Titelia

Holdings of VELA SMALL-MID CAP FUND

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

Net assets
7.4M $ including 7.4M $ in equities, 99.6 %
Positions
59 in 6 countries
Top ten
30.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Criteo SA 16,461295.1K $4.00 %
2Kirby Corp 2,169288.2K $3.91 %
3Worthington Enterprises Inc 5,308276.8K $3.75 %
4Hub Group Inc 6,377229.8K $3.12 %
5Wix.com Ltd 2,370213.5K $2.89 %
6Carlisle Cos Inc 600200.2K $2.71 %
7Arch Capital Group Ltd 2,028194.7K $2.64 %
8Atlanta Braves Holdings Inc 4,511192.6K $2.61 %
9Equifax Inc 1,061191.1K $2.59 %
10Pool Corp 937189.6K $2.57 %
11Murphy USA Inc 369182.3K $2.47 %
12Gildan Activewear Inc 3,065170.6K $2.31 %
13Lincoln Electric Holdings Inc 667166.1K $2.25 %
14Greenbrier Cos Inc/The 2,988157.3K $2.13 %
15Cactus Inc 3,233153.1K $2.08 %
16Tidewater Inc 1,803150.6K $2.04 %
17Zebra Technologies Corp 709148.2K $2.01 %
18Jack Henry & Associates Inc 875138.3K $1.87 %
19Antero Resources Corp 3,256138.2K $1.87 %
20Valvoline Inc 3,978134K $1.82 %
21PPG Industries Inc 1,229131.4K $1.78 %
22Brown & Brown Inc 1,991129.8K $1.76 %
23Corpay Inc 414120.5K $1.63 %
24Fidelity National Information Services Inc 2,561120.1K $1.63 %
25Supernus Pharmaceuticals Inc 2,316119.7K $1.62 %
26Interparfums Inc 1,316119.5K $1.62 %
27Limbach Holdings Inc 1,506117.5K $1.59 %
28Bruker Corp 3,232116.7K $1.58 %
29EPAM Systems Inc 852115.4K $1.56 %
30Encompass Health Corp 1,166112.8K $1.53 %
31Lamb Weston Holdings Inc 2,598109.8K $1.49 %
32Range Resources Corp 2,396108.3K $1.47 %
33National Fuel Gas Co 1,139107K $1.45 %
34Simpson Manufacturing Co Inc 619106.2K $1.44 %
35Shift4 Payments Inc 2,401105K $1.42 %
36Federal Agricultural Mortgage Corp 66097.9K $1.33 %
37Align Technology Inc 56797.2K $1.32 %
38Toro Co/The 95989.6K $1.21 %
39Vail Resorts Inc 69689.3K $1.21 %
40RPM International Inc 88187.6K $1.19 %
41Copa Holdings SA 76887.3K $1.18 %
42Essent Group Ltd 1,45184.8K $1.15 %
43Deckers Outdoor Corp 81381.4K $1.10 %
44Etsy Inc 1,60780.3K $1.09 %
45BRP Inc 1,09478.6K $1.06 %
46Sysco Corp 1,06275.8K $1.03 %
47Domino's Pizza Inc 20874.6K $1.01 %
48Houlihan Lokey Inc 51674.1K $1.00 %
49Applied Industrial Technologies Inc 27873.8K $1.00 %
50Assured Guaranty Ltd 89973.3K $0.99 %
51Avery Dennison Corp 42072.5K $0.98 %
52Crown Holdings Inc 72372.5K $0.98 %
53PROCEPT BIOROBOTICS CORP 2,83070.8K $0.96 %
54Masco Corp 1,04363K $0.85 %
55Alamos Gold Inc 1,36360.6K $0.82 %
56Janus International Group Inc 10,98556.6K $0.77 %
57Coca-Cola Consolidated Inc 28354.3K $0.74 %
58SPS Commerce Inc 96153.5K $0.73 %
59Globus Medical Inc 60852.4K $0.71 %

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Sector breakdown

  • Industrials 4.4 %
  • Financials 4.3 %
  • Materials 1.8 %
  • Technology 1.6 %
  • Consumer staples 1.0 %
  • Unattributed 86.9 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 85.2 %
  • Bermuda 4.8 %
  • France 4.0 %
  • Israel 2.9 %
  • Canada 1.9 %
  • Panama 1.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States516.3M $85.20 %
2Bermuda3352.7K $4.80 %
3France1295.1K $4.01 %
4Israel1213.5K $2.90 %
5Canada2139.1K $1.89 %
6Panama187.3K $1.19 %
Cite this page

Titelia. "Holdings of VELA SMALL-MID CAP FUND". https://titelia.com/en/funds/S000097967