Titelia

Holdings of Themes Management Co LLC

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Net assets
-
Positions
102 in 6 countries
Top ten
38.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Virgin Galactic Holdings Inc 12,54830.5K $
102Eve Holding Inc 12,00529.8K $

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Sector breakdown

  • Industrials 40.5 %
  • Financials 11.3 %
  • Technology 9.4 %
  • Utilities 4.8 %
  • Materials 3.0 %
  • Consumer discretionary 2.1 %
  • Communication 1.9 %
  • Energy 0.2 %
  • Unattributed 27.0 %

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 95.3 %
  • Japan 1.5 %
  • South Africa 1.1 %
  • Spain 0.8 %
  • Netherlands 0.8 %
  • Cayman Islands 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States96120M $95.34 %
2Japan21.9M $1.55 %
3South Africa11.4M $1.08 %
4Spain1995.1K $0.79 %
5Netherlands1963.8K $0.77 %
6Cayman Islands1599.3K $0.48 %
Cite this page

Titelia. "Holdings of Themes Management Co LLC". https://titelia.com/en/funds/US13F2107564