Titelia

Holdings of FONDCOYUNTURA, FI

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·76 declared positions · as of Dec 31, 2025

Original filing · Net assets 17.2M € · Ten largest lines: 32.4 % of the equity sleeve

Sector breakdown

  • Technology 14.6 %
  • Consumer discretionary 9.7 %
  • Materials 9.0 %
  • Industrials 8.6 %
  • Financials 5.7 %
  • Health care 5.3 %
  • Communication 3.0 %
  • Utilities 2.2 %
  • Funds 1.3 %
  • Consumer staples 0.7 %
  • Unattributed 40.1 %

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 31.6 %
  • ES 21.7 %
  • FR 14.0 %
  • DE 4.8 %
  • CH 4.0 %
  • PE 3.5 %
  • NL 3.1 %
  • KR 2.4 %
  • GB 2.4 %
  • CA 2.3 %
  • HK 2.2 %
  • PT 2.0 %
  • Other countries 6.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US272.4M €31.58 %
ES101.6M €21.69 %
FR101.1M €13.97 %
DE5361.5K €4.77 %
CH3301.8K €3.98 %
PE1264.9K €3.49 %
NL3238.2K €3.14 %
KR1184.7K €2.44 %
GB3179.5K €2.37 %
CA1171.4K €2.26 %
HK1166.9K €2.20 %
PT1148.4K €1.96 %

Positions

CompanySharesValueWeight
Banco Santander SA 433K €2.52 %
ACS Actividades de Construccion y Servicios SA 305.5K €1.78 %
Hochschild Mining PLC 264.9K €1.54 %
Brown & Brown Inc 257.8K €1.50 %
SPIE SA 231.5K €1.35 %
Industria de Diseno Textil SA 225.4K €1.31 %
Amazon.com Inc 196.5K €1.15 %
Samsung Electronics Co Ltd 184.7K €1.08 %
Airbus SE 178.6K €1.04 %
Novartis AG 176.6K €1.03 %
Cameco Corp 171.4K €1.00 %
Alphabet Inc 167.9K €0.98 %
BYD Co Ltd 166.9K €0.97 %
Renta 4 Banco, S.A. 163.5K €0.95 %
Microsoft Corp 160.6K €0.94 %
Air Liquide SA 155.1K €0.90 %
Newmont Corp 153K €0.89 %
Laboratorios Farmaceuticos Rovi SA 150.4K €0.88 %
Mota-Engil SGPS SA 148.4K €0.86 %
Thales SA 137.9K €0.80 %
Thermo Fisher Scientific Inc 130.7K €0.76 %
adidas AG 126.6K €0.74 %
ASML Holding NV 104.1K €0.61 %
Adyen NV 96.3K €0.56 %
Merlin Properties Socimi SA 95.7K €0.56 %
West Pharmaceutical Services Inc 93.7K €0.55 %
Acerinox SA 93.7K €0.55 %
Glencore PLC 93.2K €0.54 %
Novo Nordisk A/S 91.4K €0.53 %
Prysmian SpA 90.7K €0.53 %
NextEra Energy Inc 88.9K €0.52 %
Nanobiotix SA 87.8K €0.51 %
AppLovin Corp 86K €0.50 %
Veeva Systems Inc 83.6K €0.49 %
SBI Holdings Inc 82.6K €0.48 %
Five9 Inc 80.2K €0.47 %
Crowdstrike Holdings Inc 79.8K €0.47 %
Repsol SA 79.6K €0.46 %
Infineon Technologies AG 75.5K €0.44 %
Dell Technologies Inc 75K €0.44 %
Southern Co/The 74.2K €0.43 %
SIG Group AG 71.9K €0.42 %
Trade Desk Inc/The 67.9K €0.40 %
BASF SE 66.6K €0.39 %
Palo Alto Networks Inc 62.7K €0.37 %
Pernod Ricard SA 60.7K €0.35 %
Cirsa Enterprises SA 59.2K €0.34 %
Schneider Electric SE 58.7K €0.34 %
Spotify Technology SA 56.9K €0.33 %
Befesa SA 56.1K €0.33 %
Ivanhoe Electric Inc / US 54.4K €0.32 %
Eaton Corp PLC 54.2K €0.32 %
Intel Corp 53.4K €0.31 %
Nestle SA 53.3K €0.31 %
Strabag SE 52.7K €0.31 %
WW Grainger Inc 51.5K €0.30 %
LVMH Moet Hennessy Louis Vuitton SE 51K €0.30 %
Legrand SA 50.9K €0.30 %
Tesco PLC 50.6K €0.30 %
Strategy Inc 48.5K €0.28 %
Stride Inc 47K €0.27 %
Atos SE 46.5K €0.27 %
Terrestrial Energy Inc 43.7K €0.25 %
Iridium Communications Inc 42.9K €0.25 %
Super Micro Computer Inc 42.8K €0.25 %
Burford Capital Ltd 42K €0.24 %
Grange Resources Ltd 40.5K €0.24 %
Everpure Inc 39.9K €0.23 %
eDreams ODIGEO SA 37.9K €0.22 %
Stellantis NV 37.8K €0.22 %
Hensoldt AG 36.7K €0.21 %
Mobico Group PLC 35.7K €0.21 %
Zealand Pharma A/S 31.2K €0.18 %
Vista Energy SAB de CV 24.9K €0.14 %
Graniteshares Financial PLC 5.6K €0.03 %
Graniteshares Financial PLC 4.4K €0.03 %