Titelia

Holdings of GVC GAESCO CROSSOVER, FI GVC GAESCO CROSSOVER-VOA MIXTO INTERNACIONAL

GVC GAESCO GESTIÓN, SGIIC, S.A. ·48 declared positions · as of Dec 31, 2025

Original filing · Net assets 8.5M € · Ten largest lines: 56 % of the equity sleeve

Sector breakdown

  • Technology 16.3 %
  • Consumer discretionary 9.5 %
  • Communication 6.0 %
  • Health care 1.9 %
  • Materials 1.6 %
  • Industrials 1.6 %
  • Financials 0.7 %
  • Unattributed 62.4 %

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 40.1 %
  • ES 26.5 %
  • NL 11.2 %
  • FR 7.6 %
  • VG 4.1 %
  • DE 3.2 %
  • KY 2.7 %
  • NO 2.7 %
  • CA 2.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US271.4M €40.07 %
2ES8944.3K €26.53 %
3NL2397.1K €11.15 %
4FR3269K €7.56 %
5VG1145.3K €4.08 %
6DE2113.3K €3.18 %
7KY395.2K €2.67 %
8NO194.8K €2.66 %
9CA174.2K €2.08 %

Positions

RankCompanySharesValueWeight
1ASML Holding NV 368.6K €4.34 %
2Faes Farma SA 309.6K €3.65 %
3Airbnb Inc 231K €2.72 %
4Tubacex SA 226.8K €2.67 %
5Alphabet Inc 213.1K €2.51 %
6Microsoft Corp 164.6K €1.94 %
7Capri Holdings Ltd 145.3K €1.71 %
8Fomento De Construcciones Y Contratas SA 114.6K €1.35 %
9Global Dominion Access SA 112.5K €1.33 %
10Cie Generale des Etablissements Michelin SCA 106.7K €1.26 %
11Societe BIC SA 100.4K €1.18 %
12Var Energi ASA 94.8K €1.12 %
13Zoom Communications Inc 88.1K €1.04 %
14Amazon.com Inc 78.6K €0.93 %
15New Gold Inc 74.2K €0.87 %
16TUI AG 71.9K €0.85 %
17Baidu Inc 66.7K €0.79 %
18Teleperformance SE 61.8K €0.73 %
19Clerhp Estructuras S 58.6K €0.69 %
20Kraft Heinz Co/The 57.8K €0.68 %
21Uber Technologies Inc 55.6K €0.66 %
22HBX Group International PLC 52.5K €0.62 %
23Exact Sciences Corp 51.9K €0.61 %
24Service Properties Trust 50.1K €0.59 %
25JD.COM INC 48.8K €0.58 %
26Intel Corp 47.1K €0.55 %
27Tecnicas Reunidas SA 44.6K €0.52 %
28Civitas Resources In 41.5K €0.49 %
29VOLKSWAGEN AKTIENGESELLSCHAFT 41.4K €0.49 %
30Chiron Real Estate Inc 34.5K €0.41 %
31Rivian Automotive Inc 33.5K €0.40 %
32PDD Holdings Inc 28.9K €0.34 %
33Nebius Group NV 28.5K €0.34 %
34UiPath Inc 27.9K €0.33 %
35Align Technology Inc 26.6K €0.31 %
36Ecoener SA 25.1K €0.30 %
37PayPal Holdings Inc 24.8K €0.29 %
38TripAdvisor Inc 24.8K €0.29 %
39Vipshop Holdings Ltd 22.6K €0.27 %
4010X Genomics Inc 22.2K €0.26 %
41Rapid7 Inc 20.7K €0.24 %
42NIO Inc 17.4K €0.20 %
43Super Micro Computer Inc 12.5K €0.15 %
44Enphase Energy Inc 10.9K €0.13 %
45Plug Power Inc 8.4K €0.10 %
46Teladoc Health Inc 7.7K €0.09 %
47Sirius XM Holdings Inc 1.7K €0.02 %
48Pfizer Inc 1.5K €0.02 %