Titelia

Holdings of Gotham Absolute Return Fund

FundVantage Trust · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 940.1M $ in equities, 87.6 %
Positions
642 in 11 countries
Top ten
11.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201ESCO Technologies Inc 5,1311.4M $0.13 %
202Freeport-McMoRan Inc 24,5331.4M $0.13 %
203RingCentral Inc 38,2791.4M $0.13 %
204Steel Dynamics Inc 7,8901.4M $0.13 %
205Monolithic Power Systems Inc 1,2931.4M $0.13 %
206Match Group Inc 45,5691.4M $0.13 %
207Kroger Co/The 19,3181.4M $0.13 %
208Deere & Co 2,4811.4M $0.13 %
209Mastercard Inc 2,7881.4M $0.13 %
210IDEXX Laboratories Inc 2,4721.4M $0.13 %
211Teradata Corp 54,0471.4M $0.13 %
212Penn Entertainment Inc 92,1491.4M $0.13 %
213General Mills, Inc. 37,1591.4M $0.13 %
214Allegro MicroSystems Inc 43,5651.4M $0.13 %
215Veeva Systems Inc 7,7801.4M $0.13 %
216AMETEK Inc 6,3511.4M $0.13 %
217United Natural Foods Inc 30,2031.4M $0.13 %
218Zoom Communications Inc 16,7651.3M $0.13 %
219Charles River Laboratories International Inc 7,8121.3M $0.13 %
220TD SYNNEX Corp 7,9231.3M $0.12 %
221Clear Secure Inc 27,5021.3M $0.12 %
222Fluor Corp 28,3101.3M $0.12 %
223Jabil Inc 4,9671.3M $0.12 %
224Simply Good Foods Co/The 91,7261.3M $0.12 %
225Roku Inc 13,8711.3M $0.12 %
226Fidelity National Information Services Inc 27,8351.3M $0.12 %
227Baker Hughes Co 21,3421.3M $0.12 %
228Leidos Holdings Inc 8,3511.3M $0.12 %
229Pediatrix Medical Group Inc 60,4881.3M $0.12 %
230VeriSign Inc 5,1471.3M $0.12 %
231Planet Fitness Inc 16,8641.3M $0.12 %
232Tidewater Inc 14,9641.3M $0.12 %
233Credo Technology Group Holding Ltd 13,1471.2M $0.12 %
234Jack Henry & Associates Inc 7,7331.2M $0.11 %
23510X Genomics Inc 57,5431.2M $0.11 %
236Paychex Inc 13,2281.2M $0.11 %
237Vicor Corp 7,5301.2M $0.11 %
238Las Vegas Sands Corp 22,4831.2M $0.11 %
239Ollie's Bargain Outlet Holdings Inc 13,1511.2M $0.11 %
240CenterPoint Energy Inc 28,0351.2M $0.11 %
241Kodiak Gas Services Inc 20,5151.2M $0.11 %
242Globant SA 25,7621.2M $0.11 %
243Blue Bird Corp 20,9121.2M $0.11 %
244Appian Corp 49,2431.2M $0.11 %
245API Group Corp 29,0981.2M $0.11 %
246Innoviva Inc 50,5941.2M $0.11 %
247Nutanix Inc 30,7811.2M $0.11 %
248SS&C Technologies Holdings Inc 17,1751.2M $0.11 %
249EPAM Systems Inc 8,5001.2M $0.11 %
250Verisk Analytics Inc 6,0491.1M $0.11 %
251Fortuna Mining Corp 115,3771.1M $0.11 %
252Applied Materials Inc 3,3451.1M $0.11 %
253Descartes Systems Group Inc/The 15,9741.1M $0.11 %
254Global Payments Inc 16,9621.1M $0.11 %
255Ulta Beauty Inc 2,1761.1M $0.11 %
256SSR Mining Inc 38,5581.1M $0.11 %
257Planet Labs PBC 40,4881.1M $0.11 %
258Healthcare Services Group Inc 60,9181.1M $0.11 %
259Guidewire Software Inc 7,5361.1M $0.11 %
260GigaCloud Technology Inc 24,7621.1M $0.10 %
261Arrowhead Pharmaceuticals Inc 17,8711.1M $0.10 %
262EMCOR Group Inc 1,5151.1M $0.10 %
263FirstEnergy Corp 22,0581.1M $0.10 %
264Peloton Interactive Inc 259,6261.1M $0.10 %
265Agilent Technologies Inc 9,7151.1M $0.10 %
266GE HealthCare Technologies Inc 15,5511.1M $0.10 %
267Sonoco Products Co 20,4301.1M $0.10 %
268Hyatt Hotels Corp 7,6831.1M $0.10 %
269CSX Corp 26,8381.1M $0.10 %
270Constellation Brands Inc 7,3181.1M $0.10 %
271Cigna Group/The 4,1121.1M $0.10 %
272Jacobs Solutions Inc 8,5901.1M $0.10 %
273Silicon Laboratories Inc 5,2461.1M $0.10 %
274WEC Energy Group Inc 9,3561.1M $0.10 %
275Upwork Inc 98,4831.1M $0.10 %
276Edison International 14,7471.1M $0.10 %
277Ecolab Inc 4,0461.1M $0.10 %
278Butterfly Network Inc 265,7891.1M $0.10 %
279Chevron Corp 5,1871.1M $0.10 %
280T Rowe Price Group Inc 11,8861.1M $0.10 %
281Hubbell Inc 2,1451.1M $0.10 %
282Broadridge Financial Solutions Inc 6,4491M $0.10 %
283Cencora Inc 3,3291M $0.10 %
284Howmet Aerospace Inc 4,5151M $0.10 %
285ICU Medical Inc 8,0521M $0.10 %
286Quest Diagnostics Inc 5,2821M $0.10 %
287Lululemon Athletica Inc 6,7471M $0.10 %
288CDW Corp/DE 8,5291M $0.10 %
289BorgWarner Inc 18,8351M $0.10 %
290O'Reilly Automotive Inc 11,0461M $0.10 %
291Snap-on Inc 2,8051M $0.10 %
292Gen Digital Inc 53,4461M $0.09 %
293Expeditors International of Washington Inc 7,0161M $0.09 %
294Vistra Corp 6,550984.7K $0.09 %
295NVR Inc 148975.3K $0.09 %
296Spotify Technology SA 1,992965.9K $0.09 %
297Kulicke & Soffa Industries Inc 14,691965.5K $0.09 %
298SkyWest Inc 10,499964.1K $0.09 %
299Harmony Biosciences Holdings Inc 34,340961.9K $0.09 %
300LiveRamp Holdings Inc 36,236961K $0.09 %

