Titelia

Holdings of AQR Multi-Asset Fund

AQR Funds · 514 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.3B $ · Ten largest lines: 19.3 % of the equity sleeve

Sector breakdown

  • Technology 22.6 %
  • Financials 11.1 %
  • Industrials 8.4 %
  • Consumer discretionary 7.8 %
  • Health care 7.7 %
  • Communication 4.9 %
  • Energy 3.8 %
  • Materials 2.6 %
  • Consumer staples 2.4 %
  • Utilities 1.1 %
  • Unattributed 27.5 %

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

Currency breakdown

  • USD 70.6 %
  • EUR 10.0 %
  • JPY 7.0 %
  • CAD 3.3 %
  • AUD 2.7 %
  • GBP 2.7 %
  • CHF 2.0 %
  • SEK 0.7 %
  • DKK 0.6 %
  • NOK 0.2 %
  • SGD 0.1 %
  • HKD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 69.3 %
  • JP 7.0 %
  • GB 3.5 %
  • CA 3.2 %
  • FR 3.1 %
  • DE 3.0 %
  • AU 2.7 %
  • CH 2.0 %
  • NL 1.6 %
  • IT 1.0 %
  • ES 1.0 %
  • SE 0.7 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US291798.8M $69.28 %
2JP6280.4M $6.97 %
3GB2240.9M $3.54 %
4CA2336.9M $3.20 %
5FR1935.7M $3.09 %
6DE1634.1M $2.96 %
7AU1531.7M $2.75 %
8CH1023.5M $2.04 %
9NL918.6M $1.61 %
10IT811.2M $0.97 %
11ES911.2M $0.97 %
12SE57.6M $0.66 %

