Titelia

Holdings of RENTA 4 MULTIGESTION 2, FI RENTA 4 MULTIGESTION 2/ ATRIA VALOR RV MIXTO

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·47 declared positions · as of Dec 31, 2025

Original filing · Net assets 21.7M € · Ten largest lines: 39 % of the equity sleeve

Sector breakdown

  • Communication 10.6 %
  • Technology 7.2 %
  • Financials 7.1 %
  • Consumer discretionary 6.7 %
  • Industrials 3.3 %
  • Health care 2.7 %
  • Materials 2.3 %
  • Consumer staples 1.5 %
  • Unattributed 58.5 %

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 21.8 %
  • FR 16.7 %
  • CA 12.1 %
  • NL 11.4 %
  • IE 6.8 %
  • DE 6.2 %
  • ES 4.8 %
  • IT 4.6 %
  • GB 4.3 %
  • DK 3.4 %
  • SE 2.5 %
  • JP 1.9 %
  • Other countries 3.5 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US92.3M €21.84 %
FR91.8M €16.69 %
CA81.3M €12.12 %
NL41.2M €11.39 %
IE1720.9K €6.78 %
DE3663K €6.24 %
ES3507.9K €4.78 %
IT2486.5K €4.58 %
GB2456.5K €4.30 %
DK2356.7K €3.36 %
SE1269.7K €2.54 %
JP1198.6K €1.87 %

Positions

CompanySharesValueWeight
INVESCO PHY GOLD 720.9K €3.32 %
AerCap Holdings NV 648.7K €2.98 %
Micron Technology Inc 510.3K €2.35 %
Meta Platforms Inc 407.4K €1.87 %
Safran SA 349.4K €1.61 %
Dassault Aviation SA 328.6K €1.51 %
Technotrans SE 325.9K €1.50 %
Ashtead Group PLC 291.5K €1.34 %
Alphabet Inc 285.9K €1.31 %
Danieli & C Officine Meccaniche SpA 276K €1.27 %
LVMH Moet Hennessy Louis Vuitton SE 270.9K €1.25 %
Nilorngruppen AB 269.7K €1.24 %
Franco-Nevada Corp 247.1K €1.14 %
S&P Global Inc 246K €1.13 %
Spotify Technology SA 234.8K €1.08 %
Fairfax India Holdings Corp 233.3K €1.07 %
Neurones 228.2K €1.05 %
Amazon.com Inc 220.1K €1.01 %
Industria de Diseno Textil SA 219.7K €1.01 %
Bollore SE 218.1K €1.00 %
Berkshire Hathaway Inc 214K €0.98 %
SOL SpA 210.5K €0.97 %
CIE Automotive SA 208.3K €0.96 %
ADENTRA Inc 204.5K €0.94 %
International Petroleum Corp 203.6K €0.94 %
Pluxee NV 201.2K €0.93 %
Integral Corp 198.6K €0.91 %
Fiducian Group Ltd 197.4K €0.91 %
Prosus NV 195.5K €0.90 %
Novo Nordisk A/S 178.5K €0.82 %
Broedrene A&O Johansen A/S 178.2K €0.82 %
Samsung Electronics Co Ltd 177K €0.81 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 168.7K €0.78 %
Adesso SE 168.5K €0.78 %
Topicus.com Inc 165.7K €0.76 %
Macfarlane Group PLC 165.1K €0.76 %
Constellation Software Inc/Canada 164.3K €0.76 %
BOYD GROUP INC 149.2K €0.69 %
Visa Inc 125.4K €0.58 %
EssilorLuxottica SA 113.6K €0.52 %
Thermador Groupe 108.5K €0.50 %
Cie Generale des Etablissements Michelin SCA 88.9K €0.41 %
Minera Alamos Inc 82.2K €0.38 %
Vidrala SA 79.9K €0.37 %
Strategy Inc 77.6K €0.36 %
Atos SE 67.4K €0.31 %
Lumine Group Inc 3.4K €0.02 %