Titelia

Holdings of TIFF MULTI-ASSET FUND

TIFF Investment Program ·895 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.4B $ · Ten largest lines: 24.1 % of the equity sleeve

Sector breakdown

  • Technology 20.8 %
  • Health care 5.8 %
  • Financials 5.5 %
  • Consumer discretionary 5.3 %
  • Industrials 4.7 %
  • Communication 4.1 %
  • Consumer staples 3.3 %
  • Materials 1.6 %
  • Energy 1.1 %
  • Utilities 0.7 %
  • Real estate 0.2 %
  • Unattributed 47.0 %

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

Currency breakdown

  • USD 84.9 %
  • CAD 4.0 %
  • EUR 2.4 %
  • KRW 1.7 %
  • GBP 1.2 %
  • ZAR 1.2 %
  • HKD 1.1 %
  • JPY 0.7 %
  • BRL 0.5 %
  • SGD 0.4 %
  • AUD 0.4 %
  • SEK 0.3 %
  • THB 0.2 %
  • CLP 0.2 %
  • DKK 0.2 %
  • MXN 0.2 %
  • IDR 0.2 %
  • MYR 0.1 %
  • PLN 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 76.3 %
  • CA 7.2 %
  • GB 2.1 %
  • KR 2.1 %
  • FR 1.7 %
  • TW 1.5 %
  • ZA 1.2 %
  • HK 0.9 %
  • AU 0.7 %
  • JP 0.7 %
  • DE 0.6 %
  • BR 0.5 %
  • Other countries 4.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US639749.7M $76.31 %
CA6870.9M $7.21 %
GB2420.6M $2.10 %
KR1620.6M $2.09 %
FR917.1M $1.74 %
TW114.5M $1.48 %
ZA311.3M $1.15 %
HK128.5M $0.87 %
AU77M $0.71 %
JP136.9M $0.71 %
DE46.4M $0.65 %
BR85.3M $0.53 %