Positions

RankCompanySharesValueWeight
101Chewy Inc 121,7893.3M $0.14 %
102Barrick Mining Corp 79,7643.3M $0.14 %
103Intel Corp 72,1263.2M $0.14 %
104Neurocrine Biosciences Inc 23,8943.1M $0.14 %
105Mercedes-Benz Group AG 51,0543.1M $0.14 %
106UniCredit SpA 43,7083.1M $0.14 %
107Visa Inc 10,3453.1M $0.14 %
108Molina Healthcare Inc 23,1413.1M $0.13 %
109FMC Corp 179,0123.1M $0.13 %
110MongoDB Inc 12,5503.1M $0.13 %
111Allianz SE 7,1483M $0.13 %
112Toyota Motor Corp. 144,7003M $0.13 %
113Blackrock Inc 3,1213M $0.13 %
114Aon PLC 9,2593M $0.13 %
115Tenet Healthcare Corp 15,7423M $0.13 %
116Wells Fargo & Co 36,8672.9M $0.13 %
117HubSpot Inc 11,9152.9M $0.13 %
118Lumentum Holdings Inc 4,1192.9M $0.13 %
119Teradyne Inc 9,7122.9M $0.13 %
120CME Group Inc 9,7172.9M $0.12 %
121Evolution AB 45,5962.9M $0.12 %
122Manhattan Associates Inc 21,4182.9M $0.12 %
123Amphenol Corp 22,1482.8M $0.12 %
124Alamos Gold Inc 62,8232.8M $0.12 %
125Lam Research Corp 13,0662.8M $0.12 %
126Roche Holding AG 6,9692.8M $0.12 %
127QBE Insurance Group Ltd. 183,3282.7M $0.12 %
128Natera Inc 13,5022.7M $0.12 %
129BNP Paribas SA 28,3422.7M $0.12 %
130Murata Manufacturing Co Ltd 119,9002.7M $0.12 %
131Travelers Cos Inc/The 9,2172.7M $0.12 %
132Toll Brothers Inc 19,4812.7M $0.12 %
133CarMax Inc 63,6842.6M $0.11 %
134Credit Agricole SA 141,2832.6M $0.11 %
135KKR & Co Inc 28,2932.6M $0.11 %
136Johnson Controls International plc 19,9022.6M $0.11 %
137Sandisk Corp/DE 4,0752.6M $0.11 %
138ENEOS Holdings Inc 287,3002.6M $0.11 %
139QUALCOMM Inc 20,0542.6M $0.11 %
140Zurich Insurance Group AG 3,6412.6M $0.11 %
141Wartsila OYJ Abp 69,0812.6M $0.11 %
142Smurfit Westrock PLC 64,1882.6M $0.11 %
143Unipol Assicurazioni SpA 107,5992.5M $0.11 %
144Nordea Bank Abp 144,3772.5M $0.11 %
145Resona Holdings Inc 215,7002.5M $0.11 %
146Safran SA 7,3552.4M $0.10 %
147Versant Media Group Inc 64,7832.4M $0.10 %
148Selective Insurance Group Inc 31,7552.4M $0.10 %
149Lundin Gold Inc 31,2082.4M $0.10 %
150JB Hunt Transport Services Inc 11,1832.4M $0.10 %
151Bank of New York Mellon Corp/The 19,9182.4M $0.10 %
152Isetan Mitsukoshi Holdings Ltd. 127,0002.3M $0.10 %
153Fortinet Inc 28,4042.3M $0.10 %
154Kinross Gold Corp 75,7692.3M $0.10 %
155McKesson Corp 2,6722.3M $0.10 %
156Philip Morris International Inc. 13,9822.3M $0.10 %
157ITT Inc 11,9422.3M $0.10 %
158VeriSign Inc 9,0702.3M $0.10 %
159Advantest Corp 16,3002.2M $0.10 %
160Cigna Group/The 8,3362.2M $0.10 %
161JPMorgan Chase & Co 7,5322.2M $0.10 %
162BioMarin Pharmaceutical Inc 39,0532.2M $0.10 %
163SAP SE 12,8872.2M $0.10 %
164Insulet Corp 10,3642.2M $0.09 %
165elf Beauty Inc 35,6492.2M $0.09 %
166JB Hi-Fi Ltd 42,6352.2M $0.09 %
167Lockheed Martin Corp 3,5622.2M $0.09 %
168TJX Cos Inc/The 13,4762.2M $0.09 %
169Tapestry Inc 15,2232.1M $0.09 %
170United Airlines Holdings Inc 23,0642.1M $0.09 %
171Howmet Aerospace Inc 9,2082.1M $0.09 %
172Hermes International SCA 1,1152.1M $0.09 %
173Barclays PLC 402,9822.1M $0.09 %
174Thales SA 7,1532.1M $0.09 %
175BHP Group Ltd 57,4532.1M $0.09 %
176Nomura Holdings Inc 262,2002.1M $0.09 %
177Bright Horizons Family Solutions Inc 24,7592M $0.09 %
178Netflix Inc 21,1002M $0.09 %
179ARC Resources Ltd 96,6402M $0.09 %
180New York Times Co/The 23,9872M $0.09 %
181Leonardo SpA 29,1242M $0.09 %
182DraftKings Inc 88,9541.9M $0.08 %
183SentinelOne Inc 147,3891.9M $0.08 %
184Best Buy Co Inc 29,3981.9M $0.08 %
185Burlington Stores Inc 5,7941.9M $0.08 %
186Elastic NV 37,6881.9M $0.08 %
187Bath & Body Works Inc 100,0311.9M $0.08 %
188Intesa Sanpaolo SpA 306,7281.9M $0.08 %
189Illumina Inc 14,8981.8M $0.08 %
190Disco Corp 4,5001.8M $0.08 %
191Viking Holdings Ltd 24,6401.8M $0.08 %
192Nexon Co Ltd 95,8001.8M $0.08 %
193Datadog Inc 15,1281.8M $0.08 %
194Las Vegas Sands Corp 33,1321.8M $0.08 %
195Shell PLC 38,4861.8M $0.08 %
196Ralph Lauren Corp 5,1501.8M $0.08 %
197Gilead Sciences Inc 12,5911.8M $0.08 %
198ServiceNow Inc 16,7431.8M $0.08 %
199Valeo SE 140,8361.7M $0.07 %
200Expand Energy Corp 15,6641.7M $0.07 %