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Holdings of Camrose Capital Investment Partners LLP

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Net assets
-
Positions
10 in 1 countries
Top ten
100.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Core & Main Inc 2,267,608112M $
2Hilton Worldwide Holdings Inc 302,92492.1M $
3S&P Global Inc 210,88589.7M $
4Mastercard Inc 179,47689.7M $
5Texas Instruments Inc 451,16587.6M $
6Martin Marietta Materials Inc 136,71980.5M $
7Yum! Brands Inc 450,26070M $
8Expeditors International of Washington Inc 444,97663.7M $
9Roper Technologies Inc 118,60642M $
10Automatic Data Processing Inc 181,63936.9M $

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Sector breakdown

  • Financials 23.5 %
  • Consumer discretionary 21.2 %
  • Industrials 18.7 %
  • Technology 11.5 %
  • Materials 10.5 %
  • Unattributed 14.7 %

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 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States10764.2M $100.00 %
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Titelia. "Holdings of Camrose Capital Investment Partners LLP". https://titelia.com/en/funds/US13F2040608