Titelia

Holdings of Disciplined Value Global Long/Short Fund

John Hancock Investment Trust · Original filing · Compare with another fund · Report an error

Net assets
656.3M $ including 399.6M $ in equities, 60.9 %
Positions
60 in 18 countries
Top ten
18.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Marvell Technology Inc 164,43716.3M $2.48 %
2Euronext NV 87,47814M $2.14 %
3Saipem SpA 2,948,95413.5M $2.06 %
4Honeywell International Inc 54,03912.2M $1.86 %
5Methanex Corp 197,46911.8M $1.79 %
6Danske Bank A/S 234,90811.6M $1.76 %
7Vallourec SACA 444,83311.3M $1.72 %
8Alphabet Inc 38,90411.2M $1.70 %
9Teck Resources Ltd 201,40710.4M $1.59 %
10Endeavour Mining PLC 171,53210.3M $1.57 %
11Sanofi SA 203,1329.8M $1.49 %
12Sysco Corp 133,4609.5M $1.45 %
13HDFC Bank Ltd 375,7609.3M $1.42 %
14Medtronic PLC 105,2679.1M $1.39 %
15Tungsten West Plc 18,534,7238.7M $1.33 %
16America Movil SAB de CV 326,4848.3M $1.27 %
17Labcorp Holdings Inc 30,4338.1M $1.24 %
18Equinox Gold Corp 514,1447.4M $1.13 %
19Sonic Healthcare Ltd 521,8837.4M $1.13 %
20Keysight Technologies Inc 25,7467.3M $1.11 %
21Shell PLC 77,5807.2M $1.10 %
22Beetaloo Energy Australia Ltd 31,088,5417.2M $1.09 %
23Zalando SE 283,8386.9M $1.06 %
24Kioxia Holdings Corp. 52,5006.9M $1.04 %
25Galp Energia SGPS SA 276,6956.6M $1.01 %
26KBR Inc 179,6556.6M $1.01 %
27ONEOK Inc 70,7746.4M $0.97 %
28KT Corp 292,2226.3M $0.96 %
29Huntington Bancshares Inc/OH 395,0556.2M $0.94 %
30International Business Machines Corp. 25,4476.2M $0.94 %
31Everest Group Ltd 18,3126M $0.91 %
32Walt Disney Co/The 59,7885.8M $0.88 %
33Nutrien Ltd 74,1715.6M $0.85 %
34Prosus NV 120,7285.6M $0.85 %
35Allied Gold Corp 177,0425.5M $0.84 %
36Alibaba Group Holding Ltd 348,0005.5M $0.83 %
37Kinross Gold Corp 172,1115.3M $0.80 %
38Acuity Inc 18,7335.2M $0.80 %
39Uber Technologies Inc 72,4045.2M $0.79 %
40LANXESS AG 234,1905.2M $0.79 %
41Graphic Packaging Holding Co 508,4355.1M $0.77 %
42HD Korea Shipbuilding & Offshore Engineering Co Ltd 21,6575M $0.76 %
43Applied Materials Inc 14,2244.9M $0.74 %
44Jacobs Solutions Inc 37,2764.7M $0.72 %
45Murata Manufacturing Co Ltd 203,2004.6M $0.69 %
46IQVIA Holdings Inc 25,8594.4M $0.67 %
47Resona Holdings Inc 367,6004.2M $0.64 %
48Asahi Kasei Corp 392,9003.8M $0.59 %
49Check Point Software Technologies Ltd 25,5243.6M $0.56 %
50DB Insurance Co Ltd 32,1943.6M $0.55 %
51NAVER Corp 24,0393.3M $0.50 %
52Dow Inc 77,3193.2M $0.49 %
53ICON PLC 29,1013.2M $0.49 %
54Novo Nordisk A/S 86,0333.2M $0.48 %
55Westlake Corp 25,9633M $0.46 %
56Oracle Corp 20,1993M $0.45 %
57Mativ Holdings Inc 332,7882.9M $0.44 %
58Lennar Corp 28,5442.5M $0.38 %
59Cie de Saint-Gobain SA 27,1482.2M $0.34 %
60Andrada Mining Limited 8,631,140346.6K $0.05 %

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Sector breakdown

  • Technology 9.4 %
  • Health care 6.6 %
  • Communication 5.6 %
  • Industrials 4.4 %
  • Materials 4.1 %
  • Financials 3.9 %
  • Energy 3.4 %
  • Consumer staples 2.4 %
  • Consumer discretionary 2.0 %
  • Unattributed 58.2 %

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

Currency breakdown

  • USD 61.7 %
  • EUR 16.4 %
  • JPY 4.9 %
  • CAD 3.9 %
  • AUD 3.7 %
  • KRW 3.0 %
  • DKK 2.9 %
  • GBP 2.3 %
  • HKD 1.4 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 41.7 %
  • Canada 8.6 %
  • United Kingdom 6.6 %
  • France 5.8 %
  • Netherlands 4.9 %
  • Japan 4.9 %
  • South Korea 4.5 %
  • Denmark 3.7 %
  • Australia 3.7 %
  • Italy 3.4 %
  • Germany 3.0 %
  • India 2.3 %
  • Other countries 6.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States25166.7M $41.72 %
2Canada534.2M $8.56 %
3United Kingdom326.2M $6.56 %
4France323.3M $5.83 %
5Netherlands219.6M $4.91 %
6Japan419.5M $4.87 %
7South Korea418.2M $4.55 %
8Denmark214.7M $3.69 %
9Australia214.6M $3.65 %
10Italy113.5M $3.38 %
11Germany212.1M $3.03 %
12India19.3M $2.34 %
Cite this page

Titelia. "Holdings of Disciplined Value Global Long/Short Fund". https://titelia.com/en/funds/S000086384