Titelia

Holdings of AQR MS Fusion Fund

AQR Funds · 768 declared positions · as of Mar 31, 2026

Original filing · Net assets 21.4M $ · Ten largest lines: 5.9 % of the equity sleeve

Sector breakdown

  • Industrials 8.2 %
  • Financials 7.6 %
  • Technology 6.5 %
  • Health care 5.6 %
  • Consumer discretionary 5.2 %
  • Energy 3.8 %
  • Materials 3.5 %
  • Utilities 2.6 %
  • Consumer staples 1.9 %
  • Communication 1.3 %
  • Real estate 1.0 %
  • Unattributed 52.8 %

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

Currency breakdown

  • USD 58.1 %
  • JPY 13.4 %
  • EUR 11.9 %
  • GBP 4.1 %
  • CAD 3.8 %
  • CHF 2.9 %
  • AUD 2.5 %
  • SEK 1.4 %
  • DKK 1.1 %
  • NOK 0.5 %
  • SGD 0.3 %
  • HKD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 56.3 %
  • JP 13.4 %
  • GB 4.9 %
  • FR 3.7 %
  • CA 3.6 %
  • DE 3.3 %
  • CH 3.0 %
  • AU 2.5 %
  • IT 1.6 %
  • NL 1.5 %
  • SE 1.4 %
  • DK 1.1 %
  • Other countries 3.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US39822.6M $56.29 %
2JP1015.4M $13.39 %
3GB352M $4.89 %
4FR231.5M $3.75 %
5CA351.5M $3.63 %
6DE281.3M $3.26 %
7CH191.2M $3.00 %
8AU24990.2K $2.47 %
9IT17640K $1.59 %
10NL13591.9K $1.48 %
11SE16556.4K $1.39 %
12DK9431.3K $1.07 %

