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
101Telefonaktiebolaget LM Ericsson 34,879397.6K $0.68 %
102Nutanix Inc 10,401395.3K $0.68 %
103Phillips 66 2,170395.3K $0.68 %
104Akamai Technologies Inc 3,410391.6K $0.67 %
105Smurfit Westrock PLC 9,821391.4K $0.67 %
106Uber Technologies Inc 5,405388.8K $0.66 %
107ConocoPhillips 2,945388.7K $0.66 %
108Hewlett Packard Enterprise Co 16,301388.1K $0.66 %
109PepsiCo Inc 2,498387.9K $0.66 %
110Canon Inc 13,900385.7K $0.66 %
111Kongsberg Gruppen ASA 9,014384.2K $0.66 %
112Procore Technologies Inc 6,738384.1K $0.66 %
113New York Times Co/The 4,583383.7K $0.66 %
114Celestica Inc 1,353381.7K $0.65 %
115Exelixis Inc 8,868380.3K $0.65 %
116Omron Corp 13,200379.8K $0.65 %
117Safran SA 1,156378.3K $0.65 %
118Bright Horizons Family Solutions Inc 4,602378K $0.65 %
119ExlService Holdings Inc 12,343375.8K $0.64 %
120Pinnacle Financial Partners Inc 4,352374.9K $0.64 %
121Lumentum Holdings Inc 533374.6K $0.64 %
122NatWest Group PLC 50,196371.8K $0.64 %
123Tapestry Inc 2,632371.4K $0.64 %
124UniCredit SpA 5,171371K $0.63 %
125Deutsche Telekom AG 9,930370.6K $0.63 %
126O'Reilly Automotive Inc 4,009370.1K $0.63 %
127Stryker Corp 1,126370K $0.63 %
128Westinghouse Air Brake Technologies Corp 1,477369.1K $0.63 %
129NN Group NV 4,704367.4K $0.63 %
130ServiceNow Inc 3,490364.9K $0.62 %
131Haemonetics Corp 6,457363.9K $0.62 %
132Huntington Ingalls Industries, Inc. 957363.6K $0.62 %
133Mueller Industries Inc 3,253360.4K $0.62 %
134BorgWarner Inc 6,636360.1K $0.62 %
135General Dynamics Corp 1,046359K $0.61 %
136Tenet Healthcare Corp 1,882355.2K $0.61 %
137Arista Networks Inc 2,876353.1K $0.60 %
138Take-Two Interactive Software Inc 1,787352.9K $0.60 %
139Telia Company AB 68,441350.6K $0.60 %
140Canadian Natural Resources Ltd 7,185350.5K $0.60 %
141Costco Wholesale Corp 348346.8K $0.59 %
142ARC Resources Ltd 16,627346K $0.59 %
143BioMarin Pharmaceutical Inc 6,114345.4K $0.59 %
144Heineken NV 4,449342.2K $0.59 %
145Recruit Holdings Co Ltd 7,700335.5K $0.57 %
146Cooper Cos Inc/The 4,691335.4K $0.57 %
147EMCOR Group Inc 451333K $0.57 %
148MGIC Investment Corp 12,650332.1K $0.57 %
149Deutsche Bank AG 11,081329.8K $0.56 %
150United Therapeutics Corp 556329.7K $0.56 %
151Cigna Group/The 1,233328.9K $0.56 %
152International Consolidated Airlines Group SA 69,213328.5K $0.56 %
153Wartsila OYJ Abp 8,814328.3K $0.56 %
154Crown Holdings Inc 3,241324.9K $0.56 %
155JFE Holdings, Inc. 27,700324.3K $0.55 %
156Linde PLC 654324.2K $0.55 %
157Credit Agricole SA 17,370324.2K $0.55 %
158Illinois Tool Works Inc 1,245324.1K $0.55 %
159Evolution Mining Ltd 35,961323.8K $0.55 %
160Burlington Stores Inc 994323.4K $0.55 %
161Tokyo Electron Ltd 1,300323K $0.55 %
162Shimizu Corp. 17,800319.4K $0.55 %
163Mosaic Co/The 12,470318K $0.54 %
164International Business Machines Corp. 1,308317K $0.54 %
165General Motors Co 4,255317K $0.54 %
166Natera Inc 1,578315.6K $0.54 %
167Tesco PLC 50,112315K $0.54 %
168Rheinmetall AG 184310.4K $0.53 %
169Insulet Corp 1,478310.1K $0.53 %
170Ventas Inc 3,789309.9K $0.53 %
171Cheniere Energy Inc 1,077305.6K $0.52 %
172Five Below Inc 1,335305K $0.52 %
173Veralto Corp 3,438304K $0.52 %
174Nippon Steel Corp. 82,400303.9K $0.52 %
175Hasbro Inc 3,234302.7K $0.52 %
176Japan Post Holdings Co Ltd 26,200302.5K $0.52 %
177East West Bancorp Inc 2,827301.8K $0.52 %
178Kobe Steel Ltd 24,800301K $0.51 %
179Eaton Corp PLC 834298.3K $0.51 %
180Charter Communications, Inc. 1,379297.7K $0.51 %
181Texas Capital Bancshares Inc 3,128296.8K $0.51 %
182Keurig Dr Pepper Inc 11,269296.7K $0.51 %
183Sumitomo Mitsui Trust Group Inc 9,300296.3K $0.51 %
184GSK PLC 10,753296.2K $0.51 %
185MSCI Inc 543292.7K $0.50 %
186CNH Industrial NV 26,585292.4K $0.50 %
187Vodafone Group PLC 193,313291.6K $0.50 %
188Las Vegas Sands Corp 5,385290.1K $0.50 %
189Kirin Holdings Co Ltd 17,900284.7K $0.49 %
190Aflac Inc 2,571282.1K $0.48 %
191Fukuoka Financial Group Inc 7,300279.6K $0.48 %
192Fidelity National Financial Inc 6,013278.9K $0.48 %
193BayCurrent Inc 9,500275K $0.47 %
194RenaissanceRe Holdings Ltd 923274.3K $0.47 %
195Vertiv Holdings Co 1,093273.9K $0.47 %
196Sojitz Corp 6,900273.2K $0.47 %
197Pan Pacific International Holdings Corp. 44,600272.1K $0.47 %
198Tradeweb Markets Inc 2,304271.1K $0.46 %
199Avnet Inc 4,380269.9K $0.46 %
200Abercrombie & Fitch Co 2,941268.7K $0.46 %

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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