Titelia

Holdings of BBVA MEGATENDENCIA TECNOLOGÍA, FI

BBVA ASSET MANAGEMENT, S.A., SGIIC ·94 declared positions · as of Dec 31, 2025

Original filing · Net assets 1.6B € · Ten largest lines: 66.8 % of the equity sleeve

Sector breakdown

  • Technology 57.8 %
  • Communication 24.1 %
  • Health care 7.2 %
  • Financials 2.4 %
  • Consumer discretionary 2.3 %
  • Funds 0.3 %
  • Consumer staples 0.1 %
  • Unattributed 5.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 86.6 %
  • DE 4.0 %
  • NL 3.5 %
  • JP 1.7 %
  • FR 1.3 %
  • GB 1.1 %
  • CH 0.7 %
  • CA 0.6 %
  • ES 0.4 %
  • SE 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US641.2B €86.63 %
2DE353.1M €3.98 %
3NL446.4M €3.47 %
4JP1122.5M €1.69 %
5FR316.9M €1.27 %
6GB214.6M €1.09 %
7CH19.5M €0.71 %
8CA38.6M €0.64 %
9ES15.2M €0.39 %
10SE21.7M €0.13 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 151M €9.19 %
2Apple Inc 139.8M €8.50 %
3Microsoft Corp 136.9M €8.33 %
4Alphabet Inc 108.6M €6.61 %
5Alphabet Inc 106.6M €6.49 %
6Meta Platforms Inc 80M €4.87 %
7Broadcom Inc 61.9M €3.76 %
8ASML Holding NV 39.7M €2.42 %
9SAP SE 36.3M €2.21 %
10Amazon.com Inc 30.5M €1.85 %
11Gilead Sciences Inc 16.6M €1.01 %
12Visa Inc 16.2M €0.99 %
13Mastercard Inc 15.6M €0.95 %
14Oracle Corp 14.6M €0.89 %
15Netflix Inc 14.5M €0.88 %
16Palantir Technologies Inc 13.5M €0.82 %
17International Business Machines Corp. 12.9M €0.78 %
18Vertex Pharmaceuticals Inc 12.1M €0.74 %
19Siemens Healthineers AG 12.1M €0.74 %
20Advanced Micro Devices Inc 11.5M €0.70 %
21AstraZeneca PLC 11.2M €0.68 %
22Cisco Systems, Inc. 10.9M €0.67 %
23Micron Technology Inc 10.6M €0.65 %
24Neurocrine Biosciences Inc 10.6M €0.65 %
25Amgen Inc 10.2M €0.62 %
26Capgemini SE 10M €0.61 %
27Lonza Group AG 9.5M €0.58 %
28Biogen Inc 9.3M €0.57 %
29Lam Research Corp 8.3M €0.51 %
30Applied Materials Inc 7.9M €0.48 %
31Regeneron Pharmaceuticals, Inc. 7.5M €0.46 %
32Salesforce Inc 7.5M €0.45 %
33Walt Disney Co/The 6.9M €0.42 %
34QUALCOMM Inc 6.5M €0.40 %
35Intuitive Surgical Inc 6.5M €0.40 %
36KLA Corp 6.4M €0.39 %
37Shopify Inc 6.2M €0.38 %
38Abbott Laboratories 6.2M €0.38 %
39Hoya Corp 5.9M €0.36 %
40Intuit Inc 5.8M €0.35 %
41Accenture PLC 5.7M €0.35 %
42Adobe Inc 5.6M €0.34 %
43Stryker Corp 5.5M €0.34 %
44Texas Instruments Inc 5.4M €0.33 %
45Amphenol Corp 5.4M €0.33 %
46Intel Corp 5.3M €0.32 %
47Globus Medical Inc 5.2M €0.32 %
48Cellnex Telecom SA 5.2M €0.32 %
49Dassault Systemes SE 5M €0.31 %
50Edwards Lifesciences Corp 4.9M €0.30 %
51Analog Devices Inc 4.9M €0.30 %
52ServiceNow Inc 4.9M €0.30 %
53Infineon Technologies AG 4.7M €0.28 %
54Adyen NV 3.9M €0.24 %
55Palo Alto Networks Inc 3.7M €0.22 %
56Arista Networks Inc 3.6M €0.22 %
57Veeva Systems Inc 3.4M €0.21 %
58Rightmove PLC 3.4M €0.21 %
59Tokyo Electron Ltd 3.2M €0.20 %
60Cadence Design Systems Inc 2.9M €0.18 %
61Synopsys Inc 2.8M €0.17 %
62Nintendo Co Ltd 2.6M €0.16 %
63TE Connectivity PLC 2.5M €0.15 %
64Corning Inc 2.2M €0.14 %
65Keyence Corp 2.2M €0.13 %
66Motorola Solutions Inc 2.2M €0.13 %
67Autodesk Inc 2.2M €0.13 %
68NXP Semiconductors NV 2M €0.12 %
69Electronic Arts Inc 2M €0.12 %
70Fortinet Inc 1.9M €0.12 %
71Sopra Steria Group 1.9M €0.12 %
72KDDI Corp 1.9M €0.12 %
73Fujitsu Ltd 1.8M €0.11 %
74Constellation Software Inc/Canada 1.6M €0.10 %
75Cognizant Technology Solutions Corp. 1.5M €0.09 %
76Keysight Technologies Inc 1.3M €0.08 %
77Workday Inc 1.2M €0.07 %
78Murata Manufacturing Co Ltd 1.2M €0.07 %
79NTT Inc 1.1M €0.07 %
80Microchip Technology Inc 1M €0.06 %
81Take-Two Interactive Software Inc 970K €0.06 %
82Canon Inc 961K €0.06 %
83Telefonaktiebolaget LM Ericsson 942K €0.06 %
84SoftBank Corp 878K €0.05 %
85VeriSign Inc 852K €0.05 %
86FUJIFILM Holdings Corp 770K €0.05 %
87Hexagon AB 759K €0.05 %
88CGI Inc 738K €0.04 %
89GoDaddy Inc 721K €0.04 %
90Universal Music Group NV 699K €0.04 %
91CDW Corp/DE 651K €0.04 %
92Akamai Technologies Inc 473K €0.03 %
93Zebra Technologies Corp 439K €0.03 %
94Zoom Communications Inc 313K €0.02 %