Positions

RankCompanySharesValueWeight
1Edison International 3,873283.4K $1.33 %
2Microsoft Corp 717265.4K $1.24 %
3PG&E Corp 14,814260.3K $1.22 %
4Compass Group PLC 8,728243.5K $1.14 %
5Novartis AG 1,530234.8K $1.10 %
6Astellas Pharma Inc 13,600221.7K $1.04 %
7FedEx Corp 608216.6K $1.01 %
8PNC Financial Services Group Inc/The 1,036215.6K $1.01 %
9BP PLC 27,038211.6K $0.99 %
10Bristol-Myers Squibb Co 3,344202.8K $0.95 %
11Comfort Systems USA Inc 145200K $0.94 %
12Sanofi SA 2,038196.8K $0.92 %
13Chubb Ltd 600195.6K $0.92 %
14Suncor Energy Inc 2,942194.6K $0.91 %
15TJX Cos Inc/The 1,155184.5K $0.86 %
16TechnipFMC PLC 2,574177.9K $0.83 %
17Tyson Foods Inc 2,753176.4K $0.83 %
18ConocoPhillips 1,321174.4K $0.82 %
19Equinix Inc 171167.6K $0.78 %
20Carrefour SA 9,040167.4K $0.78 %
21Panasonic Holdings Corp. 9,900166K $0.78 %
22LyondellBasell Industries NV 2,050165.1K $0.77 %
23TotalEnergies SE 1,774162.8K $0.76 %
24Adobe Inc 669162.6K $0.76 %
25Mizuho Financial Group Inc 4,000161.9K $0.76 %
26Isetan Mitsukoshi Holdings Ltd. 8,700160.3K $0.75 %
27Danaher Corp 840159.3K $0.75 %
28Philip Morris International Inc. 958158.4K $0.74 %
29Nestle SA 1,601157K $0.74 %
30Walmart Inc 1,249155.2K $0.73 %
31Obic Co Ltd 6,300152.9K $0.72 %
32Occidental Petroleum Corp 2,313150.3K $0.70 %
33Lockheed Martin Corp 247149.3K $0.70 %
34Rolls-Royce Holdings PLC 9,822149.2K $0.70 %
35S&P Global Inc 345146.7K $0.69 %
36General Motors Co 1,955145.6K $0.68 %
37Siemens Energy AG 832143.5K $0.67 %
38Japan Post Bank Co Ltd 8,600140.3K $0.66 %
39JB Hunt Transport Services Inc 657139.2K $0.65 %
40Consolidated Edison Inc 1,218137.9K $0.65 %
41Leonardo SpA 1,994135.6K $0.63 %
42New York Times Co/The 1,599133.9K $0.63 %
43Canadian Natural Resources Ltd 2,728133.1K $0.62 %
44Prosperity Bancshares Inc 1,961131.7K $0.62 %
45Stifel Financial Corp 1,779131.5K $0.62 %
46Merck & Co Inc 1,085130.5K $0.61 %
47Freeport-McMoRan Inc 2,216130.3K $0.61 %
48Ciena Corp 334129.7K $0.61 %
49Autodesk Inc 538128.8K $0.60 %
50Murata Manufacturing Co Ltd 5,700127.9K $0.60 %
51Seven & i Holdings Co Ltd 9,500127.8K $0.60 %
52Salesforce Inc 677126.4K $0.59 %
53Telefonaktiebolaget LM Ericsson 11,062126.1K $0.59 %
54MarketAxess Holdings Inc 751123.9K $0.58 %
55DraftKings Inc 5,685122.9K $0.58 %
56Shin-Etsu Chemical Co Ltd 3,000122.2K $0.57 %
57Safran SA 372121.7K $0.57 %
58Smurfit Westrock PLC 3,024120.5K $0.56 %
59Dollar General Corp 1,011120K $0.56 %
60Resona Holdings Inc 10,300117.5K $0.55 %
61Allianz SE 274115.7K $0.54 %
62Incyte Corp 1,215114.4K $0.54 %
63ExlService Holdings Inc 3,738113.8K $0.53 %
64ASM International NV 150113.7K $0.53 %
65Ventas Inc 1,388113.5K $0.53 %
66Citizens Financial Group Inc 1,881112.8K $0.53 %
67ABB Ltd 1,382112.4K $0.53 %
68PepsiCo Inc 723112.3K $0.53 %
69Celestica Inc 391110.3K $0.52 %
70InterContinental Hotels Group PLC 829109.3K $0.51 %
71Societe Generale SA 1,497109.3K $0.51 %
72Akamai Technologies Inc 949109K $0.51 %
73Westinghouse Air Brake Technologies Corp 436109K $0.51 %
74General Electric Co 382108.4K $0.51 %
75LVMH Moet Hennessy Louis Vuitton SE 196107.1K $0.50 %
76Selective Insurance Group Inc 1,405105.9K $0.50 %
77Phillips 66 581105.8K $0.50 %
78American Water Works Co Inc 774105.3K $0.49 %
79Danske Bank A/S 2,124104.7K $0.49 %
80Travelers Cos Inc/The 357104.1K $0.49 %
81Hoya Corp 600104K $0.49 %
82Canadian National Railway Co 1,009103.9K $0.49 %
83Micron Technology Inc 307103.7K $0.49 %
84Neurocrine Biosciences Inc 786103.5K $0.48 %
85Genpact Ltd 2,771103.2K $0.48 %
86Kuehne + Nagel International AG 450103.1K $0.48 %
87Fidelity National Information Services Inc 2,195103K $0.48 %
88Tapestry Inc 729102.9K $0.48 %
89Regeneron Pharmaceuticals, Inc. 132102K $0.48 %
90BorgWarner Inc 1,869101.4K $0.47 %
91Huntsman Corp 7,597101.1K $0.47 %
92Mueller Industries Inc 90099.7K $0.47 %
93Bank of Nova Scotia/The 1,43799.7K $0.47 %
94Tokyo Electron Ltd 40099.4K $0.47 %
95Prologis Inc 75199.3K $0.46 %
96Vodafone Group PLC 65,55098.9K $0.46 %
97Agilent Technologies Inc 86098K $0.46 %
98Thales SA 33197.1K $0.45 %
99Expedia Group Inc 41896.5K $0.45 %
100Telia Company AB 18,75396.1K $0.45 %