Titelia

Holdings of Oaktree Emerging Markets Equity Fund

Brookfield Investment Funds · Original filing · Compare with another fund · Report an error

Net assets
301.5M $ including 290.8M $ in equities, 96.5 %
Positions
64 in 14 countries
Top ten
40.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 408,57923.6M $7.84 %
2Samsung Electronics Co Ltd 161,38718.9M $6.26 %
3Anglogold Ashanti Plc 153,37514.9M $4.95 %
4Alibaba Group Holding Ltd 878,47613.8M $4.57 %
5Tencent Holdings Ltd 206,80913M $4.33 %
6Contemporary Amperex Technology Co Ltd 103,7668.3M $2.74 %
7Petroleo Brasileiro SA - Petrobras 385,1748M $2.65 %
8Fresnillo PLC 170,4927.6M $2.51 %
9Zijin Mining Group Co Ltd 1,658,8497.5M $2.48 %
10Barrick Mining Corp 178,1947.3M $2.41 %
11Itau Unibanco Holding SA 761,8286.4M $2.12 %
12WuXi AppTec Co Ltd 392,1196M $1.99 %
13Aluminum Corp of China Ltd 3,558,2436M $1.98 %
14Ping An Insurance Group Co of China Ltd 738,3845.7M $1.88 %
15Alpha Bank SA 1,473,4805.5M $1.81 %
16Localiza Rent a Car SA 571,2155.2M $1.72 %
17WEG SA 513,7525.1M $1.68 %
18Reliance Industries Ltd 85,4145M $1.67 %
19YPF SA 108,6005M $1.67 %
20SK hynix Inc 8,7555M $1.65 %
21Delta Electronics Inc 99,1584.5M $1.48 %
22Freeport-McMoRan Inc 74,9954.4M $1.46 %
23Zijin Gold International Co Ltd 171,1603.9M $1.29 %
24Shriram Finance Ltd 410,2953.8M $1.27 %
25XP Inc 199,5193.8M $1.26 %
26HD Hyundai Electric Co Ltd 6,5643.7M $1.23 %
27Samsung Fire & Marine Insurance Co Ltd 12,3123.7M $1.22 %
28Bharti Airtel Ltd 189,3983.6M $1.19 %
29Baidu Inc 256,5553.6M $1.19 %
30Hana Financial Group Inc 48,4003.5M $1.17 %
31BYD Co Ltd 254,6373.5M $1.15 %
32China Mengniu Dairy Co Ltd 1,536,0103.4M $1.13 %
33Samsung Heavy Industries Co Ltd 200,7413.4M $1.12 %
34China Resources Land Ltd 892,4193.3M $1.10 %
35HDFC Bank Ltd 126,5193.1M $1.04 %
36Hong Kong Exchanges & Clearing Ltd 60,5363.1M $1.01 %
37MediaTek Inc 63,4353M $1.01 %
38Hyundai Engineering & Construction Co Ltd 30,8163M $1.00 %
39Huaming Power Equipment Co Ltd 758,8683M $1.00 %
40Absa Group Ltd 207,2883M $0.99 %
41Banco do Brasil SA 664,9103M $0.98 %
42Hon Hai Precision Industry Co Ltd 469,1652.9M $0.95 %
43Bilibili Inc 124,3882.8M $0.93 %
44Magazine Luiza SA 1,644,3042.8M $0.92 %
45Xiaomi Corp 671,1822.8M $0.92 %
46Hindustan Zinc Ltd 485,0662.6M $0.87 %
47Capstone Copper Corp 311,1992.3M $0.78 %
48Insilico Medicine Cayman TopCo 258,1591.8M $0.61 %
49GMR Airports Ltd 1,966,3511.8M $0.59 %
50Sany Heavy Industry Co Ltd 648,3051.8M $0.58 %
51JSW Infrastructure Ltd 673,5571.7M $0.57 %
52Weichai Power Co Ltd 479,3391.7M $0.56 %
53Embraer SA 28,0561.7M $0.55 %
54Wuxi Lead Intelligent Equipment Co Ltd 299,5661.6M $0.52 %
55Ternium SA 38,1861.5M $0.51 %
56Evergreen Marine Corp Taiwan Ltd 227,5871.4M $0.48 %
57Techtronic Industries Co Ltd 106,5421.4M $0.47 %
58Zhongji Innolight Co Ltd 16,3691.4M $0.47 %
59DiDi Global Inc 318,8891.3M $0.43 %
60Sung Kwang Bend Co Ltd 54,8611.3M $0.43 %
61China Tourism Group Duty Free Corp Ltd 113,5951.2M $0.39 %
62PRIO SA/Brazil 77,674994.2K $0.33 %
63Eastroc Beverage Group Co Ltd 25,171647.8K $0.21 %
64Damai Entertainment Holdings Ltd 6,330,565517.1K $0.17 %

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Sector breakdown

  • Technology 22.7 %
  • Materials 9.2 %
  • Communication 7.0 %
  • Consumer discretionary 5.9 %
  • Energy 4.5 %
  • Financials 4.1 %
  • Unattributed 46.7 %

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

Currency breakdown

  • HKD 30.9 %
  • USD 22.3 %
  • KRW 14.6 %
  • TWD 12.2 %
  • BRL 5.8 %
  • INR 4.7 %
  • CNY 4.0 %
  • GBP 2.6 %
  • EUR 1.9 %
  • ZAR 1.0 %

The quoted currency of each line, as declared.

Country breakdown

  • Hong Kong SAR China 27.5 %
  • South Korea 14.6 %
  • Taiwan 12.2 %
  • Brazil 10.8 %
  • United Kingdom 7.7 %
  • India 7.5 %
  • China 7.4 %
  • Canada 3.3 %
  • United States 2.5 %
  • Greece 1.9 %
  • Argentina 1.7 %
  • Cayman Islands 1.3 %
  • Other countries 1.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Hong Kong SAR China1780M $27.51 %
2South Korea842.5M $14.60 %
3Taiwan535.4M $12.19 %
4Brazil731.3M $10.78 %
5United Kingdom222.5M $7.73 %
6India721.7M $7.46 %
7China821.5M $7.41 %
8Canada29.6M $3.30 %
9United States37.4M $2.54 %
10Greece15.5M $1.88 %
11Argentina15M $1.73 %
12Cayman Islands13.8M $1.31 %
Cite this page

Titelia. "Holdings of Oaktree Emerging Markets Equity Fund". https://titelia.com/en/funds/S000071702