Titelia

Holdings of GPM GESTION ACTIVA, FI GPM GESTION ACTIVA / GPM CIRENE CAPITAL

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. ·36 declared positions · as of Dec 31, 2025

Original filing · Net assets 1.2M € · Ten largest lines: 54 % of the equity sleeve

Sector breakdown

  • Technology 26.0 %
  • Communication 22.7 %
  • Consumer discretionary 15.9 %
  • Financials 6.0 %
  • Health care 5.4 %
  • Industrials 2.9 %
  • Unattributed 21.1 %

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

  • US 73.3 %
  • DE 6.7 %
  • NL 5.7 %
  • JP 4.2 %
  • PT 3.7 %
  • HK 1.8 %
  • FR 1.7 %
  • KY 1.7 %
  • GB 1.2 %
  • CA 0.0 %
  • IT 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US22839.1K €73.27 %
DE477.1K €6.73 %
NL265.6K €5.73 %
JP147.8K €4.18 %
PT141.8K €3.65 %
HK120.3K €1.77 %
FR119.4K €1.69 %
KY119.3K €1.69 %
GB114.1K €1.23 %
CA1455 €0.04 %
IT1182 €0.02 %

Positions

CompanySharesValueWeight
Alphabet Inc 103.9K €8.59 %
Meta Platforms Inc 84.3K €6.97 %
Amazon.com Inc 76.6K €6.34 %
Microsoft Corp 74.1K €6.13 %
Lam Research Corp 53.9K €4.46 %
SoftBank Group Corp 47.8K €3.96 %
MercadoLibre Inc 46.3K €3.83 %
UnitedHealth Group Inc 45K €3.72 %
Visa Inc 43.3K €3.58 %
Lyft Inc 42.9K €3.54 %
Semapa-Sociedade de Investimento e Gestao 41.8K €3.46 %
Vonovia SE 41.7K €3.45 %
ASML Holding NV 41.5K €3.43 %
KLA Corp 36.2K €2.99 %
Uber Technologies Inc 33.4K €2.76 %
Apple Inc 27.8K €2.30 %
PayPal Holdings Inc 25.1K €2.08 %
VOLKSWAGEN AKTIENGESELLSCHAFT 24.3K €2.01 %
Prosus NV 24.2K €2.00 %
Adobe Inc 23.8K €1.97 %
Fortinet Inc 22.3K €1.84 %
Alibaba Group Holding Ltd 20.3K €1.68 %
EPAM Systems Inc 20.1K €1.66 %
LVMH Moet Hennessy Louis Vuitton SE 19.4K €1.60 %
PDD Holdings Inc 19.3K €1.60 %
Weibo Corp 19.1K €1.58 %
Salesforce Inc 18K €1.49 %
Baidu Inc 16.7K €1.38 %
ICG PLC 14.1K €1.17 %
Diversified Energy Co 12K €0.99 %
PetroTal Corp 10.4K €0.86 %
BRANICKS Group AG 9.6K €0.80 %
Brookfield Asset Management Ltd 3.8K €0.31 %
Cliq Digital AG 1.4K €0.12 %
Lumine Group Inc 455 €0.04 %
MFE-MediaForEurope NV 182 €0.02 %