Titelia

Holdings of AQR Large Cap Momentum Style Fund

AQR Funds ·283 declared positions · as of Mar 31, 2026

Original filing · Net assets 568.6M $ · Ten largest lines: 29.7 % of the equity sleeve

Sector breakdown

  • Technology 30.9 %
  • Industrials 13.9 %
  • Financials 11.2 %
  • Communication 10.1 %
  • Health care 9.6 %
  • Consumer discretionary 5.4 %
  • Consumer staples 3.8 %
  • Energy 2.5 %
  • Materials 2.2 %
  • Utilities 1.3 %
  • Real estate 0.7 %
  • Unattributed 8.5 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.2 %
  • GB 0.8 %
  • BM 0.4 %
  • IE 0.1 %
  • KY 0.1 %
  • LU 0.1 %
  • CA 0.1 %
  • SG 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US273545.2M $98.23 %
2GB24.6M $0.84 %
3BM22.4M $0.43 %
4IE2710K $0.13 %
5KY1704.2K $0.13 %
6LU1567.7K $0.10 %
7CA1409.9K $0.07 %
8SG1405K $0.07 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 143,86741.4M $7.28 %
2NVIDIA Corp 236,99741.3M $7.27 %
3Broadcom Inc 67,93221M $3.70 %
4Johnson & Johnson 47,59511.6M $2.05 %
5JPMorgan Chase & Co 36,59910.8M $1.89 %
6Lam Research Corp 39,1288.4M $1.47 %
7Microsoft Corp 21,0427.8M $1.37 %
8General Electric Co 26,5807.5M $1.33 %
9Walmart Inc 60,6567.5M $1.33 %
10Micron Technology Inc 22,2287.5M $1.32 %
11Eli Lilly & Co 7,7417.1M $1.25 %
12Tesla Inc 17,3206.4M $1.13 %
13Palantir Technologies Inc 41,7776.1M $1.07 %
14Costco Wholesale Corp 6,0046M $1.05 %
15Advanced Micro Devices Inc 29,0085.9M $1.04 %
16Applied Materials Inc 16,3775.6M $0.98 %
17KLA Corp 3,7045.5M $0.96 %
18Targa Resources Corp 20,9605.3M $0.92 %
19Morgan Stanley 31,7525.2M $0.92 %
20Quanta Services Inc 9,3175.1M $0.90 %
21Citigroup Inc 44,6355.1M $0.89 %
22GE Vernova Inc 5,3634.7M $0.82 %
23Caterpillar Inc 6,5824.7M $0.82 %
24Howmet Aerospace Inc 17,6004.1M $0.71 %
25AbbVie Inc 17,5653.8M $0.67 %
26Parker-Hannifin Corp 4,1983.8M $0.66 %
27Mastercard Inc 7,4333.7M $0.65 %
28Analog Devices Inc 11,6193.7M $0.65 %
29Goldman Sachs Group Inc/The 4,3303.7M $0.64 %
30Curtiss-Wright Corp 5,3583.6M $0.64 %
31Western Digital Corp 13,4033.6M $0.64 %
32Cintas Corp 21,3283.6M $0.63 %
33Northrop Grumman Corp 5,2863.6M $0.63 %
34Trane Technologies PLC 8,1723.4M $0.60 %
35AT&T Inc 116,0943.4M $0.59 %
36Amphenol Corp 26,4483.3M $0.59 %
37Intel Corp 75,3693.3M $0.59 %
38Gilead Sciences Inc 23,7353.3M $0.58 %
39Welltower Inc 15,3403M $0.53 %
40Lumentum Holdings Inc 4,3123M $0.53 %
41Philip Morris International Inc. 18,0143M $0.52 %
42Visa Inc 9,7903M $0.52 %
43Progressive Corp/The 14,4322.9M $0.50 %
44Corning Inc 20,9962.9M $0.50 %
45Newmont Corp 26,1002.8M $0.50 %
46TechnipFMC PLC 39,8502.8M $0.48 %
47Ciena Corp 6,7472.6M $0.46 %
48Thermo Fisher Scientific Inc 5,2572.6M $0.45 %
49McKesson Corp 2,9352.5M $0.45 %
50T-Mobile US Inc 11,8692.5M $0.44 %
51LPL Financial Holdings Inc 8,2272.5M $0.44 %
52Marathon Petroleum Corp 10,1062.5M $0.43 %
53Bank of New York Mellon Corp/The 20,7572.5M $0.43 %
54Eaton Corp PLC 6,8372.4M $0.43 %
55Monolithic Power Systems Inc 2,2192.4M $0.43 %
56Arista Networks Inc 19,2962.4M $0.42 %
57AppLovin Corp 5,8642.3M $0.41 %
58Deere & Co 4,0462.3M $0.40 %
59Jabil Inc 8,5532.3M $0.40 %
60Garmin Ltd 9,6552.2M $0.39 %
61Teradyne Inc 7,5422.2M $0.39 %
62Citizens Financial Group Inc 36,3022.2M $0.38 %
63AutoNation Inc 11,0122.2M $0.38 %
64MSCI Inc 3,9872.1M $0.38 %
65Meta Platforms Inc 3,7122.1M $0.37 %
66Vertiv Holdings Co 8,4362.1M $0.37 %
67Casey's General Stores Inc 2,8842.1M $0.37 %
68Ameriprise Financial Inc 4,7172.1M $0.37 %
69RTX Corp 10,5972M $0.36 %
70IDEXX Laboratories Inc 3,6372M $0.36 %
71Apple Inc 8,0062M $0.36 %
72Home Depot Inc/The 6,1412M $0.36 %
73Wells Fargo & Co 24,7002M $0.35 %
74Comfort Systems USA Inc 1,4232M $0.35 %
75Merck & Co Inc 16,1991.9M $0.34 %
76Anglogold Ashanti Plc 19,3931.9M $0.33 %
77Sherwin-Williams Co/The 5,8141.9M $0.33 %
78United Rentals Inc 2,5571.9M $0.33 %
79Old Dominion Freight Line Inc 9,4401.8M $0.32 %
80EMCOR Group Inc 2,4951.8M $0.32 %
81Intuitive Surgical Inc 3,9241.8M $0.32 %
82MKS Inc 7,8511.8M $0.32 %
83O'Reilly Automotive Inc 18,9601.8M $0.31 %
84ServiceNow Inc 16,7101.7M $0.31 %
85Robinhood Markets Inc 25,1561.7M $0.31 %
86Royal Caribbean Cruises Ltd 6,2851.7M $0.30 %
87Lockheed Martin Corp 2,8401.7M $0.30 %
88Ubiquiti Inc 2,1631.7M $0.30 %
89Illinois Tool Works Inc 6,5401.7M $0.30 %
90Netflix Inc 17,5101.7M $0.30 %
91General Motors Co 22,4131.7M $0.29 %
92NRG Energy Inc 11,0201.6M $0.28 %
93MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 7,2161.6M $0.28 %
94Veeva Systems Inc 9,0781.6M $0.28 %
95Bank of America Corp 32,3181.6M $0.28 %
96Natera Inc 7,7441.5M $0.27 %
97Monster Beverage Corp 21,2541.5M $0.27 %
98Westinghouse Air Brake Technologies Corp 6,1461.5M $0.27 %
99Arthur J Gallagher & Co 7,0601.5M $0.27 %
100Vistra Corp 10,1401.5M $0.27 %