Titelia

Holdings of EDM INTERNATIONAL EQUITIES FI

EDM GESTION, SOCIEDAD ANONIMA, S.G.I.I.C. ·41 declared positions · as of Dec 31, 2025

Original filing · Net assets 97.2M € · Ten largest lines: 38.5 % of the equity sleeve

Sector breakdown

  • Technology 21.6 %
  • Industrials 14.5 %
  • Communication 14.5 %
  • Health care 13.8 %
  • Consumer discretionary 12.1 %
  • Financials 8.9 %
  • Materials 4.1 %
  • Consumer staples 2.3 %
  • Utilities 1.3 %
  • Unattributed 7.0 %

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 52.1 %
  • FR 11.7 %
  • DK 7.8 %
  • GB 5.9 %
  • ES 5.8 %
  • HK 3.4 %
  • CA 3.0 %
  • NL 2.8 %
  • CH 2.4 %
  • DE 2.0 %
  • SE 1.7 %
  • IT 1.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1949.3M €52.13 %
2FR611.1M €11.70 %
3DK27.4M €7.83 %
4GB35.6M €5.90 %
5ES45.4M €5.76 %
6HK13.2M €3.42 %
7CA12.9M €3.02 %
8NL12.7M €2.81 %
9CH12.3M €2.38 %
10DE11.9M €1.97 %
11SE11.6M €1.69 %
12IT11.3M €1.39 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 5.3M €5.45 %
2NVIDIA Corp 4.7M €4.79 %
3DSV A/S 4.5M €4.60 %
4Broadcom Inc 3.3M €3.38 %
5LVMH Moet Hennessy Louis Vuitton SE 3.3M €3.36 %
6Tencent Holdings Ltd 3.2M €3.33 %
7Intuitive Surgical Inc 3.1M €3.20 %
8Visa Inc 3.1M €3.19 %
9S&P Global Inc 3.1M €3.18 %
10Novo Nordisk A/S 2.9M €3.01 %
11Spotify Technology SA 2.9M €2.97 %
12Shopify Inc 2.9M €2.93 %
13ASML Holding NV 2.7M €2.74 %
14Synopsys Inc 2.6M €2.66 %
15Linde PLC 2.5M €2.58 %
16Boston Scientific Corp 2.5M €2.54 %
17Netflix Inc 2.3M €2.36 %
18London Stock Exchange Group PLC 2.3M €2.32 %
19Cie Financiere Richemont SA 2.3M €2.32 %
20ServiceNow Inc 2.2M €2.27 %
21Intuit Inc 2.2M €2.23 %
22L'Oreal SA 2.1M €2.20 %
23Amazon.com Inc 2.1M €2.14 %
24Vertex Pharmaceuticals Inc 2M €2.07 %
25Compass Group PLC 2M €2.03 %
26Rheinmetall AG 1.9M €1.91 %
27Industria de Diseno Textil SA 1.8M €1.90 %
28Airbus SE 1.7M €1.77 %
29Assa Abloy AB 1.6M €1.65 %
30Schneider Electric SE 1.5M €1.58 %
31Service Corp International/US 1.5M €1.56 %
32Eli Lilly & Co 1.5M €1.53 %
33CRH PLC 1.4M €1.40 %
34Experian PLC 1.3M €1.39 %
35Safran SA 1.3M €1.37 %
36Ferrari NV 1.3M €1.35 %
37Viscofan SA 1.2M €1.27 %
38TransUnion 1.2M €1.23 %
39Iberdrola SA 1.2M €1.23 %
40Amadeus IT Group SA 1.2M €1.21 %
41EssilorLuxottica SA 1.1M €1.11 %