Titelia

Holdings of AQR Large Cap Multi-Style Fund

AQR Funds · 202 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.2B $ · Ten largest lines: 30.7 % of the equity sleeve

Sector breakdown

  • Technology 26.0 %
  • Communication 8.5 %
  • Health care 5.8 %
  • Consumer discretionary 5.1 %
  • Industrials 4.7 %
  • Financials 4.3 %
  • Consumer staples 1.7 %
  • Energy 1.6 %
  • Materials 0.9 %
  • Unattributed 41.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 97.8 %
  • GB 1.0 %
  • BM 0.5 %
  • LU 0.4 %
  • KY 0.2 %
  • JE 0.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US1931.1B $97.81 %
GB311.2M $1.01 %
BM35.9M $0.53 %
LU14.8M $0.43 %
KY12.3M $0.21 %
JE1116K $0.01 %

Positions

CompanySharesValueWeight
NVIDIA Corp 472,46282.4M $7.07 %
Apple Inc 229,43458.2M $5.00 %
Microsoft Corp 129,62448M $4.12 %
Alphabet Inc 90,88026.1M $2.24 %
Alphabet Inc 86,98925M $2.14 %
Broadcom Inc 79,91524.7M $2.12 %
Meta Platforms Inc 38,72422.2M $1.90 %
Amazon.com Inc 105,19221.9M $1.88 %
Booking Holdings Inc 3,95016.6M $1.43 %
Exxon Mobil Corp 90,96015.4M $1.32 %
Berkshire Hathaway Inc 31,71015.2M $1.30 %
Altria Group, Inc. 225,30314.9M $1.28 %
Micron Technology Inc 42,89414.5M $1.24 %
AT&T Inc 438,74812.7M $1.09 %
Axis Capital Holdings Ltd 119,61912.1M $1.04 %
GE Vernova Inc 12,87111.2M $0.96 %
General Dynamics Corp 32,36311.1M $0.95 %
Popular Inc 75,36210.1M $0.87 %
Textron Inc 112,9359.9M $0.85 %
Everest Group Ltd 30,1249.8M $0.85 %
Unum Group 134,7539.8M $0.84 %
Newmont Corp 89,5549.7M $0.83 %
Zoom Communications Inc 119,5379.6M $0.82 %
Synchrony Financial 138,2419.4M $0.81 %
TechnipFMC PLC 134,8679.3M $0.80 %
RTX Corp 47,8109.2M $0.79 %
Expedia Group Inc 38,9019M $0.77 %
Allstate Corp/The 43,1318.9M $0.77 %
Tesla Inc 23,9238.9M $0.76 %
Johnson & Johnson 36,3668.9M $0.76 %
Howmet Aerospace Inc 37,0948.5M $0.73 %
General Electric Co 29,7448.4M $0.72 %
Bank of New York Mellon Corp/The 70,2708.3M $0.72 %
McKesson Corp 9,5348.3M $0.71 %
Allison Transmission Holdings Inc 70,0848.2M $0.70 %
Adobe Inc 33,6178.2M $0.70 %
Acuity Inc 29,0928.2M $0.70 %
General Motors Co 105,9787.9M $0.68 %
Western Digital Corp 29,1367.9M $0.68 %
Citigroup Inc 69,3897.9M $0.68 %
Penske Automotive Group Inc 51,3587.7M $0.66 %
United Therapeutics Corp 12,7887.6M $0.65 %
Verizon Communications Inc 149,7437.5M $0.65 %
Cigna Group/The 27,1857.3M $0.62 %
MGIC Investment Corp 271,6527.1M $0.61 %
AutoNation Inc 35,8367M $0.60 %
Cisco Systems, Inc. 89,0536.9M $0.59 %
Lam Research Corp 32,2896.9M $0.59 %
Electronic Arts Inc 33,4656.8M $0.59 %
Medpace Holdings Inc 13,9856.7M $0.58 %
Hartford Insurance Group Inc/The 49,5166.7M $0.57 %
Gilead Sciences Inc 48,0186.7M $0.57 %
Arista Networks Inc 53,7096.6M $0.57 %
