Titelia

Holdings of Buckland Partners Management Co LLC

84 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43 % of the equity sleeve

Sector breakdown

  • Technology 31.0 %
  • Financials 8.1 %
  • Materials 7.0 %
  • Industrials 6.5 %
  • Consumer discretionary 4.8 %
  • Communication 4.0 %
  • Energy 2.1 %
  • Real estate 2.0 %
  • Health care 0.4 %
  • Unattributed 34.1 %

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 96.9 %
  • NL 1.8 %
  • TW 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US82152.9M $96.91 %
2NL12.8M $1.80 %
3TW12M $1.29 %

Positions

RankCompanySharesValueWeight
1Synopsys Inc 33,00013.1M $
2Carpenter Technology Corp 28,00011M $
3W R Berkley Corp 148,5009.8M $
4Apple Inc 30,4007.7M $
5Tractor Supply Co 125,0005.7M $
6Silgan Holdings Inc 138,8005.4M $
7Citizens Financial Group Inc 72,0004.3M $
8Analog Devices Inc 11,9273.8M $
9Marten Transport Ltd 267,5943.5M $
10Howmet Aerospace Inc 15,0003.5M $
11Goldman Sachs Group Inc/The 4,0003.4M $
12Iron Mountain Inc 30,0003.1M $
13Meta Platforms Inc 5,0002.9M $
14ASML Holding NV 2,1502.8M $
15TopBuild Corp 8,0002.8M $
16Masco Corp 45,0002.7M $
17Carlyle Group Inc/The 54,4002.6M $
18Madison Square Garden Sports Corp 8,0002.6M $
19Loews Corp 24,0002.6M $
20Exxon Mobil Corp 14,2422.4M $
21Structure Therapeutics Inc 50,0002.4M $
22Palo Alto Networks Inc 13,4002.1M $
23JPMorgan Chase & Co 7,0002.1M $
24Taiwan Semiconductor Manufacturing Co Ltd 6,0002M $
25Alphabet Inc 7,0002M $
26Entegris Inc 16,5001.9M $
27Timken Co/The 19,0001.9M $
28Baker Hughes Co 30,0001.8M $
29L3Harris Technologies Inc 5,1751.8M $
30Honeywell International Inc 7,5001.7M $
31Solstice Advanced Materials Inc 21,8751.7M $
32Ford Motor Co 143,0001.7M $
33GE Vernova Inc 1,8121.6M $
34General Electric Co 5,2501.5M $
35Salesforce Inc 7,9321.5M $
36Builders FirstSource Inc 17,1001.4M $
37Intel Corp 30,0001.3M $
38DraftKings Inc 60,0001.3M $
39Atlanta Braves Holdings Inc 30,3191.3M $
40Microsoft Corp 3,4501.3M $
41Astera Labs Inc 11,0001.2M $
42CENTESSA PHARMACEUTICALS PLC 30,0001.2M $
43Cisco Systems, Inc. 15,0001.2M $
44Blackstone Inc 10,0001.1M $
45KKR & Co Inc 12,0001.1M $
46Oracle Corp 7,5001.1M $
47Toll Brothers Inc 8,0001.1M $
48Walt Disney Co/The 11,2231.1M $
49AMETEK Inc 5,0001.1M $
50Adobe Inc 3,800923.7K $
51Henry Schein Inc 12,400913.9K $
52ConocoPhillips 6,680881.8K $
53Rubrik Inc 17,000832.5K $
54Pegasystems Inc 19,000808.6K $
55KeyCorp 40,000802K $
56UiPath Inc 70,000777K $
57Okta Inc 9,500747.7K $
58Snowflake Inc 4,900739K $
59Paylocity Holding Corp 6,700723.9K $
60Microchip Technology Inc 11,000710.7K $
61Danaher Corp 3,500665K $
62Zoom Communications Inc 8,000643.1K $
63Park Aerospace Corp 21,091577.5K $
64Fortune Brands Innovations Inc 14,000545.6K $
65Docusign Inc 11,500545.2K $
66ServiceNow Inc 5,200543.7K $
67CoreWeave Inc 6,700519K $
68CTO Realty Growth Inc 24,000443.8K $
69Ondas Inc 48,000433.9K $
70Advanced Micro Devices Inc 2,000406.9K $
71Magnite Inc 31,446373.6K $
72NVIDIA Corp 2,000348.8K $
73Lululemon Athletica Inc 2,000306.2K $
74Datadog Inc 2,500295.1K $
75Tenable Holdings Inc 17,000287.6K $
76Alphabet Inc 1,000286.9K $
77Gitlab Inc 13,000281.3K $
78DR Horton Inc 2,000274.4K $
79Figma Inc 11,200236.8K $
80Bloom Energy Corp 1,500203.2K $
81SailPoint Inc 12,000158.9K $
82C3.ai Inc 16,000134.7K $
83Navan Inc 10,000132.4K $
84Masterbrand Inc 14,000116.3K $