Titelia

Holdings of GVCGAESCO MULTINACIONAL, FI

GVC GAESCO GESTIÓN, SGIIC, S.A. ·34 declared positions · as of Dec 31, 2025

Original filing · Net assets 29.7M € · Ten largest lines: 54 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 19.2 %
  • Health care 8.8 %
  • Industrials 7.8 %
  • Financials 7.8 %
  • Materials 5.4 %
  • Consumer staples 4.2 %
  • Energy 1.1 %
  • Technology 1.0 %
  • Unattributed 44.8 %

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 34.2 %
  • JP 10.6 %
  • GB 10.2 %
  • FR 9.0 %
  • IL 6.4 %
  • HK 6.0 %
  • CH 5.6 %
  • DE 4.9 %
  • BR 4.6 %
  • BE 4.2 %
  • ES 1.8 %
  • NL 1.3 %
  • Other countries 1.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US109.9M €34.24 %
2JP33.1M €10.64 %
3GB32.9M €10.15 %
4FR52.6M €9.02 %
5IL11.9M €6.42 %
6HK21.7M €5.96 %
7CH21.6M €5.63 %
8DE21.4M €4.87 %
9BR11.3M €4.59 %
10BE11.2M €4.17 %
11ES1524K €1.81 %
12NL2373.3K €1.29 %

Positions

RankCompanySharesValueWeight
1Carnival Corp 2.1M €7.01 %
2Teva Pharmaceutical Industries Ltd 1.9M €6.27 %
3Alcoa Corp 1.8M €6.10 %
4FANUC Corp 1.7M €5.58 %
5LVMH Moet Hennessy Louis Vuitton SE 1.4M €4.78 %
6AIA Group Ltd 1.4M €4.72 %
7Vodafone Group PLC 1.4M €4.61 %
8Avolta AG 1.4M €4.61 %
9Invesco Ltd 1.3M €4.52 %
10Vale SA 1.3M €4.49 %
11Deutsche Post AG 1.3M €4.41 %
12Aberdeen Group PLC 1.3M €4.24 %
13Medtronic PLC 1.2M €4.13 %
14Anheuser-Busch InBev SA/NV 1.2M €4.07 %
15Alibaba Group Holding Ltd 1.1M €3.57 %
16Pfizer Inc 1.1M €3.57 %
17Toyota Motor Corp. 730.3K €2.46 %
18NIDEC CORP 695.9K €2.35 %
19Boeing Co/The 646.7K €2.18 %
20Telefonica SA 524K €1.77 %
21BNP Paribas SA 404K €1.36 %
22ArcelorMittal SA 351.8K €1.19 %
23Samsonite Group SA 326.7K €1.10 %
24Deere & Co 317K €1.07 %
25Shell PLC 314.1K €1.06 %
26JCDecaux SE 309.6K €1.04 %
27ASML Holding NV 276.4K €0.93 %
28Booking Holdings Inc 273.4K €0.92 %
29Roche Holding AG 264.4K €0.89 %
30AXA SA 245.8K €0.83 %
31Cie de Saint-Gobain SA 234.8K €0.79 %
32Visa Inc 104.5K €0.35 %
33Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 101.2K €0.34 %
34Koninklijke Philips NV 96.9K €0.33 %