Titelia

Holdings of INVERSIONES TEIDE, S.A. SICAV

URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL ·85 declared positions · as of Dec 31, 2025

Original filing · Net assets 85.5M € · Ten largest lines: 31.2 % of the equity sleeve

Sector breakdown

  • Technology 26.0 %
  • Consumer discretionary 12.4 %
  • Financials 12.1 %
  • Communication 11.7 %
  • Industrials 11.5 %
  • Health care 11.1 %
  • Consumer staples 3.6 %
  • Materials 2.5 %
  • Utilities 2.4 %
  • Energy 1.4 %
  • Real estate 0.2 %
  • Unattributed 5.0 %

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 56.1 %
  • FR 11.3 %
  • ES 7.0 %
  • DE 4.9 %
  • DK 4.1 %
  • NL 4.1 %
  • CH 3.0 %
  • GB 2.7 %
  • HK 2.1 %
  • CA 1.6 %
  • IT 1.5 %
  • SE 1.0 %
  • Other countries 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4835.1M €56.13 %
2FR107.1M €11.31 %
3ES64.3M €6.95 %
4DE63.1M €4.88 %
5DK22.6M €4.13 %
6NL12.6M €4.12 %
7CH31.9M €2.99 %
8GB31.7M €2.72 %
9HK11.3M €2.07 %
10CA11M €1.63 %
11IT2926.9K €1.48 %
12SE1650K €1.04 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 3.6M €4.22 %
2ASML Holding NV 2.6M €3.01 %
3Alphabet Inc 2.1M €2.47 %
4Amazon.com Inc 1.7M €2.02 %
5Industria de Diseno Textil SA 1.6M €1.92 %
6Microsoft Corp 1.6M €1.89 %
7Visa Inc 1.6M €1.88 %
8DSV A/S 1.6M €1.85 %
9LVMH Moet Hennessy Louis Vuitton SE 1.5M €1.78 %
10Broadcom Inc 1.5M €1.76 %
11S&P Global Inc 1.4M €1.69 %
12Eli Lilly & Co 1.4M €1.68 %
13Airbus SE 1.4M €1.61 %
14Apple Inc 1.3M €1.57 %
15Tencent Holdings Ltd 1.3M €1.52 %
16Alphabet Inc 1.3M €1.51 %
17Iberdrola SA 1.3M €1.47 %
18Berkshire Hathaway Inc 1.1M €1.31 %
19Spotify Technology SA 1.1M €1.30 %
20Intuitive Surgical Inc 1.1M €1.29 %
21Intuit Inc 1M €1.22 %
22Shopify Inc 1M €1.20 %
23Novo Nordisk A/S 1M €1.17 %
24L'Oreal SA 989.1K €1.16 %
25Schneider Electric SE 911.4K €1.07 %
26Linde PLC 897K €1.05 %
27Boston Scientific Corp 873.1K €1.02 %
28Netflix Inc 823.8K €0.96 %
29JPMorgan Chase & Co 809.8K €0.95 %
30Cie Financiere Richemont SA 795.8K €0.93 %
31Vertex Pharmaceuticals Inc 715.2K €0.84 %
32Compass Group PLC 697.6K €0.82 %
33ServiceNow Inc 688K €0.80 %
34Rheinmetall AG 665K €0.78 %
35Heidelberg Materials AG 655.6K €0.77 %
36Roche Holding AG 652K €0.76 %
37Synopsys Inc 651.8K €0.76 %
38Assa Abloy AB 650K €0.76 %
39UniCredit SpA 641.7K €0.75 %
40Banco de Sabadell SA 557.3K €0.65 %
41T-Mobile US Inc 535.9K €0.63 %
42Coca-Cola Co/The 535.7K €0.63 %
43London Stock Exchange Group PLC 531.5K €0.62 %
44Safran SA 510.9K €0.60 %
45Service Corp International/US 508.6K €0.60 %
46Thermo Fisher Scientific Inc 493.3K €0.58 %
47EssilorLuxottica SA 492.8K €0.58 %
48Siemens AG 490.7K €0.57 %
49CRH PLC 480.8K €0.56 %
50Experian PLC 474.9K €0.56 %
51TotalEnergies SE 472.5K €0.55 %
52Palo Alto Networks Inc 470.5K €0.55 %
53Viscofan SA 435.5K €0.51 %
54Exxon Mobil Corp 433.2K €0.51 %
55Allianz SE 431.9K €0.51 %
56TransUnion 427.5K €0.50 %
57Nestle SA 422.8K €0.49 %
58Alibaba Group Holding Ltd 421.4K €0.49 %
59Amadeus IT Group SA 420.2K €0.49 %
60Deutsche Lufthansa AG 415.6K €0.49 %
61SAP SE 392.1K €0.46 %
62McDonald's Corp. 390.3K €0.46 %
63Tesla Inc 357.6K €0.42 %
64BNP Paribas SA 352.4K €0.41 %
65Erste Group Bank AG 336K €0.39 %
66Procter & Gamble Co/The 305K €0.36 %
67Ferrari NV 285.2K €0.33 %
68Citigroup Inc 264.6K €0.31 %
69Wells Fargo & Co 252.2K €0.30 %
70Vinci SA 232.1K €0.27 %
71NextEra Energy Inc 222.7K €0.26 %
72Air Liquide SA 214.7K €0.25 %
73Home Depot Inc/The 182.8K €0.21 %
74Walt Disney Co/The 174.1K €0.20 %
75UnitedHealth Group Inc 143K €0.17 %
76Intel Corp 140.8K €0.16 %
773M Co 134K €0.16 %
78Salesforce Inc 124.5K €0.15 %
79MetLife Inc 122.1K €0.14 %
80Caterpillar Inc 110.2K €0.13 %
81American Tower Corp 109.7K €0.13 %
82Union Pacific Corp 104.6K €0.12 %
83QUALCOMM Inc 84K €0.10 %
84Estee Lauder Cos Inc/The 63.7K €0.07 %
85Laboratorios Farmaceuticos Rovi SA 36.7K €0.04 %