Titelia

Holdings of AMCAP Fund

ISIN US0233758194

AMCAP Fund · Original filing · Compare with another fund · Report an error

Net assets
93.9B $ including 90B $ in equities, 95.9 %
Positions
134 in 9 countries
Top ten
43.9 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 32,403,1025.7B $6.12 %
2Broadcom Inc 16,854,0895.4B $5.74 %
3Microsoft Corp 13,305,7815.2B $5.57 %
4Amazon.com Inc 22,297,7094.7B $4.99 %
5Alphabet Inc 14,909,8694.6B $4.95 %
6Eli Lilly & Co 4,189,5274.4B $4.70 %
7Meta Platforms Inc 5,763,8843.7B $3.98 %
8Taiwan Semiconductor Manufacturing Co Ltd 43,383,9832.8B $2.94 %
9Apple Inc 8,942,2832.4B $2.52 %
10TransDigm Group Inc 1,762,8702.3B $2.45 %
11Vertex Pharmaceuticals Inc 4,621,2672.3B $2.45 %
12Netflix Inc 21,684,4472.1B $2.22 %
13Mastercard Inc 3,541,7211.8B $1.95 %
14Uber Technologies Inc 21,746,1331.6B $1.75 %
15Viking Holdings Ltd 17,941,2081.4B $1.49 %
16MercadoLibre Inc 771,3401.4B $1.44 %
17Alphabet Inc 4,165,0821.3B $1.38 %
18Carvana Co 3,811,7471.3B $1.36 %
19XPO Inc 6,041,4951.3B $1.35 %
20Applied Materials Inc 3,361,7601.3B $1.33 %
21Alnylam Pharmaceuticals Inc 3,744,6591.2B $1.33 %
22Fair Isaac Corp 860,5601.2B $1.29 %
23General Electric Co 3,362,6511.2B $1.23 %
24TopBuild Corp 2,376,3031.1B $1.14 %
25Ingersoll Rand Inc 10,532,144991.5M $1.06 %
26Progressive Corp/The 4,396,701939.4M $1.00 %
27Entegris Inc 6,910,804915.3M $0.98 %
28Trane Technologies PLC 1,752,389810.2M $0.86 %
29Amphenol Corp 5,129,287749.2M $0.80 %
30United Rentals Inc 801,851673.6M $0.72 %
31Philip Morris International Inc. 3,596,469671.9M $0.72 %
32Tesla Inc 1,595,935642.4M $0.68 %
33Howmet Aerospace Inc 2,443,371641.5M $0.68 %
34Linde PLC 1,235,004627.5M $0.67 %
35Royal Caribbean Cruises Ltd 1,973,613613.7M $0.65 %
36Salesforce Inc 3,136,653611M $0.65 %
37NVR Inc 79,357596.6M $0.64 %
38Synopsys Inc 1,347,058557.7M $0.59 %
39Arista Networks Inc 4,120,029550M $0.59 %
40Ferguson Enterprises Inc 1,964,159512.2M $0.55 %
41Monster Beverage Corp 5,873,275501M $0.53 %
42Carrier Global Corp 7,727,970497.7M $0.53 %
43IDEXX Laboratories Inc 732,861481.3M $0.51 %
44Medline Inc 9,746,309463M $0.49 %
45Affirm Holdings Inc 9,814,130461.1M $0.49 %
46AppLovin Corp 1,039,450451.9M $0.48 %
47Ecolab Inc 1,449,332446.9M $0.48 %
48Starbucks Corp 4,408,506432.1M $0.46 %
49Moncler SpA 6,239,105430.8M $0.46 %
50Visa Inc 1,297,348415.3M $0.44 %
51TJX Cos Inc/The 2,538,395410.4M $0.44 %
52Thermo Fisher Scientific Inc 766,130399.2M $0.43 %
53Waste Management Inc 1,584,669381.7M $0.41 %
54Crowdstrike Holdings Inc 1,006,495374.4M $0.40 %
55Northrop Grumman Corp 500,000362.2M $0.39 %
56Danaher Corp 1,706,530359.5M $0.38 %
57Blackrock Inc 324,357344.9M $0.37 %
58Micron Technology Inc 816,260336.6M $0.36 %
59Ciena Corp 942,194328.5M $0.35 %
60Stryker Corp 836,514324.1M $0.35 %
61KKR & Co Inc 3,596,009315.3M $0.34 %
62RTX Corp 1,519,050307.8M $0.33 %
63DoorDash Inc 1,716,704302.9M $0.32 %
64Cava Group Inc 3,602,776297.1M $0.32 %
65Blackstone Inc 2,401,982272.3M $0.29 %
66Spotify Technology SA 506,960261.1M $0.28 %
67Flutter Entertainment PLC 2,262,024240.1M $0.26 %
68Apollo Global Management Inc 2,227,575233M $0.25 %
69NIKE Inc 3,711,595230.8M $0.25 %
70Insulet Corp 900,000221.9M $0.24 %
71ASML Holding NV 142,901208.3M $0.22 %
72Abbott Laboratories 1,764,702205.3M $0.22 %
73Houlihan Lokey Inc 1,242,134203.4M $0.22 %
74ATI Inc 1,233,860201.8M $0.22 %
75UL Solutions Inc 2,307,510193.8M $0.21 %
76KLA Corp 125,000190.6M $0.20 %
77Shopify Inc 1,550,013187.1M $0.20 %
78CoStar Group Inc 4,117,051183.7M $0.20 %
79UnitedHealth Group Inc 579,164169.9M $0.18 %
80Booking Holdings Inc 39,769168.6M $0.18 %
81Copart Inc 4,401,412167.6M $0.18 %
82Oracle Corp 1,105,557160.7M $0.17 %
83JPMorgan Chase & Co 528,604158.7M $0.17 %
84EOG Resources Inc 1,263,847156.8M $0.17 %
85Lam Research Corp 668,183156.3M $0.17 %
86NU Holdings Ltd/Cayman Islands 10,000,000149.8M $0.16 %
87Caterpillar Inc 199,678148.3M $0.16 %
88West Pharmaceutical Services Inc 569,887144.9M $0.15 %
89adidas AG 774,709144.8M $0.15 %
90Hilton Worldwide Holdings Inc 461,054143.7M $0.15 %
91Amgen Inc 364,775141.6M $0.15 %
92Home Depot Inc/The 344,448131.1M $0.14 %
93Arthur J Gallagher & Co 552,201126M $0.13 %
94Costco Wholesale Corp 117,748119M $0.13 %
95PNC Financial Services Group Inc/The 535,759113.8M $0.12 %
96Rolls-Royce Holdings PLC 6,279,737112.9M $0.12 %
97Honeywell International Inc 430,586104.9M $0.11 %
98Lattice Semiconductor Corp 1,058,099101.2M $0.11 %
99Advanced Micro Devices Inc 494,59299M $0.11 %
100Prologis Inc 660,50894.2M $0.10 %

