Titelia

Holdings of Berbice Capital Management LLC

139 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 70.6 % of the equity sleeve

Sector breakdown

  • Technology 47.1 %
  • Communication 18.5 %
  • Consumer discretionary 9.3 %
  • Financials 7.9 %
  • Consumer staples 2.9 %
  • Industrials 2.3 %
  • Funds 1.7 %
  • Health care 1.1 %
  • Utilities 0.3 %
  • Materials 0.1 %
  • Energy 0.1 %
  • Unattributed 8.7 %

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 96.6 %
  • TW 2.7 %
  • NL 0.6 %
  • JP 0.0 %
  • AU 0.0 %
  • IL 0.0 %
  • DK 0.0 %
  • GB 0.0 %
  • BR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US129138.4M $96.61 %
2TW13.9M $2.70 %
3NL2828.4K $0.58 %
4JP271.3K $0.05 %
5AU136.4K $0.03 %
6IL121.1K $0.01 %
7DK114.7K $0.01 %
8GB18.5K $0.01 %
9BR14.8K $0.00 %

Positions

RankCompanySharesValueWeight
101Synopsys Inc 5019.8K $
102Carpenter Technology Corp 5019.7K $
103RTX Corp 10019.3K $
104Palo Alto Networks Inc 12019.2K $
105Rio Tinto PLC 20018.7K $
106NextEra Energy Inc 20018.6K $
107Eli Lilly & Co 2018.4K $
108Rocket Cos Inc 1,20017.1K $
109Robinhood Markets Inc 24016.6K $
110AST SpaceMobile Inc 20016.6K $
111Uber Technologies Inc 22616.3K $
112Sandisk Corp/DE 2515.9K $
113Ishares Inc 20015K $
114Reddit Inc 11014.8K $
115Novo Nordisk A/S 40014.7K $
116NRG Energy Inc 10014.6K $
117Western Digital Corp 5013.5K $
118Invesco Exchange-Traded Fund T 21512.7K $
119Walmart Inc 10012.4K $
120Ciena Corp 3011.6K $
121State Street Materials Select Sector SPDR ETF 20010K $
122INVESCO AEROSPACE & DEFEN 609.9K $
123TTM Technologies Inc 1009.7K $
124Airbus SE 2009.5K $
125Barclays PLC 4008.5K $
126Select Sector Spdr Trust 2008.2K $
127MP Materials Corp 1507.2K $
128Caterpillar Inc 107.1K $
129Mitsubishi UFJ Financial Group Inc 4006.8K $
130Rigetti Computing Inc 4005.6K $
131NIKE Inc 1005.3K $
132Oklo Inc 1005K $
133Global X Uranium ETF 1004.8K $
134Vale SA 3004.8K $
135Applied Digital Corp 2004.7K $
136Personalis Inc 1004.5K $
137Navitas Semiconductor Corp 5004.4K $
138D-Wave Quantum Inc 3004.3K $
139Bloom Energy Corp 304.1K $