SpA 18,3931.3M $0.04 %
448Byline Bancorp Inc 41,7971.3M $0.04 %
449PBF Energy Inc 27,7061.3M $0.04 %
450Ventas Inc 15,9991.3M $0.04 %
451MercadoLibre Inc 7561.3M $0.04 %
452Zurich Insurance Group AG 1,8461.3M $0.04 %
453Jabil Inc 4,9111.3M $0.04 %
454Amalgamated Financial Corp 33,5601.3M $0.04 %
455KBR Inc 35,3831.3M $0.04 %
456Calix Inc 26,5531.3M $0.04 %
457CNX Resources Corp 33,7321.3M $0.04 %
458Enterprise Financial Services Corp 23,9711.3M $0.04 %
459Dow Inc 31,1291.3M $0.04 %
460Brink's Co/The 12,4931.3M $0.04 %
461Oklo Inc 25,9841.3M $0.04 %
462Construction Partners Inc 11,5611.3M $0.04 %
463First Financial Corp 20,3171.3M $0.04 %
464Kunlun Energy Co Ltd 1,402,0001.3M $0.04 %
465Golar LNG Ltd 23,6691.3M $0.04 %
466D-Wave Quantum Inc 88,6881.3M $0.04 %
467Orange County Bancorp Inc 39,9421.3M $0.04 %
468Sime Darby Bhd 2,260,4001.3M $0.04 %
469Four Corners Property Trust Inc 53,6171.3M $0.04 %
470Dollar General Corp 10,6791.3M $0.04 %
471Owens Corning 11,7121.3M $0.04 %
472Cogent Biosciences Inc 32,8371.3M $0.04 %
473Abercrombie & Fitch Co 13,8121.3M $0.04 %
474Catalyst Pharmaceuticals Inc 50,9621.3M $0.04 %
475AECOM 14,7481.3M $0.04 %
4761st Source Corp 18,0731.3M $0.04 %
477Home BancShares Inc/AR 46,2831.2M $0.04 %
478United Natural Foods Inc 27,6461.2M $0.04 %
479Crowdstrike Holdings Inc 3,1861.2M $0.04 %
480Alpha Metallurgical Resources Inc 6,0521.2M $0.04 %
481Covista Inc 10,7731.2M $0.04 %
482First Mid Bancshares Inc 30,0251.2M $0.04 %
483Kymera Therapeutics Inc 14,8101.2M $0.04 %
484Hims & Hers Health Inc 58,7311.2M $0.04 %
485DigitalOcean Holdings Inc 14,1881.2M $0.04 %
486Enpro Inc 4,8481.2M $0.04 %
487JBT Marel Corp 9,5031.2M $0.04 %
488Century Aluminum Co 20,6941.2M $0.04 %
489Exelon Corp 24,6701.2M $0.04 %
490Par Pacific Holdings Inc 19,2331.2M $0.04 %
491China CITIC Bank Corp Ltd 1,189,0001.2M $0.04 %
492L'Oreal SA 2,9491.2M $0.04 %
493Rhythm Pharmaceuticals Inc 13,8111.2M $0.04 %
494IRhythm Holdings Inc 10,1681.2M $0.04 %
495Banco Bilbao Vizcaya Argentaria SA 55,4691.2M $0.04 %
496Mercury General Corp 13,5781.2M $0.04 %
497Axos Financial Inc 14,0451.2M $0.04 %
498Intercontinental Exchange Inc 7,5851.2M $0.04 %
499Sabra Health Care REIT Inc 61,8611.2M $0.04 %
500Community Trust Bancorp Inc 19,5541.2M $0.04 %