Titelia

Holdings of Ariadne Wealth Management, LP

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Net assets
-
Positions
235 in 11 countries
Top ten
32.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Cummins Inc 415223.3K $
202Phillips 66 1,224223K $
203Exelixis Inc 5,181222.2K $
204HSBC Holdings PLC 2,604220.5K $
205iShares Trust 1,138218.3K $
206State Street SPDR Portfolio Emerging Markets ETF 4,653218.3K $
207Cadence Design Systems Inc 779216.5K $
208Ulta Beauty Inc 408213.3K $
209Hewlett Packard Enterprise Co 8,801211K $
210Medpace Holdings Inc 438210.3K $
211Advanced Micro Devices Inc 1,033210.1K $
212Banco Santander SA 18,490208.6K $
213iShares Russell 2000 ETF 833206.6K $
214Globe Life Inc 1,480206K $
215Mueller Industries Inc 1,833203.1K $
216Tyson Foods Inc 3,156202.2K $
217Atlassian Corp 2,962202.2K $
218Fluor Corp 4,319201.5K $
219OneMain Holdings Inc 3,763201.3K $
220Vanguard Russell 3000 696200.1K $
221ServiceNow Inc 1,913200K $
222Mitsubishi UFJ Financial Group Inc 11,485194.9K $
223Yalla Group Ltd 30,862192.3K $
224Enel Chile SA 36,060142.1K $
225Lloyds Banking Group PLC 26,381132.7K $
226Rithm Capital Corp 10,29897.6K $
227ADT Inc 11,44276K $
228Petco Health & Wellness Co Inc 21,01658.4K $
229LexinFintech Holdings Ltd 24,10752.6K $
230Wipro Ltd 23,68850.2K $
231Clean Energy Fuels Corp 17,81144.2K $
232Ironwood Pharmaceuticals Inc 12,56444.1K $
233Newell Brands Inc 10,95037.6K $
234Cia Energetica de Minas Gerais 13,65032.6K $
235Lufax Holding Ltd 12,29223K $

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Sector breakdown

  • Technology 14.3 %
  • Financials 4.8 %
  • Communication 4.4 %
  • Health care 3.8 %
  • Industrials 3.6 %
  • Consumer discretionary 3.5 %
  • Funds 2.5 %
  • Consumer staples 1.6 %
  • Materials 0.5 %
  • Utilities 0.5 %
  • Energy 0.4 %
  • Unattributed 60.0 %

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 97.1 %
  • South Korea 0.8 %
  • Taiwan 0.8 %
  • United Kingdom 0.6 %
  • South Africa 0.2 %
  • Japan 0.2 %
  • India 0.1 %
  • Cayman Islands 0.1 %
  • Spain 0.1 %
  • Chile 0.1 %
  • Brazil 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States214209.2M $97.08 %
2South Korea51.7M $0.80 %
3Taiwan31.7M $0.79 %
4United Kingdom41.2M $0.56 %
5South Africa1393K $0.18 %
6Japan1362.7K $0.17 %
7India2307.2K $0.14 %
8Cayman Islands2215.3K $0.10 %
9Spain1208.6K $0.10 %
10Chile1142.1K $0.07 %
11Brazil132.6K $0.02 %
Cite this page

Titelia. "Holdings of Ariadne Wealth Management, LP". https://titelia.com/en/funds/US13F2034793