Titelia

Holdings of TOKIO MARINE ASSET MANAGEMENT CO LTD

476 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 37.8 % of the equity sleeve

Sector breakdown

  • Technology 33.0 %
  • Financials 11.9 %
  • Communication 11.3 %
  • Consumer discretionary 10.3 %
  • Health care 8.3 %
  • Industrials 6.1 %
  • Consumer staples 6.0 %
  • Energy 2.9 %
  • Utilities 2.2 %
  • Materials 1.3 %
  • Real estate 1.1 %
  • Unattributed 5.4 %

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

  • US 99.0 %
  • TW 0.7 %
  • IN 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4742.7B $98.97 %
2TW119.6M $0.72 %
3IN18.3M $0.31 %

Positions

RankCompanySharesValueWeight
201Cencora Inc 6,7002.1M $
202Truist Financial Corp 45,6772.1M $
203Cintas Corp 12,3682.1M $
204Simon Property Group Inc 11,1772.1M $
205Robinhood Markets Inc 30,0202.1M $
206Vistra Corp 13,5142M $
207AutoZone Inc 5992M $
208Cardinal Health, Inc. 9,5612M $
209Keysight Technologies Inc 7,1412M $
210Comfort Systems USA Inc 1,4562M $
211Teradyne Inc 6,7592M $
212Snowflake Inc 12,9592M $
213ONEOK Inc 21,1161.9M $
214Halliburton Co 48,8521.9M $
215Fortinet Inc 22,7981.9M $
216Entergy Corp 16,5161.9M $
217Monster Beverage Corp 25,5711.9M $
218Airbnb Inc 14,5761.8M $
219Occidental Petroleum Corp 28,2411.8M $
220Realty Income Corp 29,9241.8M $
221Dow Inc 43,8501.8M $
222Target Corp 14,8381.8M $
223Aflac Inc 16,3041.8M $
224Fastenal Co 38,5381.8M $
225United Rentals Inc 2,4421.8M $
226Allstate Corp/The 8,5601.8M $
227Fair Isaac Corp 1,6571.8M $
228Westinghouse Air Brake Technologies Corp 7,0561.8M $
229Alnylam Pharmaceuticals Inc 5,2801.7M $
230Carvana Co 5,5521.7M $
231Tractor Supply Co 37,6291.7M $
232Autodesk Inc 7,0181.7M $
233eBay Inc 18,3271.7M $
234Ford Motor Co 142,3721.6M $
235WW Grainger Inc 1,4791.6M $
236CBRE Group Inc 11,9091.6M $
237Republic Services Inc 7,3531.6M $
238Chipotle Mexican Grill Inc 50,2721.6M $
239Diamondback Energy Inc 8,1001.6M $
240Nucor Corp 9,3991.6M $
241Ferguson Enterprises Inc 6,7631.6M $
242Coinbase Global Inc 8,9901.6M $
243Kroger Co/The 21,6741.6M $
244Datadog Inc 13,2741.6M $
245Edwards Lifesciences Corp 19,4531.6M $
246Ventas Inc 19,0091.6M $
247Xcel Energy Inc 19,5171.6M $
248Fifth Third Bancorp 33,1921.5M $
249Take-Two Interactive Software Inc 7,7771.5M $
250Insmed Inc 9,2931.5M $
251Rockwell Automation Inc 4,1951.5M $
252State Street Corp 11,7281.5M $
253PayPal Holdings Inc 32,6061.5M $
254Becton Dickinson & Co 9,3721.5M $
255Carrier Global Corp 26,0441.5M $
256Microchip Technology Inc 22,6361.5M $
257Old Dominion Freight Line Inc 7,4131.4M $
258EMCOR Group Inc 1,9441.4M $
259Public Storage 5,2511.4M $
260Yum! Brands Inc 9,0991.4M $
261Nasdaq Inc 16,6631.4M $
262Hewlett Packard Enterprise Co 59,3471.4M $
263DuPont de Nemours Inc 30,7431.4M $
264Ball Corp 23,7871.4M $
265Strategy Inc 11,2541.4M $
266Devon Energy Corp 27,8461.4M $
267DR Horton Inc 10,2001.4M $
268ROBLOX Corp 24,6741.4M $
269Archer-Daniels-Midland Co 18,9001.4M $
270Block Inc 22,8031.4M $
271Cboe Global Markets Inc 4,8231.4M $
272Vulcan Materials Co 4,9571.3M $
273Ameriprise Financial Inc 3,0351.3M $
274Ingersoll Rand Inc 16,7611.3M $
275Martin Marietta Materials Inc 2,2721.3M $
276Bloom Energy Corp 9,8671.3M $
277Rocket Lab Corp 20,7891.3M $
278Axon Enterprise Inc 3,1361.3M $
279ResMed Inc 5,9091.3M $
280Agilent Technologies Inc 11,5991.3M $
281Public Service Enterprise Group Inc 16,3241.3M $
282Iron Mountain Inc 12,8671.3M $
283GE HealthCare Technologies Inc 18,4491.3M $
284PG&E Corp 74,4361.3M $
285American International Group Inc 17,2911.3M $
286Waters Corp 4,2961.3M $
287Consolidated Edison Inc 11,2411.3M $
288MetLife Inc 17,9501.3M $
289Hershey Co/The 6,1051.3M $
290Crown Castle Inc 15,5591.3M $
291PPG Industries Inc 11,8251.3M $
292Atmos Energy Corp 6,8201.3M $
293Fiserv Inc 22,5701.3M $
294Coterra Energy Inc 35,6561.3M $
295Teledyne Technologies Inc 2,0441.2M $
296Kenvue Inc 71,6701.2M $
297WEC Energy Group Inc 10,6581.2M $
298Hartford Insurance Group Inc/The 9,0831.2M $
299Roper Technologies Inc 3,4371.2M $
300Extra Space Storage Inc 9,2631.2M $