Titelia

Holdings of AQR LSE Fusion Fund

AQR Funds ·766 declared positions · as of Mar 31, 2026

Original filing · Net assets 19.1M $ · Ten largest lines: 6.4 % of the equity sleeve

Sector breakdown

  • Industrials 7.7 %
  • Financials 7.7 %
  • Technology 5.9 %
  • Consumer discretionary 4.9 %
  • Health care 4.8 %
  • Energy 4.4 %
  • Materials 3.2 %
  • Consumer staples 2.0 %
  • Utilities 1.6 %
  • Communication 1.5 %
  • Real estate 1.0 %
  • Unattributed 55.4 %

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

Currency breakdown

  • USD 54.0 %
  • JPY 14.2 %
  • EUR 14.0 %
  • CAD 4.7 %
  • GBP 4.0 %
  • AUD 3.0 %
  • CHF 2.5 %
  • SEK 1.4 %
  • DKK 1.2 %
  • NOK 0.7 %
  • SGD 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • US 52.2 %
  • JP 14.2 %
  • FR 5.1 %
  • GB 4.8 %
  • CA 4.4 %
  • DE 3.3 %
  • AU 3.0 %
  • CH 2.6 %
  • IT 1.9 %
  • NL 1.5 %
  • SE 1.4 %
  • DK 1.2 %
  • Other countries 4.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US41728.1M $52.24 %
2JP1027.6M $14.21 %
3FR232.7M $5.11 %
4GB302.6M $4.80 %
5CA412.3M $4.37 %
6DE231.8M $3.28 %
7AU211.6M $2.96 %
8CH201.4M $2.61 %
9IT141M $1.89 %
10NL9801.8K $1.49 %
11SE12776.2K $1.44 %
12DK9631.1K $1.17 %

