Titelia

Holdings of Polen Emerging Markets Growth Fund

FundVantage Trust · Original filing · Compare with another fund · Report an error

Net assets
4.9M $ including 4.8M $ in equities, 98.7 %
Positions
35 in 11 countries
Top ten
63.9 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 10,429724K $14.88 %
2Samsung Electronics Co Ltd 3,249489.3K $10.05 %
3Accton Technology Corp 6,201454.1K $9.33 %
4SK Square Co Ltd 511297.4K $6.11 %
5Sanil Electric Co Ltd 1,317240.4K $4.94 %
6Contemporary Amperex Technology Co Ltd 3,442220.9K $4.54 %
7Asia Vital Components Co Ltd 2,122194.3K $3.99 %
8Tencent Holdings Ltd 2,957179.6K $3.69 %
9Raia Drogasil SA 35,400156.3K $3.21 %
10Hugel Inc 879151.1K $3.10 %
11Park Systems Corp 707139.2K $2.86 %
12Dlocal Ltd/Uruguay 8,879123.2K $2.53 %
13Hong Kong Exchanges & Clearing Ltd 2,299122.5K $2.52 %
14NU Holdings Ltd/Cayman Islands 8,120117.6K $2.42 %
15MercadoLibre Inc 63112.9K $2.32 %
16Indian Hotels Co Ltd/The 15,578104.9K $2.16 %
17MOBILE WORLD INVESTMENT CORP 31,397100.4K $2.06 %
18AIA Group Ltd 7,76085.2K $1.75 %
19MediaTek Inc 94278.6K $1.62 %
20Tencent Music Entertainment Group 8,28676K $1.56 %
21Alibaba Group Holding Ltd 4,39672.5K $1.49 %
22Cholamandalam Investment and Finance Co Ltd 4,35272.1K $1.48 %
23Shenzhen Inovance Technology Co Ltd 6,52265.7K $1.35 %
24HPSP Co Ltd 1,60658.2K $1.20 %
25Advantech Co Ltd 4,27548.9K $1.00 %
26Saregama India Ltd 11,75942.6K $0.88 %
27WEG SA 4,57341.6K $0.86 %
28Antofagasta PLC 78338K $0.78 %
29NetEase Inc 1,55836.5K $0.75 %
30Valterra Platinum Ltd 44535.8K $0.74 %
31Gold Fields Ltd 78433.2K $0.68 %
32BYD Co Ltd 2,35431.3K $0.64 %
33ANTA Sports Products Ltd 2,66928K $0.57 %
34NAC Kazatomprom JSC 28525.2K $0.52 %
35Shenzhen Mindray Bio-Medical Electronics Co Ltd 1233K $0.06 %

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Sector breakdown

  • Technology 31.5 %
  • Financials 6.8 %
  • Consumer discretionary 4.5 %
  • Communication 4.5 %
  • Unattributed 52.7 %

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

Currency breakdown

  • TWD 31.2 %
  • KRW 28.7 %
  • HKD 11.6 %
  • USD 9.5 %
  • CNY 6.0 %
  • INR 4.6 %
  • BRL 4.1 %
  • VND 2.1 %
  • ZAR 1.4 %
  • GBP 0.8 %

The quoted currency of each line, as declared.

Country breakdown

  • Taiwan 31.2 %
  • South Korea 28.7 %
  • Hong Kong SAR China 11.6 %
  • United States 6.4 %
  • China 6.0 %
  • India 4.6 %
  • Brazil 4.1 %
  • Uruguay 2.6 %
  • Vietnam 2.1 %
  • South Africa 1.4 %
  • United Kingdom 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Taiwan51.5M $31.25 %
2South Korea61.4M $28.65 %
3Hong Kong SAR China7555.4K $11.57 %
4United States3306.5K $6.38 %
5China3289.7K $6.04 %
6India3219.6K $4.58 %
7Brazil2197.9K $4.12 %
8Uruguay1123.2K $2.57 %
9Vietnam1100.4K $2.09 %
10South Africa269.1K $1.44 %
11United Kingdom263.2K $1.32 %
Cite this page

Titelia. "Holdings of Polen Emerging Markets Growth Fund". https://titelia.com/en/funds/S000067961