Titelia

Holdings of Global Opportunities Portfolio

Global Opportunities Portfolio · Original filing · Compare with another fund · Report an error

Net assets
13.4B $ including 114.7M $ in equities, 0.9 %
Positions
60 in 12 countries
Bond lines
168 from 125 companies
Top ten
0.4 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vingroup JSC 1,295,40010.6M $0.08 %
2MOBILE WORLD INVESTMENT CORP 2,479,2007.9M $0.06 %
3Eurohold Bulgaria AD 5,122,8446.6M $0.05 %
4FPT Corp 2,099,9006M $0.04 %
5PGIM Global High Yield Fund, Inc. 430,3265.2M $0.04 %
6SSI Securities Corp 4,297,5604.5M $0.03 %
7Vietnam Technological & Commercial Joint Stock Bank 3,498,2004.5M $0.03 %
8Saigon Thuong Tin Commercial JSB 1,318,1003.4M $0.03 %
9Military Commercial Joint Stock Bank 3,369,6003.3M $0.02 %
10Liberty Latin America Ltd 385,0003.2M $0.02 %
11Vietnam Dairy Products JSC 1,377,2003.2M $0.02 %
12Suzano SA 330,2002.9M $0.02 %
13VEON Ltd 58,2002.9M $0.02 %
14Kinh Bac City Development Holding Corp 2,227,4002.9M $0.02 %
15Bank for Investment and Development of Vietnam JSC 1,865,7002.8M $0.02 %
16Auna SA 559,0002.8M $0.02 %
17Coteccons Construction JSC 783,8772.6M $0.02 %
18Techcom Securities JSC 1,325,2002.6M $0.02 %
19HOA PHAT GROUP JSC 2,273,5002.4M $0.02 %
20Orbia Advance Corp SAB de CV 1,917,6002.3M $0.02 %
21NAM LONG INVESTMENT CORP 2,158,9522.3M $0.02 %
22Vinh Hoan Corp 977,3002.3M $0.02 %
23Masan Group Corp 678,3002M $0.01 %
24Khang Dien House Trading and Investment JSC 1,986,7001.9M $0.01 %
25Gemadept Corp 666,0001.9M $0.01 %
26Vista Energy SAB de CV 24,7001.8M $0.01 %
27Vietnam Prosperity JSC Bank 1,798,0001.8M $0.01 %
28Bank for Foreign Trade of Vietnam JSC 792,6001.8M $0.01 %
29PetroVietnam Gas JSC 615,4001.8M $0.01 %
30Vietnam Joint Stock Commercial Bank for Industry and Trade 1,251,5401.7M $0.01 %
31CONSTELLATION OIL SERVICES HOLDING SA 104,1001.6M $0.01 %
32Petroleo Brasileiro SA - Petrobras 68,5001.5M $0.01 %
33Western Asset High Income Opportunity Fund Inc. 383,9971.4M $0.01 %
34Asia Commercial Bank JSC 1,444,2001.3M $0.01 %
35Nuveen Global High Income Fund 83,4001.1M $0.01 %
36Phat Dat Real Estate Development Corp 1,363,200855.7K $0.01 %
37Grupo Financiero Galicia SA 19,000785.5K $0.01 %
38IDICO Corp JSC 419,900720K $0.01 %
39YPF SA 14,700663.9K $0.00 %
40Banco Macro SA 6,800489.6K $0.00 %
41Duc Giang Chemicals JSC 221,400450.8K $0.00 %
42Refrigeration Electrical Engineering Corp 191,700439.1K $0.00 %
43Pampa Energia SA 3,000248.6K $0.00 %
44Siminn HF 2,023,336199.5K $0.00 %
45Banco BBVA Argentina SA 11,800168.3K $0.00 %
46Transportadora de Gas del Sur SA 5,400164.8K $0.00 %
47Lithium Argentina AG 10,800109.8K $0.00 %
48Central Puerto SA 7,600107.2K $0.00 %
49Arcos Dorados Holdings Inc 11,500102.6K $0.00 %
50Telecom Argentina SA 6,80081.2K $0.00 %
51Grupo Supervielle SA 9,80080.7K $0.00 %
52Corp America Airports SA 2,70067.4K $0.00 %
53Loma Negra Cia Industrial Argentina SA 4,00044.2K $0.00 %
54Adecoagro SA 2,70038K $0.00 %
55Empresa Distribuidora Y Comercializadora Norte 1,50037.6K $0.00 %
56IRSA Inversiones y Representaciones SA 2,46034.4K $0.00 %
57Cresud SACIF y A 3,02534K $0.00 %
58Shimao Group Holdings Ltd 495,94510.6K $0.00 %
59Times China Holdings Ltd 711,3394.9K $
60KAISA GROUP HOLDINGS LTD 78,495768.4 $

