Titelia

Holdings of Virtus SGA International Growth Fund

Virtus Asset Trust · Original filing · Compare with another fund · Report an error

Net assets
233M $ including 223.8M $ in equities, 96.1 %
Positions
31 in 13 countries
Top ten
45.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 44,22014.9M $6.41 %
2STERIS PLC 52,39211.6M $4.97 %
3AIA Group Ltd 1,035,13311.5M $4.94 %
4SAP SE 62,47510.7M $4.59 %
5Canadian Pacific Kansas City Ltd 127,31310M $4.30 %
6Fast Retailing Co Ltd 23,8279.4M $4.04 %
7ARM Holdings PLC 62,1469.4M $4.03 %
8Aon PLC 28,5699.2M $3.96 %
9Sage Group PLC/The 811,4049.1M $3.90 %
10Waste Connections Inc 55,1319M $3.84 %
11Alcon AG 118,3298.9M $3.83 %
12HDFC Bank Ltd 338,8508.4M $3.62 %
13Alibaba Group Holding Ltd 60,5717.6M $3.26 %
14L'Oreal SA 18,2777.5M $3.20 %
15Adyen NV 7,2007.2M $3.09 %
16Haleon PLC 1,372,2566.8M $2.91 %
17Linde PLC 13,1556.5M $2.80 %
18Unilever PLC 102,7855.9M $2.51 %
19Experian PLC 169,1275.9M $2.51 %
20Yum China Holdings Inc 114,2795.7M $2.44 %
21MercadoLibre Inc 3,2135.6M $2.38 %
22Galderma Group AG 27,6045.4M $2.33 %
23Shopify Inc 45,3535.4M $2.31 %
24Universal Music Group NV 267,8095.2M $2.23 %
25Grab Holdings Ltd 1,237,5704.5M $1.94 %
26Infosys Ltd 315,7214.3M $1.83 %
27Recruit Holdings Co Ltd 97,4304.2M $1.82 %
28Spotify Technology SA 8,3644.1M $1.74 %
29Fomento Economico Mexicano SAB de CV 33,5043.7M $1.60 %
30Wal-Mart de Mexico SAB de CV 1,113,5453.6M $1.56 %
31Sea Ltd 32,1042.7M $1.14 %

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Sector breakdown

  • Financials 16.2 %
  • Technology 13.9 %
  • Consumer discretionary 11.3 %
  • Consumer staples 9.0 %
  • Industrials 5.9 %
  • Materials 2.9 %
  • Communication 1.8 %
  • Unattributed 39.0 %

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

Currency breakdown

  • USD 63.6 %
  • GBP 9.7 %
  • EUR 8.9 %
  • HKD 7.7 %
  • JPY 6.1 %
  • CHF 2.4 %
  • MXN 1.6 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 30.2 %
  • United Kingdom 13.9 %
  • Canada 6.9 %
  • Taiwan 6.7 %
  • Switzerland 6.4 %
  • Japan 6.1 %
  • India 5.7 %
  • Netherlands 5.5 %
  • Hong Kong SAR China 5.1 %
  • Germany 4.8 %
  • France 3.3 %
  • Mexico 3.3 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1067.7M $30.24 %
2United Kingdom431.1M $13.91 %
3Canada215.4M $6.88 %
4Taiwan114.9M $6.68 %
5Switzerland214.3M $6.41 %
6Japan213.7M $6.10 %
7India212.7M $5.67 %
8Netherlands212.4M $5.54 %
9Hong Kong SAR China111.5M $5.14 %
10Germany110.7M $4.78 %
11France17.5M $3.33 %
12Mexico27.4M $3.28 %
Cite this page

Titelia. "Holdings of Virtus SGA International Growth Fund". https://titelia.com/en/funds/S000057039