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Sector breakdown

  • Technology 32.3 %
  • Consumer discretionary 14.0 %
  • Industrials 13.4 %
  • Communication 13.4 %
  • Health care 11.7 %
  • Financials 5.9 %
  • Materials 1.5 %
  • Consumer staples 1.5 %
  • Energy 0.3 %
  • Real estate 0.1 %
  • Utilities 0.1 %
  • Unattributed 5.8 %

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

Currency breakdown

  • USD 95.9 %
  • TWD 3.1 %
  • EUR 0.9 %
  • GBP 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.1 %
  • Taiwan 3.1 %
  • Bermuda 1.6 %
  • Italy 0.5 %
  • Netherlands 0.2 %
  • Canada 0.2 %
  • Germany 0.2 %
  • United Kingdom 0.1 %
  • Cayman Islands 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States12684.7B $94.07 %
2Taiwan12.8B $3.07 %
3Bermuda11.4B $1.55 %
4Italy1430.8M $0.48 %
5Netherlands1208.3M $0.23 %
6Canada1187.1M $0.21 %
7Germany1144.8M $0.16 %
8United Kingdom1112.9M $0.13 %
9Cayman Islands190.2M $0.10 %
Cite this page

Titelia. "Holdings of AMCAP Fund". https://titelia.com/en/funds/S000008817