Titelia

Holdings of GESIURIS BOUTIQUE, FI GESIURIS BOUTIQUE - HORMA GLOBAL OPPORTUNITIES

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·43 declared positions · as of Dec 31, 2025

Original filing · Net assets 1.4M € · Ten largest lines: 43.1 % of the equity sleeve

Sector breakdown

  • Financials 17.0 %
  • Health care 12.9 %
  • Consumer discretionary 10.6 %
  • Communication 9.3 %
  • Industrials 5.0 %
  • Technology 4.1 %
  • Materials 3.0 %
  • Real estate 2.9 %
  • Energy 2.1 %
  • Consumer staples 1.0 %
  • Unattributed 32.1 %

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 55.6 %
  • CA 16.3 %
  • ES 15.4 %
  • DE 4.0 %
  • GB 1.9 %
  • DK 1.4 %
  • KR 1.3 %
  • TW 1.2 %
  • AU 1.1 %
  • IT 1.1 %
  • FR 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US23622.8K €55.59 %
2CA5182.5K €16.29 %
3ES6172.7K €15.42 %
4DE144.7K €3.99 %
5GB221.5K €1.92 %
6DK115.2K €1.36 %
7KR114.1K €1.26 %
8TW112.9K €1.15 %
9AU112.8K €1.14 %
10IT112.7K €1.14 %
11FR18.3K €0.74 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 93.3K €6.84 %
2Amazon.com Inc 56K €4.11 %
3Brookfield Corp 54.7K €4.01 %
4Booking Holdings Inc 45.6K €3.35 %
5Deutsche Boerse AG 44.7K €3.28 %
6FRP Holdings Inc 44.6K €3.27 %
7Blackrock Inc 37.4K €2.74 %
8Secure Waste Infrastructure Corp 36.5K €2.68 %
9Mid-America Apartment Communities, Inc. 35.5K €2.60 %
10Canadian Pacific Kansas City Ltd 34.5K €2.53 %
11UnitedHealth Group Inc 33.7K €2.47 %
12Canadian National Railway Co 33.7K €2.47 %
13Grifols SA 33.2K €2.43 %
14Equity Residential 32.2K €2.36 %
15Union Pacific Corp 31.5K €2.31 %
16Vidrala SA 29.9K €2.20 %
17Aena SME SA 28.6K €2.10 %
18Iberpapel Gestion SA 27.8K €2.04 %
19Colonial SFL Socimi SA 27.3K €2.01 %
20S&P Global Inc 26.7K €1.96 %
21Miquel y Costas & Miquel SA 25.9K €1.90 %
22Uber Technologies Inc 24.3K €1.79 %
23Canadian Natural Resources Ltd 23.1K €1.69 %
24Thermo Fisher Scientific Inc 22.2K €1.63 %
25IQVIA Holdings Inc 19.2K €1.41 %
26MercadoLibre Inc 17.1K €1.26 %
27Zoetis Inc 16.1K €1.18 %
28Novo Nordisk A/S 15.2K €1.12 %
29Cboe Global Markets Inc 15K €1.10 %
30Samsung Electronics Co Ltd 14.1K €1.03 %
31Accenture PLC 13.7K €1.01 %
32Taiwan Semiconductor Manufacturing Co Ltd 12.9K €0.95 %
33CSL Ltd 12.8K €0.94 %
34Ferrari NV 12.7K €0.94 %
35Constellation Brands Inc 11.7K €0.86 %
36CME Group Inc 11.6K €0.85 %
37Meta Platforms Inc 11.2K €0.82 %
38AstraZeneca PLC 11.1K €0.81 %
39GSK PLC 10.5K €0.77 %
40AST SpaceMobile Inc 9.9K €0.73 %
41Pfizer Inc 8.5K €0.62 %
42Sanofi SA 8.3K €0.61 %
43Veeva Systems Inc 5.7K €0.42 %