Titelia

Holdings of GESIURIS CAT PATRIMONIS, SICAV, S.A.

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·40 declared positions · as of Dec 31, 2025

Original filing · Net assets 61.7M € · Ten largest lines: 43.3 % of the equity sleeve

Sector breakdown

  • Health care 30.5 %
  • Financials 13.4 %
  • Consumer discretionary 10.3 %
  • Technology 5.3 %
  • Consumer staples 3.0 %
  • Energy 3.0 %
  • Materials 2.9 %
  • Industrials 2.7 %
  • Unattributed 28.9 %

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 54.0 %
  • ES 18.8 %
  • CH 11.9 %
  • HK 4.6 %
  • DE 3.3 %
  • IT 3.0 %
  • FR 2.7 %
  • IN 1.0 %
  • IL 0.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US2410.4M €53.96 %
ES63.6M €18.79 %
CH32.3M €11.94 %
HK1881.5K €4.56 %
DE2642.3K €3.32 %
IT1582.7K €3.01 %
FR1516K €2.67 %
IN1186.6K €0.96 %
IL1151.9K €0.79 %

Positions

CompanySharesValueWeight
Grifols SA 1.5M €2.48 %
Roche Holding AG 1M €1.66 %
Colonial SFL Socimi SA 902.5K €1.46 %
Alibaba Group Holding Ltd 881.5K €1.43 %
Novartis AG 706.2K €1.14 %
Amgen Inc 696.6K €1.13 %
Zoetis Inc 696.3K €1.13 %
Regeneron Pharmaceuticals, Inc. 657.1K €1.06 %
T Rowe Price Group Inc 645K €1.05 %
Align Technology Inc 638.1K €1.03 %
Merck & Co Inc 636.3K €1.03 %
Marsh & McLennan Cos Inc 600.2K €0.97 %
Booking Holdings Inc 592.7K €0.96 %
Constellation Brands Inc 587.3K €0.95 %
Eni SpA 582.7K €0.94 %
Straumann Holding AG 582.1K €0.94 %
Blackrock Inc 574.1K €0.93 %
Medtronic PLC 572.5K €0.93 %
Viatris Inc 558.6K €0.91 %
Pfizer Inc 551.2K €0.89 %
Uber Technologies Inc 528.7K €0.86 %
LVMH Moet Hennessy Louis Vuitton SE 516K €0.84 %
CEMENTOS MOLINS 392.5K €0.64 %
UnitedHealth Group Inc 365.4K €0.59 %
Allianz SE 351.5K €0.57 %
Puig Brands SA 298.9K €0.48 %
Deutsche Boerse AG 290.8K €0.47 %
Miquel y Costas & Miquel SA 278.1K €0.45 %
Alexandria Real Estate Equities, Inc. 258.3K €0.42 %
NATURHOUSE HEALTH SA 231.9K €0.38 %
Cisco Systems, Inc. 203.3K €0.33 %
Infosys Ltd 186.6K €0.30 %
Broadcom Inc 176.8K €0.29 %
Fortinet Inc 169K €0.27 %
Crowdstrike Holdings Inc 159.6K €0.26 %
Palo Alto Networks Inc 156.8K €0.25 %
CYBERARK SOFTWARE LTD 151.9K €0.25 %
Cloudflare Inc 151.1K €0.24 %
Zscaler Inc 134K €0.22 %
F5 Inc 130.4K €0.21 %