Titelia

Holdings of Albar Capital Partners LLP

29 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66.2 % of the equity sleeve

Sector breakdown

  • Industrials 39.0 %
  • Technology 26.7 %
  • Materials 19.9 %
  • Consumer discretionary 3.2 %
  • Unattributed 11.3 %

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 82.6 %
  • TW 13.5 %
  • NL 2.3 %
  • LU 1.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US26458M $82.61 %
2TW174.6M $13.45 %
3NL112.6M $2.27 %
4LU19.2M $1.67 %

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 220,71674.6M $
2Carrier Global Corp 829,81146.7M $
3Dover Corp 210,28643.8M $
4Cummins Inc 76,33041.1M $
5Air Products and Chemicals Inc 140,25740.7M $
6Freeport-McMoRan Inc 609,10235.8M $
7Regal Rexnord Corp 117,22022M $
8Hubbell Inc 43,54321.4M $
9Analog Devices Inc 65,82020.9M $
10NVIDIA Corp 114,81320M $
11Broadcom Inc 63,85919.8M $
12Packaging Corp of America 88,93518.9M $
13Amazon.com Inc 84,34617.6M $
14Lockheed Martin Corp 27,59416.7M $
15Corteva Inc 156,53613.1M $
16ASML Holding NV 9,52912.6M $
17Rockwell Automation Inc 34,62712.4M $
18Caterpillar Inc 15,05410.7M $
19Ferguson Enterprises Inc 44,73010.4M $
20ArcelorMittal SA 177,7939.2M $
21BorgWarner Inc 157,5418.5M $
22WESCO International Inc 29,9908.2M $
23Timken Co/The 80,9088.1M $
24Westlake Corp 48,8145.7M $
25Parker-Hannifin Corp 5,0734.5M $
26Eastman Chemical Co 59,0134.5M $
27Masco Corp 59,1223.6M $
28CF Industries Holdings Inc 13,0421.7M $
29Owens Corning 10,1371.1M $