Titelia

Holdings of GVC GAESCO CROSSOVER, FI GVC GAESCO CROSSOVER - M&S QUALITY RVI

GVC GAESCO GESTIÓN, SGIIC, S.A. ·65 declared positions · as of Dec 31, 2025

Original filing · Net assets 15.8M € · Ten largest lines: 31.5 % of the equity sleeve

Sector breakdown

  • Health care 11.9 %
  • Technology 4.7 %
  • Energy 3.7 %
  • Consumer discretionary 3.5 %
  • Materials 2.9 %
  • Industrials 1.9 %
  • Communication 1.5 %
  • Unattributed 69.9 %

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 28.3 %
  • FR 13.5 %
  • HK 9.6 %
  • JP 7.3 %
  • CN 5.4 %
  • GB 5.1 %
  • BR 4.0 %
  • CH 3.4 %
  • BE 3.3 %
  • DK 2.5 %
  • ES 2.2 %
  • SE 2.1 %
  • Other countries 13.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US193.8M €28.34 %
FR71.8M €13.46 %
HK71.3M €9.61 %
JP6986.2K €7.29 %
CN2731.4K €5.41 %
GB3695.6K €5.14 %
BR2543.8K €4.02 %
CH2456.5K €3.37 %
BE2441.2K €3.26 %
DK2334.2K €2.47 %
ES1302.3K €2.23 %
SE1289.6K €2.14 %

Positions

CompanySharesValueWeight
United Therapeutics Corp 607.5K €3.85 %
Lenovo Group Ltd 529.8K €3.35 %
Sanofi SA 525.3K €3.33 %
JD.com Inc 500.9K €3.17 %
Alcoa Corp 414.5K €2.62 %
Ambev SA 388.6K €2.46 %
Japan Tobacco Inc 355.9K €2.25 %
Sandoz Group AG 334.6K €2.12 %
Bekaert SA 304K €1.92 %
Industria de Diseno Textil SA 302.3K €1.91 %
Technip Energies NV 298.5K €1.89 %
YETI Holdings Inc 290K €1.84 %
Swedish Orphan Biovitrum AB 289.6K €1.83 %
Coterra Energy Inc 285.8K €1.81 %
Ipsen SA 276.1K €1.75 %
Societe BIC SA 273K €1.73 %
Zoom Communications Inc 249.7K €1.58 %
Persimmon PLC 242.1K €1.53 %
CNOOC LTD 233.2K €1.48 %
Incyte Corp 232.4K €1.47 %
Stellantis NV 231.2K €1.46 %
Country Garden Services Holdings Co Ltd 229.3K €1.45 %
Vesuvius PLC 227K €1.44 %
Ashmore Group PLC 226.6K €1.43 %
Yangzijiang Shipbuilding Holdings Ltd 223.8K €1.42 %
SLB Ltd 217.4K €1.38 %
ANDRITZ AG 207.3K €1.31 %
M3, Inc. 204.7K €1.30 %
Inmode Ltd 201.9K €1.28 %
Tsingtao Brewery Co Ltd 201.6K €1.28 %
Cognizant Technology Solutions Corp. 198.8K €1.26 %
Nokia Oyj 189.4K €1.20 %
UnitedHealth Group Inc 179.8K €1.14 %
DR Horton Inc 175.9K €1.11 %
Novo Nordisk A/S 171.3K €1.08 %
Weibo Corp 167.9K €1.06 %
Nice Ltd 163.5K €1.04 %
Genmab A/S 162.8K €1.03 %
Tecnoglass Inc 162.3K €1.03 %
Arca Continental SAB de CV 162K €1.03 %
Heidelberg Materials AG 158.3K €1.00 %
Renesas Electronics Corp 156K €0.99 %
Vale SA 155.2K €0.98 %
IPSOS SA 154.7K €0.98 %
Publicis Groupe SA 152.3K €0.96 %
West Fraser Timber Co Ltd 150.7K €0.95 %
Ingles Markets Inc 149K €0.94 %
Oshkosh Corp 148.6K €0.94 %
Criteo SA 141.5K €0.90 %
Sony Group Corp 140.1K €0.89 %
Barco NV 137.3K €0.87 %
Strategic Education Inc 126.3K €0.80 %
BayCurrent Inc 123.8K €0.78 %
Novartis AG 121.8K €0.77 %
CHINA MOBILE 110.9K €0.70 %
Lennar Corp 104.1K €0.66 %
CHAGEE HOLDINGS LTD 99K €0.63 %
Vipshop Holdings Ltd 96.3K €0.61 %
Cisco Systems, Inc. 94.4K €0.60 %
NetEase Inc 58.7K €0.37 %
Skyworks Solutions Inc 55K €0.35 %
Grupo Aeroportuario del Sureste SAB de CV 46.8K €0.30 %
Millrose Properties Inc 7.1K €0.05 %
Sony Financial Group Inc 5.8K €0.04 %
Sunny Optical Technology Group Co Ltd 36 €0.00 %