Holdings of Upright Growth Fund
UPRIGHT INVESTMENTS TRUST · Original filing · Compare with another fund · Report an error
- Net assets
- 33.3M $ including 27.5M $ in equities, 82.5 %
- Positions
- 29 in 5 countries
- Top ten
- 75.8 % of net assets
- Filed on
- Jun 30, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 35.6 %
- Communication 3.2 %
- Health care 2.2 %
- Financials 2.0 %
- Consumer discretionary 1.3 %
- Unattributed 55.8 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- Cayman Islands 38.8 %
- Taiwan 29.8 %
- United States 23.1 %
- Israel 8.1 %
- Canada 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | Cayman Islands | 3 | 10.7M $ | 38.84 % |
| 2 | Taiwan | 3 | 8.2M $ | 29.83 % |
| 3 | United States | 21 | 6.4M $ | 23.15 % |
| 4 | Israel | 1 | 2.2M $ | 8.14 % |
| 5 | Canada | 1 | 9.9K $ | 0.04 % |
Cite this page
Titelia. "Holdings of Upright Growth Fund". https://titelia.com/en/funds/S000004906