Titelia

Holdings of BESTINVER PATRIMONIO, FI

BESTINVER GESTION, S.A., S.G.I.I.C. ·25 declared positions · as of Dec 31, 2025

Original filing · Net assets 115M € · Ten largest lines: 47.2 % of the equity sleeve

Sector breakdown

  • Industrials 12.6 %
  • Health care 12.4 %
  • Consumer discretionary 11.8 %
  • Technology 9.5 %
  • Communication 8.7 %
  • Financials 4.5 %
  • Unattributed 40.5 %

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 28.7 %
  • NL 13.4 %
  • DE 13.0 %
  • DK 8.9 %
  • GB 7.3 %
  • FR 7.2 %
  • ES 5.3 %
  • TW 5.0 %
  • CH 4.1 %
  • CA 3.9 %
  • SE 3.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US86.3M €28.72 %
2NL33M €13.36 %
3DE32.9M €13.02 %
4DK22M €8.86 %
5GB21.6M €7.27 %
6FR21.6M €7.17 %
7ES11.2M €5.31 %
8TW11.1M €4.98 %
9CH1916.3K €4.15 %
10CA1858.7K €3.89 %
11SE1724.9K €3.28 %

Positions

RankCompanySharesValueWeight
1Industria de Diseno Textil SA 1.2M €1.02 %
2EXOR NV 1.1M €0.98 %
3Taiwan Semiconductor Manufacturing Co Ltd 1.1M €0.96 %
4Airbus SE 1.1M €0.93 %
5Beiersdorf AG 1M €0.90 %
6DSV A/S 1M €0.88 %
7Microsoft Corp 995.6K €0.87 %
8Deutsche Boerse AG 984.5K €0.86 %
9Koninklijke Philips NV 974.3K €0.85 %
10Novo Nordisk A/S 944.1K €0.82 %
11Elevance Health Inc 940.1K €0.82 %
12Amrize Ltd 916.3K €0.80 %
13Amazon.com Inc 913.4K €0.79 %
14BAUSCH + LOMB CORP 858.7K €0.75 %
15IQVIA Holdings Inc 858K €0.75 %
16Brenntag SE 856.2K €0.74 %
17Heineken NV 849.9K €0.74 %
18Meta Platforms Inc 837.9K €0.73 %
19Rentokil Initial PLC 819.4K €0.71 %
20RECKITT BENCKISER GROUP PLC 785.7K €0.68 %
21Epiroc AB 724.9K €0.63 %
22Walt Disney Co/The 721.7K €0.63 %
23Ferguson Enterprises Inc 706.3K €0.61 %
24LVMH Moet Hennessy Louis Vuitton SE 514.1K €0.45 %
25Alphabet Inc 371.5K €0.32 %