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Wellington Global Multi-Strategy Fund

CIK: 0002026275 International
Report date: 2026-03-20
AUM $51M
Expense Ratio
Category International
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-20

Holdings

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

41 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 GOOG ALPHABET INC Since 2026-05-10 02079KAN7 Debt
0.57%
$0.29 310,000
2 GOOG Alphabet, Inc. Since 2026-05-10 Debt
-0.60%
$-0.31 -275,000
3 GOOG ALPHABET INC Since 2026-05-10 02079KBA4 Debt
0.40%
$0.20 210,000
4 GOOG ALPHABET INC Since 2026-05-10 02079KBB2 Debt
1.79%
$0.91 930,000
5 AMZN AMAZON.COM INC Since 2026-05-10 023135CW4 Debt
0.62%
$0.32 325,000
6 AMZN AMAZON.COM INC Since 2026-05-10 023135CY0 Debt
1.61%
$0.82 850,000
7 BAX BAXTER INTERNATIONAL INC Since 2026-05-10 071813CV9 Debt
0.18%
$0.09 150,000
8 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAK8 Debt
1.20%
$0.61 601,000
9 CTRI Centuri Holdings Inc Since 2026-05-10 155923105 Equity (Common)
0.35%
$0.18 6,415
10 C CITIGROUP INC Since 2026-05-10 172967QJ3 Debt
0.65%
$0.33 325,000
11 C CITIGROUP INC Since 2026-05-10 17327CAY9 Debt
-1.31%
$-0.67 -675,000
12 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AP6 Debt
-0.20%
$-0.10 -100,000
13 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AR2 Debt
-0.66%
$-0.34 -325,000
14 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 18589GAA3 Debt
-0.21%
$-0.10 -100,000
15 CAG CONAGRA BRANDS INC Since 2026-05-10 205887CE0 Debt
0.26%
$0.13 150,000
16 DTM DT MIDSTREAM INC Since 2026-05-10 23345MAB3 Debt
0.14%
$0.07 73,000
17 FANG DIAMONDBACK ENERGY INC Since 2026-05-10 25278XAZ2 Debt
1.66%
$0.85 830,000
18 FANG DIAMONDBACK ENERGY INC Since 2026-05-10 25278XBA6 Debt
2.30%
$1.18 1,230,000
19 FANG DIAMONDBACK ENERGY INC Since 2026-05-10 25278XBB4 Debt
0.49%
$0.25 260,000
20 META META PLATFORMS INC Since 2026-05-10 30303M8Y1 Debt
2.20%
$1.12 1,190,000
21 META META PLATFORMS INC Since 2026-05-10 30303MAE2 Debt
0.51%
$0.26 275,000
22 FISV FISERV INC Since 2026-05-10 337738AV0 Debt
0.27%
$0.14 175,000
23 FIVE Five Below Inc Since 2026-05-10 33829M101 Equity (Common)
0.15%
$0.08 400
24 NXE NexGen Energy Ltd Since 2026-05-10 65340P106 Equity (Common)
0.06%
$0.03 2,348
25 OVV OVINTIV INC Since 2026-05-10 69047QAC6 Debt
-1.72%
$-0.88 -830,000
26 UBS UBS GROUP AG Since 2026-05-10 902613BV9 Debt
1.16%
$0.59 590,000
27 UBS UBS GROUP AG Since 2026-05-10 902613BW7 Debt
1.07%
$0.55 540,000
28 UBER UBER TECHNOLOGIES INC Since 2026-05-10 90353TAQ3 Debt
-0.42%
$-0.21 -225,000
29 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VHJ6 Debt
0.13%
$0.06 65,000
30 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VHK3 Debt
0.34%
$0.17 175,000
31 LIN Linde PLC Since 2026-05-10 Debt
0.23%
$0.12 200,000
32 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCO
0.04%
$0.02 3
33 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCO
-0.06%
$-0.03 -6
34 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCO
-0.02%
$-0.01 -1
35 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCO
0.06%
$0.03 7
36 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCO
0.01%
$0.01 2
37 ICE Intercontinental Exchange, Inc. Since 2026-05-10 Derivative
0.00%
$0.00 -1
38 ICE Intercontinental Exchange, Inc. Since 2026-05-10 Derivative
0.05%
$0.03 195
39 ICE Intercontinental Exchange, Inc. Since 2026-05-10 Derivative
0.00%
$0.00 16
40 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.07%
$0.04 3,230,000
41 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.31%
$-0.16 1,180,000