Arkolith/Funds/Barings LLC

Barings LLC

CIK 9015
Holdings as of Mar 31, 2026·disclosed May 6, 2026·~36-day 13F lag·13F-HR
Inactive

Barings LLC holds a concentrated book of 154 stocks worth $6.2B as of Q1 2026 (disclosed May 6, 2026, a ~45-day 13F lag). This quarter they opened ASTRAZENECA PLC and trimmed INVESCO QQQ TR. Their largest long position is ISHR IBX USD INVGD CB ETF-UI at 42% of the equity book.

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Use Arkolith to show BARINGS LLC's latest
holdings, largest changes, and filing provenance.
Opened
24
new positions
Added to
49
existing
Trimmed
44
reduced
Sold out
16
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
73%
Top 10 holdings
80%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Materials
1%
Energy
1%
Health Care
1%
Financials
0%
Consumer Staples
0%
Real Estate
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

179 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$1.1B1.67M
17.2%
−2.5%
Reduced · −44K sh
2Ishares TR
IBOXX INV CP ETF
$938.7M8.61M
15.2%
+211%
Added · +5.8M sh
3Janus Detroit STR TR
HENDRSON AAA CL
$650.2M12.91M
10.5%
+115%
Added · +6.9M sh
4Invesco QQQ TR
UNIT SER 1
$502.6M900.2K
8.1%
−0.7%
Reduced · −6K sh
5Ishares TR
RUS 2000 GRW ETF
$484.3M1.61M
7.8%
−3.0%
Reduced · −49K sh
6Vanguard Scottsdale FDS
SHRT TRM CORP BD
$405.0M5.11M
6.5%
Held
7Ishares TR
ISHS 1-5YR INVS
$359.5M6.84M
5.8%
Held
8Vanguard Intl Equity Index F
TT WRLD ST ETF
$119.8M866.3K
1.9%
−2.1%
Reduced · −19K sh
9Barings BDC, Inc.
COM
$112.3M13.64M
1.8%
Held
10Herbalife Ltd
NOTE 4.250% 6/1
$67.8M56.83M
1.1%
−25%
Reduced · −19.1M sh
11PDD Holdings Inc
SPONSORED ADS
$66.3M649.2K
1.1%
−0.8%
Reduced · −5K sh
12Totalenergies SE
ACT
$56.6M605.2K
0.9%
+49%
Added · +199K sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$50.7M78.0K
0.8%
−20%
Reduced · −19K sh
14Ishares Inc
MSCI WORLD ETF
$47.8M265.4K
0.8%
−8.1%
Reduced · −24K sh
15Accelerant Holdings
CL A
$46.1M3.13M
0.7%
Held
16Ishares TR
BROAD USD HIGH
$45.6M1.24M
0.7%
+3.9%
Added · +46K sh
17Parsons Corp Del
NOTE 2.625% 3/0
$45.4M46.12M
0.7%
+21%
Added · +8.0M sh
18Anglogold Ashanti PLC
COM SHS
$41.6M428.5K
0.7%
−21%
Reduced · −111K sh
19Ishares TR
FLTG RATE NT ETF
$39.7M780.0K
0.6%
Held
20Wheaton Precious Metals Corp
COM
$35.6M270.9K
0.6%
−28%
Reduced · −108K sh
21Ishares TR
MSCI EMG MKT ETF
$34.3M603.9K
0.6%
+205%
Added · +406K sh
22Uniti Group LLC
NOTE 7.500%12/0
$32.9M27.62M
0.5%
+65%
Added · +10.9M sh
23Ishares TR
EUROPE ETF
$31.9M469.2K
0.5%
−0.7%
Reduced · −3K sh
24Ishares Inc
MSCI JAPAN ETF
$28.4M335.8K
0.5%
+90%
Added · +159K sh
25BlackRock ETF Trust
ISHARES US EQUIT
$28.1M482.7K
0.5%
+3.5%
Added · +16K sh
26AstraZeneca PLC
ORD
$27.8M143.0K
0.4%
New
New position
27Ishares TR
7-10 YR TRSY BD
$27.5M288.2K
0.4%
−56%
Reduced · −372K sh
28Sabre GLBL Inc
