Titelia

Holdings of AQR International Defensive Style Fund

AQR Funds ·196 declared positions · as of Mar 31, 2026

Original filing · Net assets 93.9M $ · Ten largest lines: 15 % of the equity sleeve

Sector breakdown

  • Consumer staples 6.8 %
  • Financials 5.7 %
  • Health care 5.5 %
  • Energy 4.8 %
  • Industrials 4.6 %
  • Technology 4.5 %
  • Materials 4.0 %
  • Consumer discretionary 3.4 %
  • Utilities 1.7 %
  • Communication 1.6 %
  • Funds 0.6 %
  • Unattributed 56.8 %

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

Currency breakdown

  • EUR 25.2 %
  • JPY 20.6 %
  • CAD 14.7 %
  • GBP 12.5 %
  • AUD 8.0 %
  • CHF 6.3 %
  • HKD 3.8 %
  • SGD 3.6 %
  • NOK 2.9 %
  • SEK 1.4 %
  • DKK 0.6 %
  • USD 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • JP 20.6 %
  • CA 14.4 %
  • GB 13.0 %
  • AU 8.0 %
  • FR 7.5 %
  • CH 6.3 %
  • DE 5.0 %
  • NL 4.2 %
  • SG 3.6 %
  • HK 3.5 %
  • ES 3.3 %
  • NO 2.9 %
  • Other countries 7.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1JP4621.1M $20.60 %
2CA2314.7M $14.38 %
3GB1913.3M $12.96 %
4AU168.2M $8.01 %
5FR127.7M $7.53 %
6CH136.4M $6.25 %
7DE145.1M $5.03 %
8NL84.3M $4.16 %
9SG43.7M $3.58 %
10HK63.6M $3.51 %
11ES43.4M $3.34 %
12NO62.9M $2.88 %