Positions

CompanySharesValueWeight
Select Sector Spdr Trust 1,018,59950.3M $3.61 %
NVIDIA Corp 208,23536.3M $2.61 %
Apple Inc 106,82427.1M $1.95 %
Microsoft Corp 66,47924.6M $1.77 %
Amazon.com Inc 115,95124.1M $1.74 %
Invesco KBW Bank ETF 218,73917.3M $1.24 %
Meta Platforms Inc 26,91215.4M $1.11 %
Taiwan Semiconductor Manufacturing Co Ltd 43,04714.5M $1.05 %
Visa Inc 45,69113.8M $0.99 %
Alphabet Inc 46,87513.5M $0.97 %
Cloudflare Inc 55,92111.5M $0.83 %
Select Sector Spdr Trust 175,73310.8M $0.77 %
Shopify Inc 81,0379.6M $0.69 %
Philip Morris International Inc. 56,6279.4M $0.67 %
Broadcom Inc 28,5998.9M $0.64 %
Axon Enterprise Inc 19,8388.4M $0.61 %
Amphenol Corp 58,6037.4M $0.53 %
Berkshire Hathaway Inc 15,2887.3M $0.53 %
Procter & Gamble Co/The 49,4837.1M $0.51 %
Eli Lilly & Co 7,2246.6M $0.48 %
Valterra Platinum Ltd 77,1206.6M $0.48 %
Alphabet Inc 19,8185.7M $0.41 %
Tesla Inc 14,4175.4M $0.39 %
JPMorgan Chase & Co 18,1065.3M $0.38 %
Seabridge Gold Inc 179,8865.1M $0.37 %
Texas Instruments Inc 25,9735M $0.36 %
Applied Materials Inc 14,7455M $0.36 %
General Electric Co 17,6615M $0.36 %
McKesson Corp 5,6604.9M $0.35 %
LG Uplus Corp 464,4194.7M $0.34 %
Lam Research Corp 21,4504.6M $0.33 %
L'Oreal SA 10,5794.3M $0.31 %
Marriott International Inc/MD 13,2504.3M $0.31 %
K+S AG 228,2014.3M $0.31 %
Datadog Inc 35,8874.2M $0.30 %
Waters Corp 14,0804.2M $0.30 %
Advanced Micro Devices Inc 20,0394.1M $0.29 %
Stryker Corp 12,0304M $0.28 %
Home Depot Inc/The 11,8733.9M $0.28 %
Sprott Physical Uranium Trust 189,3803.8M $0.28 %
Walmart Inc 29,2333.6M $0.26 %
Range Resources Corp 79,8193.6M $0.26 %
Centene Corp 109,9303.6M $0.26 %
Impala Platinum Holdings Ltd 243,5603.6M $0.26 %
Micron Technology Inc 10,4803.5M $0.25 %
NU Holdings Ltd/Cayman Islands 246,3073.5M $0.25 %
Golden Agri-Resources Ltd 14,801,2003.5M $0.25 %
Uber Technologies Inc 48,9713.5M $0.25 %
Fidelity National Financial Inc 75,7363.5M $0.25 %
United Therapeutics Corp 5,6433.3M $0.24 %
Sportradar Group AG 195,2333.3M $0.23 %
LVMH Moet Hennessy Louis Vuitton SE 5,7923.2M $0.23 %
HealthEquity Inc 37,8703.2M $0.23 %
Automatic Data Processing Inc 15,3753.1M $0.22 %
Cisco Systems, Inc. 39,6173.1M $0.22 %
Paladin Energy Ltd 385,9993.1M $0.22 %
Expand Energy Corp 27,6283M $0.22 %
Church & Dwight Co Inc 32,2793M $0.22 %
MongoDB Inc 12,2143M $0.21 %
Mettler-Toledo International Inc 2,3443M $0.21 %
Fortinet Inc 35,6532.9M $0.21 %
Glencore PLC 380,1372.9M $0.21 %
Natera Inc 14,4812.9M $0.21 %
Atlas Copco AB 161,5202.8M $0.20 %
Neo Performance Materials Inc 179,4232.8M $0.20 %
IDEXX Laboratories Inc 5,0382.8M $0.20 %
KT Corp 129,9052.8M $0.20 %
Bristol-Myers Squibb Co 45,5022.8M $0.20 %
Crowdstrike Holdings Inc 7,0052.7M $0.20 %
Globalstar Inc 40,4732.7M $0.19 %
NCR Voyix Corp 418,1702.6M $0.19 %
KKR & Co Inc 28,4132.6M $0.19 %
Astera Labs Inc 23,8042.6M $0.19 %
Medtronic PLC 29,8092.6M $0.19 %
LG Corp 47,0062.6M $0.18 %
LPL Financial Holdings Inc 8,5002.6M $0.18 %
TransDigm Group Inc 2,2002.5M $0.18 %
First Solar Inc 12,6402.5M $0.18 %
BILL Holdings Inc 64,9062.5M $0.18 %
CK Hutchison Holdings Ltd 320,0002.5M $0.18 %
RBC Bearings Inc 4,4942.4M $0.18 %
Vale SA 152,6912.4M $0.17 %
Novagold Resources Inc 263,5492.4M $0.17 %
Comfort Systems USA Inc 1,7122.4M $0.17 %
FedEx Corp 6,5642.3M $0.17 %
Highlander Silver Corp 384,1002.2M $0.16 %
Joint stock company National atomic company Kazatomprom 28,1332.2M $0.16 %
Norwegian Cruise Line Holdings Ltd 118,0922.2M $0.16 %
Ionis Pharmaceuticals Inc 28,7242.2M $0.16 %
Carrefour SA 115,7082.1M $0.15 %
PG&E Corp 121,2812.1M $0.15 %
Vera Therapeutics Inc 52,8812.1M $0.15 %
Cenovus Energy Inc 79,7872.1M $0.15 %
GSK PLC 37,6872.1M $0.15 %
Chubb Ltd 6,3462.1M $0.15 %
Snowflake Inc 13,5742M $0.15 %
Mister Car Wash Inc 292,4392M $0.15 %
DL E&C Co Ltd 45,3302M $0.14 %
GE Vernova Inc 2,2612M $0.14 %
Abivax SA 17,7182M $0.14 %