Titelia

Holdings of GVCGAESCO T.F.T., FI

GVC GAESCO GESTIÓN, SGIIC, S.A. ·74 declared positions · as of Dec 31, 2025

Original filing · Net assets 34.1M € · Ten largest lines: 51.1 % of the equity sleeve

Sector breakdown

  • Health care 10.6 %
  • Technology 5.1 %
  • Communication 2.5 %
  • Consumer discretionary 1.9 %
  • Unattributed 79.9 %

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 16.1 %
  • JP 15.9 %
  • GB 10.6 %
  • BE 10.0 %
  • DE 8.5 %
  • SE 8.4 %
  • IT 6.2 %
  • ES 4.3 %
  • IL 4.0 %
  • PT 3.9 %
  • NL 3.0 %
  • CH 2.1 %
  • Other countries 6.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US135.3M €16.08 %
2JP105.3M €15.88 %
3GB43.5M €10.56 %
4BE43.3M €10.05 %
5DE82.8M €8.55 %
6SE32.8M €8.40 %
7IT72M €6.19 %
8ES41.4M €4.28 %
9IL11.3M €4.01 %
10PT11.3M €3.94 %
11NL31M €3.03 %
12CH4694.8K €2.10 %

Positions

RankCompanySharesValueWeight
1Vodafone Group PLC 2.5M €7.31 %
2Fagron 2.3M €6.87 %
3Fresenius Medical Care AG 2M €5.98 %
4Telia Company AB 2M €5.93 %
5FANUC Corp 2M €5.82 %
6Teva Pharmaceutical Industries Ltd 1.3M €3.89 %
7NOS SGPS SA 1.3M €3.83 %
8Rakuten Group Inc 1.2M €3.52 %
9Medtronic PLC 1.1M €3.36 %
10EXPERT SYSTEM SPA 1M €3.03 %
11Telefonica SA 995.5K €2.92 %
12Teradyne Inc 988.3K €2.90 %
13Pfizer Inc 847.6K €2.49 %
14X-Fab Silicon Foundries SE 775.5K €2.27 %
15NIDEC CORP 695.9K €2.04 %
16BT Group PLC 632.9K €1.86 %
17Verizon Communications Inc 623.9K €1.83 %
18Alibaba Group Holding Ltd 623.7K €1.83 %
19Clavister AB 546.4K €1.60 %
20VIVORYON THERAPEUTICS 490.6K €1.44 %
21SoftBank Corp 467.4K €1.37 %
22Telefonica Brasil SA 454.2K €1.33 %
23Merck & Co Inc 403.1K €1.18 %
24Capgemini SE 355.6K €1.04 %
25Pharmanutra SpA 353K €1.04 %
26Roche Holding AG 352.5K €1.03 %
27Kendrion NV 326.9K €0.96 %
28Kontron AG 239.4K €0.70 %
29China Literature Ltd 234.7K €0.69 %
30PARLEM TELECOM 226.6K €0.66 %
31I2S SA 224K €0.66 %
32Harmonic Drive Systems Inc 215.9K €0.63 %
33Telefonaktiebolaget LM Ericsson 209.3K €0.61 %
34Amplifon SpA 206.3K €0.60 %
35Tencent Holdings Ltd 196.7K €0.58 %
36RUBEAN AG 193.8K €0.57 %
37ATRYS HEALTH SA 190.5K €0.56 %
38AstraZeneca PLC 189.7K €0.56 %
39Novartis AG 188.3K €0.55 %
40Otsuka Holdings Co Ltd 188.3K €0.55 %
41ASML Holding NV 184.3K €0.54 %
42CHINA MOBILE 178.9K €0.52 %
43CRANEWARE PLC 177K €0.52 %
44ERREDUE SPA 174.7K €0.51 %
45M3, Inc. 172.5K €0.51 %
46Lam Research Corp 167.5K €0.49 %
47Dermapharm Holding SE 157.4K €0.46 %
48Taiwan Semiconductor Manufacturing Co Ltd 155.2K €0.46 %
49Abbott Laboratories 149.3K €0.44 %
50Akamai Technologies Inc 148.5K €0.44 %
51FASHIONETTE 136.5K €0.40 %
52Novo Nordisk A/S 132.1K €0.39 %
53Alcon AG 129.1K €0.38 %
54IMD INTERNATIONAL MEDICAL DEVI 125.3K €0.37 %
55Keyence Corp 123.3K €0.36 %
56Lectra 112.2K €0.33 %
57DiaSorin SpA 111.6K €0.33 %
58Terumo Corp 111.1K €0.33 %
59Melexis NV 103.5K €0.30 %
60Nyxoah SA 102.1K €0.30 %
61Becton Dickinson & Co 99.1K €0.29 %
62FAMICORD AG 96K €0.28 %
63Daiichi Sankyo Co Ltd 91.1K €0.27 %
64First Advantage Corp 82.6K €0.24 %
65MPH Health Care AG 82.5K €0.24 %
66SAP SE 72.9K €0.21 %
67Carl Zeiss Meditec AG 50K €0.15 %
68NEOSPERIENCE 44K €0.13 %
69Organon & Co 39.7K €0.12 %
70Sandoz Group AG 24.8K €0.07 %
71Kapsch TrafficCom AG 11.6K €0.03 %
72JD.com Inc 3.2K €0.01 %
73PROFITHOL 2.4K €0.01 %
74Embecta Corp 1.6K €0.00 %