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The bonds it holds

125 companies, 168 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1SUNOCO LP118.4M $0.14 %
2Banco Davivienda SA316.6M $0.12 %
3Alibaba Group Holding Ltd216.3M $0.12 %
4Ally Financial Inc116M $0.12 %
5Lumentum Holdings Inc211.3M $0.08 %
6Longfor Group Holdings Ltd310.3M $0.08 %
7Akamai Technologies Inc29.9M $0.07 %
8Kernel Holding SA19.8M $0.07 %
9Nebius Group NV29.6M $0.07 %
10Builders FirstSource Inc19.4M $0.07 %
11Auna SA29.3M $0.07 %
12Asbury Automotive Group Inc19.1M $0.07 %
13Cleveland-Cliffs Inc18.9M $0.07 %
14Grupo Aeromexico SAB de CV28.8M $0.07 %
15Ecobank Transnational Inc28.6M $0.06 %
16Amentum Holdings Inc17.9M $0.06 %
17Acadia Healthcare Co Inc27.7M $0.06 %
18Uber Technologies Inc27.7M $0.06 %
19Versant Media Group Inc17.5M $0.06 %
20Banco Macro SA27M $0.05 %
21Microchip Technology Inc26.7M $0.05 %
22Herc Holdings Inc26.6M $0.05 %
23Piramal Finance Ltd16.5M $0.05 %
24IREN Ltd26.2M $0.05 %
25Coinbase Global Inc15.8M $0.04 %
26IRSA Inversiones y Representaciones SA15.3M $0.04 %
27NGL Energy Partners LP25.3M $0.04 %
28Live Nation Entertainment Inc25.2M $0.04 %
29CenterPoint Energy Inc25.2M $0.04 %
30Century Communities Inc15.1M $0.04 %
31MKS Inc15M $0.04 %
32YEOMAN CAPITAL SA14.8M $0.04 %
33Trip.com Group Ltd14.7M $0.03 %
34PG&E Corp14.7M $0.03 %
35JD.COM INC14.6M $0.03 %
36Saudi Awwal Bank14.5M $0.03 %
37Adecoagro SA14.5M $0.03 %
38NRG Energy Inc14.5M $0.03 %
39Cellnex Telecom SA24.3M $0.03 %
40Southern Co/The14.3M $0.03 %
41Vale SA14.2M $0.03 %
42ON Semiconductor Corp14.2M $0.03 %
43EchoStar Corp14.2M $0.03 %
44BAUSCH + LOMB CORP14.2M $0.03 %
45XPLR Infrastructure LP14.2M $0.03 %
46Lantheus Holdings Inc14.1M $0.03 %
47Delivery Hero SE14.1M $0.03 %
48DoorDash Inc13.9M $0.03 %
49Zscaler Inc13.9M $0.03 %
50Rivian Automotive Inc13.8M $0.03 %
51B&M European Value Retail plc13.6M $0.03 %
52Piraeus Bank SA13.6M $0.03 %
53Cloudflare Inc13.6M $0.03 %
54Orbia Advance Corp SAB de CV23.6M $0.03 %
55Akbank TAS13.5M $0.03 %
56Datadog Inc13.5M $0.03 %
57FORESEA HOLDING SA13.5M $0.03 %
58Golar LNG Ltd13.5M $0.03 %
59Bridgebio Pharma Inc13.4M $0.03 %
60Etsy Inc13.4M $0.03 %
61Mongolian Mining Corp13.4M $0.03 %
62Zoetis Inc13.4M $0.03 %
63Avnet Inc13.3M $0.02 %
64Global Payments Inc13.3M $0.02 %
65Ping An Insurance Group Co of China Ltd13.3M $0.02 %
66Polaris Renewable Energy Inc13.3M $0.02 %
67Alnylam Pharmaceuticals Inc13.2M $0.02 %
68Workiva Inc13.2M $0.02 %
69Post Holdings Inc13.1M $0.02 %
70OTP Bank Nyrt13.1M $0.02 %
71Caesars Entertainment Inc13.1M $0.02 %
72H World Group Ltd13.1M $0.02 %
73Grab Holdings Ltd13M $0.02 %
74Enovis Corp13M $0.02 %
75MARA Holdings Inc13M $0.02 %
76Parsons Corp12.9M $0.02 %
77Nutanix Inc12.9M $0.02 %
78Turkiye Garanti Bankasi AS12.9M $0.02 %
79Duke Energy Corp12.8M $0.02 %
80Ionis Pharmaceuticals Inc12.8M $0.02 %
81Marriott Vacations Worldwide Corp12.8M $0.02 %
82BILL Holdings Inc12.8M $0.02 %
83Envista Holdings Corp12.8M $0.02 %
84CMS Energy Corp12.7M $0.02 %
85Integer Holdings Corp12.7M $0.02 %
86Infrastrutture Wireless Italiane SpA22.7M $0.02 %
87Amphastar Pharmaceuticals Inc12.7M $0.02 %
88Evergy Inc12.6M $0.02 %
89Wistron Corp12.5M $0.02 %
90Banco Latinoamericano de Comercio Exterior SA12.5M $0.02 %
91Progress Software Corp12.5M $0.02 %
92YPF SA12.5M $0.02 %
93Haemonetics Corp12.5M $0.02 %
94Merit Medical Systems Inc12.3M $0.02 %
95BlackLine Inc12.3M $0.02 %
96Northern Oil & Gas Inc12.3M $0.02 %
97TUI AG12.2M $0.02 %
98Halozyme Therapeutics Inc12.1M $0.02 %
99Euronet Worldwide Inc12.1M $0.02 %
100Itron Inc12M $0.02 %

