Titelia

Holdings of GVCGAESCO T.F.T., FI

GVC GAESCO GESTIÓN, SGIIC, S.A. ·74 declared positions · as of Dec 31, 2025

Original filing · Net assets 34.1M € · Ten largest lines: 51.1 % of the equity sleeve

Sector breakdown

  • Health care 10.6 %
  • Technology 5.1 %
  • Communication 2.5 %
  • Consumer discretionary 1.9 %
  • Unattributed 79.9 %

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 16.1 %
  • JP 15.9 %
  • GB 10.6 %
  • BE 10.0 %
  • DE 8.5 %
  • SE 8.4 %
  • IT 6.2 %
  • ES 4.3 %
  • IL 4.0 %
  • PT 3.9 %
  • NL 3.0 %
  • CH 2.1 %
  • Other countries 6.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US135.3M €16.08 %
JP105.3M €15.88 %
GB43.5M €10.56 %
BE43.3M €10.05 %
DE82.8M €8.55 %
SE32.8M €8.40 %
IT72M €6.19 %
ES41.4M €4.28 %
IL11.3M €4.01 %
PT11.3M €3.94 %
NL31M €3.03 %
CH4694.8K €2.10 %

Positions

CompanySharesValueWeight
Vodafone Group PLC 2.5M €7.31 %
Fagron 2.3M €6.87 %
Fresenius Medical Care AG 2M €5.98 %
Telia Company AB 2M €5.93 %
FANUC Corp 2M €5.82 %
Teva Pharmaceutical Industries Ltd 1.3M €3.89 %
NOS SGPS SA 1.3M €3.83 %
Rakuten Group Inc 1.2M €3.52 %
Medtronic PLC 1.1M €3.36 %
EXPERT SYSTEM SPA 1M €3.03 %
Telefonica SA 995.5K €2.92 %
Teradyne Inc 988.3K €2.90 %
Pfizer Inc 847.6K €2.49 %
X-Fab Silicon Foundries SE 775.5K €2.27 %
NIDEC CORP 695.9K €2.04 %
BT Group PLC 632.9K €1.86 %
Verizon Communications Inc 623.9K €1.83 %
Alibaba Group Holding Ltd 623.7K €1.83 %
Clavister AB 546.4K €1.60 %
VIVORYON THERAPEUTICS 490.6K €1.44 %
SoftBank Corp 467.4K €1.37 %
Telefonica Brasil SA 454.2K €1.33 %
Merck & Co Inc 403.1K €1.18 %
Capgemini SE 355.6K €1.04 %
Pharmanutra SpA 353K €1.04 %
Roche Holding AG 352.5K €1.03 %
Kendrion NV 326.9K €0.96 %
Kontron AG 239.4K €0.70 %
China Literature Ltd 234.7K €0.69 %
PARLEM TELECOM 226.6K €0.66 %
I2S SA 224K €0.66 %
Harmonic Drive Systems Inc 215.9K €0.63 %
Telefonaktiebolaget LM Ericsson 209.3K €0.61 %
Amplifon SpA 206.3K €0.60 %
Tencent Holdings Ltd 196.7K €0.58 %
RUBEAN AG 193.8K €0.57 %
ATRYS HEALTH SA 190.5K €0.56 %
AstraZeneca PLC 189.7K €0.56 %
Novartis AG 188.3K €0.55 %
Otsuka Holdings Co Ltd 188.3K €0.55 %
ASML Holding NV 184.3K €0.54 %
CHINA MOBILE 178.9K €0.52 %
CRANEWARE PLC 177K €0.52 %
ERREDUE SPA 174.7K €0.51 %
M3, Inc. 172.5K €0.51 %
Lam Research Corp 167.5K €0.49 %
Dermapharm Holding SE 157.4K €0.46 %
Taiwan Semiconductor Manufacturing Co Ltd 155.2K €0.46 %
Abbott Laboratories 149.3K €0.44 %
Akamai Technologies Inc 148.5K €0.44 %
FASHIONETTE 136.5K €0.40 %
Novo Nordisk A/S 132.1K €0.39 %
Alcon AG 129.1K €0.38 %
IMD INTERNATIONAL MEDICAL DEVI 125.3K €0.37 %
Keyence Corp 123.3K €0.36 %
Lectra 112.2K €0.33 %
DiaSorin SpA 111.6K €0.33 %
Terumo Corp 111.1K €0.33 %
Melexis NV 103.5K €0.30 %
Nyxoah SA 102.1K €0.30 %
Becton Dickinson & Co 99.1K €0.29 %
FAMICORD AG 96K €0.28 %
Daiichi Sankyo Co Ltd 91.1K €0.27 %
First Advantage Corp 82.6K €0.24 %
MPH Health Care AG 82.5K €0.24 %
SAP SE 72.9K €0.21 %
Carl Zeiss Meditec AG 50K €0.15 %
NEOSPERIENCE 44K €0.13 %
Organon & Co 39.7K €0.12 %
Sandoz Group AG 24.8K €0.07 %
Kapsch TrafficCom AG 11.6K €0.03 %
JD.com Inc 3.2K €0.01 %
PROFITHOL 2.4K €0.01 %
Embecta Corp 1.6K €0.00 %