Titelia

Holdings of NYLI Epoch Capital Growth Fund

NEW YORK LIFE INVESTMENTS FUNDS TRUST · 104 declared positions · as of Apr 30, 2026

Original filing · Net assets 133.9M $ · Ten largest lines: 20.5 % of the equity sleeve

Sector breakdown

  • Technology 24.4 %
  • Health care 11.6 %
  • Consumer discretionary 10.8 %
  • Industrials 9.2 %
  • Financials 5.5 %
  • Communication 3.8 %
  • Consumer staples 2.7 %
  • Materials 0.5 %
  • Utilities 0.2 %
  • Unattributed 31.4 %

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

Currency breakdown

  • USD 70.2 %
  • EUR 6.9 %
  • GBP 4.8 %
  • JPY 4.2 %
  • TWD 3.5 %
  • MXN 1.8 %
  • CHF 1.4 %
  • SEK 1.2 %
  • AUD 1.1 %
  • ZAR 0.9 %
  • BRL 0.8 %
  • HKD 0.8 %
  • SGD 0.7 %
  • DKK 0.7 %
  • AED 0.6 %
  • IDR 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • US 68.1 %
  • GB 4.8 %
  • JP 4.2 %
  • TW 3.5 %
  • ES 2.2 %
  • KY 2.1 %
  • NL 2.0 %
  • FR 1.9 %
  • MX 1.8 %
  • CH 1.4 %
  • SE 1.2 %
  • AU 1.1 %
  • Other countries 5.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US6690.8M $68.11 %
2GB76.4M $4.83 %
3JP45.6M $4.17 %
4TW34.7M $3.51 %
5ES22.9M $2.17 %
6KY12.8M $2.11 %
7NL22.7M $2.02 %
8FR22.5M $1.89 %
9MX22.4M $1.83 %
10CH21.9M $1.40 %
11SE21.6M $1.23 %
12AU21.4M $1.06 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 23,1894.6M $3.46 %
2Apple Inc 11,2843.1M $2.29 %
3EMCOR Group Inc 3,1792.8M $2.12 %
4Fabrinet 4,1212.8M $2.10 %
5Alphabet Inc 6,8422.6M $1.97 %
6Broadcom Inc 6,0842.5M $1.90 %
7Hoya Corp 12,8002.4M $1.78 %
8Taiwan Semiconductor Manufacturing Co Ltd 33,0002.2M $1.66 %
9AbbVie Inc 9,9822.1M $1.57 %
10West Pharmaceutical Services Inc 6,9402.1M $1.54 %
11Regeneron Pharmaceuticals, Inc. 2,8982M $1.53 %
12Monster Beverage Corp 26,5842M $1.53 %
13Applied Materials Inc 5,0762M $1.50 %
14KLA Corp 1,1382M $1.49 %
15Lam Research Corp 7,5491.9M $1.45 %
16Industria de Diseno Textil SA 32,5571.9M $1.44 %
17Gaztransport Et Technigaz SA 7,5621.8M $1.37 %
18RELX PLC 49,9701.8M $1.36 %
19Arista Networks Inc 10,5511.8M $1.36 %
20Mastercard Inc 3,5001.8M $1.31 %
21Texas Pacific Land Corp 3,9641.8M $1.31 %
22Argan Inc 2,5901.7M $1.30 %
23Fastenal Co 37,9011.7M $1.27 %
24QUALCOMM Inc 9,3611.7M $1.26 %
25Yum! Brands Inc 10,5121.7M $1.25 %
26Meta Platforms Inc 2,7281.7M $1.25 %
27Deckers Outdoor Corp 16,2491.7M $1.24 %
28Visa Inc 4,9391.6M $1.22 %
29LPL Financial Holdings Inc 4,8151.6M $1.20 %
30Costco Wholesale Corp 1,4651.5M $1.11 %
31eMemory Technology Inc 12,0001.5M $1.10 %
32BE Semiconductor Industries NV 5,0571.5M $1.10 %
33Wal-Mart de Mexico SAB de CV 464,7221.5M $1.09 %
34AstraZeneca PLC 7,5751.4M $1.07 %
35NetApp Inc 12,8081.4M $1.06 %
36TJX Cos Inc/The 8,9681.4M $1.05 %
