Titelia

Holdings of MICROBANK SI IMPACTO RENTA VARIABLE, FI

CAIXABANK ASSET MANAGEMENT SGIIC, S.A. ·75 declared positions · as of Dec 31, 2025

Original filing · Net assets 24.9M € · Ten largest lines: 27.5 % of the equity sleeve

Sector breakdown

  • Technology 25.8 %
  • Industrials 11.5 %
  • Health care 8.5 %
  • Consumer discretionary 3.7 %
  • Financials 1.8 %
  • Materials 1.5 %
  • Consumer staples 0.8 %
  • Unattributed 46.4 %

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 59.2 %
  • DE 5.5 %
  • NL 4.6 %
  • FR 4.2 %
  • JP 4.1 %
  • GB 3.9 %
  • CH 3.2 %
  • IN 3.2 %
  • TW 2.6 %
  • AU 1.8 %
  • SE 1.7 %
  • DK 1.5 %
  • Other countries 4.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4214.5M €59.22 %
2DE41.4M €5.51 %
3NL31.1M €4.64 %
4FR41M €4.17 %
5JP21M €4.12 %
6GB3953.1K €3.89 %
7CH3778.1K €3.17 %
8IN3774.8K €3.16 %
9TW1633K €2.58 %
10AU1430.8K €1.76 %
11SE1414.3K €1.69 %
12DK1369.3K €1.51 %

Positions

RankCompanySharesValueWeight
1Thermo Fisher Scientific Inc 764.8K €3.07 %
2Reinsurance Group of America Inc 760.6K €3.05 %
3Ciena Corp 717.5K €2.88 %
4Trane Technologies PLC 682.3K €2.74 %
5Lumentum Holdings Inc 661.2K €2.65 %
6PTC Inc 648.7K €2.60 %
7Broadcom Inc 648K €2.60 %
8Taiwan Semiconductor Manufacturing Co Ltd 633K €2.54 %
9Intuit Inc 629.7K €2.53 %
10ASML Holding NV 608.1K €2.44 %
11Republic Services Inc 600.4K €2.41 %
12Danaher Corp 570.8K €2.29 %
13FANUC Corp 552.7K €2.22 %
14Natera Inc 525.8K €2.11 %
15West Pharmaceutical Services Inc 514.2K €2.06 %
16H2O America 478.8K €1.92 %
17Hitachi Ltd 458.6K €1.84 %
18ICICI Bank Ltd 446.2K €1.79 %
19NXP Semiconductors NV 437.2K €1.75 %
20Brambles Ltd 430.8K €1.73 %
21Palo Alto Networks Inc 428.9K €1.72 %
22Knorr-Bremse AG 416.5K €1.67 %
23Siemens AG 415.2K €1.67 %
24Beijer Ref AB 414.3K €1.66 %
25MercadoLibre Inc 394.2K €1.58 %
26Autodesk Inc 375.1K €1.50 %
27Balchem Corp 370.3K €1.49 %
28Novonesis Novozymes B 369.3K €1.48 %
29Cie de Saint-Gobain SA 365.2K €1.46 %
30RELX PLC 359K €1.44 %
31Bureau Veritas SA 356.7K €1.43 %
32Crown Holdings Inc 346.7K €1.39 %
33Infineon Technologies AG 338K €1.36 %
34Repligen Corp 336.9K €1.35 %
35Experian PLC 323.1K €1.30 %
36Hawkins Inc 312.6K €1.25 %
37Avery Dennison Corp 308.3K €1.24 %
38Raia Drogasil SA 306K €1.23 %
39Alcon AG 296.7K €1.19 %
40Croda International PLC 271K €1.09 %
41Option Care Health Inc 264.7K €1.06 %
42NBT Bancorp Inc 263.1K €1.06 %
43Lonza Group AG 249.5K €1.00 %
44Sika AG 231.9K €0.93 %
45Mettler-Toledo International Inc 230.2K €0.92 %
46ExlService Holdings Inc 224.8K €0.90 %
47First BanCorp/Puerto Rico 211K €0.85 %
48First Solar Inc 209.9K €0.84 %
49Tetra Tech Inc 202.2K €0.81 %
50Prysmian SpA 201.9K €0.81 %
51UL Solutions Inc 193.9K €0.78 %
52Twilio Inc 192.8K €0.77 %
53Box Inc 190.7K €0.76 %
54Siemens Healthineers AG 182.5K €0.73 %
55Exact Sciences Corp 176.5K €0.71 %
56Legrand SA 173.4K €0.70 %
57Kanzhun Ltd 170.9K €0.69 %
58Home First Finance Co India Ltd 165.4K €0.66 %
59PB Fintech Ltd 163.1K €0.65 %
60Littelfuse Inc 161.4K €0.65 %
61LiveRamp Holdings Inc 149.8K €0.60 %
62Advanced Drainage Systems Inc 136.9K €0.55 %
63US Physical Therapy Inc 136K €0.55 %
64Yadea Group Holdings Ltd 133.1K €0.53 %
65Schneider Electric SE 126.8K €0.51 %
66Shoprite Holdings Ltd 126.7K €0.51 %
67Masimo Corp 118.1K €0.47 %
68Laureate Education Inc 115.7K €0.46 %
69Lincoln Electric Holdings Inc 97.7K €0.39 %
70InPost SA 93.6K €0.38 %
71PureCycle Technologies Inc 81.4K €0.33 %
72Clicks Group Ltd 78.8K €0.32 %
73IRhythm Holdings Inc 78.1K €0.31 %
74Innovent Biologics Inc 65.1K €0.26 %
75Commvault Systems Inc 52.1K €0.21 %