Titelia

Holdings of MULTIESTRATEGIA,FI MULTIESTRATEGIA / AFI RENTA VARIABLE

AFI INVERSIONES GLOBALES, SGIIC, S.A. ·39 declared positions · as of Dec 31, 2025

Original filing · Net assets 2.7M € · Ten largest lines: 45.2 % of the equity sleeve

Sector breakdown

  • Financials 20.7 %
  • Technology 19.7 %
  • Consumer discretionary 14.6 %
  • Communication 13.2 %
  • Consumer staples 7.2 %
  • Utilities 3.6 %
  • Health care 3.3 %
  • Industrials 2.8 %
  • Energy 2.2 %
  • Unattributed 12.7 %

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 57.6 %
  • ES 9.2 %
  • FR 8.8 %
  • GB 7.7 %
  • TW 5.5 %
  • NL 3.7 %
  • DE 2.3 %
  • CA 2.3 %
  • KY 2.2 %
  • DK 0.5 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US211.3M €57.59 %
ES5204.2K €9.22 %
FR4195.4K €8.82 %
GB2171.3K €7.73 %
TW1122.9K €5.55 %
NL282.4K €3.72 %
DE151.9K €2.34 %
CA149.9K €2.25 %
KY149.5K €2.23 %
DK112K €0.54 %

Positions

CompanySharesValueWeight
Alphabet Inc 135.4K €4.97 %
Taiwan Semiconductor Manufacturing Co Ltd 122.9K €4.51 %
Amazon.com Inc 109.3K €4.01 %
Meta Platforms Inc 106.8K €3.92 %
Babcock International Group PLC 103.2K €3.79 %
Microsoft Corp 93.9K €3.45 %
Booking Holdings Inc 86.6K €3.18 %
Mastercard Inc 84.1K €3.09 %
ASML Holding NV 80.2K €2.94 %
Iberdrola SA 79.4K €2.92 %
American Express Co 78.1K €2.87 %
Bureau Veritas SA 71.7K €2.63 %
Moody's Corp 69.6K €2.56 %
Unilever PLC 68.1K €2.50 %
Danone SA 65.8K €2.42 %
Uber Technologies Inc 62.5K €2.30 %
Alibaba Group Holding Ltd 60.9K €2.24 %
SAP SE 51.9K €1.91 %
Shopify Inc 49.9K €1.83 %
Visa Inc 49.6K €1.82 %
Tencent Holdings Ltd 49.5K €1.82 %
Exxon Mobil Corp 49.1K €1.80 %
Bank of America Corp 44.9K €1.65 %
Brookfield Asset Management Ltd 40.5K €1.49 %
Micron Technology Inc 38.4K €1.41 %
MSCI Inc 37.6K €1.38 %
CaixaBank SA 34.7K €1.28 %
EssilorLuxottica SA 34.5K €1.27 %
Banco de Sabadell SA 34.2K €1.26 %
NU Holdings Ltd/Cayman Islands 31.1K €1.14 %
Vidrala SA 29.6K €1.09 %
Apollo Global Management Inc 28.8K €1.06 %
Industria de Diseno Textil SA 26.2K €0.96 %
Procter & Gamble Co/The 25.9K €0.95 %
Eli Lilly & Co 25.6K €0.94 %
Hermes International SCA 23.3K €0.86 %
MercadoLibre Inc 17.1K €0.63 %
Novo Nordisk A/S 12K €0.44 %
Magnum Ice Cream Co NV/The 2.2K €0.08 %