37Partners Group Holding AG 1,2951.4M $1.05 %
38Microsoft Corp 3,4081.4M $1.04 %
39Mettler-Toledo International Inc 1,0731.4M $1.02 %
40Magnolia Oil & Gas Corp 45,0381.4M $1.02 %
41Accenture PLC 7,6211.4M $1.02 %
42Ameriprise Financial Inc 2,7871.3M $0.99 %
43PACCAR Inc 10,7081.3M $0.95 %
44Booking Holdings Inc 7,5231.3M $0.95 %
45VeriSign Inc 4,6511.2M $0.93 %
46Ulta Beauty Inc 2,3161.2M $0.93 %
47Zoetis Inc 10,7021.2M $0.92 %
48FirstRand Ltd 230,8091.2M $0.91 %
49ASML Holding NV 8501.2M $0.91 %
50Chemed Corp 2,8591.2M $0.91 %
51Jack Henry & Associates Inc 7,7581.2M $0.89 %
52Tokyo Electron Ltd 4,2001.2M $0.89 %
53Eli Lilly & Co 1,2361.2M $0.86 %
54Copart Inc 34,4281.1M $0.85 %
55Evolution AB 16,1051.1M $0.84 %
56BayCurrent Inc 33,5001.1M $0.81 %
57WEG SA 118,5001.1M $0.80 %
58Uber Technologies Inc 14,3581.1M $0.80 %
59IDEXX Laboratories Inc 1,8841.1M $0.79 %
60BYD Co Ltd 77,9001M $0.76 %
61Eagle Materials Inc 4,8011M $0.75 %
62Hess Midstream LP 25,237986.8K $0.74 %
63Verisk Analytics Inc 5,331983.5K $0.73 %
64Old Dominion Freight Line Inc 4,618981K $0.73 %
65Fortune Electric Co Ltd 35,000980.9K $0.73 %
66Grupo Financiero Banorte SAB de CV 89,702974K $0.73 %
67Amadeus IT Group SA 16,707960.8K $0.72 %
68Singapore Exchange Ltd 56,300959.9K $0.72 %
69Marsh & McLennan Cos Inc 5,711957.8K $0.72 %
70Waters Corp 3,068948.7K $0.71 %
71TKO Group Holdings Inc 5,089947K $0.71 %
72Wise PLC 66,180946.9K $0.71 %
73Halozyme Therapeutics Inc 14,535925.3K $0.69 %
74Disco Corp 1,900898.2K $0.67 %
75Novo Nordisk A/S 20,880892.8K $0.67 %
76O'Reilly Automotive Inc 8,857880.4K $0.66 %
77Medpace Holdings Inc 2,100879.2K $0.66 %
78Chipotle Mexican Grill Inc 25,741874.9K $0.65 %
79HCA Healthcare Inc 1,969855.4K $0.64 %
80AppLovin Corp 1,904849.9K $0.63 %
81Emaar Properties PJSC 261,985841.6K $0.63 %
82Rightmove PLC 130,868771.8K $0.58 %
83Spotify Technology SA 1,668744.8K $0.56 %
84Pro Medicus Ltd 7,601735.5K $0.55 %
85Manhattan Associates Inc 5,233721.6K $0.54 %
86Games Workshop Group PLC 2,715720K $0.54 %
87Hermes International SCA 360686K $0.51 %
88Aristocrat Leisure Ltd 19,866676.2K $0.50 %
89Expeditors International of Washington Inc 4,448657.8K $0.49 %
90Rollins Inc 11,441637.6K $0.48 %
91Jeronimo Martins SGPS SA 26,342632.5K $0.47 %
92Automatic Data Processing Inc 2,976630.7K $0.47 %
93Donaldson Co Inc 7,111627K $0.47 %
94Domino's Pizza Inc 1,688572.9K $0.43 %
95Atlas Copco AB 30,797516.5K $0.39 %
96Recordati Industria Chimica e Farmaceutica SpA 8,851515.7K $0.39 %
97Belimo Holding AG 504459.9K $0.34 %
98Autotrader Group PLC 65,042439K $0.33 %
99CH Robinson Worldwide Inc 2,146390.2K $0.29 %
100Bank Central Asia Tbk PT 1,153,600389.9K $0.29 %