Titelia

Holdings of Virtus SGA Global Growth Fund

Virtus Equity Trust · 32 declared positions · as of Mar 31, 2026

Original filing · Net assets 152.2M $ · Ten largest lines: 47.3 % of the equity sleeve

Sector breakdown

  • Technology 31.5 %
  • Financials 18.8 %
  • Consumer discretionary 13.8 %
  • Communication 11.3 %
  • Industrials 3.4 %
  • Health care 2.5 %
  • Funds 2.4 %
  • Consumer staples 1.2 %
  • Unattributed 14.9 %

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

Currency breakdown

  • USD 79.0 %
  • TWD 6.5 %
  • EUR 5.3 %
  • HKD 5.2 %
  • JPY 2.1 %
  • GBP 2.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 67.0 %
  • TW 6.5 %
  • NL 5.3 %
  • HK 5.2 %
  • GB 4.3 %
  • CA 3.0 %
  • IN 3.0 %
  • JP 2.1 %
  • CH 1.9 %
  • DE 1.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US20101.4M $67.00 %
TW19.8M $6.46 %
NL28M $5.26 %
HK27.8M $5.15 %
GB26.6M $4.33 %
CA14.5M $2.98 %
IN14.5M $2.97 %
JP13.1M $2.05 %
CH12.9M $1.92 %
DE12.8M $1.88 %

Positions

CompanySharesValueWeight
NVIDIA Corp 61,61610.7M $7.06 %
Taiwan Semiconductor Manufacturing Co Ltd 169,1029.8M $6.42 %
Visa Inc 28,4508.6M $5.65 %
Amazon.com Inc 39,7368.3M $5.44 %
Alphabet Inc 27,4047.9M $5.16 %
Microsoft Corp 15,0085.6M $3.65 %
Broadcom Inc 17,6125.5M $3.58 %
Meta Platforms Inc 9,1125.2M $3.42 %
Waste Management Inc 22,4095.1M $3.38 %
Salesforce Inc 26,5014.9M $3.25 %
AIA Group Ltd 413,7354.6M $3.02 %
Canadian Pacific Kansas City Ltd 57,2434.5M $2.96 %
HDFC Bank Ltd 180,3224.5M $2.95 %
Synopsys Inc 11,2644.5M $2.93 %
STERIS PLC 19,8014.4M $2.88 %
Universal Music Group NV 219,3654.3M $2.80 %
Netflix Inc 42,4844.1M $2.68 %
S&P Global Inc 9,5174M $2.66 %
Intuit Inc 8,9573.9M $2.54 %
Danaher Corp 20,1913.8M $2.51 %
Aon PLC 11,7763.8M $2.50 %
Adyen NV 3,7023.7M $2.43 %
ARM Holdings PLC 23,0173.5M $2.29 %
Chipotle Mexican Grill Inc 104,7493.4M $2.20 %
Alibaba Group Holding Ltd 203,8253.2M $2.10 %
Fast Retailing Co Ltd 7,8663.1M $2.04 %
Experian PLC 88,8353.1M $2.02 %
American Express Co 9,8413M $1.96 %
MercadoLibre Inc 1,6782.9M $1.91 %
Alcon AG 38,4972.9M $1.91 %
SAP SE 16,5762.8M $1.86 %
Sea Ltd 22,2551.8M $1.21 %