Titelia

Holdings of PATRIBOND, FI

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

Original filing · Net assets 78.6M € · Ten largest lines: 54.2 % of the equity sleeve

Sector breakdown

  • Technology 39.2 %
  • Communication 11.5 %
  • Financials 10.1 %
  • Health care 9.5 %
  • Consumer discretionary 8.5 %
  • Industrials 4.3 %
  • Materials 1.7 %
  • Energy 0.7 %
  • Utilities 0.4 %
  • Unattributed 14.2 %

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 80.4 %
  • NL 8.2 %
  • CH 6.7 %
  • FR 3.1 %
  • GB 1.0 %
  • CA 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3746.3M €80.41 %
2NL34.7M €8.18 %
3CH53.8M €6.67 %
4FR21.8M €3.07 %
5GB2574K €1.00 %
6CA1389.5K €0.68 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 5.2M €6.67 %
2Alphabet Inc 5.1M €6.44 %
3Microsoft Corp 4.9M €6.23 %
4Amazon.com Inc 3.3M €4.25 %
5Broadcom Inc 2.9M €3.75 %
6BE Semiconductor Industries NV 2.2M €2.74 %
7Synopsys Inc 2M €2.54 %
8Mastercard Inc 1.9M €2.41 %
9ASML Holding NV 1.8M €2.34 %
10Visa Inc 1.8M €2.28 %
11Applied Materials Inc 1.8M €2.23 %
12LVMH Moet Hennessy Louis Vuitton SE 1.5M €1.97 %
13Meta Platforms Inc 1.5M €1.97 %
14Roche Holding AG 1.2M €1.57 %
15Arista Networks Inc 1.2M €1.56 %
16Novartis AG 1.2M €1.50 %
17Regeneron Pharmaceuticals, Inc. 1.1M €1.42 %
18QXO Inc 1.1M €1.38 %
19KLA Corp 1M €1.32 %
20United Rentals Inc 1M €1.31 %
21Palo Alto Networks Inc 909.6K €1.16 %
22Sika AG 873.1K €1.11 %
23Madrigal Pharmaceuticals Inc 842.8K €1.07 %
24Union Pacific Corp 787.7K €1.00 %
25S&P Global Inc 756.3K €0.96 %
26Wolters Kluwer NV 709.1K €0.90 %
27Roper Technologies Inc 644.2K €0.82 %
28MSCI Inc 537.3K €0.68 %
29Vertex Pharmaceuticals Inc 521.1K €0.66 %
30Nasdaq Inc 496.2K €0.63 %
31Ocular Therapeutix Inc 485.8K €0.62 %
32Arrowhead Pharmaceuticals Inc 474.8K €0.60 %
33Danaher Corp 448.3K €0.57 %
34Descartes Systems Group Inc/The 447.8K €0.57 %
35Veeva Systems Inc 418.1K €0.53 %
36Cameco Corp 389.5K €0.50 %
37AbbVie Inc 389.1K €0.49 %
38Intuitive Surgical Inc 385.7K €0.49 %
39Chocoladefabriken Lindt & Spruengli AG 375K €0.48 %
40ARM Holdings PLC 372.2K €0.47 %
41Linde PLC 363K €0.46 %
42CME Group Inc 348.7K €0.44 %
43Texas Instruments Inc 295.4K €0.38 %
44Occidental Petroleum Corp 280.1K €0.36 %
45Air Liquide SA 217.2K €0.28 %
46Alnylam Pharmaceuticals Inc 203.1K €0.26 %
47National Grid PLC 201.7K €0.26 %
48CRISPR Therapeutics AG 178.6K €0.23 %
49Doximity Inc 150.8K €0.19 %
50Exxon Mobil Corp 102.5K €0.13 %