Titelia

Holdings of IBERCAJA MEGATRENDS, FI

IBERCAJA GESTION, SGIIC, S.A. ·46 declared positions · as of Dec 31, 2025

Original filing · Net assets 440.8M € · Ten largest lines: 38.1 % of the equity sleeve

Sector breakdown

  • Technology 34.1 %
  • Health care 16.3 %
  • Industrials 8.8 %
  • Communication 3.6 %
  • Utilities 3.2 %
  • Financials 3.2 %
  • Consumer discretionary 3.1 %
  • Unattributed 27.7 %

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 69.4 %
  • FR 6.9 %
  • DE 5.8 %
  • NL 4.6 %
  • TW 3.1 %
  • DK 3.0 %
  • IT 2.8 %
  • IE 2.6 %
  • JP 1.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US33291.1M €69.44 %
FR329M €6.92 %
DE324.1M €5.76 %
NL219.4M €4.64 %
TW113.2M €3.15 %
DK112.5M €2.99 %
IT111.6M €2.76 %
IE110.8M €2.57 %
JP17.4M €1.77 %

Positions

CompanySharesValueWeight
NVIDIA Corp 28.7M €6.52 %
Microsoft Corp 23.1M €5.25 %
Apple Inc 18.3M €4.15 %
Alphabet Inc 14.9M €3.39 %
Taiwan Semiconductor Manufacturing Co Ltd 13.2M €2.99 %
Amazon.com Inc 13M €2.94 %
Novo Nordisk A/S 12.5M €2.85 %
First Solar Inc 12.2M €2.78 %
Edwards Lifesciences Corp 12.2M €2.77 %
Prysmian SpA 11.6M €2.63 %
ASML Holding NV 11.1M €2.51 %
Kerry Group PLC 10.8M €2.45 %
Carrier Global Corp 10.1M €2.30 %
Schneider Electric SE 10.1M €2.29 %
Merck KGaA 9.7M €2.20 %
Merck & Co Inc 9.7M €2.20 %
Dassault Systemes SE 9.7M €2.19 %
SPIE SA 9.3M €2.10 %
Boston Scientific Corp 9M €2.04 %
Xylem Inc/NY 8.9M €2.03 %
Essential Utilities Inc 8.5M €1.93 %
QIAGEN NV 8.4M €1.90 %
Uber Technologies Inc 7.8M €1.77 %
Insulet Corp 7.7M €1.74 %
Visa Inc 7.5M €1.69 %
Zalando SE 7.4M €1.68 %
Keyence Corp 7.4M €1.68 %
HubSpot Inc 7.3M €1.67 %
Eli Lilly & Co 7.3M €1.66 %
Accenture PLC 7.1M €1.61 %
Elastic NV 7.1M €1.60 %
SAP SE 7M €1.59 %
Vistra Corp 7M €1.59 %
NextEra Energy Inc 6.4M €1.46 %
Mastercard Inc 5.8M €1.32 %
Palo Alto Networks Inc 5.5M €1.25 %
Oracle Corp 5.5M €1.24 %
Varonis Systems Inc 5M €1.12 %
Intuitive Surgical Inc 4.8M €1.09 %
Marvell Technology Inc 4.7M €1.07 %
Badger Meter Inc 4.5M €1.01 %
Thermo Fisher Scientific Inc 4.4M €1.01 %
Okta Inc 4.4M €1.00 %
Medtronic PLC 4.3M €0.98 %
Dexcom Inc 4.2M €0.95 %
Atlassian Corp 4.1M €0.94 %