Titelia

Holdings of AQR MS Fusion HV Fund

AQR Funds · Original filing · Compare with another fund · Report an error

Net assets
58.5M $ including 157.4M $ in equities, 269.1 %
Positions
804 in 25 countries
Top ten
18.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1TJX Cos Inc/The 7,4271.2M $2.03 %
2Bristol-Myers Squibb Co 19,1001.2M $1.98 %
3PG&E Corp 62,9681.1M $1.89 %
4Edison International 14,9841.1M $1.87 %
5Sanofi SA 11,1851.1M $1.85 %
6T-Mobile US Inc 5,1271.1M $1.84 %
7Nestle SA 10,9641.1M $1.84 %
8Booking Holdings Inc 2531.1M $1.82 %
9Microsoft Corp 2,8181M $1.78 %
10Novartis AG 6,6741M $1.75 %
11BHP Group Ltd 28,2441M $1.75 %
12Compass Group PLC 35,672995.3K $1.70 %
13Chubb Ltd 2,911948.8K $1.62 %
14BP PLC 118,527927.7K $1.59 %
15Travelers Cos Inc/The 2,688784K $1.34 %
16Stifel Financial Corp 10,592783K $1.34 %
17FedEx Corp 2,175774.7K $1.32 %
18Walmart Inc 6,188769K $1.31 %
19Siemens Energy AG 4,421762.4K $1.30 %
20Occidental Petroleum Corp 11,357738.2K $1.26 %
21Astellas Pharma Inc 44,900732K $1.25 %
22TechnipFMC PLC 10,240707.9K $1.21 %
23Carrefour SA 37,554695.3K $1.19 %
24Leonardo SpA 10,088686.2K $1.17 %
25adidas AG 4,161673.5K $1.15 %
26Thales SA 2,258662.1K $1.13 %
27BNP Paribas SA 6,907658K $1.13 %
28Suncor Energy Inc 9,852651.6K $1.11 %
29Capital One Financial Corp 3,542646.2K $1.10 %
30PNC Financial Services Group Inc/The 3,029630.3K $1.08 %
31JB Hunt Transport Services Inc 2,969629.1K $1.08 %
32TotalEnergies SE 6,783622.5K $1.06 %
33Centene Corp 18,748613.8K $1.05 %
34Genpact Ltd 16,427611.9K $1.05 %
35Blackrock Inc 618594.3K $1.02 %
36Japan Post Bank Co Ltd 36,200590.4K $1.01 %
37Mizuho Financial Group Inc 14,500587K $1.00 %
38Philip Morris International Inc. 3,538585K $1.00 %
39ASML Holding NV 439583.8K $1.00 %
40S&P Global Inc 1,366581K $0.99 %
41Allianz SE 1,375580.7K $0.99 %
42Gartner Inc 3,664580.2K $0.99 %
43Ameriprise Financial Inc 1,293574.6K $0.98 %
44Aramark 13,998567.5K $0.97 %
45Arch Capital Group Ltd 5,758552.7K $0.95 %
46Panasonic Holdings Corp. 32,700548.4K $0.94 %
47Danske Bank A/S 11,114547.7K $0.94 %
48Manhattan Associates Inc 4,101545.9K $0.93 %
49LyondellBasell Industries NV 6,735542.6K $0.93 %
50Regeneron Pharmaceuticals, Inc. 698539.3K $0.92 %
51Resona Holdings Inc 46,600531.6K $0.91 %
52Societe Generale SA 7,194525.3K $0.90 %
53General Mills, Inc. 14,087524.3K $0.90 %
54Comfort Systems USA Inc 374515.7K $0.88 %
55Isetan Mitsukoshi Holdings Ltd. 27,900514.1K $0.88 %
56Texas Roadhouse Inc 3,068506.6K $0.87 %
57Intuit Inc 1,166504.2K $0.86 %
58Merck & Co Inc 4,173502K $0.86 %
59Reinsurance Group of America Inc 2,454501K $0.86 %
60Neurocrine Biosciences Inc 3,800500.6K $0.86 %
61Danaher Corp 2,615495.8K $0.85 %
62Rolls-Royce Holdings PLC 32,574494.9K $0.85 %
63Axis Capital Holdings Ltd 4,832490K $0.84 %
64Salesforce Inc 2,609487K $0.83 %
65Seven & i Holdings Co Ltd 36,200486.9K $0.83 %
66Tyson Foods Inc 7,530482.4K $0.82 %
67Prosperity Bancshares Inc 7,166481.4K $0.82 %
68Dollar General Corp 3,979472.4K $0.81 %
69South32 Ltd 155,429470.6K $0.80 %
70Airbnb Inc 3,721469.9K $0.80 %
71Toyota Motor Corp. 22,200461.5K $0.79 %
72Selective Insurance Group Inc 6,004452.6K $0.77 %
73Honda Motor Co Ltd 55,800451.6K $0.77 %
74ITT Inc 2,344446.6K $0.76 %
75Progressive Corp/The 2,219439.9K $0.75 %
76KKR & Co Inc 4,753439.7K $0.75 %
77Omnicom Group Inc 5,796436.5K $0.75 %
78Dover Corp 2,093436.3K $0.75 %
79Mercedes-Benz Group AG 7,053433.5K $0.74 %
80Murata Manufacturing Co Ltd 19,300433K $0.74 %
81Lockheed Martin Corp 715432.1K $0.74 %
82Viking Holdings Ltd 5,870431.3K $0.74 %
83Snowflake Inc 2,853430.3K $0.74 %
84Zurich Insurance Group AG 608429.7K $0.73 %
85Equinix Inc 438429.3K $0.73 %
86American Tower Corp 2,469426.1K $0.73 %
87Barclays PLC 80,612421.9K $0.72 %
88GE Vernova Inc 482420.7K $0.72 %
89Lloyds Banking Group PLC 337,764418.6K $0.72 %
90ABB Ltd 5,116416K $0.71 %
91United Parcel Service Inc 4,180411.2K $0.70 %
92Northern Star Resources Ltd 28,273411K $0.70 %
93Micron Technology Inc 1,215410.5K $0.70 %
94Equifax Inc 2,258406.6K $0.70 %
95MarketAxess Holdings Inc 2,461406K $0.69 %
96Obic Co Ltd 16,700405.3K $0.69 %
97Canadian National Railway Co 3,926404.1K $0.69 %
98TD SYNNEX Corp 2,377401K $0.69 %
99Fortinet Inc 4,887399.4K $0.68 %
100Broadridge Financial Solutions Inc 2,451398.2K $0.68 %

