Titelia

Holdings of PATRIVAL, FI

PATRIVALOR, SGIIC, S.A. ·50 declared positions · as of Dec 31, 2025

Original filing · Net assets 67M € · Ten largest lines: 52.3 % of the equity sleeve

Sector breakdown

  • Technology 38.0 %
  • Communication 11.5 %
  • Health care 10.7 %
  • Financials 10.6 %
  • Consumer discretionary 8.5 %
  • Industrials 4.3 %
  • Materials 1.5 %
  • Energy 1.4 %
  • Utilities 0.6 %
  • Unattributed 12.9 %

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 81.4 %
  • NL 7.6 %
  • CH 6.2 %
  • FR 3.0 %
  • GB 1.2 %
  • CA 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3752.7M €81.42 %
2NL34.9M €7.60 %
3CH54M €6.25 %
4FR21.9M €2.98 %
5GB2748.9K €1.16 %
6CA1389.5K €0.60 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 5.7M €8.53 %
2Alphabet Inc 5.5M €8.15 %
3Microsoft Corp 4.9M €7.37 %
4Amazon.com Inc 3.8M €5.72 %
5Broadcom Inc 3.3M €4.88 %
6Synopsys Inc 2.3M €3.40 %
7BE Semiconductor Industries NV 2.2M €3.25 %
8Mastercard Inc 2.1M €3.19 %
9ASML Holding NV 2M €3.03 %
10Meta Platforms Inc 2M €2.98 %
11Applied Materials Inc 2M €2.94 %
12Visa Inc 1.9M €2.90 %
13LVMH Moet Hennessy Louis Vuitton SE 1.7M €2.50 %
14Regeneron Pharmaceuticals, Inc. 1.6M €2.45 %
15Novartis AG 1.3M €1.93 %
16KLA Corp 1.2M €1.85 %
17Roche Holding AG 1.2M €1.84 %
18Arista Networks Inc 1.2M €1.83 %
19United Rentals Inc 1.1M €1.65 %
20QXO Inc 1.1M €1.62 %
21Palo Alto Networks Inc 988K €1.47 %
22S&P Global Inc 978.8K €1.46 %
23Sika AG 960.4K €1.43 %
24Roper Technologies Inc 871.6K €1.30 %
25Madrigal Pharmaceuticals Inc 842.8K €1.26 %
26Union Pacific Corp 787.7K €1.18 %
27Danaher Corp 779.6K €1.16 %
28Vertex Pharmaceuticals Inc 771.9K €1.15 %
29MSCI Inc 732.7K €1.09 %
30Wolters Kluwer NV 709.1K €1.06 %
31Occidental Petroleum Corp 700.2K €1.05 %
32Nasdaq Inc 578.8K €0.86 %
33Intuitive Surgical Inc 578.6K €0.86 %
34Ocular Therapeutix Inc 547.8K €0.82 %
35CME Group Inc 511.5K €0.76 %
36Texas Instruments Inc 487.4K €0.73 %
37Arrowhead Pharmaceuticals Inc 474.8K €0.71 %
38AbbVie Inc 466.9K €0.70 %
39Descartes Systems Group Inc/The 447.8K €0.67 %
40Veeva Systems Inc 418.1K €0.62 %
41Cameco Corp 389.5K €0.58 %
42National Grid PLC 376.6K €0.56 %
43Chocoladefabriken Lindt & Spruengli AG 375K €0.56 %
44ARM Holdings PLC 372.2K €0.56 %
45Linde PLC 363K €0.54 %
46Air Liquide SA 249.2K €0.37 %
47Exxon Mobil Corp 204.9K €0.31 %
48CRISPR Therapeutics AG 178.6K €0.27 %
49Alnylam Pharmaceuticals Inc 169.3K €0.25 %
50Doximity Inc 150.8K €0.23 %