Titelia

Holdings of DIRECTOR GROWTH, FI

INVERSIS GESTIÓN, S.A., SGIIC · Original filing · Compare with another fund · Report an error

Net assets
3.3M € including 2.2M € in equities, 65.4 %
Positions
62 in 12 countries
Top ten
31.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Heidelberg Materials AG 178.4K €5.36 %
2Fresnillo PLC 162.6K €4.88 %
3Kinross Gold Corp 94.7K €2.85 %
4Buzzi SpA 93.9K €2.82 %
5Endeavour Mining PLC 89.2K €2.68 %
6Banco Comercial Portugues SA 87.2K €2.62 %
7Indra Sistemas SA 84.5K €2.54 %
8Bank of Ireland Group PLC 82K €2.46 %
9Eldorado Gold Corp 81.5K €2.45 %
10Pan American Silver Corp 80.9K €2.43 %
11Holcim AG 66K €1.98 %
12Anglogold Ashanti Plc 63.9K €1.92 %
13Agnico Eagle Mines Ltd 62.1K €1.87 %
14ADMA Biologics Inc 60.2K €1.81 %
15Prudential PLC 50.6K €1.52 %
16Bankinter SA 50K €1.50 %
17OR Royalties Inc 48.1K €1.44 %
18Seagate Technology Holdings PLC 46.9K €1.41 %
19Ligand Pharmaceuticals Inc 44.3K €1.33 %
20Toronto-Dominion Bank/The 35.3K €1.06 %
21Unicaja Banco SA 35.1K €1.05 %
22Banco Bilbao Vizcaya Argentaria SA 34.5K €1.04 %
23Banco de Sabadell SA 34.3K €1.03 %
24Wheaton Precious Metals Corp 34K €1.02 %
25Aritzia Inc 33.8K €1.01 %
26Almirall SA 32.5K €0.98 %
27Dollarama Inc 32.5K €0.97 %
28Alnylam Pharmaceuticals Inc 27.1K €0.81 %
29BPER Banca SPA 26.8K €0.80 %
30Southern Copper Corp 25K €0.75 %
31Unipol Assicurazioni SpA 25K €0.75 %
32ALK-Abello A/S 23.7K €0.71 %
33Viking Therapeutics Inc 21.4K €0.64 %
34UniCredit SpA 17.7K €0.53 %
35Banco BPM SpA 16.8K €0.50 %
36Axsome Therapeutics Inc 16.3K €0.49 %
37Fairfax Financial Holdings Ltd 16.2K €0.49 %
38Aberdeen Group PLC 15.9K €0.48 %
39Pharming Group NV 15.8K €0.48 %
40Ferrovial SE 15.8K €0.47 %
41Sarepta Therapeutics Inc 12.9K €0.39 %
42Exelixis Inc 12.1K €0.36 %
43Cal-Maine Foods Inc 8.5K €0.25 %
44Elanco Animal Health Inc 7.6K €0.23 %
45Coca-Cola Co/The 7.1K €0.21 %
46TeamViewer SE 6.5K €0.19 %
47Mosaic Co/The 6.4K €0.19 %
48General Dynamics Corp 5.7K €0.17 %
49Corteva Inc 5.4K €0.16 %
50Mastercard Inc 4.9K €0.15 %
51CF Industries Holdings Inc 4.6K €0.14 %
52Peloton Interactive Inc 4.4K €0.13 %
53Bayer AG 4.3K €0.13 %
54Telefonica SA 4K €0.12 %
55Vertex Pharmaceuticals Inc 3.9K €0.12 %
56Tarsus Pharmaceuticals Inc 3.5K €0.10 %
57Danone SA 3.1K €0.09 %
58Adobe Inc 3K €0.09 %
59uniQure NV 2.5K €0.08 %
60Mondelez International Inc 2.3K €0.07 %
61Fevertree Drinks PLC 2.2K €0.06 %
62Portillo's Inc 850 €0.03 %

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Sector breakdown

  • Materials 23.4 %
  • Financials 6.6 %
  • Technology 2.3 %
  • Health care 2.0 %
  • Consumer staples 0.6 %
  • Industrials 0.3 %
  • Unattributed 65.0 %

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

  • Canada 23.8 %
  • United Kingdom 17.6 %
  • United States 15.3 %
  • Spain 12.6 %
  • Germany 8.7 %
  • Italy 8.3 %
  • Portugal 4.0 %
  • Ireland 3.8 %
  • Switzerland 3.0 %
  • Netherlands 1.6 %
  • Denmark 1.1 %
  • France 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Canada10519.2K €23.83 %
2United Kingdom6384.4K €17.65 %
3United States23334.3K €15.35 %
4Spain7274.9K €12.62 %
5Germany3189.1K €8.68 %
6Italy5180.2K €8.27 %
7Portugal187.2K €4.00 %
8Ireland182K €3.77 %
9Switzerland166K €3.03 %
10Netherlands334.2K €1.57 %
11Denmark123.7K €1.09 %
12France13.1K €0.14 %
Cite this page

Titelia. "Holdings of DIRECTOR GROWTH, FI". https://titelia.com/en/funds/ESFI100-0