Titelia

Holdings of LAGO ERIE, SICAV, S.A.

GESALCALA, S.A., S.G.I.I.C. ·53 declared positions · as of Dec 31, 2025

Original filing · Net assets 37.3M € · Ten largest lines: 52.5 % of the equity sleeve

Sector breakdown

  • Technology 30.1 %
  • Communication 12.8 %
  • Consumer discretionary 5.9 %
  • Materials 4.8 %
  • Health care 2.8 %
  • Industrials 1.6 %
  • Financials 1.0 %
  • Consumer staples 0.4 %
  • Unattributed 40.6 %

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 56.0 %
  • DE 10.7 %
  • HK 9.2 %
  • TW 6.6 %
  • CA 5.0 %
  • NL 4.3 %
  • IE 3.4 %
  • CH 2.8 %
  • KR 1.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US3918M €56.05 %
DE13.4M €10.73 %
HK13M €9.24 %
TW12.1M €6.63 %
CA31.6M €5.01 %
NL31.4M €4.33 %
IE11.1M €3.38 %
CH2885K €2.75 %
KR2601.2K €1.87 %

Positions

CompanySharesValueWeight
Xtrackers ETC PLC 3.4M €9.25 %
Tencent Holdings Ltd 3M €7.97 %
Taiwan Semiconductor Manufacturing Co Ltd 2.1M €5.71 %
NVIDIA Corp 1.2M €3.34 %
Cameco Corp 1.2M €3.30 %
Amazon.com Inc 1.2M €3.26 %
Crowdstrike Holdings Inc 1.2M €3.24 %
Microsoft Corp 1.2M €3.13 %
Broadcom Inc 1.2M €3.12 %
ISHARES 1.1M €2.91 %
Alphabet Inc 1M €2.70 %
Madrigal Pharmaceuticals Inc 775.1K €2.08 %
Micron Technology Inc 729.9K €1.96 %
Liquidia Corp 723K €1.94 %
Alibaba Group Holding Ltd 690.3K €1.85 %
Nebius Group NV 675.3K €1.81 %
ASML Holding NV 649.6K €1.74 %
Edgewise Therapeutics Inc 634.9K €1.70 %
Roche Holding AG 576.3K €1.55 %
Upstream Bio Inc 554.5K €1.49 %
Caterpillar Inc 528.5K €1.42 %
Summit Therapeutics Inc 506.7K €1.36 %
Nuvation Bio Inc 450.4K €1.21 %
Sarepta Therapeutics Inc 426.2K €1.14 %
SK hynix Inc 425.4K €1.14 %
Acrivon Therapeutics Inc 398.8K €1.07 %
Syndax Pharmaceuticals Inc 394.1K €1.06 %
ARS Pharmaceuticals Inc 370.1K €0.99 %
Robinhood Markets Inc 334.9K €0.90 %
Viking Therapeutics Inc 324.2K €0.87 %
Janux Therapeutics Inc 309K €0.83 %
Novartis AG 308.6K €0.83 %
Agnico Eagle Mines Ltd 297.9K €0.80 %
CoreWeave Inc 285.1K €0.76 %
Western Digital Corp 281.5K €0.75 %
Applied Digital Corp 259.8K €0.70 %
Circle Internet Group Inc 243.9K €0.65 %
Seagate Technology Holdings PLC 242.6K €0.65 %
Oracle Corp 241K €0.65 %
GRAIL Inc 235.2K €0.63 %
Aura Biosciences Inc 231.2K €0.62 %
Samsung Electronics Co Ltd 175.8K €0.47 %
Meta Platforms Inc 142.1K €0.38 %
Elastic NV 124.6K €0.33 %
Coca-Cola Co/The 119K €0.32 %
SoundHound AI Inc 104.4K €0.28 %
Rigetti Computing Inc 101.2K €0.27 %
Xencor Inc 94.5K €0.25 %
ELICIO THERAPEUTICS INC 81.4K €0.22 %
AbCellera Biologics Inc 81.3K €0.22 %
INFLARX NV 65.8K €0.18 %
Vaxcyte Inc 49K €0.13 %
Agenus Inc 18.2K €0.05 %