Titelia

Holdings of CIMA GLOBAL VALUE SICAV SA

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. ·69 declared positions · as of Dec 31, 2025

Original filing · Net assets 23.4M € · Ten largest lines: 32.7 % of the equity sleeve

Sector breakdown

  • Health care 7.7 %
  • Technology 3.2 %
  • Materials 2.0 %
  • Communication 1.4 %
  • Consumer staples 1.3 %
  • Unattributed 84.4 %

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

  • ES 32.5 %
  • US 19.2 %
  • FR 12.8 %
  • GB 12.1 %
  • DE 4.5 %
  • CA 3.9 %
  • PT 3.9 %
  • DK 1.6 %
  • NL 1.5 %
  • CH 1.5 %
  • KY 1.5 %
  • LU 1.3 %
  • Other countries 3.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1ES196M €32.52 %
2US143.6M €19.25 %
3FR102.4M €12.76 %
4GB72.2M €12.08 %
5DE2837.5K €4.53 %
6CA3727.7K €3.94 %
7PT3717.2K €3.88 %
8DK1304.8K €1.65 %
9NL2281K €1.52 %
10CH1271K €1.47 %
11KY1270.6K €1.46 %
12LU1248.2K €1.34 %

Positions

RankCompanySharesValueWeight
1Alantra Partners SA 792.9K €3.39 %
2UnitedHealth Group Inc 702.6K €3.00 %
3Cellnex Telecom SA 685.8K €2.93 %
4Naturgy Energy Group SA 648K €2.77 %
5Liberty Global Ltd. 617.3K €2.64 %
6Adobe Inc 595.9K €2.55 %
7Kistos Holdings PLC 546.7K €2.34 %
8Antin Infrastructure Partners SA 511K €2.19 %
9Colonial SFL Socimi SA 491.9K €2.10 %
10Dr. Ing. h.c. F. Porsche Aktiengesellschaft 456.2K €1.95 %
11Sanofi SA 413.6K €1.77 %
12Audax Renovables SA 413.4K €1.77 %
13Prim SA 412.5K €1.76 %
14Renault SA 389.6K €1.67 %
15Ecoener SA 387.1K €1.66 %
16Nagarro SE 381.3K €1.63 %
17Linea Directa Aseguradora SA Cia de Seguros y Reaseguros 378K €1.62 %
18Barrick Mining Corp 370.8K €1.59 %
19Serica Energy PLC 367.5K €1.57 %
20PARLEM TELECOM 353K €1.51 %
21Zeta Global Holdings Corp 346.5K €1.48 %
22Corticeira Amorim SGPS SA 341K €1.46 %
23Circle Internet Group Inc 337.6K €1.44 %
24Poet Technologies Inc 323.3K €1.38 %
25Talgo SA 316.5K €1.35 %
26Kosmos Energy Ltd 309K €1.32 %
27Cirsa Enterprises SA 307.6K €1.32 %
28Novo Nordisk A/S 304.8K €1.30 %
29Gestamp Automocion SA 301.3K €1.29 %
30Swatch Group AG/The 271K €1.16 %
31Chiho Environmental Group Ltd 270.6K €1.16 %
32Alphabet Inc 266.5K €1.14 %
33Bollore SE 263.7K €1.13 %
34Melia Hotels International SA 252.5K €1.08 %
35NOVEM GROUP SA 248.2K €1.06 %
36Noble Corp PLC 240.4K €1.03 %
37Vivendi SE 236.6K €1.01 %
38Constellation Brands Inc 234.9K €1.00 %
39Ecora Royalties Plc 233.9K €1.00 %
40Semapa-Sociedade de Investimento e Gestao 229.9K €0.98 %
41Verallia SA 229.8K €0.98 %
42Panoro Energy ASA 227.7K €0.97 %
43Molina Healthcare Inc 221.6K €0.95 %
44LNA Sante SA 207.1K €0.89 %
45NewPrinces SpA 193.6K €0.83 %
46PAX Global Technology Ltd 165.8K €0.71 %
47Allfunds Group Plc 146.9K €0.63 %
48Galp Energia SGPS SA 146.3K €0.63 %
49Pluxee NV 134.1K €0.57 %
50Shift4 Payments Inc 134K €0.57 %
51Prosegur Cia de Seguridad SA 130K €0.56 %
52CoreWeave Inc 121.9K €0.52 %
53SIG PLC 115.1K €0.49 %
54Gulf Marine Services PLC 111.8K €0.48 %
55Harrow Inc 104.3K €0.45 %
56TransMedics Group Inc 103.6K €0.44 %
57Gigas Hosting SA 100.1K €0.43 %
58Worldline SA/France 78.1K €0.33 %
59Petra Diamonds Ltd. 72K €0.31 %
60Aspen Aerogels Inc 59K €0.25 %
61Prosegur Cash SA 35.5K €0.15 %
62Dye & Durham Ltd 33.6K €0.14 %
63MaxCyte Inc 19.8K €0.08 %
64Teleperformance SE 15.9K €0.07 %
65Nicox SA 12.9K €0.06 %
66Entain PLC 4.1K €0.02 %
67Deoleo SA 2K €0.01 %
68Ence Energia y Celulosa SA 1.8K €0.01 %
69Global Dominion Access SA 56 €0.00 %