Old Republic International Corp 163,7236.5M $0.56 %
Curtiss-Wright Corp 9,4526.4M $0.55 %
Western Union Co/The 725,4196.3M $0.54 %
Domino's Pizza Inc 17,3916.2M $0.54 %
HP Inc 322,0366.2M $0.53 %
Snap-on Inc 16,0045.8M $0.50 %
Kroger Co/The 79,1945.7M $0.49 %
Palantir Technologies Inc 38,9935.7M $0.49 %
Centene Corp 171,5695.6M $0.48 %
Applied Materials Inc 16,0385.5M $0.47 %
Exelixis Inc 127,7315.5M $0.47 %
HF Sinclair Corp 87,7885.5M $0.47 %
Deckers Outdoor Corp 50,1955M $0.43 %
Regeneron Pharmaceuticals, Inc. 6,4945M $0.43 %
Arrow Electronics Inc 34,7805M $0.43 %
TD SYNNEX Corp 29,3565M $0.43 %
Cardinal Health, Inc. 23,0024.9M $0.42 %
Millicom International Cellular SA 64,2484.8M $0.41 %
Jabil Inc 18,0504.8M $0.41 %
Atlassian Corp 69,8354.8M $0.41 %
Elevance Health Inc 16,2764.8M $0.41 %
Mosaic Co/The 186,5004.8M $0.41 %
Ubiquiti Inc 5,9824.7M $0.41 %
Bank OZK 100,6304.6M $0.40 %
Merck & Co Inc 38,2974.6M $0.40 %
RenaissanceRe Holdings Ltd 15,4504.6M $0.39 %
CF Industries Holdings Inc 35,1944.6M $0.39 %
Cirrus Logic Inc 31,3104.5M $0.39 %
Seaboard Corp 7834.4M $0.38 %
JPMorgan Chase & Co 14,7004.3M $0.37 %
Alnylam Pharmaceuticals Inc 12,9444.3M $0.37 %
Oshkosh Corp 28,9054.3M $0.37 %
Walmart Inc 33,6854.2M $0.36 %
Citizens Financial Group Inc 69,7944.2M $0.36 %
Match Group Inc 134,2954.1M $0.35 %
Alcoa Corp 61,6094.1M $0.35 %
EMCOR Group Inc 5,4864.1M $0.35 %
Incyte Corp 42,8954M $0.35 %
NOV Inc 213,5444M $0.34 %
Bristol-Myers Squibb Co 64,8693.9M $0.34 %
Veeva Systems Inc 22,2133.9M $0.33 %
Lear Corp 32,1893.9M $0.33 %
CNA Financial Corp 84,1873.9M $0.33 %
Zions Bancorp NA 59,4773.4M $0.29 %
Dillard's Inc 5,9803.4M $0.29 %
Devon Energy Corp 66,8413.4M $0.29 %
Invesco Ltd 137,1333.3M $0.29 %
National Fuel Gas Co 34,6343.3M $0.28 %
AbbVie Inc 14,7513.2M $0.28 %
Ryder System Inc 15,4523.2M $0.27 %
Murphy USA Inc 6,2893.1M $0.27 %
Avnet Inc 49,7663.1M $0.26 %
Roku Inc 30,7742.9M $0.25 %
Albemarle Corp 16,1882.9M $0.25 %
Macy's Inc 159,4082.9M $0.25 %
Cummins Inc 5,3112.9M $0.25 %
State Street Corp 21,8532.8M $0.24 %
Teradata Corp 107,8742.8M $0.24 %
Dell Technologies Inc 16,7632.8M $0.24 %
APA Corp 64,7952.7M $0.24 %
Spotify Technology SA 5,6242.7M $0.23 %
Reliance Inc 8,7212.7M $0.23 %
Advanced Micro Devices Inc 12,8362.6M $0.22 %
UiPath Inc 231,7462.6M $0.22 %
Valero Energy Corp 10,2112.5M $0.22 %
Elastic NV 50,2202.5M $0.22 %
QUALCOMM Inc 19,0552.5M $0.21 %
Eli Lilly & Co 2,6662.5M $0.21 %
Halozyme Therapeutics Inc 37,3682.4M $0.21 %
Snowflake Inc 15,9382.4M $0.21 %
F5 Inc 8,1052.3M $0.20 %
XP Inc 122,6312.3M $0.20 %
CVS Health Corp 32,0592.3M $0.20 %
ServiceNow Inc 21,8932.3M $0.20 %
Hanover Insurance Group Inc/The 13,0482.3M $0.19 %
MongoDB Inc 9,1142.2M $0.19 %
