MondegarAI
BARINGS LLC

Q4 2025 · 13F-HR

BARINGS LLCholdings as filed

Filed 2026-02-12 · accession 0000009015-26-000006

$5.43B
Reported value
169
Positions
2025-12-31
Period end
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The Brief · BARINGS LLC · Q4 2025

AI · grounded in 13F

BARINGS LLC established a new position in TOTALENERGIES SE TTE valued at $26.5M. The fund increased its holdings in VANGUARD WORLD FD VGT by 147.99% and ISHARES TR IVV by 7.12%. On the sell side, the fund closed its position in YUM CHINA HLDGS INC YUMC, resulting in a $11.1M reduction.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$1.18B21.8%1,717,450CommonSOLE
46090E103QQQINVESCO QQQ TR$561.4M10.3%906,307CommonSOLE
464287648IWOISHARES TR$540.0M9.95%1,657,750CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$407.3M7.51%5,108,527CommonSOLE
464288646IGSBISHARES TR$361.7M6.66%6,840,027CommonSOLE
464287242LQDISHARES TR$305.4M5.63%2,771,727CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$303.5M5.59%6,000,000CommonSOLE
06759L103BBDCBARINGS BDC, INC.$125.2M2.31%13,639,681CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$124.8M2.30%884,856CommonSOLE
42703MAF0HLF 4.25 06/15/28HERBALIFE LTD$81.7M1.51%75,891,000CommonSOLE
722304102PDDPDD HOLDINGS INC$74.2M1.37%654,567CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$66.4M1.22%97,330CommonSOLE
464287440IEFISHARES TR$63.5M1.17%659,861CommonSOLE
464286392URTHISHARES INC$53.7M0.99%288,921CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$46.5M0.86%539,228CommonSOLE
46435U853USHYISHARES TR$44.5M0.82%1,191,000CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$44.5M0.82%378,880CommonSOLE
G00894108ARXACCELERANT HOLDINGS$41.9M0.77%3,128,867CommonSOLE
46429B655FLOTISHARES TR$39.7M0.73%780,000CommonSOLE
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$39.2M0.72%38,105,000CommonSOLE
464287309IVWISHARES TR$33.2M0.61%269,017CommonSOLE
464287861IEVISHARES TR$32.4M0.60%472,278CommonSOLE
G25508105CRHCRH PLC$32.3M0.59%258,726CommonSOLE
92204A702VGTVANGUARD WORLD FD$28.8M0.53%38,218CommonSOLE
81141R100SESEA LTD$28.6M0.53%223,923CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$28.4M0.52%466,291CommonSOLE
G6683N103NUNU HLDGS LTD$26.5M0.49%1,584,505CommonSOLE
F92124100TTETOTALENERGIES SE$26.5M0.49%406,567CommonSOLE
G0403H108AONAON PLC$25.1M0.46%71,077CommonSOLE
40415F101HDBHDFC BANK LTD$24.9M0.46%682,813CommonSOLE
78573NAK8SABHLD 7.32 08/01/26SABRE GLBL INC$22.2M0.41%22,093,000CommonSOLE
922908363VOOVANGUARD INDEX FDS$22.1M0.41%35,299CommonSOLE
N72482206QGENQIAGEN NV$18.6M0.34%407,259CommonSOLE
91325VAB4UNIT 7.5 12/01/27UNITI GROUP LLC$18.4M0.34%16,735,000CommonSOLE
68213NAF6OMCL 1 12/01/29OMNICELL COM$17.0M0.31%15,735,000CommonSOLE
37954Y350EMBDGLOBAL X FDS$15.6M0.29%651,200CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$14.4M0.27%190,000CommonSOLE
46434G822EWJISHARES INC$14.3M0.26%177,148CommonSOLE
651639106NEMNEWMONT CORP$14.1M0.26%141,128CommonSOLE
166764100CVXCHEVRON CORP NEW$14.1M0.26%92,398CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$13.8M0.25%1,204,430CommonSOLE
07725L102ONCBEONE MEDICINES LTD$13.0M0.24%42,815CommonSOLE
21077F100CTGOCONTANGO ORE INC$12.6M0.23%476,190CommonSOLE
30231G102XOMEXXON MOBIL CORP$12.3M0.23%102,087CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$11.9M0.22%235,039CommonSOLE
464287515IGVISHARES TR$11.5M0.21%108,479CommonSOLE
91912E105VALEVALE S A$11.4M0.21%878,365CommonSOLE
464287234EEMISHARES TR$10.8M0.20%197,788CommonSOLE
20825C104COPCONOCOPHILLIPS$10.7M0.20%114,783CommonSOLE
