Titelia

Holdings of CDKV HOLDINGS LLC

246 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 55 % of the equity sleeve

Sector breakdown

  • Funds 5.7 %
  • Technology 4.9 %
  • Consumer staples 3.3 %
  • Health care 1.8 %
  • Financials 1.7 %
  • Consumer discretionary 1.2 %
  • Communication 1.2 %
  • Industrials 1.1 %
  • Utilities 0.5 %
  • Energy 0.2 %
  • Real estate 0.2 %
  • Unattributed 78.1 %

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 99.9 %
  • FR 0.0 %
  • IN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US24499.6M $99.94 %
2FR136.1K $0.04 %
3IN128.5K $0.03 %

Positions

RankCompanySharesValueWeight
201UnitedHealth Group Inc 215.6K $
202SPDR Series Trust 545.3K $
203Invesco Exchange Traded Fund Trust II 2755.2K $
204Select Sector Spdr Trust 804.9K $
205Walt Disney Co/The 504.8K $
206Yum China Holdings Inc 974.7K $
207Veralto Corp 524.6K $
208Capital One Financial Corp 254.6K $
209Baxter International Inc 2704.5K $
210Albemarle Corp 254.5K $
211Fortive Corp 794.4K $
212Schwab US TIPS ETF 1624.3K $
213Bristol-Myers Squibb Co 704.2K $
214APA Corp 1004.2K $
215State Street SPDR S&P Regional Banking ETF 644.2K $
216Waters Corp 144.2K $
217Putnam Managed Municipal Income Trust 6614.1K $
218iShares Trust 613.3K $
219Advanced Micro Devices Inc 163.3K $
220Alibaba Group Holding Ltd 253.1K $
221Solstice Advanced Materials Inc 413.1K $
222Dexcom Inc 483K $
223Sunrun Inc 2002.7K $
224Kroger Co/The 322.3K $
225Best Buy Co Inc 352.2K $
226iShares Core MSCI Europe ETF 302.1K $
227ARK ETF TRUST 161.9K $
228Expand Energy Corp 161.8K $
229GE Vernova Inc 21.7K $
230Omeros Corp 1551.6K $
231Vanguard Index Funds 51.5K $
232Vanguard Index Funds 81.5K $
233Vontier Corp 311.1K $
234Ralliant Corp 261.1K $
235Cognizant Technology Solutions Corp. 14859 $
236Westinghouse Air Brake Technologies Corp 3750 $
237Vanguard Scottsdale Funds 6602 $
238Invesco Value Municipal Income 22268 $
239Embecta Corp 22195 $
240Invesco China Technology ETF 4191 $
241CoStar Group Inc 4162 $
242GE HealthCare Technologies Inc 2143 $
243Cars.com Inc 16130 $
244USA TODAY Co Inc 1392 $
245Patterson-UTI Energy Inc 333 $
246Peloton Interactive Inc 418 $