Titelia

Holdings of Emerging Markets ex China Portfolio

MORGAN STANLEY INSTITUTIONAL FUND INC · Original filing · Compare with another fund · Report an error

Net assets
10.1M $ including 9.8M $ in equities, 97.0 %
Positions
74 in 18 countries
Top ten
49.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 37,0002.1M $21.27 %
2Samsung Electronics Co Ltd 10,2301.2M $11.89 %
3Delta Electronics Inc 6,000270.5K $2.69 %
4ASE Technology Holding Co Ltd 21,000231.1K $2.30 %
5Capitec Bank Holdings Ltd 877215.5K $2.14 %
6Antofagasta PLC 4,708211.1K $2.10 %
7KB Financial Group Inc 2,004196.7K $1.96 %
8Reliance Industries Ltd 12,768183.6K $1.82 %
9ICICI Bank Ltd 14,170181.9K $1.81 %
10Mahindra & Mahindra Ltd 5,707179K $1.78 %
11Grupa Kety SA 635169K $1.68 %
12HDFC Bank Ltd 20,520160.7K $1.60 %
13Credicorp Ltd 473160.4K $1.59 %
14Hon Hai Precision Industry Co Ltd 26,000158.9K $1.58 %
15Rede D'Or Sao Luiz SA 19,496146.7K $1.46 %
16MediaTek Inc 3,000143.9K $1.43 %
17State Bank of India 13,310138.8K $1.38 %
18SK hynix Inc 242137.3K $1.36 %
19WEG SA 13,911137K $1.36 %
20Grupo Financiero Banorte SAB de CV 12,071133.7K $1.33 %
21Unimicron Technology Corp 8,338122K $1.21 %
22Hyundai Motor Co 396122K $1.21 %
23Powszechna Kasa Oszczednosci Bank Polski SA 4,740112.1K $1.11 %
24Grasim Industries Ltd 3,65999.3K $0.99 %
25NAC Kazatomprom JSC 1,25699.2K $0.99 %
26Max Healthcare Institute Ltd 9,01792.5K $0.92 %
27Hitachi Energy India Ltd 35692.1K $0.92 %
28Wiwynn Corp 84590.9K $0.90 %
29AVI Ltd 14,61989.7K $0.89 %
30OUTsurance Group Ltd 21,37187.9K $0.87 %
31Commercial International Bank - Egypt (CIB) 38,67385.9K $0.85 %
32Medicover AB 4,24484.7K $0.84 %
33Motiva Infraestrutura de Mobilidade SA 26,97282.3K $0.82 %
34Alchip Technologies Ltd 1,00081.6K $0.81 %
35Vale SA 4,83377K $0.76 %
36Bajaj Finance Ltd 8,91076.2K $0.76 %
37Prologis Property Mexico SA de CV 16,96574.1K $0.74 %
38Komercni Banka AS 1,44873.9K $0.73 %
39Wal-Mart de Mexico SAB de CV 22,52973.5K $0.73 %
40Kia Corp 69268.3K $0.68 %
41America Movil SAB de CV 2,66467.9K $0.67 %
42Budimex SA 35864.4K $0.64 %
43CG Power & Industrial Solutions Ltd 9,23664.3K $0.64 %
44Bajaj Auto Ltd 68764.2K $0.64 %
45Shriram Finance Ltd 6,88264K $0.64 %
46Banco BTG Pactual SA 5,79863K $0.63 %
47IDFC First Bank Ltd 99,78262.5K $0.62 %
48Hindalco Industries Ltd 6,29259.5K $0.59 %
49Telefonica Brasil SA 7,47559.5K $0.59 %
50NAVER Corp 43459.1K $0.59 %
51Allegro.eu SA 8,12258.3K $0.58 %
52Larsen & Toubro Ltd 1,46854.6K $0.54 %
53KT&G Corp 47350.9K $0.51 %
54Pidilite Industries Ltd 3,71650.5K $0.50 %
55Banco de Chile 260,11647.3K $0.47 %
56360 ONE WAM Ltd 4,33143.8K $0.43 %
57Samvardhana Motherson International Ltd 38,17842.8K $0.43 %
58Infosys Ltd 3,14942.5K $0.42 %
59Bank of the Philippine Islands 24,68040.7K $0.40 %
60HDFC Asset Management Co Ltd 1,69439.8K $0.40 %
61Lodha Developers Ltd 5,09136.8K $0.37 %
62Swiggy Ltd 12,80135.5K $0.35 %
63MercadoLibre Inc 1932.9K $0.33 %
64Airtac International Group 1,00031.9K $0.32 %
65Cisarua Mountain Dairy PT TBK 121,10030.9K $0.31 %
66Axis Bank Ltd 2,43530.2K $0.30 %
67Infosys Ltd 2,16229.2K $0.29 %
68Bank Syariah Indonesia Tbk PT 220,00027.5K $0.27 %
69United Breweries Ltd 1,56625.6K $0.25 %
70Standard Bank Group Ltd 1,41225.6K $0.25 %
71Malayan Banking Bhd 8,50023.9K $0.24 %
72HYBE Co Ltd 11122.5K $0.22 %
73Colgate-Palmolive India Ltd 83415.8K $0.16 %
74MakeMyTrip Ltd 36513.6K $0.14 %

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Sector breakdown

  • Technology 43.8 %
  • Financials 7.2 %
  • Energy 1.9 %
  • Consumer discretionary 1.6 %
  • Materials 0.8 %
  • Unattributed 44.7 %

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

Currency breakdown

  • TWD 33.5 %
  • INR 19.7 %
  • KRW 19.0 %
  • BRL 5.8 %
  • ZAR 4.3 %
  • USD 4.3 %
  • PLN 4.1 %
  • MXN 2.9 %
  • GBP 2.2 %
  • EGP 0.9 %
  • SEK 0.9 %
  • CZK 0.8 %
  • IDR 0.6 %
  • CLP 0.5 %
  • PHP 0.4 %
  • MYR 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • Taiwan 32.4 %
  • India 20.1 %
  • South Korea 19.0 %
  • Brazil 5.8 %
  • South Africa 4.3 %
  • Poland 4.1 %
  • Mexico 3.6 %
  • United Kingdom 3.2 %
  • Bermuda 1.6 %
  • Cayman Islands 1.2 %
  • Egypt 0.9 %
  • Sweden 0.9 %
  • Other countries 3.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Taiwan73.2M $32.35 %
2India262M $20.14 %
3South Korea81.9M $18.99 %
4Brazil6565.5K $5.79 %
5South Africa4418.7K $4.29 %
6Poland4403.8K $4.14 %
7Mexico4349.1K $3.58 %
8United Kingdom2310.3K $3.18 %
9Bermuda1160.4K $1.64 %
10Cayman Islands2113.4K $1.16 %
11Egypt185.9K $0.88 %
12Sweden184.7K $0.87 %
Cite this page

Titelia. "Holdings of Emerging Markets ex China Portfolio". https://titelia.com/en/funds/S000076838