Titelia

Holdings of Nomura International Core Equity Fund

IVY FUNDS · 50 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.2B $ · Ten largest lines: 35.1 % of the equity sleeve

Sector breakdown

  • Technology 17.1 %
  • Energy 5.6 %
  • Financials 5.3 %
  • Industrials 5.0 %
  • Consumer discretionary 4.1 %
  • Unattributed 62.9 %

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

Currency breakdown

  • USD 30.3 %
  • EUR 17.6 %
  • GBP 10.4 %
  • JPY 9.8 %
  • TWD 8.4 %
  • HKD 5.5 %
  • KRW 5.4 %
  • CAD 4.7 %
  • INR 4.1 %
  • BRL 3.7 %

The quoted currency of each line, as declared.

Country breakdown

  • US 17.5 %
  • NL 13.1 %
  • GB 12.5 %
  • JP 9.8 %
  • TW 8.4 %
  • KR 5.4 %
  • HK 4.1 %
  • IN 4.1 %
  • BR 3.7 %
  • KY 3.4 %
  • DE 3.2 %
  • CA 3.1 %
  • Other countries 11.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US10201.6M $17.45 %
NL5151.4M $13.11 %
GB7144.9M $12.54 %
JP5113.4M $9.81 %
TW197.3M $8.43 %
KR262.3M $5.39 %
HK347.3M $4.10 %
IN247.2M $4.09 %
BR243M $3.72 %
KY239M $3.37 %
DE337.3M $3.23 %
CA235.9M $3.11 %

Positions

CompanySharesValueWeight
Taiwan Semiconductor Manufacturing Co Ltd 1,683,00097.3M $8.05 %
SLB Ltd 783,92240.3M $3.33 %
SMC Corp 97,70038.4M $3.18 %
ING Groep NV 1,479,19238.4M $3.17 %
ASML Holding NV 28,39537.8M $3.12 %
Samsung Electronics Co Ltd 289,00833.8M $2.79 %
Mitsubishi UFJ Financial Group Inc 1,824,00030.9M $2.55 %
Banco Bilbao Vizcaya Argentaria SA 1,420,39630.7M $2.54 %
Prudential PLC 2,095,89429.1M $2.41 %
SK hynix Inc 50,16228.5M $2.35 %
Spotify Technology SA 58,66828.4M $2.35 %
Compass Group PLC 962,93926.9M $2.22 %
Argenx SE 35,67626.1M $2.15 %
Daikin Industries Ltd 213,50025.6M $2.12 %
Eurofins Scientific SE 349,52125.5M $2.11 %
Adyen NV 25,32925.4M $2.10 %
BP PLC 528,58324.8M $2.05 %
CNH Industrial NV 2,167,46423.8M $1.97 %
Axis Bank Ltd 1,912,69323.7M $1.96 %
Bharti Airtel Ltd 1,237,02723.5M $1.94 %
Alimentation Couche-Tard Inc 400,39022.7M $1.88 %
Cia de Saneamento Basico do Estado de Sao Paulo SABESP 739,76222.7M $1.87 %
Embraer SA 377,22922.4M $1.85 %
Ascendis Pharma A/S 96,16322M $1.82 %
Henderson Land Development Co Ltd 5,607,00020.8M $1.72 %
BAE Systems PLC 709,63720.8M $1.72 %
Amer Sports Inc 631,72120.8M $1.72 %
Airbus SE 108,13220.4M $1.69 %
Banco do Brasil SA 4,572,73520.4M $1.68 %
MercadoLibre Inc 11,66420.2M $1.67 %
Cemex SAB de CV 1,706,78919.5M $1.61 %
Experian PLC 536,63018.6M $1.53 %
Grab Holdings Ltd 4,961,68718.2M $1.50 %
TFI International Inc 165,44918M $1.49 %
Barclays PLC 3,232,30516.9M $1.40 %
Booking Holdings Inc 4,00216.8M $1.39 %
China Tourism Group Duty Free Corp Ltd 1,962,13816.4M $1.36 %
Zijin Mining Group Co Ltd 3,606,00016.2M $1.34 %
Siemens Energy AG 94,02616.2M $1.34 %
James Hardie Industries PLC 841,52315.9M $1.32 %
Descartes Systems Group Inc/The 194,91714M $1.15 %
Sea Ltd 167,62613.9M $1.15 %
Celestica Inc 47,01913.2M $1.10 %
Nintendo Co Ltd 229,70013.1M $1.08 %
BioNTech SE 137,89612.3M $1.01 %
Flutter Entertainment PLC 114,45211.7M $0.96 %
Alibaba Group Holding Ltd 655,90010.3M $0.85 %
KION Group AG 166,1128.9M $0.73 %
3i Group PLC 237,6947.7M $0.64 %
Olympus Corp 560,3005.3M $0.44 %