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
101Philip Morris International Inc. 846139.9K $0.73 %
102Illinois Tool Works Inc 534139K $0.73 %
103BayCurrent Inc 4,800138.9K $0.73 %
104Hermes International SCA 73138.3K $0.72 %
105Kinder Morgan, Inc. 4,112137.9K $0.72 %
106Wartsila OYJ Abp 3,670136.7K $0.71 %
107Tyson Foods Inc 2,129136.4K $0.71 %
108JFE Holdings, Inc. 11,600135.8K $0.71 %
109Canadian National Railway Co 1,314135.2K $0.71 %
110Barclays PLC 25,510133.5K $0.70 %
111Danaher Corp 704133.5K $0.70 %
112Nestle SA 1,359133.3K $0.70 %
113Dollar General Corp 1,116132.5K $0.69 %
114Legrand SA 852132.4K $0.69 %
115Domino's Pizza Inc 367131.7K $0.69 %
116QBE Insurance Group Ltd. 8,900131.3K $0.69 %
117Kobe Steel Ltd 10,800131.1K $0.69 %
118Salesforce Inc 693129.4K $0.68 %
119Seagate Technology Holdings PLC 329128.9K $0.67 %
120ARC Resources Ltd 6,140127.8K $0.67 %
121HealthEquity Inc 1,525127.4K $0.67 %
122Japan Post Holdings Co Ltd 11,000127K $0.66 %
123Shizuoka Financial Group Inc 7,600126.2K $0.66 %
124Kongsberg Gruppen ASA 2,952125.8K $0.66 %
125Wolters Kluwer NV 1,667124.5K $0.65 %
126Tokyo Electron Ltd 500124.2K $0.65 %
127Blackrock Inc 129124.1K $0.65 %
128Tokyo Gas Co Ltd 2,600122.4K $0.64 %
129Take-Two Interactive Software Inc 613121.1K $0.63 %
130General Motors Co 1,625121.1K $0.63 %
131Japan Airlines Co Ltd 7,400120.8K $0.63 %
132OneMain Holdings Inc 2,256120.7K $0.63 %
133KKR & Co Inc 1,294119.7K $0.63 %
134Airbnb Inc 942119K $0.62 %
135LyondellBasell Industries NV 1,457117.4K $0.61 %
136MSCI Inc 217117K $0.61 %
137Teradyne Inc 393116.5K $0.61 %
138Kirin Holdings Co Ltd 7,300116.1K $0.61 %
139ASM International NV 153116K $0.61 %
140Dover Corp 548114.2K $0.60 %
141Cooper Cos Inc/The 1,592113.8K $0.60 %
142Recruit Holdings Co Ltd 2,600113.3K $0.59 %
143Selective Insurance Group Inc 1,495112.7K $0.59 %
144Avnet Inc 1,818112K $0.59 %
145Molina Healthcare Inc 839111.8K $0.58 %
146RWE AG 1,651111.1K $0.58 %
147Textron Inc 1,265110.8K $0.58 %
148Bechtle AG 3,202110.4K $0.58 %
149Wesfarmers Ltd 2,161110.3K $0.58 %
150Axis Capital Holdings Ltd 1,082109.7K $0.57 %
151ANA Holdings Inc 6,100109.2K $0.57 %
152Mohawk Industries Inc 1,106108.9K $0.57 %
153NN Group NV 1,394108.9K $0.57 %
154Mitsui & Co Ltd 2,800108.2K $0.57 %
155Kuehne + Nagel International AG 472108.1K $0.57 %
156Rheinmetall AG 64108K $0.56 %
157Intuit Inc 249107.7K $0.56 %
158Abercrombie & Fitch Co 1,174107.3K $0.56 %
159ORIX Corp 3,600106.8K $0.56 %
160Tapestry Inc 752106.1K $0.55 %
161Burlington Stores Inc 326106.1K $0.55 %
162Smurfit Westrock PLC 2,660106K $0.55 %
163Daimler Truck Holding AG 2,147105.7K $0.55 %
164Vend Marketplaces ASA 4,271105.7K $0.55 %
165Mosaic Co/The 4,126105.2K $0.55 %
166International Consolidated Airlines Group SA 22,148105.1K $0.55 %
167Exelixis Inc 2,448105K $0.55 %
168Lloyds Banking Group PLC 84,421104.6K $0.55 %
169Sanwa Holdings Corp 4,600104.6K $0.55 %
170Arch Capital Group Ltd 1,083104K $0.54 %
171Citizens Financial Group Inc 1,723103.3K $0.54 %
172Heineken NV 1,338102.9K $0.54 %
173Capital One Financial Corp 563102.7K $0.54 %
174Canon Inc 3,700102.7K $0.54 %
175LY Corp 42,500102.5K $0.54 %
176FinecoBank Banca Fineco SpA 4,602102.4K $0.54 %
177Western Digital Corp 378102.2K $0.53 %
178Lincoln Electric Holdings Inc 410102.1K $0.53 %
179SOUTHSTATE BANK CORP 1,101101.9K $0.53 %
180Insulet Corp 485101.8K $0.53 %
181Orsted AS 4,100101.7K $0.53 %
182GE Vernova Inc 116101.3K $0.53 %
183ISS A/S 2,778101.2K $0.53 %
184Vinci SA 672100.9K $0.53 %
185Omnicom Group Inc 1,336100.6K $0.53 %
186Canadian Pacific Kansas City Ltd 1,275100.3K $0.52 %
187Mueller Industries Inc 90199.8K $0.52 %
188Vodafone Group PLC 66,14199.8K $0.52 %
189BioMarin Pharmaceutical Inc 1,76599.7K $0.52 %
190IGO Ltd 17,85399.7K $0.52 %
191Kajima Corp 2,60099.2K $0.52 %
192Walmart Inc 79598.8K $0.52 %
193Jazz Pharmaceuticals PLC 52298.7K $0.52 %
194Ciena Corp 25498.6K $0.52 %
195East West Bancorp Inc 92398.5K $0.52 %
196General Electric Co 34798.5K $0.51 %
197Givaudan SA 2998.1K $0.51 %
198Elastic NV 1,94697.3K $0.51 %
199Unicaja Banco SA 32,76397.2K $0.51 %
200RenaissanceRe Holdings Ltd 32797.2K $0.51 %