Sector breakdown

  • Energy 1.3 %
  • Unattributed 98.7 %

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

Currency breakdown

  • VND 67.9 %
  • USD 22.7 %
  • EUR 5.7 %
  • MXN 2.0 %
  • NOK 1.4 %
  • ISK 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • Vietnam 67.9 %
  • United States 8.6 %
  • Bulgaria 5.7 %
  • Bermuda 5.3 %
  • Luxembourg 3.9 %
  • Brazil 3.9 %
  • Mexico 3.6 %
  • Argentina 0.6 %
  • Iceland 0.2 %
  • Switzerland 0.1 %
  • British Virgin Islands 0.1 %
  • Cayman Islands 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Vietnam2777.9M $67.94 %
2United States149.9M $8.60 %
3Bulgaria16.6M $5.72 %
4Bermuda26.1M $5.31 %
5Luxembourg34.5M $3.93 %
6Brazil24.4M $3.87 %
7Mexico24.1M $3.59 %
8Argentina3742.4K $0.65 %
9Iceland1199.5K $0.17 %
10Switzerland1109.8K $0.10 %
11British Virgin Islands1102.6K $0.09 %
12Cayman Islands316.3K $0.01 %
Cite this page

Titelia. "Holdings of Global Opportunities Portfolio". https://titelia.com/en/funds/S000027417