Positions

RankCompanySharesValueWeight
101Constellation Software Inc/Canada 208365.1K $0.39 %
102Xero Ltd 6,793359K $0.38 %
103Leonardo SpA 5,201353.8K $0.38 %
104Oracle Corp Japan 6,400347.1K $0.37 %
105NTT Inc 341,500341.7K $0.36 %
106Reckitt Benckiser Group PLC 5,072341K $0.36 %
107Singapore Telecommunications Ltd 87,500336.2K $0.36 %
108Scout24 SE 4,305332.2K $0.35 %
109Hannover Rueck SE 1,051330.4K $0.35 %
110Aeon Co Ltd 27,600330K $0.35 %
111Nippon Yusen KK 8,900326.9K $0.35 %
112Koninklijke KPN NV 57,634321.2K $0.34 %
113Japan Post Bank Co Ltd 19,500318K $0.34 %
114CaixaBank SA 26,058312.4K $0.33 %
115Thales SA 1,048307.3K $0.33 %
116Nokia Oyj 37,844303.6K $0.32 %
117Essity AB 11,572298.2K $0.32 %
118Descartes Systems Group Inc/The 4,146297K $0.32 %
119Enbridge Inc 5,386292K $0.31 %
120CK Asset Holdings Ltd 50,000286.1K $0.30 %
121Kone Oyj 4,446283.8K $0.30 %
122Yakult Honsha Co Ltd 16,900282.8K $0.30 %
123Ferrari NV 823279.2K $0.30 %
124George Weston Ltd 3,945278.7K $0.30 %
125Bank of Montreal 1,972267.1K $0.28 %
126Unilever PLC 4,710258.6K $0.28 %
127Shionogi & Co Ltd 11,300250K $0.27 %
128Toho Co Ltd/Tokyo 21,500225.8K $0.24 %
129Rational AG 305223.8K $0.24 %
130Kuehne + Nagel International AG 965221K $0.24 %
131Jeronimo Martins SGPS SA 9,017215.6K $0.23 %
132RWE AG 3,090207.9K $0.22 %
133Mitsubishi Electric Corp 6,300206.1K $0.22 %
134QBE Insurance Group Ltd. 13,708202.3K $0.22 %
135Kongsberg Gruppen ASA 4,596195.9K $0.21 %
136Brambles Ltd 12,311193.2K $0.21 %
137Next PLC 1,110187.5K $0.20 %
138Sanrio Co Ltd 30,000186.5K $0.20 %
139Gjensidige Forsikring ASA 7,062184.7K $0.20 %
140Fujitsu Ltd 9,000184.1K $0.20 %
141Heineken NV 2,316178.1K $0.19 %
142Delivery Hero SE 9,443175.5K $0.19 %
143ANZ Group Holdings Ltd 6,958175K $0.19 %
144Konami Group Corp 1,300160.2K $0.17 %
145Cochlear Ltd 1,306153.7K $0.16 %
146Medibank Pvt Ltd 50,505152.8K $0.16 %
147Asics Corp 5,500147.9K $0.16 %
148Lotus Bakeries NV 13146.8K $0.16 %
149GSK PLC 5,272145.2K $0.15 %
150Fairfax Financial Holdings Ltd 83141.4K $0.15 %
151Eni SpA 4,789136.2K $0.15 %
152Dassault Systemes SE 6,712135.9K $0.14 %
153Holcim AG 1,641135.6K $0.14 %
154Wartsila OYJ Abp 3,498130.3K $0.14 %
155BKW AG 659129.9K $0.14 %
156Prosus NV 2,709125.4K $0.13 %
157Vodafone Group PLC 82,081123.8K $0.13 %
158Engie SA 3,782121.9K $0.13 %
159EMS-Chemie Holding AG 152119.5K $0.13 %
160Sonova Holding AG 510116.3K $0.12 %
161Santos Ltd 21,143115.7K $0.12 %
162Schindler Holding AG 349115K $0.12 %
163Cameco Corp 1,057114.9K $0.12 %
164Mowi ASA 4,935112.2K $0.12 %
165Lasertec Corp 500111.3K $0.12 %
166Suntory Beverage & Food Ltd 3,800107.3K $0.11 %
167Tourmaline Oil Corp 2,164103.6K $0.11 %
168BOC Hong Kong Holdings Ltd 18,500102.1K $0.11 %
169Endesa SA 2,39399.8K $0.11 %
170Pro Medicus Ltd 1,12192.4K $0.10 %
171Kikkoman Corp 10,00090.8K $0.10 %
172CTS Eventim AG & Co KGaA 1,44884.8K $0.09 %
173Bouygues SA 1,46184.7K $0.09 %
174Sun Life Financial Inc 1,32282.8K $0.09 %
175Disco Corp 20081.5K $0.09 %
176Shin-Etsu Chemical Co Ltd 1,90077.4K $0.08 %
177Saab AB 1,11372.8K $0.08 %
178ZOZO Inc 10,30072.1K $0.08 %
179Elisa Oyj 1,38067.2K $0.07 %
180Fortis Inc/Canada 1,20167K $0.07 %
181Fujikura Ltd. 2,40066K $0.07 %
182WiseTech Global Ltd 2,34163.2K $0.07 %
183Belimo Holding AG 7560.9K $0.06 %
184NIDEC CORP 4,50057.1K $0.06 %
185Investor AB 1,50256.9K $0.06 %
186Subaru Corp 2,90046.7K $0.05 %
187Lumine Group Inc 2,89546.1K $0.05 %
188Rheinmetall AG 2745.5K $0.05 %
189Deutsche Bank AG 1,44443K $0.05 %
190HKT Trust & HKT Ltd 27,00042.2K $0.04 %
191Galp Energia SGPS SA 1,69640.7K $0.04 %
192SCREEN Holdings Co Ltd 60035.7K $0.04 %
193Wharf Real Estate Investment Co Ltd 12,00034.9K $0.04 %
194FANUC Corp 1,00034.9K $0.04 %
195Groupe Bruxelles Lambert NV 35432.2K $0.03 %
196Deutsche Telekom AG 83431.1K $0.03 %