Titelia

Holdings of GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / GESFUND AQUA

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. ·122 declared positions · as of Dec 31, 2025

Original filing · Net assets 7.3M € · Ten largest lines: 21.1 % of the equity sleeve

Sector breakdown

  • Technology 20.6 %
  • Financials 9.4 %
  • Communication 7.7 %
  • Health care 7.3 %
  • Industrials 6.7 %
  • Consumer discretionary 4.1 %
  • Consumer staples 2.5 %
  • Utilities 1.0 %
  • Materials 0.3 %
  • Unattributed 40.5 %

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 88.5 %
  • CA 4.1 %
  • KY 3.5 %
  • CN 1.0 %
  • JE 0.9 %
  • PR 0.9 %
  • IL 0.7 %
  • IT 0.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1106.1M €88.49 %
CA5283.2K €4.13 %
KY2239.2K €3.49 %
CN166.4K €0.97 %
JE163.6K €0.93 %
PR158.9K €0.86 %
IL150.9K €0.74 %
IT127.7K €0.40 %

Positions

CompanySharesValueWeight
Alphabet Inc 215.8K €2.95 %
Fabrinet 194.2K €2.66 %
Netflix Inc 166K €2.27 %
Microsoft Corp 148.2K €2.03 %
MongoDB Inc 143.6K €1.96 %
Xylem Inc/NY 134.3K €1.84 %
Intuitive Surgical Inc 129.2K €1.77 %
Broadcom Inc 117.9K €1.61 %
Hamilton Lane Inc 99.7K €1.36 %
Take-Two Interactive Software Inc 99.4K €1.36 %
Penumbra Inc 99K €1.35 %
TE Connectivity PLC 98.6K €1.35 %
Brookfield Corp 97.7K €1.34 %
Interactive Brokers Group Inc 92.9K €1.27 %
IDEXX Laboratories Inc 91K €1.24 %
Palo Alto Networks Inc 91K €1.24 %
MSCI Inc 89.4K €1.22 %
Clearway Energy Inc 85.7K €1.17 %
Aon PLC 83.5K €1.14 %
Novartis AG 81.6K €1.12 %
Advanced Drainage Systems Inc 81.4K €1.11 %
Keysight Technologies Inc 81K €1.11 %
API Group Corp 80.9K €1.11 %
Uber Technologies Inc 80.9K €1.11 %
S&P Global Inc 80.1K €1.10 %
Fortinet Inc 79.8K €1.09 %
Stryker Corp 77.5K €1.06 %
Churchill Downs Inc 77.3K €1.06 %
JBT Marel Corp 77K €1.05 %
Chesapeake Utilities Corp 75K €1.03 %
Amazon.com Inc 74.7K €1.02 %
Thermo Fisher Scientific Inc 73.5K €1.01 %
Intuit Inc 71.6K €0.98 %
Tractor Supply Co 70.9K €0.97 %
TJX Cos Inc/The 69.4K €0.95 %
Nutrien Ltd 69.4K €0.95 %
Cadence Design Systems Inc 69.2K €0.95 %
H World Group Ltd 66.4K €0.91 %
Cooper Cos Inc/The 66.1K €0.90 %
American Water Works Co Inc 66K €0.90 %
Parsons Corp 65.6K €0.90 %
Shopify Inc 64.4K €0.88 %
Dynatrace Inc 63.9K €0.87 %
Q2 Holdings Inc 63.8K €0.87 %
Apple Inc 63.6K €0.87 %
Amcor PLC 63.6K €0.87 %
TransUnion 62.1K €0.85 %
FirstService Corp 61.4K €0.84 %
Sea Ltd 60.6K €0.83 %
NU Holdings Ltd/Cayman Islands 59.9K €0.82 %
EVERTEC Inc 58.9K €0.81 %
Brookfield Asset Management Ltd 58.7K €0.80 %
Marsh & McLennan Cos Inc 58K €0.79 %
Arcosa Inc 57.9K €0.79 %
Waste Connections Inc 55.8K €0.76 %
Keurig Dr Pepper Inc 54.7K €0.75 %
Church & Dwight Co Inc 54K €0.74 %
Yum China Holdings Inc 53.6K €0.73 %
Accenture PLC 52.3K €0.72 %
HA Sustainable Infrastructure Capital Inc 51.4K €0.70 %
Open Text Corp 51.3K €0.70 %
CYBERARK SOFTWARE LTD 50.9K €0.70 %
Zscaler Inc 50.7K €0.69 %
PayPal Holdings Inc 50.3K €0.69 %
Tyler Technologies Inc 48.7K €0.67 %
Waste Management Inc 48.3K €0.66 %
McCormick & Co Inc/MD 46.6K €0.64 %
Exponent Inc 46.2K €0.63 %
Becton Dickinson & Co 46.1K €0.63 %
SiteOne Landscape Supply Inc 45.9K €0.63 %
Public Storage 45.3K €0.62 %
Grab Holdings Ltd 45K €0.62 %
Adobe Inc 44.7K €0.61 %
Walt Disney Co/The 44.5K €0.61 %
Coupang Inc 42.2K €0.58 %
3M Co 41.8K €0.57 %
elf Beauty Inc 41.4K €0.57 %
Acushnet Holdings Corp 40.8K €0.56 %
Qualys Inc 40.6K €0.56 %
AtriCure Inc 38.5K €0.53 %
CONMED Corp 38.4K €0.53 %
Aptiv PLC 35.4K €0.48 %
Masimo Corp 35.4K €0.48 %
Roper Technologies Inc 35.2K €0.48 %
SolarEdge Technologies Inc 35K €0.48 %
Brown-Forman Corp 35K €0.48 %
Appfolio Inc 34.5K €0.47 %
Trade Desk Inc/The 34.4K €0.47 %
Houlihan Lokey Inc 34K €0.46 %
Etsy Inc 33.7K €0.46 %
Ball Corp 33.3K €0.46 %
Cannae Holdings Inc 33.3K €0.46 %
Conagra Brands Inc 33K €0.45 %
Okta Inc 31.7K €0.43 %
Fiserv Inc 31.1K €0.43 %
Celanese Corp 31K €0.42 %
Cintas Corp 30.6K €0.42 %
Americold Realty Trust Inc 30.6K €0.42 %
Avantor Inc 29.3K €0.40 %
CDW Corp/DE 28.4K €0.39 %