Titelia

Holdings of AQR CVX Fusion Fund

AQR Funds ·780 declared positions · as of Mar 31, 2026

Original filing · Net assets 28.5M $ · Ten largest lines: 5.8 % of the equity sleeve

Sector breakdown

  • Industrials 8.9 %
  • Technology 8.0 %
  • Financials 7.1 %
  • Health care 6.2 %
  • Consumer discretionary 4.0 %
  • Materials 3.3 %
  • Utilities 3.3 %
  • Communication 2.7 %
  • Energy 2.6 %
  • Consumer staples 1.7 %
  • Real estate 0.6 %
  • Unattributed 51.5 %

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

Currency breakdown

  • USD 66.0 %
  • JPY 11.4 %
  • EUR 11.3 %
  • CAD 2.6 %
  • CHF 2.0 %
  • GBP 2.0 %
  • SEK 1.5 %
  • AUD 1.4 %
  • DKK 0.8 %
  • NOK 0.6 %
  • SGD 0.5 %
  • HKD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 64.4 %
  • JP 11.4 %
  • FR 3.2 %
  • DE 2.5 %
  • CA 2.5 %
  • GB 2.5 %
  • CH 2.1 %
  • NL 1.9 %
  • IT 1.8 %
  • SE 1.5 %
  • AU 1.4 %
  • DK 0.8 %
  • Other countries 4.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US44012M $64.35 %
2JP932.1M $11.38 %
3FR23594.3K $3.18 %
4DE21473.1K $2.53 %
5CA33472.5K $2.53 %
6GB29466.3K $2.50 %
7CH22385.6K $2.06 %
8NL13346.6K $1.85 %
9IT17342.5K $1.83 %
10SE14274.6K $1.47 %
11AU19255.8K $1.37 %
12DK7144.9K $0.78 %

Positions

RankCompanySharesValueWeight
601Guidewire Software Inc 456.7K $0.02 %
602ALS Ltd 4576.7K $0.02 %
603Amundi SA 786.7K $0.02 %
604Techtronic Industries Co Ltd 5006.6K $0.02 %
605Orkla ASA 5246.6K $0.02 %
606Makita Corp 2006.6K $0.02 %
607RTX Corp 346.6K $0.02 %
608Capital Power Corp 1376.5K $0.02 %
609NatWest Group PLC 8746.5K $0.02 %
610Aurizon Holdings Ltd 2,3226.4K $0.02 %
611Open House Group Co Ltd 1006.4K $0.02 %
612Buzzi SpA 1266.4K $0.02 %
613Pinnacle West Capital Corp. 636.3K $0.02 %
614Molson Coors Beverage Co 1466.3K $0.02 %
615International Bancshares Corp 926.2K $0.02 %
616Galenica AG 546.1K $0.02 %
617GEA Group AG 856.1K $0.02 %
618Galderma Group AG 316.1K $0.02 %
619Randstad NV 2326.1K $0.02 %
620Albertsons Cos Inc 3556K $0.02 %
621PBF Energy Inc 1276K $0.02 %
622Azimut Holding SpA 1596K $0.02 %
623Gap Inc/The 2476K $0.02 %
624GCI Liberty Inc 1606K $0.02 %
625Linde PLC 125.9K $0.02 %
626Aurora Innovation Inc 1,4415.9K $0.02 %
627Ricoh Co Ltd 7005.9K $0.02 %
628JFE Holdings, Inc. 5005.9K $0.02 %
629NRG Energy Inc 405.8K $0.02 %
630Zensho Holdings Co Ltd 1005.8K $0.02 %
631Argenx SE 85.8K $0.02 %
632First Hawaiian Inc 2355.8K $0.02 %
633Haemonetics Corp 1025.7K $0.02 %
634AES Corp/The 4065.7K $0.02 %
635Coherent Corp 245.7K $0.02 %
636Brambles Ltd 3635.7K $0.02 %
637Logitech International SA 615.7K $0.02 %
638Whitecap Resources Inc 5015.7K $0.02 %
639BOC Hong Kong Holdings Ltd 1,0005.5K $0.02 %
640Mitsubishi Heavy Industries Ltd 2005.5K $0.02 %
641Knorr-Bremse AG 485.5K $0.02 %
642Loblaw Cos Ltd 1195.4K $0.02 %
643EPAM Systems Inc 405.4K $0.02 %
644Konecranes Oyj 1655.4K $0.02 %
645Salesforce Inc 295.4K $0.02 %
646Allison Transmission Holdings Inc 465.4K $0.02 %
647Leonardo DRS Inc 1205.3K $0.02 %
648Landstar System Inc 335.3K $0.02 %
649Advanced Micro Devices Inc 265.3K $0.02 %
650USS Co Ltd 5005.3K $0.02 %
651Orsted AS 2115.2K $0.02 %
652EnerSys 305.2K $0.02 %
653NGK Insulators Ltd 2005.2K $0.02 %
654First Industrial Realty Trust Inc 895.1K $0.02 %
655Apellis Pharmaceuticals Inc 1275.1K $0.02 %
656Singapore Technologies Engineering Ltd 6005.1K $0.02 %
657Moderna Inc 1005.1K $0.02 %
658Storebrand ASA 2795K $0.02 %
659Black Hills Corp 704.9K $0.02 %
660Oracle Corp 334.9K $0.02 %
661Valaris Ltd 494.8K $0.02 %
662Umicore SA 2504.8K $0.02 %
663J M Smucker Co/The 494.7K $0.02 %
664EPR Properties 944.7K $0.02 %
665Securitas AB 2794.7K $0.02 %
666Sonic Healthcare Ltd 3284.7K $0.02 %
667HSBC Holdings PLC 2824.6K $0.02 %
668NewMarket Corp 74.5K $0.02 %
669CH Robinson Worldwide Inc 274.5K $0.02 %
670Philip Morris International Inc. 274.5K $0.02 %
671Northern Star Resources Ltd 3044.4K $0.02 %
672MKS Inc 194.4K $0.02 %
673IPG Photonics Corp 384.4K $0.02 %
674Hyatt Hotels Corp 304.3K $0.02 %
675Imperial Brands PLC 1064.3K $0.02 %
676Procore Technologies Inc 754.3K $0.02 %
677George Weston Ltd 604.2K $0.01 %
678SEB SA 814.2K $0.01 %
679Orica Ltd 2974.2K $0.01 %
680API Group Corp 1034.2K $0.01 %
681Rohm Co Ltd 2004K $0.01 %
682Zimmer Biomet Holdings Inc 444K $0.01 %
683Accelleron Industries AG 444K $0.01 %
684Northwestern Energy Group Inc 604K $0.01 %
685A O Smith Corp 604K $0.01 %
686KBC Group NV 323.9K $0.01 %
687Tokyo Century Corp 3003.9K $0.01 %
688Trimble Inc 593.8K $0.01 %
689Essent Group Ltd 653.8K $0.01 %
690iA Financial Corp Inc 343.8K $0.01 %
691DuPont de Nemours Inc 823.8K $0.01 %
692Chevron Corp 183.7K $0.01 %
693Nutrien Ltd 493.7K $0.01 %
694Babcock International Group PLC 2363.7K $0.01 %
695Texas Roadhouse Inc 223.6K $0.01 %
696Clarivate PLC 1,4323.6K $0.01 %
697Wacker Chemie AG 363.6K $0.01 %
698Murphy Oil Corp 853.5K $0.01 %
699Roku Inc 373.5K $0.01 %
700AGCO Corp 303.5K $0.01 %