Titelia

Holdings of AVANTAGE FUND, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·41 declared positions · as of Dec 31, 2025

Original filing · Net assets 151.6M € · Ten largest lines: 42.8 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 13.6 %
  • Technology 6.1 %
  • Financials 3.2 %
  • Communication 2.7 %
  • Energy 0.3 %
  • Unattributed 74.1 %

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

  • ES 34.7 %
  • US 32.6 %
  • IE 5.9 %
  • GB 4.5 %
  • DE 4.0 %
  • FR 3.6 %
  • AR 2.9 %
  • IT 2.9 %
  • BR 2.6 %
  • CA 2.1 %
  • CH 2.1 %
  • BE 1.6 %
  • Other countries 0.5 %

Shares computed on the equity sleeve.

CountryLinesValueShare
ES1638.3M €34.70 %
US1136M €32.62 %
IE26.5M €5.88 %
GB24.9M €4.47 %
DE14.5M €4.05 %
FR14M €3.63 %
AR13.2M €2.89 %
IT23.2M €2.87 %
BR12.9M €2.60 %
CA12.3M €2.12 %
CH12.3M €2.06 %
BE11.8M €1.64 %

Positions

CompanySharesValueWeight
Renta 4 Banco, S.A. 6.9M €4.56 %
Tesla Inc 6.3M €4.17 %
MercadoLibre Inc 5.1M €3.39 %
Pampa Energia SA 5M €3.28 %
Nagarro SE 4.5M €2.94 %
Lumibird 4M €2.64 %
Fluidra SA 3.9M €2.57 %
Alantra Partners SA 3.8M €2.53 %
Prosegur Cia de Seguridad SA 3.8M €2.52 %
Irish Continental Group PLC 3.8M €2.51 %
Amazon.com Inc 3.5M €2.33 %
Block Inc 3.5M €2.30 %
NVIDIA Corp 3.3M €2.20 %
IRSA Inversiones y Representaciones SA 3.2M €2.10 %
Netflix Inc 3M €1.97 %
Microsoft Corp 3M €1.96 %
Mobico Group PLC 2.9M €1.94 %
Suzano SA 2.9M €1.89 %
Ebro Foods SA 2.8M €1.82 %
Kingspan Group PLC 2.7M €1.76 %
Global Dominion Access SA 2.5M €1.67 %
Cresud SACIF y A 2.4M €1.59 %
Ence Energia y Celulosa SA 2.4M €1.57 %
MTY Food Group Inc 2.3M €1.54 %
Medartis Holding AG 2.3M €1.50 %
Linea Directa Aseguradora SA Cia de Seguros y Reaseguros 2.1M €1.37 %
CRANEWARE PLC 2M €1.31 %
CIE Automotive SA 2M €1.30 %
Laboratorios Farmaceuticos Rovi SA 1.9M €1.26 %
Viscofan SA 1.8M €1.22 %
Tessenderlo Group SA 1.8M €1.19 %
Maire SpA 1.7M €1.14 %
Zignago Vetro SpA 1.4M €0.95 %
ATRYS HEALTH SA 1.3M €0.86 %
Vidrala SA 876.1K €0.58 %
Miquel y Costas & Miquel SA 809K €0.53 %
Azkoyen SA 706.9K €0.47 %
RENTA CORPORACION 642K €0.42 %
Logwin AG 509.4K €0.34 %
Palantir Technologies Inc 454K €0.30 %
Kinder Morgan, Inc. 351.1K €0.23 %