Positions

RankCompanySharesValueWeight
1Sanofi SA 4,075393.5K $2.06 %
2TotalEnergies SE 4,052371.9K $1.94 %
3Compass Group PLC 13,071364.7K $1.91 %
4Suncor Energy Inc 5,448360.3K $1.88 %
5Edison International 4,814352.3K $1.84 %
6PG&E Corp 18,909332.2K $1.74 %
7BP PLC 42,127329.7K $1.72 %
8T-Mobile US Inc 1,549325.3K $1.70 %
9TJX Cos Inc/The 1,852295.8K $1.55 %
10BHP Group Ltd 8,037290.8K $1.52 %
11Amplifon SpA 25,462280.9K $1.47 %
12Carrefour SA 15,072279.1K $1.46 %
13Astellas Pharma Inc 16,500269K $1.41 %
14FedEx Corp 718255.7K $1.34 %
15Texas Roadhouse Inc 1,539254.2K $1.33 %
16Lockheed Martin Corp 396239.3K $1.25 %
17Toro Co/The 2,525235.9K $1.23 %
18Thales SA 790231.7K $1.21 %
19BNP Paribas SA 2,423230.8K $1.21 %
20Obic Co Ltd 9,500230.6K $1.21 %
21Siemens Energy AG 1,333229.9K $1.20 %
22Occidental Petroleum Corp 3,529229.4K $1.20 %
23Hoya Corp 1,300225.4K $1.18 %
24ABB Ltd 2,738222.6K $1.16 %
25TechnipFMC PLC 3,142217.2K $1.14 %
26Aramark 5,325215.9K $1.13 %
27Chubb Ltd 652212.5K $1.11 %
28Stifel Financial Corp 2,874212.4K $1.11 %
29PNC Financial Services Group Inc/The 1,018211.8K $1.11 %
30Booking Holdings Inc 50210.5K $1.10 %
31ExlService Holdings Inc 6,857208.8K $1.09 %
32Comfort Systems USA Inc 147202.7K $1.06 %
33Bristol-Myers Squibb Co 3,325201.7K $1.05 %
34Canadian Natural Resources Ltd 4,129201.4K $1.05 %
35Isetan Mitsukoshi Holdings Ltd. 10,800199K $1.04 %
36Murata Manufacturing Co Ltd 8,800197.4K $1.03 %
37adidas AG 1,213196.3K $1.03 %
38Tesco PLC 30,728193.1K $1.01 %
39VeriSign Inc 770191.2K $1.00 %
40Neurocrine Biosciences Inc 1,446190.5K $1.00 %
41Regeneron Pharmaceuticals, Inc. 244188.5K $0.99 %
42Ameriprise Financial Inc 417185.3K $0.97 %
43S&P Global Inc 431183.3K $0.96 %
44Danske Bank A/S 3,700182.3K $0.95 %
45PepsiCo Inc 1,156179.5K $0.94 %
46MarketAxess Holdings Inc 1,080178.2K $0.93 %
47Travelers Cos Inc/The 607177K $0.93 %
48Telefonaktiebolaget LM Ericsson 15,494176.6K $0.92 %
49Centene Corp 5,390176.5K $0.92 %
50Curtiss-Wright Corp 259176.4K $0.92 %
51Telia Company AB 34,103174.7K $0.91 %
52Iron Mountain Inc 1,692172.8K $0.90 %
53Landstar System Inc 1,076172.5K $0.90 %
54Micron Technology Inc 508171.6K $0.90 %
55New York Times Co/The 2,034170.3K $0.89 %
56Zurich Insurance Group AG 239168.9K $0.88 %
57JB Hunt Transport Services Inc 791167.6K $0.88 %
58Chewy Inc 6,184167K $0.87 %
59Tradeweb Markets Inc 1,416166.6K $0.87 %
60Marsh & McLennan Cos Inc 959166.3K $0.87 %
61Mizuho Financial Group Inc 4,100166K $0.87 %
62Linde PLC 331164.1K $0.86 %
63Seven & i Holdings Co Ltd 12,200164.1K $0.86 %
64Snowflake Inc 1,074162K $0.85 %
65Stryker Corp 489160.7K $0.84 %
66Viking Holdings Ltd 2,174159.7K $0.84 %
67Omron Corp 5,500158.2K $0.83 %
68Societe Generale SA 2,155157.4K $0.82 %
69EMCOR Group Inc 213157.3K $0.82 %
70Safran SA 479156.7K $0.82 %
71InterContinental Hotels Group PLC 1,185156.3K $0.82 %
72Reinsurance Group of America Inc 763155.8K $0.81 %
73South32 Ltd 51,213155.1K $0.81 %
74Centrica PLC 54,580154.5K $0.81 %
75Sojitz Corp 3,900154.4K $0.81 %
76Deutsche Bank AG 5,188154.4K $0.81 %
77KBC Group NV 1,260154.2K $0.81 %
78Broadridge Financial Solutions Inc 947153.9K $0.80 %
79Manhattan Associates Inc 1,152153.4K $0.80 %
80ASML Holding NV 115152.9K $0.80 %
81Resona Holdings Inc 13,400152.9K $0.80 %
82Prosperity Bancshares Inc 2,256151.6K $0.79 %
83Rakuten Group Inc 32,400151.5K $0.79 %
84Equinix Inc 154151K $0.79 %
85TD SYNNEX Corp 888149.8K $0.78 %
86Leonardo SpA 2,202149.8K $0.78 %
87Sumitomo Mitsui Trust Group Inc 4,700149.7K $0.78 %
88Obayashi Corp. 6,100147.7K $0.77 %
89Fidelity National Information Services Inc 3,144147.5K $0.77 %
90Honda Motor Co Ltd 18,200147.3K $0.77 %
91International Business Machines Corp. 607147.1K $0.77 %
92Novartis AG 958147K $0.77 %
93Industria de Diseno Textil SA 2,524146.9K $0.77 %
94Sumitomo Corp 3,900145.9K $0.76 %
95Cheniere Energy Inc 514145.9K $0.76 %
96ITT Inc 760144.8K $0.76 %
97General Mills, Inc. 3,851143.3K $0.75 %
98Fukuoka Financial Group Inc 3,700141.7K $0.74 %
99Phillips 66 777141.6K $0.74 %
100Procter & Gamble Co/The 969140K $0.73 %