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Global Macro Portfolio

CIK: 0000918706 International
Report date: 2026-03-31
AUM $3.5B
Expense Ratio
Category International
State NY
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-31

Holdings

From latest SEC N-PORT filing · US-listed stocks only

22 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 SKM SK Telecom Co Ltd Since 2026-05-10 Equity (Common)
0.02%
$0.85 16,968
2 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.05%
$-1.84 154,887,000
3 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.04%
$1.45 89,123,000
4 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.01%
$0.24 9,666,000
5 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.00%
50,000
6 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.02%
$-0.68 24,670,000
7 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.15%
$5.33 105,450,000
8 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.04%
$-1.49 46,882,000
9 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.02%
$-0.53 27,220,000
10 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.23%
$-7.93 94,721,220
11 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.07%
$-2.49 111,303,572
12 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.22%
$-7.66 60,495,038
13 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.03%
$0.93 77,416,000
14 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.00%
$0.17 14,498,000
15 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.03%
$0.98 8,500,000
16 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.02%
$0.54 46,290,000
17 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.00%
$0.07 51,000,000
18 OCS Oculis Holding AG Since 2026-05-10 Equity (Common)
0.02%
$0.77 26,940
19 ARCO Arcos Dorados Holdings Inc Since 2026-05-10 Equity (Common)
0.01%
$0.24 29,500
20 KYIV Kyivstar Group Ltd Since 2026-05-10 Equity (Common)
0.02%
$0.77 67,800
21 LILAK Liberty Latin America Ltd Since 2026-05-10 Equity (Common)
0.13%
$4.39 564,900
22 LAR Lithium Argentina AG Since 2026-05-10 Equity (Common)
0.01%
$0.19 27,800