Titelia

Holdings of ALCESTIS INVESTMENT, SICAV, S.A.

A&G FONDOS, SGIIC, SA ·215 declared positions · as of Dec 31, 2025

Original filing · Net assets 58.3M € · Ten largest lines: 18.1 % of the equity sleeve

Sector breakdown

  • Health care 10.7 %
  • Financials 7.4 %
  • Technology 6.4 %
  • Consumer discretionary 6.1 %
  • Communication 4.8 %
  • Industrials 3.5 %
  • Materials 2.8 %
  • Consumer staples 2.5 %
  • Energy 1.4 %
  • Real estate 0.6 %
  • Utilities 0.4 %
  • Unattributed 53.4 %

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 37.5 %
  • GB 9.1 %
  • ES 8.0 %
  • DE 6.7 %
  • FR 5.9 %
  • NL 4.9 %
  • HK 3.7 %
  • CH 3.4 %
  • JP 3.1 %
  • CA 2.9 %
  • NO 2.5 %
  • SE 2.2 %
  • Other countries 10.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US954.6M €37.49 %
2GB191.1M €9.14 %
3ES9986.5K €7.96 %
4DE14832.9K €6.72 %
5FR11726.2K €5.86 %
6NL9603.4K €4.87 %
7HK4455.8K €3.68 %
8CH7420.6K €3.39 %
9JP7387K €3.12 %
10CA6362.7K €2.93 %
11NO3304.7K €2.46 %
12SE5272.8K €2.20 %

Positions

RankCompanySharesValueWeight
1Elecnor SA 429.3K €0.74 %
2Alibaba Group Holding Ltd 322K €0.55 %
3Tencent Holdings Ltd 236.1K €0.41 %
4Repsol SA 201.9K €0.35 %
5Roche Holding AG 188.7K €0.32 %
6Aker BP ASA 183.7K €0.32 %
7Dollar General Corp 180.9K €0.31 %
8E-Commodities Holdings Ltd 175.7K €0.30 %
9Applied Materials Inc 164.1K €0.28 %
10Forvia SE 154.9K €0.27 %
11Hershey Co/The 148K €0.25 %
12MGM Resorts International 142.9K €0.25 %
13Citigroup Inc 135.1K €0.23 %
14Elevance Health Inc 134.3K €0.23 %
15Baidu Inc 133.9K €0.23 %
16Bayerische Motoren Werke AG 131.3K €0.23 %
17ASML Holding NV 124.4K €0.21 %
18Eurofins Scientific SE 124.2K €0.21 %
19Stellantis NV 118.7K €0.20 %
20Genus PLC 118.6K €0.20 %
21easyJet PLC 114.8K €0.20 %
22Alphabet Inc 113.3K €0.19 %
23Estee Lauder Cos Inc/The 107.9K €0.19 %
24ATALAYA MINING COPPER SA 103.2K €0.18 %
25HUGO BOSS AG 102.3K €0.18 %
26Pan American Silver Corp 100.4K €0.17 %
27Carrefour SA 97.6K €0.17 %
28Aalberts NV 96.5K €0.17 %
29SLB Ltd 95.4K €0.16 %
30New Gold Inc 95.3K €0.16 %
31Infineon Technologies AG 95.3K €0.16 %
32UnitedHealth Group Inc 92.7K €0.16 %
33Walt Disney Co/The 92K €0.16 %
34Intel Corp 89.5K €0.15 %
35Deere & Co 89.2K €0.15 %
36SKF AB 89K €0.15 %
37Rio Tinto PLC 86.5K €0.15 %
38Thermo Fisher Scientific Inc 86.3K €0.15 %
39GSK PLC 86.1K €0.15 %
40Edenred SE 84.9K €0.15 %
41ORIX Corp 84.2K €0.14 %
42Meituan 84.2K €0.14 %
43Bayer AG 84K €0.14 %
44Sika AG 83.9K €0.14 %
45Viatris Inc 81.4K €0.14 %
46Acerinox SA 81.3K €0.14 %
47IAC Inc 79.1K €0.14 %
48Antofagasta PLC 79K €0.14 %
49CoStar Group Inc 78.7K €0.14 %
50Ferguson Enterprises Inc 78.7K €0.14 %
51Glencore PLC 78K €0.13 %
52Becton Dickinson & Co 77.7K €0.13 %
53RTL Group SA 74.8K €0.13 %
54Tokyo Electron Ltd 74.7K €0.13 %
55Cia de Minas Buenaventura SAA 74.6K €0.13 %
56VOLKSWAGEN AKTIENGESELLSCHAFT 74.6K €0.13 %
57Befesa SA 72.3K €0.12 %
58CVS Health Corp 71.6K €0.12 %
59Syensqo SA 70.6K €0.12 %
60HCA Healthcare Inc 69.6K €0.12 %
61Dassault Systemes SE 69.4K €0.12 %
62nib holdings Ltd/Australia 67.7K €0.12 %
63KION Group AG 67.6K €0.12 %
64UBS Group AG 67.5K €0.12 %
65Newmont Corp 66.4K €0.11 %
66McKesson Corp 66.3K €0.11 %
67Equinor ASA 65.2K €0.11 %
68Erste Group Bank AG 64.8K €0.11 %
69Renault SA 64.6K €0.11 %
70BioMerieux 64.5K €0.11 %
71Publicis Groupe SA 64.3K €0.11 %
72Seven & i Holdings Co Ltd 63.7K €0.11 %
73SES SA 63.4K €0.11 %
74Prosus NV 63K €0.11 %
75Danieli & C Officine Meccaniche SpA 62.5K €0.11 %
76Restaurant Brands International Inc 61.9K €0.11 %
77Hexpol AB 61.6K €0.11 %
78Brookfield Corp 60.4K €0.10 %
79Heineken NV 60K €0.10 %
80Diageo PLC 59.5K €0.10 %
81Admiral Group PLC 58.9K €0.10 %
82Linea Directa Aseguradora SA Cia de Seguros y Reaseguros 58.8K €0.10 %
83Universal Music Group NV 57.6K €0.10 %
84BW Offshore Ltd 55.9K €0.10 %
85Experian PLC 55.8K €0.10 %
86Eagle Materials Inc 55.4K €0.10 %
87ArcelorMittal SA 55.1K €0.09 %
88RECKITT BENCKISER GROUP PLC 55K €0.09 %
89Societe Generale SA 55K €0.09 %
90Amdocs Ltd 54.8K €0.09 %
91Capital One Financial Corp 54.7K €0.09 %
92Beazley PLC 53.9K €0.09 %
93Toronto-Dominion Bank/The 53.4K €0.09 %
94Anhui Conch Cement Co Ltd 53.2K €0.09 %
95Enel SpA 53.1K €0.09 %
96Currys PLC 52.8K €0.09 %
97Illumina Inc 52.5K €0.09 %
98Ulta Beauty Inc 51.5K €0.09 %
99Berkshire Hathaway Inc 51.4K €0.09 %
100Roper Technologies Inc 51.2K €0.09 %