Titelia

Holdings of Franklin Disruptive Commerce ETF

Franklin Templeton ETF Trust · Original filing · Compare with another fund · Report an error

Net assets
6.4M $ including 6.2M $ in equities, 96.7 %
Positions
56 in 9 countries
Top ten
49.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 3,140654K $10.16 %
2Shopify Inc 5,029596.5K $9.27 %
3AppLovin Corp 701279K $4.33 %
4Meta Platforms Inc 468267.8K $4.16 %
5MercadoLibre Inc 148255.9K $3.98 %
6Netflix Inc 2,560246.1K $3.82 %
7Carvana Co 752236.4K $3.67 %
8Walmart Inc 1,853230.3K $3.58 %
9DoorDash Inc 1,491223.9K $3.48 %
10Booking Holdings Inc 53223.1K $3.47 %
11Mastercard Inc 392195.9K $3.04 %
12Alphabet Inc 631181.5K $2.82 %
13Costco Wholesale Corp 181180.4K $2.80 %
14eBay Inc 1,864169.7K $2.64 %
15Uber Technologies Inc 2,245161.5K $2.51 %
16Visa Inc 472142.7K $2.22 %
17Prologis Inc 950125.6K $1.95 %
18Expedia Group Inc 471108.7K $1.69 %
19Roku Inc 87783K $1.29 %
20Affirm Holdings Inc 1,80282.6K $1.28 %
21Spotify Technology SA 16781K $1.26 %
22Chewy Inc 2,85477.1K $1.20 %
23XPO Inc 38875.5K $1.17 %
24Fastenal Co 1,53771.3K $1.11 %
25GigaCloud Technology Inc 1,52769.3K $1.08 %
26Figs Inc 4,38564.8K $1.01 %
27ROBLOX Corp 1,13464.1K $1.00 %
28Airbnb Inc 50163.3K $0.98 %
29Tencent Holdings Ltd 1,02363.2K $0.98 %
30Alibaba Group Holding Ltd 3,70956.3K $0.87 %
31Maplebear Inc 1,48855.7K $0.87 %
32Nintendo Co Ltd 3,87655.4K $0.86 %
33Adyen NV 5,32453.1K $0.82 %
34Coupang Inc 2,66350.3K $0.78 %
35PDD Holdings Inc 48950K $0.78 %
36Liquidity Services Inc 1,60749.1K $0.76 %
37Sea Ltd 57347.5K $0.74 %
38Bloom Energy Corp 34346.5K $0.72 %
39Robinhood Markets Inc 66946.4K $0.72 %
40Revolve Group Inc 2,01945.6K $0.71 %
41Descartes Systems Group Inc/The 45032.2K $0.50 %
42Manhattan Associates Inc 23331K $0.48 %
43Wayfair Inc 40830.7K $0.48 %
44Naspers Ltd 60930.7K $0.48 %
45CH Robinson Worldwide Inc 18230.2K $0.47 %
46Global-e Online Ltd 96829.9K $0.46 %
47Prosus NV 65929.6K $0.46 %
48Coinbase Global Inc 16829.3K $0.46 %
49Etsy Inc 58129K $0.45 %
50Figma Inc 1,15224.4K $0.38 %
51Scout24 SE 30022.8K $0.35 %
52Toast Inc 62016.4K $0.26 %
53RB Global Inc 16716K $0.25 %
54Dave Inc 8615K $0.23 %
55Lyft Inc 1,04213.9K $0.22 %
56Life360 Inc 32113.1K $0.20 %

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Sector breakdown

  • Consumer discretionary 33.6 %
  • Communication 15.9 %
  • Technology 14.1 %
  • Financials 7.5 %
  • Consumer staples 6.6 %
  • Industrials 6.4 %
  • Real estate 2.0 %
  • Unattributed 13.9 %

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

Currency breakdown

  • USD 96.7 %
  • HKD 1.9 %
  • EUR 0.8 %
  • ZAR 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 82.8 %
  • Canada 9.8 %
  • Hong Kong SAR China 1.9 %
  • Cayman Islands 1.9 %
  • Netherlands 1.3 %
  • Japan 0.9 %
  • South Africa 0.5 %
  • Israel 0.5 %
  • Germany 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States445.2M $82.77 %
2Canada2612.5K $9.84 %
3Hong Kong SAR China2119.4K $1.92 %
4Cayman Islands2119.3K $1.92 %
5Netherlands282.7K $1.33 %
6Japan155.4K $0.89 %
7South Africa130.7K $0.49 %
8Israel129.9K $0.48 %
9Germany122.8K $0.37 %
Cite this page

Titelia. "Holdings of Franklin Disruptive Commerce ETF". https://titelia.com/en/funds/S000067392