Titelia

Holdings of MILLENNIAL FUND, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·29 declared positions · as of Dec 31, 2025

Original filing · Net assets 8.1M € · Ten largest lines: 55.6 % of the equity sleeve

Sector breakdown

  • Financials 19.8 %
  • Consumer discretionary 10.9 %
  • Communication 6.0 %
  • Technology 5.5 %
  • Health care 2.6 %
  • Consumer staples 1.2 %
  • Unattributed 54.0 %

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 32.4 %
  • CA 20.9 %
  • GB 14.6 %
  • GG 7.4 %
  • BM 6.8 %
  • MH 4.9 %
  • NL 4.0 %
  • SE 3.9 %
  • FR 3.6 %
  • SG 1.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US121.9M €32.44 %
2CA51.2M €20.90 %
3GB4840.9K €14.56 %
4GG1429.2K €7.43 %
5BM2395.1K €6.84 %
6MH1280.4K €4.86 %
7NL1228.5K €3.96 %
8SE1227.4K €3.94 %
9FR1210.3K €3.64 %
10SG182.2K €1.42 %

Positions

RankCompanySharesValueWeight
1Pershing Square Hold 429.2K €5.27 %
2Brookfield Corp 416K €5.11 %
3Ecora Royalties Plc 384.7K €4.72 %
4Golar LNG Ltd 338.6K €4.16 %
5PayPal Holdings Inc 320.8K €3.94 %
6Fairfax India Holdings Corp 314.8K €3.86 %
7Navios Maritime Partners LP 280.4K €3.44 %
8Alphabet Inc 259.9K €3.19 %
9McCoy Global Inc 239.2K €2.94 %
10ASML Holding NV 228.5K €2.80 %
11Evolution AB 227.4K €2.79 %
12Berkshire Hathaway Inc 214.8K €2.64 %
13LVMH Moet Hennessy Louis Vuitton SE 210.3K €2.58 %
14Burberry Group PLC 196.9K €2.42 %
15Visa Inc 193.5K €2.37 %
16Alibaba Group Holding Ltd 189.1K €2.32 %
17Cronos Group Inc 168.9K €2.07 %
18Dr Martens PLC 165.6K €2.03 %
19UnitedHealth Group Inc 148.1K €1.82 %
20Tesla Inc 116.8K €1.43 %
21NIKE Inc 115.7K €1.42 %
22Watches of Switzerland Group PLC 93.8K €1.15 %
23Adobe Inc 87K €1.07 %
24Meta Platforms Inc 85.4K €1.05 %
25Delfi Ltd 82.2K €1.01 %
26Comstock Inc 77.6K €0.95 %
27Constellation Software Inc/Canada 67.8K €0.83 %
28Clarus Corp 64.2K €0.79 %
29PAX Global Technology Ltd 56.5K €0.69 %