Titelia

Holdings of Nomura International Core Equity Fund

IVY FUNDS · Original filing · Compare with another fund · Report an error

Net assets
1.2B $ including 1.2B $ in equities, 95.5 %
Positions
50 in 18 countries
Top ten
33.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 1,683,00097.3M $8.05 %
2SLB Ltd 783,92240.3M $3.33 %
3SMC Corp 97,70038.4M $3.18 %
4ING Groep NV 1,479,19238.4M $3.17 %
5ASML Holding NV 28,39537.8M $3.12 %
6Samsung Electronics Co Ltd 289,00833.8M $2.79 %
7Mitsubishi UFJ Financial Group Inc 1,824,00030.9M $2.55 %
8Banco Bilbao Vizcaya Argentaria SA 1,420,39630.7M $2.54 %
9Prudential PLC 2,095,89429.1M $2.41 %
10SK hynix Inc 50,16228.5M $2.35 %
11Spotify Technology SA 58,66828.4M $2.35 %
12Compass Group PLC 962,93926.9M $2.22 %
13Argenx SE 35,67626.1M $2.15 %
14Daikin Industries Ltd 213,50025.6M $2.12 %
15Eurofins Scientific SE 349,52125.5M $2.11 %
16Adyen NV 25,32925.4M $2.10 %
17BP PLC 528,58324.8M $2.05 %
18CNH Industrial NV 2,167,46423.8M $1.97 %
19Axis Bank Ltd 1,912,69323.7M $1.96 %
20Bharti Airtel Ltd 1,237,02723.5M $1.94 %
21Alimentation Couche-Tard Inc 400,39022.7M $1.88 %
22Cia de Saneamento Basico do Estado de Sao Paulo SABESP 739,76222.7M $1.87 %
23Embraer SA 377,22922.4M $1.85 %
24Ascendis Pharma A/S 96,16322M $1.82 %
25Henderson Land Development Co Ltd 5,607,00020.8M $1.72 %
26BAE Systems PLC 709,63720.8M $1.72 %
27Amer Sports Inc 631,72120.8M $1.72 %
28Airbus SE 108,13220.4M $1.69 %
29Banco do Brasil SA 4,572,73520.4M $1.68 %
30MercadoLibre Inc 11,66420.2M $1.67 %
31Cemex SAB de CV 1,706,78919.5M $1.61 %
32Experian PLC 536,63018.6M $1.53 %
33Grab Holdings Ltd 4,961,68718.2M $1.50 %
34TFI International Inc 165,44918M $1.49 %
35Barclays PLC 3,232,30516.9M $1.40 %
36Booking Holdings Inc 4,00216.8M $1.39 %
37China Tourism Group Duty Free Corp Ltd 1,962,13816.4M $1.36 %
38Zijin Mining Group Co Ltd 3,606,00016.2M $1.34 %
39Siemens Energy AG 94,02616.2M $1.34 %
40James Hardie Industries PLC 841,52315.9M $1.32 %
41Descartes Systems Group Inc/The 194,91714M $1.15 %
42Sea Ltd 167,62613.9M $1.15 %
43Celestica Inc 47,01913.2M $1.10 %
44Nintendo Co Ltd 229,70013.1M $1.08 %
45BioNTech SE 137,89612.3M $1.01 %
46Flutter Entertainment PLC 114,45211.7M $0.96 %
47Alibaba Group Holding Ltd 655,90010.3M $0.85 %
48KION Group AG 166,1128.9M $0.73 %
493i Group PLC 237,6947.7M $0.64 %
50Olympus Corp 560,3005.3M $0.44 %

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Sector breakdown

  • Technology 18.2 %
  • Financials 15.5 %
  • Consumer discretionary 7.6 %
  • Energy 5.6 %
  • Communication 5.6 %
  • Industrials 5.0 %
  • Health care 2.3 %
  • Unattributed 40.1 %

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

  • United States 17.5 %
  • Netherlands 13.1 %
  • United Kingdom 12.5 %
  • Japan 9.8 %
  • Taiwan 8.4 %
  • South Korea 5.4 %
  • Hong Kong SAR China 4.1 %
  • India 4.1 %
  • Brazil 3.7 %
  • Cayman Islands 3.4 %
  • Germany 3.2 %
  • Canada 3.1 %
  • Other countries 11.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States10201.6M $17.45 %
2Netherlands5151.4M $13.11 %
3United Kingdom7144.9M $12.54 %
4Japan5113.4M $9.81 %
5Taiwan197.3M $8.43 %
6South Korea262.3M $5.39 %
7Hong Kong SAR China347.3M $4.10 %
8India247.2M $4.09 %
9Brazil243M $3.72 %
10Cayman Islands239M $3.37 %
11Germany337.3M $3.23 %
12Canada235.9M $3.11 %
Cite this page

Titelia. "Holdings of Nomura International Core Equity Fund". https://titelia.com/en/funds/S000024840