Titelia

Holdings of MERCHFONDO, FI

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. ·55 declared positions · as of Dec 31, 2025

Original filing · Net assets 173.9M € · Ten largest lines: 37.2 % of the equity sleeve

Sector breakdown

  • Health care 22.4 %
  • Technology 8.6 %
  • Materials 7.1 %
  • Financials 6.4 %
  • Consumer staples 5.8 %
  • Consumer discretionary 4.7 %
  • Communication 1.5 %
  • Unattributed 43.6 %

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 66.8 %
  • CH 9.2 %
  • FR 6.4 %
  • DK 3.7 %
  • GB 3.3 %
  • JP 3.2 %
  • TW 2.8 %
  • DE 2.0 %
  • KY 1.0 %
  • IL 0.9 %
  • ES 0.4 %
  • HK 0.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US32107.2M €66.84 %
CH514.8M €9.23 %
FR310.3M €6.44 %
DK25.9M €3.67 %
GB25.2M €3.26 %
JP45.1M €3.19 %
TW14.5M €2.82 %
DE23.2M €1.98 %
KY11.6M €0.99 %
IL11.4M €0.86 %
ES1597K €0.37 %
HK1553.2K €0.34 %

Positions

CompanySharesValueWeight
Victoria's Secret & Co 8.3M €4.80 %
Inmode Ltd 7.2M €4.15 %
Albemarle Corp 7M €4.02 %
Biogen Inc 6M €3.45 %
Bank of America Corp 5.9M €3.37 %
Gilead Sciences Inc 5.6M €3.24 %
Nestle SA 5.2M €3.01 %
Vertex Pharmaceuticals Inc 5.2M €2.97 %
Arcus Biosciences Inc 4.7M €2.68 %
Sanofi SA 4.5M €2.62 %
Taiwan Semiconductor Manufacturing Co Ltd 4.5M €2.60 %
Enphase Energy Inc 4.5M €2.60 %
Incyte Corp 4.5M €2.56 %
QUALCOMM Inc 4.3M €2.45 %
QuantumScape Corp 4.3M €2.45 %
Intuitive Surgical Inc 4.2M €2.41 %
On Holding AG 4.2M €2.39 %
Abercrombie & Fitch Co 4.1M €2.37 %
L'Oreal SA 4M €2.32 %
Alibaba Group Holding Ltd 3.9M €2.22 %
Cognex Corp 3.8M €2.17 %
Alnylam Pharmaceuticals Inc 3.6M €2.04 %
Novo Nordisk A/S 3.5M €2.00 %
FANUC Corp 3.3M €1.88 %
Renishaw PLC 2.7M €1.57 %
Roche Holding AG 2.7M €1.56 %
American Eagle Outfitters Inc 2.7M €1.55 %
Fevertree Drinks PLC 2.5M €1.43 %
Coloplast A/S 2.4M €1.38 %
Corning Inc 2.2M €1.29 %
Okta Inc 2.2M €1.27 %
Carl Zeiss Meditec AG 2.2M €1.26 %
Alphabet Inc 1.9M €1.08 %
Valeo SE 1.7M €1.00 %
Citigroup Inc 1.7M €1.00 %
Cie Financiere Richemont SA 1.7M €0.96 %
Morgan Stanley 1.6M €0.93 %
JD.COM INC 1.6M €0.91 %
Universal Display Corp 1.4M €0.80 %
Check Point Software Technologies Ltd 1.4M €0.79 %
Airbnb Inc 1.3M €0.76 %
Charles Schwab Corp/The 1.1M €0.61 %
VAT Group AG 1M €0.60 %
Bayerische Motoren Werke AG 978K €0.56 %
Canon Inc 954.8K €0.55 %
Arista Networks Inc 892.4K €0.51 %
Figma Inc 890.8K €0.51 %
Veeva Systems Inc 712.7K €0.41 %
Bristol-Myers Squibb Co 618.5K €0.36 %
Adobe Inc 610.8K €0.35 %
Toyota Motor Corp. 604K €0.35 %
Amadeus IT Group SA 597K €0.34 %
Contemporary Amperex Technology Co Ltd 553.2K €0.32 %
Walt Disney Co/The 460.1K €0.26 %
Honda Motor Co Ltd 285.6K €0.16 %