AppLovin Corp 5,5212.2M $0.19 %
Penn Entertainment Inc 143,3462.2M $0.18 %
Illumina Inc 17,3322.1M $0.18 %
Pfizer Inc 75,9302.1M $0.18 %
Nutanix Inc 54,7132.1M $0.18 %
Dropbox Inc 89,2542M $0.17 %
Wayfair Inc 26,6312M $0.17 %
Booz Allen Hamilton Holding Corp 24,5921.9M $0.16 %
Globe Life Inc 13,2421.8M $0.16 %
Sensata Technologies Holding PLC 50,7261.8M $0.15 %
Amphenol Corp 13,6761.7M $0.15 %
HubSpot Inc 7,0651.7M $0.15 %
Airbnb Inc 13,5561.7M $0.15 %
Accenture PLC 8,5851.7M $0.15 %
Coterra Energy Inc 46,7311.6M $0.14 %
Concentrix Corp 59,8131.6M $0.14 %
BioMarin Pharmaceutical Inc 28,8731.6M $0.14 %
UGI Corp 41,8401.5M $0.13 %
Woodward Inc 4,2441.5M $0.13 %
US Bancorp 28,9191.5M $0.13 %
BOK Financial Corp 11,6511.5M $0.13 %
AES Corp/The 102,0341.4M $0.12 %
Royalty Pharma PLC 29,4991.4M $0.12 %
Best Buy Co Inc 21,5151.4M $0.12 %
Huntington Ingalls Industries, Inc. 3,6231.4M $0.12 %
Travel + Leisure Co 19,7851.4M $0.12 %
Anglogold Ashanti Plc 14,0081.4M $0.12 %
Biogen Inc 7,2241.3M $0.11 %
Dollar General Corp 11,1171.3M $0.11 %
Nucor Corp 7,7091.3M $0.11 %
Norfolk Southern Corp 4,5171.3M $0.11 %
DXC Technology Co 100,8631.3M $0.11 %
Edison International 16,3681.2M $0.10 %
RingCentral Inc 32,0831.2M $0.10 %
Royal Gold Inc 4,5421.2M $0.10 %
Maplebear Inc 29,7851.1M $0.10 %
Warner Bros Discovery Inc 40,1351.1M $0.09 %
Mueller Industries Inc 8,969993.8K $0.09 %
Albertsons Cos Inc 57,967987.8K $0.08 %
Valmont Industries Inc 2,471987.3K $0.08 %
Global Payments Inc 14,577981K $0.08 %
L3Harris Technologies Inc 2,611901.2K $0.08 %
Assured Guaranty Ltd 10,974894.2K $0.08 %
ATI Inc 5,943864.5K $0.07 %
Pegasystems Inc 19,104813.1K $0.07 %
Fortinet Inc 8,864724.4K $0.06 %
Travelers Cos Inc/The 2,477722.5K $0.06 %
Qorvo Inc 9,222713.8K $0.06 %
NetApp Inc 6,674683.4K $0.06 %
MetLife Inc 9,641681.8K $0.06 %
Pinterest Inc 35,939659.1K $0.06 %
Reinsurance Group of America Inc 3,081629K $0.05 %
Lucid Group Inc 61,821589.2K $0.05 %
WESCO International Inc 2,114578.4K $0.05 %
Skyworks Solutions Inc 10,533564K $0.05 %
Tenet Healthcare Corp 2,949556.5K $0.05 %
Assurant Inc 2,455534.7K $0.05 %
FMC Corp 28,866497.1K $0.04 %
ROBLOX Corp 8,648489.1K $0.04 %
Gates Industrial Corp PLC 21,228480K $0.04 %
H&R Block Inc 15,050477.7K $0.04 %
Fifth Third Bancorp 9,911460.5K $0.04 %
First Hawaiian Inc 16,989418.6K $0.04 %
FNB Corp/PA 25,005418.1K $0.04 %
Carpenter Technology Corp 980386.3K $0.03 %
Arch Capital Group Ltd 3,934377.6K $0.03 %
Etsy Inc 6,948347.3K $0.03 %
Air Lease Corp 5,291343.6K $0.03 %
Ally Financial Inc 8,547335.3K $0.03 %
PepsiCo Inc 2,076322.4K $0.03 %
Capital One Financial Corp 1,753319.8K $0.03 %
Janus Henderson Group PLC 2,258116K $0.01 %
U-Haul Holding Co 1,58575.7K $0.01 %