48123VAH5ZD 3.625 03/01/28ZIFF DAVIS INC$9.8M0.18%10,000,000CommonSOLE
G6359F137NBRNABORS INDUSTRIES LTD$9.8M0.18%179,841CommonSOLE
29250N105ENBENBRIDGE INC$8.9M0.16%185,942CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$8.8M0.16%61,478CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$8.3M0.15%32,670CommonSOLE
G2519Y108BAPCREDICORP LTD$8.1M0.15%28,289CommonSOLE
464288711JXIISHARES TR$8.1M0.15%102,707CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$8.0M0.15%79,217CommonSOLE
26875P101EOGEOG RES INC$8.0M0.15%75,916CommonSOLE
67077M108NTRNUTRIEN LTD$7.8M0.14%126,808CommonSOLE
G3323L100FNFABRINET$7.8M0.14%17,033CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$7.6M0.14%45,029CommonSOLE
697900108PAASPAN AMERN SILVER CORP$7.2M0.13%138,681CommonSOLE
237266101DARDARLING INGREDIENTS INC$6.8M0.13%189,772CommonSOLE
26884L109EQTEQT CORP$6.8M0.13%126,786CommonSOLE
15234Q207AXIACENTRAIS ELET BRAS SA$6.6M0.12%723,802CommonSOLE
594918104MSFTMICROSOFT CORP$6.6M0.12%13,598CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$6.4M0.12%891,821CommonSOLE
464286608EZUISHARES INC$6.4M0.12%99,439CommonSOLE
133131102CPTCAMDEN PPTY TR$6.3M0.12%57,104CommonSOLE
878742204TECKTECK RESOURCES LTD$6.2M0.11%129,609CommonSOLE
92189F106GDXVANECK ETF TRUST$5.8M0.11%68,047CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.7M0.11%30,750CommonSOLE
29414B104EPAMEPAM SYS INC$5.4M0.10%26,486CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$5.3M0.10%77,312CommonSOLE
22052L104CTVACORTEVA INC$5.0M0.09%74,807CommonSOLE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$4.8M0.09%428,646CommonSOLE
464288257ACWIISHARES TR$4.7M0.09%33,428CommonSOLE
023135106AMZNAMAZON COM INC$4.6M0.08%19,799CommonSOLE
06761A103MPVBARINGS PARTN INVS TRUST$4.5M0.08%283,014CommonSOLE
127097103CTRACOTERRA ENERGY INC$4.4M0.08%167,626CommonSOLE
G54950103LINLINDE PLC$4.1M0.08%9,604CommonSOLE
13321L108CCJCAMECO CORP$4.1M0.08%44,548CommonSOLE
02079K305GOOGLALPHABET INC$4.1M0.08%13,012CommonSOLE
06759X107MCIBARINGS CORPORATE INVS$4.0M0.07%219,664CommonSOLE
H11356104BGBUNGE GLOBAL SA$4.0M0.07%44,655CommonSOLE
46434V878ICSHISHARES TR$4.0M0.07%78,600CommonSOLE
78463V107GLDSPDR GOLD TR$3.9M0.07%9,828CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$3.9M0.07%87,175CommonSOLE
037833100AAPLAPPLE INC$3.6M0.07%13,353CommonSOLE
125269100CFCF INDS HLDGS INC$3.5M0.07%45,674CommonSOLE
40090E106CIBGRUPO CIBEST SA$3.5M0.06%54,273CommonSOLE
464288372IGFISHARES TR$3.4M0.06%54,808CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$3.3M0.06%58,121CommonSOLE
244199105DEDEERE & CO$3.3M0.06%7,130CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3.3M0.06%52,076CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3.2M0.06%19,903CommonSOLE
92826C839VVISA INC$3.2M0.06%9,222CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$3.2M0.06%175,090CommonSOLE
09259E108TCPCBLACKROCK TCP CAPITAL CORP$3.0M0.05%540,615CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.8M0.05%8,627CommonSOLE
30303M102METAMETA PLATFORMS INC$2.7M0.05%4,156CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2.6M0.05%52,370CommonSOLE
92189F643MOATVANECK ETF TRUST$2.6M0.05%24,935CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.5M0.05%104,457CommonSOLE
464286871EWHISHARES INC$2.3M0.04%108,175CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.3M0.04%7,091CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$2.2M0.04%91,316CommonSOLE
46435G193SUSCISHARES TR$2.1M0.04%90,424CommonSOLE
61945C103MOSMOSAIC CO NEW$2.1M0.04%85,299CommonSOLE
