Titelia

Holdings of Quantitative Investment Management, LLC

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Net assets
-
Positions
331 in 10 countries
Top ten
19.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101iShares MSCI Canada ETF 49,5112.7K $
102Intuitive Surgical Inc 5,7372.6K $
103Philip Morris International Inc. 15,4202.5K $
104Dell Technologies Inc 15,4982.5K $
105Mondelez International Inc 43,9272.5K $
106Humana Inc 14,5582.5K $
107Hecla Mining Co 134,9522.5K $
108GoDaddy Inc 29,7342.5K $
109Motorola Solutions Inc 5,6612.5K $
110IDEXX Laboratories Inc 4,3622.5K $
111Atlassian Corp 35,8652.4K $
112O'Reilly Automotive Inc 25,9202.4K $
113AeroVironment Inc 12,8282.3K $
114Insmed Inc 14,3052.3K $
115Regeneron Pharmaceuticals, Inc. 3,0142.3K $
116Teva Pharmaceutical Industries Ltd 76,6822.3K $
117Wayfair Inc 30,7042.3K $
118Novartis AG 15,0832.3K $
119Pinterest Inc 125,4102.3K $
120Huntington Ingalls Industries, Inc. 6,0342.3K $
121United Parcel Service Inc 22,1862.2K $
122Global X Uranium ETF 44,5812.2K $
123American Airlines Group Inc 196,6702.1K $
124Sunrun Inc 154,2082.1K $
125Ford Motor Co 180,9892.1K $
126Insulet Corp 9,8522.1K $
127PACCAR Inc 17,7172K $
128Dollar General Corp 17,0972K $
129Molina Healthcare Inc 14,5291.9K $
130L3Harris Technologies Inc 5,6021.9K $
131CBRE Group Inc 14,0441.9K $
132Ishares Inc 25,1861.9K $
133Ares Management Corp 17,3321.9K $
134Fortinet Inc 22,9121.9K $
135Newmont Corp 17,0551.8K $
136Altria Group, Inc. 27,7781.8K $
137Rocket Cos Inc 125,9771.8K $
138Southern Copper Corp 10,3671.8K $
139Moody's Corp 4,0631.8K $
140Bank of New York Mellon Corp/The 14,6231.7K $
141TransDigm Group Inc 1,4931.7K $
142JD.COM INC 58,0401.7K $
143Zillow Group Inc 41,4681.7K $
144Kratos Defense & Security Solutions, Inc. 24,2851.7K $
145Cencora Inc 5,4491.7K $
146Trip.com Group Ltd 34,3051.7K $
147S&P Global Inc 3,9721.7K $
148iShares Trust 36,9401.7K $
149Woodward Inc 4,6981.7K $
150Tyler Technologies Inc 4,7811.6K $
151Xylem Inc/NY 13,6941.6K $
152Agilent Technologies Inc 14,2571.6K $
153Darden Restaurants Inc 8,2271.6K $
154Church & Dwight Co Inc 17,2161.6K $
155iShares Trust 34,1791.6K $
156Wynn Resorts Ltd 15,7411.6K $
157ISHARES TRUST 44,8531.6K $
158Kimberly-Clark Corp 15,8901.5K $
159TransUnion 21,6781.5K $
160Pool Corp 7,2961.5K $
161Centene Corp 43,9661.4K $
162Walt Disney Co/The 14,8101.4K $
163Dycom Industries Inc 4,1681.4K $
164Estee Lauder Cos Inc/The 19,6601.4K $
165Southwest Airlines Co 37,2831.4K $
166Affirm Holdings Inc 29,8391.4K $
167Everpure Inc 22,9551.4K $
168Autodesk Inc 5,6271.3K $
169iShares MSCI Taiwan ETF 18,8401.3K $
170Manhattan Associates Inc 9,9711.3K $
171Paycom Software Inc 10,8381.3K $
172Medpace Holdings Inc 2,7321.3K $
173American Eagle Outfitters Inc 78,3941.3K $
174Alnylam Pharmaceuticals Inc 3,8571.3K $
175Vanguard FTSE Europe ETF 15,2881.3K $
176Morgan Stanley 7,5341.2K $
177AMETEK Inc 5,7191.2K $
178Brown & Brown Inc 18,6561.2K $
179Hewlett Packard Enterprise Co 50,5061.2K $
180Rocket Lab Corp 18,7241.2K $
181Carvana Co 3,8131.2K $
182QuantumScape Corp 187,4961.2K $
183Liberty Media Corp-Liberty Formula One 14,0401.2K $
184Unity Software Inc 53,5141.2K $
185Barclays PLC 55,2961.2K $
186Kohl's Corp 90,7311.2K $
187Lennar Corp 13,3061.2K $
188Natera Inc 5,7591.2K $
189Global Payments Inc 17,0951.2K $
190Leidos Holdings Inc 7,2601.1K $
191Rockwell Automation Inc 3,0561.1K $
192Tapestry Inc 7,7511.1K $
193AGNC Investment Corp 103,2491K $
194Bloom Energy Corp 7,5931K $
195PTC Inc 7,2051K $
196Incyte Corp 10,599997 $
197Tractor Supply Co 21,941993 $
198Ulta Beauty Inc 1,895990 $
199Blackrock Inc 1,000961 $
200Duolingo Inc 9,673953 $

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Sector breakdown

  • Technology 18.9 %
  • Industrials 11.7 %
  • Health care 9.3 %
  • Financials 7.0 %
  • Consumer discretionary 5.3 %
  • Communication 3.9 %
  • Consumer staples 2.6 %
  • Funds 1.8 %
  • Materials 1.1 %
  • Real estate 0.4 %
  • Unattributed 37.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 96.2 %
  • Taiwan 1.2 %
  • Netherlands 1.0 %
  • Germany 0.4 %
  • Brazil 0.3 %
  • Israel 0.3 %
  • Cayman Islands 0.2 %
  • Singapore 0.2 %
  • United Kingdom 0.2 %
  • South Africa 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States318883.5K $96.20 %
2Taiwan210.9K $1.19 %
3Netherlands29.1K $0.99 %
4Germany13.7K $0.41 %
5Brazil13.1K $0.34 %
6Israel12.3K $0.25 %
7Cayman Islands11.7K $0.19 %
8Singapore11.7K $0.19 %
9United Kingdom21.7K $0.18 %
10South Africa2639 $0.07 %
Cite this page

Titelia. "Holdings of Quantitative Investment Management, LLC". https://titelia.com/en/funds/US13F1445911