NOTE 7.320% 8/0
$22.0M22.09M
0.4%
Held
29CRH PLC
ORD
$21.3M203.0K
0.3%
−22%
Reduced · −56K sh
30Vanguard Index FDS
S&P 500 ETF SHS
$21.1M35.3K
0.3%
Held
31Vanguard World FD
INF TECH ETF
$20.9M30.0K
0.3%
−22%
Reduced · −8K sh
32Chevron Corporation
COM
$20.8M100.4K
0.3%
+8.7%
Added · +8K sh
33Sea Ltd
SPONSORD ADS
$20.3M245.3K
0.3%
+9.5%
Added · +21K sh
34Ishares TR
EXPANDED TECH
$19.3M240.9K
0.3%
+122%
Added · +132K sh
35Suncor Energy Inc New
COM
$19.1M288.8K
0.3%
+231%
Added · +202K sh
36Vanguard Index FDS
VALUE ETF
$18.1M92.2K
0.3%
New
New position
37Exxon Mobil Corp
COM
$17.4M102.5K
0.3%
+0.4%
Added · +373 sh
38Nutrien Ltd
COM
$16.3M216.3K
0.3%
+71%
Added · +90K sh
39HDFC Bank Ltd
SPONSORED ADS
$15.3M616.0K
0.2%
−9.8%
Reduced · −67K sh
40Omnicell Com
NOTE 1.000%12/0
$15.3M15.73M
0.2%
Held
41ConocoPhillips
COM
$15.2M115.4K
0.2%
+0.6%
Added · +638 sh
42Nu Hldgs Ltd
ORD SHS CL A
$15.2M1.06M
0.2%
−33%
Reduced · −528K sh
43Aon PLC
SHS CL A
$14.9M46.2K
0.2%
−35%
Reduced · −25K sh
44Global X FDS
X EMERGING MKT
$14.1M607.7K
0.2%
−6.7%
Reduced · −44K sh
45Qiagen NV
ORD SHARES
$13.2M329.5K
0.2%
New
New position
46Beone Medicines Ltd
SPONSORED ADS
$12.7M42.8K
0.2%
Held
47Darling Ingredients Inc
COM
$11.7M189.8K
0.2%
Held
48Newmont Corp
COM
$11.0M101.4K
0.2%
−28%
Reduced · −40K sh
49Eog Res Inc
COM
$11.0M75.9K
0.2%
Held
50Coterra Energy Inc
COM
$10.7M304.7K
0.2%
+82%
Added · +137K sh
Showing 50 of 179 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 6, 2026238$6.2B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026218$5.4B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025221$5.3B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025217$4.3B13F-HR
Q1 2025Mar 31, 2025May 9, 2025210$4.0B13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025209$4.2B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024197$4.3B13F-HR
Q2 2024Jun 30, 2024Nov 6, 2024185$4.1B13F-HR/A
Q1 2024Mar 31, 2024May 8, 2024206$4.0B13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024194$3.1B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023202$2.9B13F-HR
Q2 2023Jun 30, 2023Aug 8, 2023213$3.0B13F-HR
Q1 2023Mar 31, 2023May 9, 2023210$2.9B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023229$2.8B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022219$2.5B13F-HR
Q2 2022Jun 30, 2022Aug 8, 2022550$2.8B13F-HR
Q1 2022Mar 31, 2022May 13, 2022521$3.3B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022624$3.9B13F-HR/A
Q3 2021Sep 30, 2021Nov 12, 2021597$4.4B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021606$4.3B13F-HR/A
Amended / restated
  • Q2 2024 · filed Oct 30, 202413F-HR/A · superseded
  • Q2 2024 · filed Aug 8, 202413F-HR · superseded
  • Q4 2021 · filed Feb 9, 202213F-HR · superseded
  • Q2 2021 · filed Aug 11, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.