Titelia

Holdings of RENTA 4 MULTIGESTION 2, FI RENTA 4 MULTIGESTION 2 / ATRIA INVERSION GLOBAL

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·45 declared positions · as of Dec 31, 2025

Original filing · Net assets 21.5M € · Ten largest lines: 36.9 % of the equity sleeve

Sector breakdown

  • Communication 14.1 %
  • Financials 8.0 %
  • Consumer discretionary 6.7 %
  • Technology 5.4 %
  • Industrials 3.2 %
  • Health care 3.2 %
  • Consumer staples 2.2 %
  • Materials 1.7 %
  • Unattributed 55.6 %

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 24.5 %
  • FR 16.4 %
  • CA 13.8 %
  • NL 9.8 %
  • DE 8.5 %
  • ES 6.4 %
  • IT 5.8 %
  • DK 3.7 %
  • GB 3.3 %
  • AU 2.5 %
  • SE 2.1 %
  • JP 2.0 %
  • Other countries 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US94.9M €24.50 %
2FR83.2M €16.36 %
3CA82.7M €13.81 %
4NL41.9M €9.82 %
5DE31.7M €8.47 %
6ES31.3M €6.41 %
7IT21.1M €5.76 %
8DK2725.4K €3.66 %
9GB2658.6K €3.33 %
10AU1490K €2.48 %
11SE1411.3K €2.08 %
12JP1397.2K €2.01 %

Positions

RankCompanySharesValueWeight
1AerCap Holdings NV 948.5K €4.42 %
2Alphabet Inc 935K €4.35 %
3Technotrans SE 857.5K €3.99 %
4Meta Platforms Inc 798K €3.71 %
5Micron Technology Inc 704.7K €3.28 %
6Danieli & C Officine Meccaniche SpA 699.2K €3.25 %
7Safran SA 624.5K €2.91 %
8Dassault Aviation SA 616.1K €2.87 %
9Spotify Technology SA 568.5K €2.65 %
10Amazon.com Inc 550.2K €2.56 %
11International Petroleum Corp 548.1K €2.55 %
12S&P Global Inc 542.8K €2.53 %
13CIE Automotive SA 535.5K €2.49 %
14Fiducian Group Ltd 490K €2.28 %
15Prosus NV 480.9K €2.24 %
16Ashtead Group PLC 460.5K €2.14 %
17Bollore SE 455.4K €2.12 %
18Broedrene A&O Johansen A/S 442.3K €2.06 %
19SOL SpA 440.6K €2.05 %
20Constellation Software Inc/Canada 431.3K €2.01 %
21Adesso SE 425.8K €1.98 %
22Nilorngruppen AB 411.3K €1.91 %
23Integral Corp 397.2K €1.85 %
24Industria de Diseno Textil SA 394.4K €1.84 %
25Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 393.5K €1.83 %
26LVMH Moet Hennessy Louis Vuitton SE 387K €1.80 %
27Fairfax India Holdings Corp 382.7K €1.78 %
28ADENTRA Inc 371.1K €1.73 %
29Berkshire Hathaway Inc 363.7K €1.69 %
30BOYD GROUP INC 359.5K €1.67 %
31EssilorLuxottica SA 340.9K €1.59 %
32Vidrala SA 339.3K €1.58 %
33Franco-Nevada Corp 335.4K €1.56 %
34Thermador Groupe 310K €1.44 %
35Neurones 301.4K €1.40 %
36Minera Alamos Inc 296K €1.38 %
37Visa Inc 283.6K €1.32 %
38Novo Nordisk A/S 283K €1.32 %
39Samsung Electronics Co Ltd 262.2K €1.22 %
40Pluxee NV 261.5K €1.22 %
41Topicus.com Inc 252.4K €1.18 %
42Cie Generale des Etablissements Michelin SCA 204.4K €0.95 %
43Macfarlane Group PLC 198.1K €0.92 %
44Strategy Inc 103.5K €0.48 %
45Lumine Group Inc 10.6K €0.05 %