Titelia

Holdings of RENTA 4 MEGATENDENCIAS, FI RENTA 4 MEGATENDENCIAS / CONSUMO

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·61 declared positions · as of Dec 31, 2025

Original filing · Net assets 4.2M € · Ten largest lines: 32.8 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 28.7 %
  • Consumer staples 14.5 %
  • Communication 11.2 %
  • Financials 6.8 %
  • Health care 5.7 %
  • Technology 3.6 %
  • Funds 1.2 %
  • Materials 1.0 %
  • Industrials 1.0 %
  • Unattributed 26.3 %

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 43.4 %
  • GB 9.2 %
  • NL 8.4 %
  • ES 7.0 %
  • FR 6.7 %
  • CH 6.5 %
  • HK 4.3 %
  • DE 4.2 %
  • BE 2.5 %
  • IT 2.4 %
  • MX 1.5 %
  • JP 1.1 %
  • Other countries 2.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US251.8M €43.44 %
GB6372.4K €9.24 %
NL5337.5K €8.37 %
ES3283.8K €7.04 %
FR5271.6K €6.74 %
CH4261.7K €6.49 %
HK2173.3K €4.30 %
DE3168.2K €4.17 %
BE198.8K €2.45 %
IT296.4K €2.39 %
MX160.2K €1.49 %
JP143.8K €1.09 %

Positions

CompanySharesValueWeight
Alphabet Inc 193.2K €4.55 %
Industria de Diseno Textil SA 180.3K €4.25 %
Amazon.com Inc 152.3K €3.59 %
Microsoft Corp 144.1K €3.40 %
Alibaba Group Holding Ltd 132.8K €3.13 %
Haleon PLC 107.9K €2.54 %
Booking Holdings Inc 104.9K €2.47 %
Visa Inc 103K €2.43 %
Mastercard Inc 102.1K €2.40 %
Cie Financiere Richemont SA 100.7K €2.37 %
Anheuser-Busch InBev SA/NV 98.8K €2.33 %
Meta Platforms Inc 95.5K €2.25 %
Prosus NV 95.1K €2.24 %
Unilever PLC 91.9K €2.17 %
Nestle SA 88.8K €2.09 %
Heineken Holding NV 87.4K €2.06 %
adidas AG 84.5K €1.99 %
EssilorLuxottica SA 81K €1.91 %
Airbnb Inc 71.6K €1.69 %
Spotify Technology SA 69.2K €1.63 %
PayPal Holdings Inc 68.3K €1.61 %
Coca-Cola Europacific Partners PLC 62K €1.46 %
LVMH Moet Hennessy Louis Vuitton SE 61.3K €1.44 %
Fomento Economico Mexicano SAB de CV 60.2K €1.42 %
Puig Brands SA 59.5K €1.40 %
NIKE Inc 58.3K €1.37 %
Corbion NV 55.7K €1.31 %
Amplifon SpA 55K €1.30 %
L'Oreal SA 55K €1.30 %
Coca-Cola Co/The 53.6K €1.26 %
Elanco Animal Health Inc 52K €1.23 %
IDEXX Laboratories Inc 51.8K €1.22 %
Coca-Cola HBC AG 51.7K €1.22 %
Universal Music Group NV 51.1K €1.20 %
Hermes International SCA 50.9K €1.20 %
Adyen NV 48.1K €1.13 %
Zoetis Inc 45K €1.06 %
McDonald's Corp. 44.2K €1.04 %
Amadeus IT Group SA 44K €1.04 %
Toyota Motor Corp. 43.8K €1.03 %
Zalando SE 43.1K €1.01 %
Yum! Brands Inc 42.5K €1.00 %
PDD Holdings Inc 42.5K €1.00 %
Cooper Cos Inc/The 41.9K €0.99 %
Ferrari NV 41.4K €0.98 %
Symrise AG 40.6K €0.96 %
ANTA Sports Products Ltd 40.5K €0.96 %
International Flavors & Fragrances Inc 40.2K €0.95 %
Uber Technologies Inc 40K €0.94 %
MercadoLibre Inc 39.4K €0.93 %
elf Beauty Inc 38.8K €0.92 %
DSM-Firmenich AG 38.2K €0.90 %
Kerry Group PLC 37K €0.87 %
JD Sports Fashion PLC 36.8K €0.87 %
Procter & Gamble Co/The 35.4K €0.83 %
Alcon AG 34K €0.80 %
Chipotle Mexican Grill Inc 33.1K €0.78 %
Proya Cosmetics Co Ltd. 32.2K €0.76 %
Colgate-Palmolive Co 30.3K €0.71 %
Pernod Ricard SA 23.4K €0.55 %
Diageo PLC 22.1K €0.52 %