532457108LLYELI LILLY & CO$2.0M0.04%1,865CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2.0M0.04%14,312CommonSOLE
461202103INTUINTUIT$2.0M0.04%2,975CommonSOLE
001084102AGCOAGCO CORP$1.9M0.03%17,737CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$1.7M0.03%43,064CommonSOLE
15236F100AXIA/PCCENTRAIS ELET BRAS SA$1.6M0.03%190,242CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.6M0.03%23,702CommonSOLE
02319V103ABEVAMBEV SA$1.5M0.03%621,824CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.5M0.03%10,195CommonSOLE
457187102INGRINGREDION INC$1.5M0.03%13,233CommonSOLE
911363109URIUNITED RENTALS INC$1.5M0.03%1,793CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.4M0.03%9,482CommonSOLE
501044101KRKROGER CO$1.3M0.02%21,403CommonSOLE
40609P105HNRGHALLADOR ENERGY COMPANY$1.3M0.02%69,239CommonSOLE
902494103TSNTYSON FOODS INC$1.3M0.02%21,946CommonSOLE
N20944109CNHCNH INDL N V$1.3M0.02%135,600CommonSOLE
46434V738IEURISHARES TR$1.2M0.02%17,508CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.2M0.02%22,940CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.2M0.02%6,454CommonSOLE
05464C101AXONAXON ENTERPRISE INC$988,7660.02%1,741CommonSOLE
11135F101AVGOBROADCOM INC$970,1180.02%2,803CommonSOLE
46434V100SLQDISHARES TR$926,3400.02%18,271CommonSOLE
02079K107GOOGALPHABET INC$907,8230.02%2,893CommonSOLE
N3167Y103RACEFERRARI N V$890,6660.02%2,382CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$871,5080.02%73,545CommonSOLE
939653101ELMEELME COMMUNITIES$861,0740.02%49,487CommonSOLE
78464A151IBNDSPDR SERIES TRUST$837,6860.02%26,088CommonSOLE
46435U549EAGGISHARES TR$828,2840.02%17,310CommonSOLE
464288653TLHISHARES TR$811,8350.01%7,985CommonSOLE
297178105ESSESSEX PPTY TR INC$790,0120.01%3,019CommonSOLE
88160R101TSLATESLA INC$770,8200.01%1,714CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$753,5990.01%19,328CommonSOLE
580135101MCDMCDONALDS CORP$625,0130.01%2,045CommonSOLE
37954Y673PAVEGLOBAL X FDS$609,0360.01%12,744CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$595,8590.01%2,851CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$535,3730.01%33,796CommonSOLE
872540109TJXTJX COS INC NEW$445,0080.01%2,897CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$428,7600.01%853CommonSOLE
478160104JNJJOHNSON & JOHNSON$383,8920.01%1,855CommonSOLE
45104G104IBNICICI BANK LIMITED$319,5750.01%10,724CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$317,9800.01%557CommonSOLE
00287Y109ABBVABBVIE INC$296,5800.01%1,298CommonSOLE
060505104BACBANK AMERICA CORP$289,5200.01%5,264CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$263,2480.00%1,481CommonSOLE
36118L106FUTUFUTU HLDGS LTD$259,2870.00%1,579CommonSOLE
06760L100BGHBARINGS GLOBAL SHORT DURATION$232,9980.00%15,523CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$227,1440.00%392CommonSOLE
64110L106NFLXNETFLIX INC$212,5540.00%2,267CommonSOLE
58933Y105MRKMERCK & CO INC$211,6780.00%2,011CommonSOLE
68389X105ORCLORACLE CORP$211,4770.00%1,085CommonSOLE
369604301GEGE AEROSPACE$210,3840.00%683CommonSOLE
50066V305KOREKORE GROUP HLDGS INC$208,6070.00%49,433CommonSOLE
002824100ABTABBOTT LABS$205,9770.00%1,644CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$205,6860.00%234CommonSOLE
437076102HDHOME DEPOT INC$205,4280.00%597CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$203,2000.00%686CommonSOLE
172967424CCITIGROUP INC$202,1070.00%1,732CommonSOLE
23130Q107CURICURIOSITYSTREAM INC$106,1340.00%27,930CommonSOLE
97651M109WITWIPRO LTD$97,5970.00%34,365CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$090,661CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.