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Sector breakdown

  • Technology 21.6 %
  • Health care 8.6 %
  • Industrials 8.3 %
  • Consumer discretionary 7.0 %
  • Communication 5.2 %
  • Consumer staples 4.2 %
  • Energy 4.1 %
  • Financials 2.8 %
  • Materials 2.0 %
  • Utilities 1.5 %
  • Unattributed 34.7 %

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

  • United States 95.2 %
  • Canada 2.6 %
  • Ireland 0.4 %
  • Cayman Islands 0.4 %
  • Bermuda 0.4 %
  • Netherlands 0.3 %
  • United Kingdom 0.3 %
  • Luxembourg 0.1 %
  • Marshall Islands 0.1 %
  • British Virgin Islands 0.1 %
  • Switzerland 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States594895.5M $95.25 %
2Canada2824.1M $2.56 %
3Ireland23.7M $0.40 %
4Cayman Islands53.5M $0.37 %
5Bermuda53.5M $0.37 %
6Netherlands13.2M $0.34 %
7United Kingdom22.7M $0.29 %
8Luxembourg11.2M $0.13 %
9Marshall Islands21.1M $0.12 %
10British Virgin Islands1820.4K $0.09 %
11Switzerland1816.3K $0.09 %
Cite this page

Titelia. "Holdings of Gotham Absolute Return Fund". https://titelia.com/en/funds/S000038174