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Sector breakdown

  • Financials 9.3 %
  • Industrials 8.7 %
  • Technology 6.1 %
  • Health care 5.9 %
  • Consumer discretionary 5.6 %
  • Energy 3.6 %
  • Materials 3.1 %
  • Consumer staples 2.8 %
  • Utilities 2.1 %
  • Communication 2.0 %
  • Real estate 1.2 %
  • Unattributed 49.6 %

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

Currency breakdown

  • USD 60.1 %
  • JPY 12.2 %
  • EUR 12.1 %
  • GBP 3.8 %
  • CAD 3.2 %
  • CHF 3.1 %
  • AUD 2.6 %
  • SEK 1.2 %
  • DKK 0.9 %
  • NOK 0.4 %
  • SGD 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 57.8 %
  • Japan 12.2 %
  • United Kingdom 4.6 %
  • France 4.0 %
  • Germany 3.2 %
  • Switzerland 3.2 %
  • Canada 3.0 %
  • Australia 2.6 %
  • Italy 1.8 %
  • Netherlands 1.7 %
  • Sweden 1.2 %
  • Denmark 0.9 %
  • Other countries 3.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States42791M $57.85 %
2Japan10819.3M $12.25 %
3United Kingdom347.3M $4.64 %
4France226.3M $4.01 %
5Germany275M $3.17 %
6Switzerland245M $3.17 %
7Canada354.7M $3.00 %
8Australia214.2M $2.64 %
9Italy172.8M $1.81 %
10Netherlands102.7M $1.71 %
11Sweden161.9M $1.18 %
12Denmark101.4M $0.92 %
Cite this page

Titelia. "Holdings of AQR MS Fusion HV Fund". https://titelia.com/en/funds/S000093174