Titelia

Holdings of TESYS INTERNACIONAL, FI

TESYS ACTIVOS FINANCIEROS SGIIC, SOCIEDAD LIMITADA ·31 declared positions · as of Dec 31, 2025

Original filing · Net assets 24.8M € · Ten largest lines: 57.6 % of the equity sleeve

Sector breakdown

  • Technology 30.6 %
  • Consumer discretionary 17.2 %
  • Communication 16.4 %
  • Health care 9.9 %
  • Financials 7.4 %
  • Industrials 5.4 %
  • Consumer staples 3.5 %
  • Unattributed 9.6 %

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 83.5 %
  • CA 6.8 %
  • DK 3.6 %
  • LU 3.4 %
  • ES 1.6 %
  • NL 0.7 %
  • PT 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2420.6M €83.52 %
2CA21.7M €6.80 %
3DK1886.7K €3.59 %
4LU1840K €3.40 %
5ES1397.6K €1.61 %
6NL1174K €0.71 %
7PT192.4K €0.37 %

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 2.4M €9.59 %
2Meta Platforms Inc 2.3M €9.19 %
3Alphabet Inc 1.8M €7.13 %
4Uber Technologies Inc 1.3M €5.42 %
5Microsoft Corp 1.3M €5.36 %
6Salesforce Inc 1.2M €4.99 %
7Berkshire Hathaway Inc 1M €4.21 %
8Airbnb Inc 994.6K €4.01 %
9Fortinet Inc 922K €3.71 %
10Vertex Pharmaceuticals Inc 916.3K €3.69 %
11Novo Nordisk A/S 886.7K €3.57 %
12Booking Holdings Inc 879.9K €3.54 %
13Constellation Software Inc/Canada 858.4K €3.46 %
14Eurofins Scientific SE 840K €3.38 %
15Shopify Inc 818.8K €3.30 %
16Snowflake Inc 749.4K €3.02 %
17Datadog Inc 688.4K €2.77 %
18Palo Alto Networks Inc 654.7K €2.64 %
19UnitedHealth Group Inc 631.8K €2.54 %
20Workday Inc 619.7K €2.50 %
21AST SpaceMobile Inc 572.1K €2.30 %
22S&P Global Inc 490.7K €1.98 %
23Miquel y Costas & Miquel SA 397.6K €1.60 %
24ServiceNow Inc 328K €1.32 %
25Celsius Holdings Inc 282.9K €1.14 %
26Pluxee NV 174K €0.70 %
27Visa Inc 163.9K €0.66 %
28Mastercard Inc 138K €0.56 %
29Accenture PLC 135K €0.54 %
30Semapa-Sociedade de Investimento e Gestao 92.4K €0.37 %
31Intuit Inc 52.4K €0.21 %