Titelia

Holdings of UNIÓN INVERSORA PATRIMONIAL, SICAV S.A

EDM GESTION, SOCIEDAD ANONIMA, S.G.I.I.C. ·42 declared positions · as of Dec 31, 2025

Original filing · Net assets 42.3M € · Ten largest lines: 39.1 % of the equity sleeve

Sector breakdown

  • Technology 20.5 %
  • Communication 14.6 %
  • Industrials 14.4 %
  • Health care 13.2 %
  • Consumer discretionary 12.5 %
  • Financials 8.1 %
  • Materials 2.9 %
  • Consumer staples 2.2 %
  • Utilities 1.2 %
  • Unattributed 10.4 %

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 49.2 %
  • FR 11.6 %
  • ES 10.6 %
  • DK 7.5 %
  • GB 5.0 %
  • HK 3.4 %
  • CA 3.0 %
  • NL 2.7 %
  • CH 2.3 %
  • DE 1.9 %
  • SE 1.9 %
  • IT 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1917.1M €49.24 %
2FR64M €11.59 %
3ES53.7M €10.60 %
4DK22.6M €7.53 %
5GB31.7M €5.00 %
6HK11.2M €3.44 %
7CA11M €2.98 %
8NL1937.1K €2.71 %
9CH1808.9K €2.34 %
10DE1672.8K €1.94 %
11SE1652K €1.88 %
12IT1257.8K €0.74 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 1.9M €4.53 %
2DSV A/S 1.6M €3.81 %
3NVIDIA Corp 1.6M €3.76 %
4CEMENTOS MOLINS 1.5M €3.58 %
5Tencent Holdings Ltd 1.2M €2.82 %
6LVMH Moet Hennessy Louis Vuitton SE 1.2M €2.80 %
7Broadcom Inc 1.1M €2.72 %
8Spotify Technology SA 1.1M €2.70 %
9S&P Global Inc 1.1M €2.67 %
10Visa Inc 1.1M €2.65 %
11Shopify Inc 1M €2.44 %
12Intuitive Surgical Inc 1M €2.41 %
13Novo Nordisk A/S 998.4K €2.36 %
14ASML Holding NV 937.1K €2.22 %
15Intuit Inc 911.9K €2.16 %
16Linde PLC 907.5K €2.15 %
17Boston Scientific Corp 887.3K €2.10 %
18Industria de Diseno Textil SA 859.5K €2.03 %
19Cie Financiere Richemont SA 808.9K €1.91 %
20Netflix Inc 808.6K €1.91 %
21Synopsys Inc 783.8K €1.85 %
22L'Oreal SA 774.3K €1.83 %
23Amazon.com Inc 762.1K €1.80 %
24Vertex Pharmaceuticals Inc 717.9K €1.70 %
25Compass Group PLC 709.1K €1.68 %
26ServiceNow Inc 693.2K €1.64 %
27Rheinmetall AG 672.8K €1.59 %
28Airbus SE 664K €1.57 %
29Assa Abloy AB 652K €1.54 %
30London Stock Exchange Group PLC 546.4K €1.29 %
31Safran SA 501.1K €1.19 %
32Eli Lilly & Co 497.7K €1.18 %
33Service Corp International/US 492.8K €1.17 %
34Experian PLC 478.1K €1.13 %
35EssilorLuxottica SA 448K €1.06 %
36Schneider Electric SE 444.9K €1.05 %
37Viscofan SA 440K €1.04 %
38TransUnion 432.5K €1.02 %
39Iberdrola SA 432.5K €1.02 %
40Amadeus IT Group SA 425.2K €1.01 %
41Ferrari NV 257.8K €0.61 %
42CRH PLC 88.1K €0.21 %