Titelia

Holdings of BESTINVER PATRIMONIO, FI

BESTINVER GESTION, S.A., S.G.I.I.C. ·25 declared positions · as of Dec 31, 2025

Original filing · Net assets 115M € · Ten largest lines: 47.2 % of the equity sleeve

Sector breakdown

  • Industrials 12.6 %
  • Health care 12.4 %
  • Consumer discretionary 11.8 %
  • Technology 9.5 %
  • Communication 8.7 %
  • Financials 4.5 %
  • Unattributed 40.5 %

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 28.7 %
  • NL 13.4 %
  • DE 13.0 %
  • DK 8.9 %
  • GB 7.3 %
  • FR 7.2 %
  • ES 5.3 %
  • TW 5.0 %
  • CH 4.1 %
  • CA 3.9 %
  • SE 3.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US86.3M €28.72 %
NL33M €13.36 %
DE32.9M €13.02 %
DK22M €8.86 %
GB21.6M €7.27 %
FR21.6M €7.17 %
ES11.2M €5.31 %
TW11.1M €4.98 %
CH1916.3K €4.15 %
CA1858.7K €3.89 %
SE1724.9K €3.28 %

Positions

CompanySharesValueWeight
Industria de Diseno Textil SA 1.2M €1.02 %
EXOR NV 1.1M €0.98 %
Taiwan Semiconductor Manufacturing Co Ltd 1.1M €0.96 %
Airbus SE 1.1M €0.93 %
Beiersdorf AG 1M €0.90 %
DSV A/S 1M €0.88 %
Microsoft Corp 995.6K €0.87 %
Deutsche Boerse AG 984.5K €0.86 %
Koninklijke Philips NV 974.3K €0.85 %
Novo Nordisk A/S 944.1K €0.82 %
Elevance Health Inc 940.1K €0.82 %
Amrize Ltd 916.3K €0.80 %
Amazon.com Inc 913.4K €0.79 %
BAUSCH + LOMB CORP 858.7K €0.75 %
IQVIA Holdings Inc 858K €0.75 %
Brenntag SE 856.2K €0.74 %
Heineken NV 849.9K €0.74 %
Meta Platforms Inc 837.9K €0.73 %
Rentokil Initial PLC 819.4K €0.71 %
RECKITT BENCKISER GROUP PLC 785.7K €0.68 %
Epiroc AB 724.9K €0.63 %
Walt Disney Co/The 721.7K €0.63 %
Ferguson Enterprises Inc 706.3K €0.61 %
LVMH Moet Hennessy Louis Vuitton SE 514.1K €0.45 %
Alphabet Inc 371.5K €0.32 %