Titelia

Holdings of TRIGLAV INVESTMENTS, D.O.O.

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Net assets
-
Positions
131 in 5 countries
Top ten
51.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Danaher Corp 6,0001.1M $
102Coherent Corp 4,6591.1M $
103Arista Networks Inc 8,5001M $
104Comfort Systems USA Inc 700965.3K $
105Yum China Holdings Inc 19,680960K $
106Salesforce Inc 5,000933.4K $
107BioMarin Pharmaceutical Inc 16,500932.1K $
108Hesai Group 48,570928.7K $
109PepsiCo Inc 5,554862.5K $
110Ciena Corp 2,200854.1K $
111Analog Devices Inc 2,651843.4K $
112Veeva Systems Inc 4,500790.5K $
113MercadoLibre Inc 425734.8K $
114Tempus AI Inc 15,000678.3K $
115Coinbase Global Inc 3,650637.3K $
116ServiceNow Inc 5,500575K $
117Nextpower Inc 4,267514.4K $
118Tetra Tech Inc 15,364462.8K $
119Verisk Analytics Inc 2,363448.4K $
120Clean Harbors Inc 1,502430.7K $
121Solaris Energy Infrastructure Inc 7,265410.5K $
122Teva Pharmaceutical Industries Ltd 13,121395.2K $
123Teradyne Inc 1,119331.7K $
124Uranium Energy Corp 23,324314.9K $
125Bloom Energy Corp 2,216300.2K $
126Natera Inc 1,500300K $
127Xylem Inc/NY 2,482296.6K $
128Lattice Semiconductor Corp 2,843263.7K $
129Sunrun Inc 15,067204.3K $
130Baidu Inc 1,394155.3K $
131Constellation Energy Corp. 34496.1K $

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Sector breakdown

  • Technology 36.7 %
  • Communication 13.5 %
  • Health care 12.6 %
  • Consumer discretionary 12.3 %
  • Financials 9.8 %
  • Industrials 6.1 %
  • Consumer staples 3.3 %
  • Real estate 1.1 %
  • Funds 0.8 %
  • Utilities 0.5 %
  • Unattributed 3.3 %

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

  • United States 96.5 %
  • Taiwan 2.7 %
  • Cayman Islands 0.5 %
  • India 0.3 %
  • Israel 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1241.3B $96.48 %
2Taiwan237.5M $2.75 %
3Cayman Islands26.4M $0.47 %
4India23.6M $0.27 %
5Israel1395.2K $0.03 %
Cite this page

Titelia. "Holdings of TRIGLAV INVESTMENTS, D.O.O.". https://titelia.com/en/funds/US13F2056690